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 01, 2023
Q1 2023
|
Tnf LLC
|
BUY
|
- |
13+ 0.4% |
$1.31K - $1.45K
|
3.28K
$414K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
13+ 0.24% |
$1.31K - $1.45K
|
5.5K
$694K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
12+ 0.02% |
$1.21K - $1.34K
|
49.6K
$6.25M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
12+ 5.94% |
$1.21K - $1.34K
|
214
$27K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
12+ 0.3% |
$1.21K - $1.34K
|
3.99K
$503K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
12+ 0.57% |
$1.21K - $1.34K
|
2.1K
$265K
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
11+ 0.01% |
$1.11K - $1.23K
|
138K
$17.4M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
11+ 0.27% |
$1.11K - $1.23K
|
4.04K
$510K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11+ 0.13% |
$1.11K - $1.23K
|
8.4K
$1.06M
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
10+ 0.27% |
$1.01K - $1.11K
|
3.66K
$461K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10+ 0.29% |
$1.01K - $1.11K
|
3.42K
$432K
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
10+ 0.03% |
$1.01K - $1.11K
|
32.2K
$4.07M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.14% |
$1.01K - $1.11K
|
6.95K
$877K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10+ 0.21% |
$1.01K - $1.11K
|
4.67K
$588K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
9+ 20.0% |
$907 - $1K
|
54
$6.81K
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
9+ 0.07% |
$907 - $1K
|
12.6K
$1.59M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9+ 0.06% |
$907 - $1K
|
16.2K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9New |
$907 - $1K
|
9
$1.13K
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
8+ 0.3% |
$807 - $892
|
2.69K
$339K
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
8+ 0.18% |
$807 - $892
|
4.55K
$574K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.14% |
$807 - $892
|
5.91K
$746K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
8+ 0.03% |
$807 - $892
|
22.9K
$2.89M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
8+ 0.33% |
$807 - $892
|
2.46K
$310K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8+ 0.11% |
$807 - $892
|
7.3K
$920K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 0.63% |
$706 - $780
|
1.12K
$141K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
6+ 0.07% |
$605 - $669
|
9.23K
$1.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
6+ 0.39% |
$605 - $669
|
1.56K
$196K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6+ 0.16% |
$605 - $669
|
3.77K
$476K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.64% |
$504 - $557
|
784
$98.9K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5+ 0.75% |
$504 - $557
|
673
$84.9K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
5+ 0.2% |
$504 - $557
|
2.54K
$320K
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5+ 10.87% |
$504 - $557
|
51
$6.43K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5+ 0.19% |
$504 - $557
|
2.67K
$336K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5+ 0.7% |
$504 - $557
|
715
$90.2K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.42% |
$403 - $446
|
946
$119K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
4+ 0.23% |
$403 - $446
|
1.72K
$216K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
4+ 0.2% |
$403 - $446
|
1.99K
$251K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.66% |
$403 - $446
|
606
$76.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.18% |
$403 - $446
|
2.2K
$277K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.4% |
$403 - $446
|
995
$125K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4+ 0.08% |
$403 - $446
|
5.14K
$648K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
4+ 0.12% |
$403 - $446
|
3.23K
$407K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4+ 0.11% |
$403 - $446
|
3.79K
$478K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.14% |
$302 - $334
|
2.14K
$270K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3+ 0.14% |
$302 - $334
|
2.1K
$265K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$202 - $223
|
6.85K
$863K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 0.06% |
$202 - $223
|
3.4K
$429K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.08% |
$202 - $223
|
2.5K
$316K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2+ 0.08% |
$202 - $223
|
2.44K
$307K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2+ 0.04% |
$202 - $223
|
4.75K
$599K
|