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
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-168- 0.17% |
$16.9K - $18.7K
|
98.5K
$13.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-169- 2.04% |
$17K - $18.8K
|
8.13K
$1.08M
|
|
|
May 09, 2023
Q1 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-172- 5.27% |
$17.3K - $19.2K
|
3.09K
$411K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-177- 0.18% |
$17.8K - $19.7K
|
101K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-182- 3.44% |
$18.3K - $20.3K
|
5.12K
$681K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-182- 70.54% |
$18.3K - $20.3K
|
76
$10.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-183- 1.62% |
$18.5K - $20.4K
|
11.1K
$1.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-187- 1.86% |
$18.9K - $20.8K
|
9.88K
$1.31M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-188- 2.18% |
$19K - $21K
|
8.43K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-188- 1.98% |
$19K - $21K
|
9.31K
$1.24M
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-190- 1.82% |
$19.2K - $21.2K
|
10.2K
$1.36M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-192- 3.28% |
$19.4K - $21.4K
|
5.67K
$754K
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
SELL
|
- |
-194- 4.26% |
$19.6K - $21.6K
|
4.36K
$580K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-196- 0.09% |
$19.8K - $21.8K
|
222K
$29.5M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-196- 8.02% |
$19.8K - $21.8K
|
2.25K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-196- 5.29% |
$19.8K - $21.8K
|
3.51K
$467K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-197- 7.73% |
$19.9K - $22K
|
2.35K
$313K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-200- 1.23% |
$20.2K - $22.3K
|
16.1K
$2.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-200- 2.02% |
$20.2K - $22.3K
|
9.69K
$1.29M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-200- 0.98% |
$20.2K - $22.3K
|
20.3K
$2.7M
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-200- 27.25% |
$20.2K - $22.3K
|
534
$71.1K
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-205- 6.0% |
$20.7K - $22.8K
|
3.21K
$427K
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-205- 9.34% |
$20.7K - $22.8K
|
1.99K
$265K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-218- 1.59% |
$22K - $24.3K
|
13.5K
$1.79M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-218- 6.94% |
$22K - $24.3K
|
2.92K
$389K
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-218- 3.16% |
$22K - $24.3K
|
6.69K
$890K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-219- 3.74% |
$22.1K - $24.4K
|
5.63K
$750K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-222- 2.35% |
$22.4K - $24.7K
|
9.23K
$1.23M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-230- 9.2% |
$23.2K - $25.6K
|
2.27K
$302K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-233- 10.64% |
$23.5K - $26K
|
1.96K
$260K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-236- 0.57% |
$23.8K - $26.3K
|
41.5K
$5.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-237- 3.49% |
$23.9K - $26.4K
|
6.55K
$872K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-240- 5.35% |
$24.2K - $26.7K
|
4.25K
$566K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-241- 5.67% |
$24.3K - $26.9K
|
4.01K
$533K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-241- 2.37% |
$24.3K - $26.9K
|
9.94K
$1.32M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-243- 0.81% |
$24.5K - $27.1K
|
29.6K
$3.94M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-248- 2.57% |
$25K - $27.6K
|
9.42K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-249- 89.57% |
$25.1K - $27.7K
|
29
$3.86K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-250- 3.21% |
$25.2K - $27.9K
|
7.54K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-253- 3.29% |
$25.5K - $28.2K
|
7.44K
$990K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-253- 2.55% |
$25.5K - $28.2K
|
9.68K
$1.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-256- 25.81% |
$25.8K - $28.5K
|
736
$97.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-256- 0.48% |
$25.8K - $28.5K
|
52.7K
$7.02M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-258- 24.25% |
$26K - $28.8K
|
806
$107K
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-262- 3.6% |
$26.4K - $29.2K
|
7.02K
$934K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-273- 0.26% |
$27.5K - $30.4K
|
107K
$14.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-276- 15.01% |
$27.8K - $30.8K
|
1.56K
$208K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-281- 9.11% |
$28.3K - $31.3K
|
2.8K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-283- 4.78% |
$28.5K - $31.5K
|
5.64K
$750K
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-285- 2.51% |
$28.7K - $31.8K
|
11.1K
$1.47M
|