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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
533+ 106.6% |
$53.7K - $59.4K
|
1.03K
$130K
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
530+ 3.24% |
$53.4K - $59.1K
|
16.9K
$2.13M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
530+ 2.35% |
$53.4K - $59.1K
|
23.1K
$2.91M
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
522+ 28.43% |
$52.6K - $58.2K
|
2.36K
$297K
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
520+ 2.35% |
$52.4K - $57.9K
|
22.7K
$2.86M
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
514+ 21.86% |
$51.8K - $57.3K
|
2.87K
$361K
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
511+ 0.57% |
$51.5K - $56.9K
|
90.8K
$11.4M
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
506+ 3.06% |
$51K - $56.4K
|
17.1K
$2.15M
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
505+ 7.35% |
$50.9K - $56.3K
|
7.38K
$931K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
501+ 18.1% |
$50.5K - $55.8K
|
3.27K
$412K
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
497+ 1.66% |
$50.1K - $55.4K
|
30.3K
$3.83M
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
496+ 11.71% |
$50K - $55.3K
|
4.73K
$597K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
480+ 27.01% |
$48.4K - $53.5K
|
2.26K
$285K
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
467+ 0.77% |
$47.1K - $52K
|
60.9K
$7.69M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
462New |
$46.6K - $51.5K
|
462
$58.3K
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
460+ 6.66% |
$46.4K - $51.3K
|
7.37K
$929K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
458+ 2.72% |
$46.2K - $51K
|
17.3K
$2.18M
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
455+ 21.45% |
$45.9K - $50.7K
|
2.58K
$325K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
450+ 2.62% |
$45.4K - $50.1K
|
17.6K
$2.22M
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
450+ 6.94% |
$45.4K - $50.1K
|
6.93K
$874K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
450+ 11.16% |
$45.4K - $50.1K
|
4.48K
$565K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
445+ 15.52% |
$44.9K - $49.6K
|
3.31K
$418K
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
443+ 3.36% |
$44.7K - $49.4K
|
13.6K
$1.72M
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
430+ 8.58% |
$43.4K - $47.9K
|
5.44K
$686K
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
416+ 5.69% |
$41.9K - $46.4K
|
7.72K
$974K
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
412+ 1.05% |
$41.5K - $45.9K
|
39.7K
$5.01M
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
403+ 20.73% |
$40.6K - $44.9K
|
2.35K
$296K
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
397+ 5.54% |
$40K - $44.2K
|
7.56K
$954K
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
397+ 13.15% |
$40K - $44.2K
|
3.42K
$431K
|
|
Apr 05, 2023
Q1 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
396+ 13.26% |
$39.9K - $44.1K
|
3.38K
$427K
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
393+ 19.65% |
$39.6K - $43.8K
|
2.39K
$302K
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
388New |
$39.1K - $43.2K
|
388
$48.9K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
385+ 0.42% |
$38.8K - $42.9K
|
93K
$11.7M
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
375+ 5.96% |
$37.8K - $41.8K
|
6.66K
$840K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
374+ 3.36% |
$37.7K - $41.7K
|
11.5K
$1.45M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
366+ 5.18% |
$36.9K - $40.8K
|
7.43K
$938K
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
361+ 3.95% |
$36.4K - $40.2K
|
9.5K
$1.2M
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
358New |
$36.1K - $39.9K
|
358
$45.1K
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
347+ 0.61% |
$35K - $38.7K
|
57.7K
$7.28M
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
338+ 2.05% |
$34.1K - $37.7K
|
16.8K
$2.12M
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
336+ 9.99% |
$33.9K - $37.4K
|
3.7K
$466K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
331New |
$33.4K - $36.9K
|
331
$41.7K
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
322+ 1.41% |
$32.5K - $35.9K
|
23.2K
$2.93M
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
315+ 10.0% |
$31.8K - $35.1K
|
3.47K
$437K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
307New |
$31K - $34.2K
|
307
$38.7K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
304+ 1.64% |
$30.6K - $33.9K
|
18.8K
$2.37M
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
300+ 5.82% |
$30.2K - $33.4K
|
5.46K
$688K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
297+ 3.78% |
$29.9K - $33.1K
|
8.16K
$1.03M
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
290+ 3.03% |
$29.2K - $32.3K
|
9.87K
$1.25M
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
285+ 8.21% |
$28.7K - $31.8K
|
3.76K
$474K
|