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 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-487- 5.96% |
$49.1K - $54.3K
|
7.68K
$969K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-487- 8.98% |
$49.1K - $54.3K
|
4.94K
$622K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-496- 1.61% |
$50K - $55.3K
|
30.3K
$3.82M
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-496- 13.32% |
$50K - $55.3K
|
3.23K
$407K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-500- 3.59% |
$50.4K - $55.7K
|
13.4K
$1.7M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-500- 3.23% |
$50.4K - $55.7K
|
15K
$1.89M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-500- 0.3% |
$50.4K - $55.7K
|
168K
$21.2M
|
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-518- 5.33% |
$52.2K - $57.7K
|
9.2K
$1.16M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-523- 1.16% |
$52.7K - $58.3K
|
44.5K
$5.61M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-525- 20.08% |
$52.9K - $58.5K
|
2.09K
$264K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-531- 2.4% |
$53.5K - $59.2K
|
21.6K
$2.72M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-541Closed |
$54.5K - $60.3K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-547- 3.05% |
$55.1K - $61K
|
17.4K
$2.19M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-548- 0.4% |
$55.2K - $61.1K
|
135K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-548- 0.36% |
$55.2K - $61.1K
|
150K
$18.9M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-554- 2.08% |
$55.9K - $61.7K
|
26.1K
$3.29M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-555- 6.73% |
$56K - $61.8K
|
7.69K
$970K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-555- 8.9% |
$56K - $61.8K
|
5.68K
$717K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-562- 10.51% |
$56.7K - $62.6K
|
4.78K
$603K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-563- 8.98% |
$56.8K - $62.7K
|
5.71K
$720K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-571- 1.84% |
$57.6K - $63.6K
|
30.5K
$3.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-585- 1.22% |
$59K - $65.2K
|
47.4K
$5.97M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-586- 4.23% |
$59.1K - $65.3K
|
13.3K
$1.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-592- 1.55% |
$59.7K - $66K
|
37.7K
$4.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-595- 21.63% |
$60K - $66.3K
|
2.16K
$272K
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
SELL
|
- |
-604- 2.38% |
$60.9K - $67.3K
|
24.8K
$3.12M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-605- 1.28% |
$61K - $67.4K
|
46.6K
$5.88M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-605- 8.36% |
$61K - $67.4K
|
6.64K
$837K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-607- 2.69% |
$61.2K - $67.6K
|
21.9K
$2.77M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-612- 23.14% |
$61.7K - $68.2K
|
2.03K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-624- 1.34% |
$62.9K - $69.5K
|
46K
$5.8M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-629- 9.35% |
$63.4K - $70.1K
|
6.1K
$769K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-633- 13.9% |
$63.8K - $70.5K
|
3.92K
$494K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-641- 0.76% |
$64.6K - $71.4K
|
83.8K
$10.6M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-667- 6.15% |
$67.2K - $74.3K
|
10.2K
$1.28M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-675- 1.89% |
$68.1K - $75.2K
|
35.1K
$4.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-681- 8.95% |
$68.7K - $75.9K
|
6.93K
$873K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-687- 0.88% |
$69.3K - $76.6K
|
77.6K
$9.79M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-690- 11.02% |
$69.6K - $76.9K
|
5.57K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-691- 16.61% |
$69.7K - $77K
|
3.47K
$437K
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-701- 16.9% |
$70.7K - $78.1K
|
3.45K
$435K
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-709- 0.36% |
$71.5K - $79K
|
197K
$24.8M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-730- 19.75% |
$73.6K - $81.4K
|
2.97K
$374K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-742- 5.04% |
$74.8K - $82.7K
|
14K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-753- 25.57% |
$75.9K - $83.9K
|
2.19K
$276K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-772- 23.66% |
$77.8K - $86K
|
2.49K
$314K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-782- 20.02% |
$78.8K - $87.1K
|
3.13K
$394K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-789- 49.59% |
$79.5K - $87.9K
|
802
$101K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-808- 4.74% |
$81.5K - $90K
|
16.2K
$2.05M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-812- 5.03% |
$81.9K - $90.5K
|
15.3K
$1.93M
|