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 |
---|---|---|---|---|---|---|---|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
277+ 3.29% |
$27.9K - $30.9K
|
8.7K
$1.1M
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
276+ 1.35% |
$27.8K - $30.8K
|
20.7K
$2.61M
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
275+ 9.93% |
$27.7K - $30.6K
|
3.05K
$384K
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
275+ 3.61% |
$27.7K - $30.6K
|
7.89K
$995K
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
270+ 0.88% |
$27.2K - $30.1K
|
31K
$3.9M
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
257+ 0.96% |
$25.9K - $28.6K
|
27.1K
$3.41M
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
255+ 5.01% |
$25.7K - $28.4K
|
5.35K
$674K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
251+ 0.39% |
$25.3K - $28K
|
64.2K
$8.09M
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
250+ 2.56% |
$25.2K - $27.9K
|
10K
$1.26M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
249+ 858.62% |
$25.1K - $27.7K
|
278
$35.1K
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
243+ 0.91% |
$24.5K - $27.1K
|
26.8K
$3.38M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
241+ 4.73% |
$24.3K - $26.9K
|
5.33K
$672K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
235+ 7.95% |
$23.7K - $26.2K
|
3.19K
$402K
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
234+ 0.7% |
$23.6K - $26.1K
|
33.9K
$4.27M
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
227+ 0.73% |
$22.9K - $25.3K
|
31.5K
$3.97M
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
225+ 7.42% |
$22.7K - $25.1K
|
3.26K
$411K
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
217+ 2.64% |
$21.9K - $24.2K
|
8.43K
$1.06M
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
215+ 2.02% |
$21.7K - $24K
|
10.9K
$1.37M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
213+ 0.66% |
$21.5K - $23.7K
|
32.4K
$4.09M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
202+ 1.31% |
$20.4K - $22.5K
|
15.7K
$1.98M
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
200+ 2.65% |
$20.2K - $22.3K
|
7.74K
$976K
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
195+ 2.73% |
$19.7K - $21.7K
|
7.35K
$926K
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
195New |
$19.7K - $21.7K
|
195
$24.6K
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
194+ 2.55% |
$19.6K - $21.6K
|
7.8K
$984K
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
192+ 0.09% |
$19.4K - $21.4K
|
220K
$27.8M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
190+ 0.46% |
$19.2K - $21.2K
|
41.1K
$5.18M
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
189+ 6.66% |
$19.1K - $21.1K
|
3.03K
$381K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
188New |
$19K - $21K
|
188
$23.7K
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
185+ 4.72% |
$18.7K - $20.6K
|
4.11K
$518K
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
183+ 0.23% |
$18.5K - $20.4K
|
78.3K
$9.88M
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
179New |
$18K - $19.9K
|
179
$22.6K
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
174+ 3.87% |
$17.5K - $19.4K
|
4.67K
$589K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
168+ 50.0% |
$16.9K - $18.7K
|
504
$63.6K
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
167+ 0.15% |
$16.8K - $18.6K
|
115K
$14.5M
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
167+ 0.98% |
$16.8K - $18.6K
|
17.2K
$2.17M
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
166+ 4.83% |
$16.7K - $18.5K
|
3.6K
$454K
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
164New |
$16.5K - $18.3K
|
164
$20.7K
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
164+ 6.47% |
$16.5K - $18.3K
|
2.7K
$340K
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
164+ 0.77% |
$16.5K - $18.3K
|
21.5K
$2.71M
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
162+ 0.26% |
$16.3K - $18.1K
|
61.3K
$7.73M
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
162+ 0.46% |
$16.3K - $18.1K
|
35.5K
$4.48M
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
161+ 7.5% |
$16.2K - $17.9K
|
2.31K
$291K
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
151+ 1.38% |
$15.2K - $16.8K
|
11.1K
$1.39M
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
146+ 2.02% |
$14.7K - $16.3K
|
7.36K
$928K
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
146+ 4.3% |
$14.7K - $16.3K
|
3.54K
$447K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
145+ 2.41% |
$14.6K - $16.2K
|
6.16K
$777K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
141+ 3.01% |
$14.2K - $15.7K
|
4.83K
$609K
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
140+ 0.88% |
$14.1K - $15.6K
|
16.1K
$2.03M
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
137+ 2.82% |
$13.8K - $15.3K
|
4.99K
$630K
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
136+ 0.33% |
$13.7K - $15.2K
|
41.3K
$5.21M
|