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 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
2+ 0.05% |
$202 - $223
|
4.38K
$552K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2+ 0.04% |
$202 - $223
|
4.68K
$591K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.89% |
$202 - $223
|
227
$28.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
1+ 0.04% |
$101 - $111
|
2.43K
$307K
|
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
1+ 0.05% |
$101 - $111
|
2.1K
$265K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$101 - $111
|
9.01K
$1.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 0.21% |
$101 - $111
|
465
$58.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1- 0.02% |
$101 - $111
|
4.02K
$507K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1- 0.01% |
$101 - $111
|
10.5K
$1.32M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2- -0.0% |
$202 - $223
|
190K
$24M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2- 0.1% |
$202 - $223
|
2.09K
$263K
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2- 0.01% |
$202 - $223
|
26.3K
$3.31M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-5- 0.03% |
$504 - $557
|
15.2K
$1.91M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-6- 15.38% |
$605 - $669
|
33
$4.16K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-6- 0.29% |
$605 - $669
|
2.04K
$257K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-8- 0.07% |
$807 - $892
|
12.1K
$1.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-9- 0.07% |
$907 - $1K
|
12.5K
$1.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-10- 0.41% |
$1.01K - $1.11K
|
2.43K
$306K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-11- 0.49% |
$1.11K - $1.23K
|
2.25K
$284K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-11- 0.01% |
$1.11K - $1.23K
|
119K
$14.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-15- 0.74% |
$1.51K - $1.67K
|
2.01K
$253K
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-15- 0.5% |
$1.51K - $1.67K
|
2.97K
$375K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-18- 0.38% |
$1.81K - $2.01K
|
4.66K
$588K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-19- 0.79% |
$1.92K - $2.12K
|
2.4K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-19- 0.41% |
$1.92K - $2.12K
|
4.6K
$581K
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-20- 0.63% |
$2.02K - $2.23K
|
3.17K
$400K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-23- 0.26% |
$2.32K - $2.56K
|
8.68K
$1.1M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-24- 2.91% |
$2.42K - $2.67K
|
800
$101K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-25- 0.8% |
$2.52K - $2.79K
|
3.09K
$389K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.66% |
$2.72K - $3.01K
|
4.08K
$514K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-27- 0.79% |
$2.72K - $3.01K
|
3.4K
$428K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-27- 0.22% |
$2.72K - $3.01K
|
12.4K
$1.56M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-28- 1.3% |
$2.82K - $3.12K
|
2.13K
$268K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-30- 0.58% |
$3.02K - $3.34K
|
5.14K
$648K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-30- 0.67% |
$3.02K - $3.34K
|
4.45K
$561K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-32- 0.48% |
$3.23K - $3.57K
|
6.7K
$845K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-33- 1.64% |
$3.33K - $3.68K
|
1.98K
$249K
|
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-34- 0.19% |
$3.43K - $3.79K
|
17.6K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-35- 0.06% |
$3.53K - $3.9K
|
54.8K
$6.91M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-36- 1.24% |
$3.63K - $4.01K
|
2.87K
$362K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-37- 0.65% |
$3.73K - $4.12K
|
5.64K
$712K
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-37- 0.06% |
$3.73K - $4.12K
|
65.1K
$8.21M
|
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-38- 0.04% |
$3.83K - $4.23K
|
98.1K
$12.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-39- 0.1% |
$3.93K - $4.35K
|
37.1K
$4.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-46- 0.1% |
$4.64K - $5.13K
|
44.2K
$5.58M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-49- 0.03% |
$4.94K - $5.46K
|
193K
$24.4M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-50- 0.42% |
$5.04K - $5.57K
|
11.8K
$1.49M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-53- 0.47% |
$5.34K - $5.91K
|
11.2K
$1.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-54- 2.65% |
$5.44K - $6.02K
|
1.99K
$251K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-55- 0.7% |
$5.55K - $6.13K
|
7.79K
$983K
|