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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-288- 42.6% |
$29K - $32.1K
|
388
$51.6K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-290- 2.84% |
$29.2K - $32.3K
|
9.93K
$1.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-293- 6.44% |
$29.5K - $32.7K
|
4.26K
$567K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-295- 1.82% |
$29.7K - $32.9K
|
15.9K
$2.12M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-298- 12.05% |
$30K - $33.2K
|
2.18K
$289K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-298- 4.18% |
$30K - $33.2K
|
6.83K
$909K
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-300- 4.15% |
$30.2K - $33.4K
|
6.92K
$921K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-300- 8.38% |
$30.2K - $33.4K
|
3.28K
$436K
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-300- 2.72% |
$30.2K - $33.4K
|
10.7K
$1.43M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-301- 1.75% |
$30.3K - $33.5K
|
16.9K
$2.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-304- 5.33% |
$30.6K - $33.9K
|
5.4K
$718K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-307- 8.65% |
$31K - $34.2K
|
3.24K
$431K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-307- 0.35% |
$31K - $34.2K
|
86.8K
$11.6M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-325- 3.75% |
$32.8K - $36.2K
|
8.34K
$1.11M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-326- 3.09% |
$32.9K - $36.3K
|
10.2K
$1.36M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-326- 14.14% |
$32.9K - $36.3K
|
1.98K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-326- 4.62% |
$32.9K - $36.3K
|
6.72K
$895K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-327- 2.64% |
$33K - $36.4K
|
12.1K
$1.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-332- 1.37% |
$33.5K - $37K
|
24K
$3.19M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-342- 6.79% |
$34.5K - $38.1K
|
4.7K
$625K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-344- 8.79% |
$34.7K - $38.3K
|
3.57K
$475K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-347- 1.69% |
$35K - $38.7K
|
20.2K
$2.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-350- 94.59% |
$35.3K - $39K
|
20
$2.66K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-370- 4.38% |
$37.3K - $41.2K
|
8.07K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-382- 3.99% |
$38.5K - $42.6K
|
9.19K
$1.22M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-385- 48.0% |
$38.8K - $42.9K
|
417
$55.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-389- 5.99% |
$39.2K - $43.4K
|
6.1K
$812K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-391- 16.39% |
$39.4K - $43.6K
|
1.99K
$265K
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-395- 2.67% |
$39.8K - $44K
|
14.4K
$1.92M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-398- 5.61% |
$40.1K - $44.4K
|
6.69K
$890K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-399- 7.17% |
$40.2K - $44.5K
|
5.17K
$688K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-400- 3.02% |
$40.3K - $44.6K
|
12.9K
$1.71M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-404- 1.59% |
$40.7K - $45K
|
25K
$3.33M
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-406- 1.14% |
$40.9K - $45.2K
|
35.1K
$4.68M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-415- 2.03% |
$41.8K - $46.2K
|
20.1K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-422- 3.82% |
$42.5K - $47K
|
10.6K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-423- 13.05% |
$42.6K - $47.1K
|
2.82K
$375K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-425- 2.93% |
$42.8K - $47.4K
|
14.1K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-425- 13.08% |
$42.8K - $47.4K
|
2.83K
$376K
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-429- 1.81% |
$43.3K - $47.8K
|
23.3K
$3.1M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-430- 1.22% |
$43.4K - $47.9K
|
34.8K
$4.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-432- 2.6% |
$43.6K - $48.1K
|
16.2K
$2.16M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-433- 8.83% |
$43.7K - $48.3K
|
4.47K
$595K
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-433- 8.38% |
$43.7K - $48.3K
|
4.74K
$630K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-438- 45.53% |
$44.2K - $48.8K
|
524
$69.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-441- 6.63% |
$44.5K - $49.1K
|
6.21K
$826K
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-463- 0.81% |
$46.7K - $51.6K
|
56.8K
$7.56M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-465- 13.83% |
$46.9K - $51.8K
|
2.9K
$386K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-471- 8.09% |
$47.5K - $52.5K
|
5.35K
$712K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-472- 7.45% |
$47.6K - $52.6K
|
5.87K
$781K
|