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 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
134+ 2.86% |
$13.5K - $14.9K
|
4.83K
$608K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
132+ 1.91% |
$13.3K - $14.7K
|
7.06K
$890K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
132+ 0.45% |
$13.3K - $14.7K
|
29.1K
$3.68M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
130+ 16.46% |
$13.1K - $14.5K
|
920
$116K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
129+ 31.85% |
$13K - $14.4K
|
534
$67.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
127+ 0.35% |
$12.8K - $14.2K
|
36.4K
$4.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
124+ 4.2% |
$12.5K - $13.8K
|
3.08K
$388K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
120+ 0.54% |
$12.1K - $13.4K
|
22.2K
$2.79M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
118+ 3.1% |
$11.9K - $13.1K
|
3.93K
$495K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
115+ 2.08% |
$11.6K - $12.8K
|
5.65K
$713K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
114+ 0.53% |
$11.5K - $12.7K
|
21.6K
$2.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
113+ 0.69% |
$11.4K - $12.6K
|
16.5K
$2.09M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
109+ 4.26% |
$11K - $12.1K
|
2.67K
$336K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
108+ 2.23% |
$10.9K - $12K
|
4.96K
$625K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
107+ 1.44% |
$10.8K - $11.9K
|
7.53K
$950K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
106+ 0.42% |
$10.7K - $11.8K
|
25.1K
$3.17M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
106+ 0.42% |
$10.7K - $11.8K
|
25.1K
$3.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
104+ 2.76% |
$10.5K - $11.6K
|
3.87K
$488K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
104+ 2.97% |
$10.5K - $11.6K
|
3.61K
$455K
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
102+ 3.71% |
$10.3K - $11.4K
|
2.85K
$359K
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
100+ 0.92% |
$10.1K - $11.1K
|
11K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
99+ 4.31% |
$9.98K - $11K
|
2.4K
$302K
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
98+ 3.51% |
$9.88K - $10.9K
|
2.89K
$364K
|
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
95+ 0.17% |
$9.58K - $10.6K
|
56.8K
$7.17M
|
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
91+ 0.26% |
$9.17K - $10.1K
|
34.6K
$4.36M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
90+ 1.77% |
$9.07K - $10K
|
5.19K
$654K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
80+ 0.33% |
$8.07K - $8.92K
|
24.3K
$3.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
80+ 2.55% |
$8.07K - $8.92K
|
3.21K
$405K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
80+ 5.24% |
$8.07K - $8.92K
|
1.61K
$203K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
78+ 3.45% |
$7.86K - $8.69K
|
2.34K
$295K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
77+ 10.21% |
$7.76K - $8.58K
|
831
$105K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
77+ 1.79% |
$7.76K - $8.58K
|
4.37K
$552K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
74+ 2.0% |
$7.46K - $8.25K
|
3.77K
$475K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
72+ 0.7% |
$7.26K - $8.02K
|
10.3K
$1.3M
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
72New |
$7.26K - $8.02K
|
72
$9.08K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
71+ 0.67% |
$7.16K - $7.91K
|
10.7K
$1.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
67+ 2.45% |
$6.75K - $7.47K
|
2.8K
$353K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
67+ 22.95% |
$6.75K - $7.47K
|
359
$45.3K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
65+ 0.4% |
$6.55K - $7.24K
|
16.5K
$2.08M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
65+ 1.58% |
$6.55K - $7.24K
|
4.18K
$527K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
64+ 0.58% |
$6.45K - $7.13K
|
11.1K
$1.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
63+ 1.0% |
$6.35K - $7.02K
|
6.37K
$804K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
59+ 1.53% |
$5.95K - $6.57K
|
3.91K
$493K
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
59+ 1.27% |
$5.95K - $6.57K
|
4.71K
$594K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
57+ 5.73% |
$5.75K - $6.35K
|
1.05K
$133K
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
56+ 0.72% |
$5.65K - $6.24K
|
7.88K
$994K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
54+ 2.8% |
$5.44K - $6.02K
|
1.99K
$250K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
54+ 1.64% |
$5.44K - $6.02K
|
3.34K
$422K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
53+ 4.29% |
$5.34K - $5.91K
|
1.29K
$162K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
50+ 1.26% |
$5.04K - $5.57K
|
4K
$505K
|