Purchases and Sales Made in Q1 2023 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD WHITEHALL FDS (VANGUA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.22MNew |
$324M - $359M
|
3.22M
$406M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
466K+ 348.38% |
$46.9M - $51.9M
|
599K
$75.6M
|
|
|
May 05, 2023
Q1 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
406KNew |
$41M - $45.3M
|
406K
$51.2M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
394KNew |
$39.7M - $43.9M
|
394K
$49.7M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
275KNew |
$27.7M - $30.6M
|
275K
$34.6M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
248K+ 99873.79% |
$25M - $27.6M
|
248K
$31.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
233K+ 64.83% |
$23.5M - $26M
|
592K
$74.7M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
200K+ 17.64% |
$20.1M - $22.3M
|
1.33M
$168M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
191K+ 4.1% |
$19.3M - $21.3M
|
4.85M
$611M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
189K+ 4.61% |
$19M - $21M
|
4.28M
$539M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
176K+ 64.56% |
$17.8M - $19.6M
|
449K
$56.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
171K+ 4.89% |
$17.2M - $19M
|
3.66M
$462M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
147K+ 12.27% |
$14.9M - $16.4M
|
1.35M
$170M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
141K+ 4.49% |
$14.2M - $15.7M
|
3.28M
$414M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
140K+ 9.19% |
$14.1M - $15.6M
|
1.67M
$210M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
136KNew |
$13.7M - $15.2M
|
136K
$17.2M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
108K+ 100.83% |
$10.9M - $12M
|
215K
$27.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
107KNew |
$10.7M - $11.9M
|
107K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 5.19% |
$10.7M - $11.8M
|
2.15M
$271M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
106K+ 17.71% |
$10.7M - $11.8M
|
706K
$89M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
102K+ 20.68% |
$10.3M - $11.4M
|
595K
$75.1M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
99K+ 63.83% |
$9.98M - $11M
|
254K
$32M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
95.6K+ 56.76% |
$9.64M - $10.7M
|
264K
$33.3M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
85.2K+ 31.33% |
$8.59M - $9.49M
|
357K
$45M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
82.8K+ 21.41% |
$8.35M - $9.22M
|
469K
$59.2M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
81K+ 226.23% |
$8.16M - $9.02M
|
117K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
74.4K+ 1.7% |
$7.51M - $8.3M
|
4.46M
$563M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
73K+ 5.71% |
$7.36M - $8.14M
|
1.35M
$171M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
70.1KNew |
$7.07M - $7.81M
|
70.1K
$8.84M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
68.7K+ 24.95% |
$6.92M - $7.65M
|
344K
$43.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
68.4K+ 6.72% |
$6.9M - $7.62M
|
1.09M
$137M
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
66.6KNew |
$6.71M - $7.42M
|
66.6K
$8.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
66.6KNew |
$6.71M - $7.42M
|
66.6K
$8.39M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
65.9K+ 5.21% |
$6.64M - $7.34M
|
1.33M
$168M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
63.2K+ 27.98% |
$6.37M - $7.04M
|
289K
$36.5M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
62.2K+ 62.29% |
$6.27M - $6.93M
|
162K
$20.4M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
60.6K+ 67.42% |
$6.11M - $6.75M
|
150K
$19M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
53K+ 6.93% |
$5.35M - $5.91M
|
818K
$103M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
52.4K+ 101.84% |
$5.28M - $5.84M
|
104K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
51.6KNew |
$5.2M - $5.75M
|
51.6K
$6.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
51K+ 34.23% |
$5.14M - $5.68M
|
200K
$25.2M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
49.2K+ 7.69% |
$4.96M - $5.49M
|
690K
$87M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
49.2K+ 477.59% |
$4.96M - $5.48M
|
59.5K
$7.51M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
49.1KNew |
$4.95M - $5.47M
|
49.1K
$6.19M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
48.7K+ 203.19% |
$4.91M - $5.42M
|
72.6K
$9.16M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
46.1K+ 8.06% |
$4.65M - $5.14M
|
619K
$78M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
45.4K+ 2.95% |
$4.57M - $5.06M
|
1.58M
$200M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
44.9K+ 801.96% |
$4.53M - $5M
|
50.5K
$6.37M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
44K+ 32.65% |
$4.44M - $4.91M
|
179K
$22.6M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
41.3K+ 30.93% |
$4.17M - $4.6M
|
175K
$22.1M
|