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 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
38.1KNew |
$3.84M - $4.24M
|
38.1K
$4.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
35K+ 117.49% |
$3.53M - $3.9M
|
64.8K
$8.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
34.8K+ 127.73% |
$3.5M - $3.87M
|
62K
$7.82M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
34.6K+ 41.9% |
$3.49M - $3.86M
|
117K
$14.8M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
34.1KNew |
$3.44M - $3.8M
|
34.1K
$4.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
33.3K+ 6.48% |
$3.36M - $3.71M
|
547K
$68.9M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
32.5K+ 74.5% |
$3.28M - $3.62M
|
76.2K
$9.6M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
32K+ 1760.84% |
$3.23M - $3.57M
|
33.8K
$4.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
31.9K+ 24.69% |
$3.22M - $3.56M
|
161K
$20.3M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
31.7K+ 30.92% |
$3.19M - $3.53M
|
134K
$16.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
31.2KNew |
$3.15M - $3.48M
|
31.2K
$3.94M
|
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
30.7K+ 27.61% |
$3.09M - $3.42M
|
142K
$17.9M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
30.6K+ 5.98% |
$3.08M - $3.41M
|
542K
$68.4M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
30K+ 861.61% |
$3.02M - $3.34M
|
33.5K
$4.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
28.8KNew |
$2.9M - $3.21M
|
28.8K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27.9K+ 8.25% |
$2.81M - $3.11M
|
366K
$46.2M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
26.9K+ 7.43% |
$2.71M - $3M
|
389K
$49.1M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.2K+ 5.48% |
$2.64M - $2.92M
|
504K
$63.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
25.7K+ 11.95% |
$2.59M - $2.86M
|
241K
$30.4M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
25.5K+ 2.71% |
$2.57M - $2.84M
|
967K
$122M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
24K+ 373.89% |
$2.42M - $2.68M
|
30.5K
$3.84M
|
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
23.7K+ 55.56% |
$2.39M - $2.64M
|
66.3K
$8.37M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
23.5K+ 5.08% |
$2.37M - $2.62M
|
486K
$61.3M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
22.7KNew |
$2.29M - $2.53M
|
22.7K
$2.87M
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
22.4KNew |
$2.25M - $2.49M
|
22.4K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.9KNew |
$2.21M - $2.44M
|
21.9K
$2.77M
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
21.9K+ 11.58% |
$2.21M - $2.44M
|
211K
$26.6M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
21.3K+ 8.74% |
$2.14M - $2.37M
|
264K
$33.3M
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
20.2KNew |
$2.03M - $2.25M
|
20.2K
$2.54M
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
19.2KNew |
$1.93M - $2.14M
|
19.2K
$2.42M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.8K+ 0.86% |
$1.9M - $2.1M
|
2.21M
$279M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
18.2K+ 264.82% |
$1.84M - $2.03M
|
25.1K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
17.8KNew |
$1.79M - $1.98M
|
17.8K
$2.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
17.4KNew |
$1.75M - $1.93M
|
17.4K
$2.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
17.3K+ 18.16% |
$1.74M - $1.92M
|
112K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.7K+ 12.78% |
$1.58M - $1.74M
|
138K
$17.4M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.5K+ 5291.13% |
$1.56M - $1.73M
|
15.8K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.3K+ 4.01% |
$1.54M - $1.71M
|
397K
$50.1M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9KNew |
$1.51M - $1.67M
|
14.9K
$1.88M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
BUY
|
- |
14.3K+ 10.71% |
$1.45M - $1.6M
|
148K
$18.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
14.3K+ 16.39% |
$1.44M - $1.59M
|
101K
$12.8M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
14.2K+ 4.36% |
$1.43M - $1.58M
|
340K
$42.9M
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
14.2K+ 27.02% |
$1.43M - $1.58M
|
66.6K
$8.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.9K+ 5.06% |
$1.4M - $1.55M
|
288K
$36.3M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 149.44% |
$1.39M - $1.54M
|
23.1K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
13.5KNew |
$1.36M - $1.5M
|
13.5K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13.4K+ 48.17% |
$1.36M - $1.5M
|
41.4K
$5.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13.4K+ 14.86% |
$1.35M - $1.5M
|
104K
$13.1M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
13.3K+ 10.86% |
$1.34M - $1.48M
|
136K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.2K+ 36.49% |
$1.33M - $1.47M
|
49.5K
$6.24M
|