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
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-56- 0.45% |
$5.65K - $6.24K
|
12.5K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-56- 2.76% |
$5.65K - $6.24K
|
1.97K
$249K
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-57- 0.46% |
$5.75K - $6.35K
|
12.4K
$1.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-58- 0.46% |
$5.85K - $6.46K
|
12.5K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-65- 0.4% |
$6.55K - $7.24K
|
16K
$2.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-67- 0.09% |
$6.75K - $7.47K
|
70.5K
$8.89M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-67- 0.77% |
$6.75K - $7.47K
|
8.63K
$1.09M
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-68- 0.35% |
$6.86K - $7.58K
|
19.5K
$2.46M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-69- 2.14% |
$6.96K - $7.69K
|
3.15K
$397K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-70- 0.55% |
$7.06K - $7.8K
|
12.6K
$1.59M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-70- 0.77% |
$7.06K - $7.8K
|
9.02K
$1.14M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-71- 1.39% |
$7.16K - $7.91K
|
5.05K
$637K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-71- 0.41% |
$7.16K - $7.91K
|
17.4K
$2.19M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-74- 0.88% |
$7.46K - $8.25K
|
8.37K
$1.05M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-76- 1.24% |
$7.66K - $8.47K
|
6.07K
$765K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-80- 2.72% |
$8.07K - $8.92K
|
2.87K
$361K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-82- 5.5% |
$8.27K - $9.14K
|
1.41K
$178K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-84- 2.87% |
$8.47K - $9.36K
|
2.84K
$358K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-85- 1.14% |
$8.57K - $9.47K
|
7.39K
$932K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-91- 0.77% |
$9.17K - $10.1K
|
11.7K
$1.48M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-96- 4.39% |
$9.68K - $10.7K
|
2.09K
$264K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-99- 1.18% |
$9.98K - $11K
|
8.31K
$1.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-100- 0.81% |
$10.1K - $11.1K
|
12.2K
$1.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
SELL
|
- |
-100- 1.95% |
$10.1K - $11.1K
|
5.03K
$634K
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-107- 0.28% |
$10.8K - $11.9K
|
38.6K
$4.86M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-107- 2.51% |
$10.8K - $11.9K
|
4.16K
$525K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-107- 0.15% |
$10.8K - $11.9K
|
70.2K
$8.86M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-110- 1.02% |
$11.1K - $12.3K
|
10.7K
$1.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-114- 0.81% |
$11.5K - $12.7K
|
13.9K
$1.75M
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-115- 0.22% |
$11.6K - $12.8K
|
52.7K
$6.64M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-116- 1.13% |
$11.7K - $12.9K
|
10.2K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-117- 1.08% |
$11.8K - $13K
|
10.7K
$1.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-120- 0.32% |
$12.1K - $13.4K
|
37.5K
$4.73M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-121- 0.31% |
$12.2K - $13.5K
|
39.1K
$4.93M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-125- 0.06% |
$12.6K - $13.9K
|
218K
$27.5M
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-125- 3.32% |
$12.6K - $13.9K
|
3.64K
$459K
|
|
|
Apr 05, 2023
Q1 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-127- 1.77% |
$12.8K - $14.2K
|
7.04K
$887K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-130- 1.91% |
$13.1K - $14.5K
|
6.67K
$841K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-130- 1.02% |
$13.1K - $14.5K
|
12.6K
$1.59M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-141- 3.79% |
$14.2K - $15.7K
|
3.58K
$451K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-142- 32.13% |
$14.3K - $15.8K
|
300
$37.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-143- 3.44% |
$14.4K - $15.9K
|
4.01K
$506K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-150- 5.24% |
$15.1K - $16.7K
|
2.71K
$342K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-156- 0.32% |
$15.7K - $17.4K
|
49.2K
$6.21M
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-160- 5.64% |
$16.1K - $17.8K
|
2.68K
$337K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-161- 0.54% |
$16.2K - $17.9K
|
29.4K
$3.71M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-161- 3.8% |
$16.2K - $17.9K
|
4.08K
$514K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-165- 5.58% |
$16.6K - $18.4K
|
2.79K
$352K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-167- 0.05% |
$16.8K - $18.6K
|
353K
$44.5M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-168- 0.17% |
$16.9K - $18.7K
|
98.5K
$12.4M
|