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 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-818- 0.04% |
$82.5K - $91.2K
|
1.85M
$234M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-819- 14.71% |
$82.6K - $91.3K
|
4.75K
$599K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-829- 8.13% |
$83.6K - $92.4K
|
9.37K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-829- 2.92% |
$83.6K - $92.4K
|
27.6K
$3.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-841- 5.18% |
$84.8K - $93.7K
|
15.4K
$1.94M
|
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-852- 1.99% |
$85.9K - $94.9K
|
42K
$5.3M
|
|
|
May 08, 2023
Q1 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-855- 2.92% |
$86.2K - $95.3K
|
28.4K
$3.58M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-858- 18.26% |
$86.5K - $95.6K
|
3.84K
$484K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-859- 5.94% |
$86.6K - $95.7K
|
13.6K
$1.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-902- 19.46% |
$90.9K - $101K
|
3.73K
$471K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-944- 1.36% |
$95.2K - $105K
|
68.7K
$8.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-949- 6.76% |
$95.7K - $106K
|
13.1K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-949- 0.18% |
$95.7K - $106K
|
514K
$64.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-962- 17.23% |
$97K - $107K
|
4.62K
$583K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-970- 29.5% |
$97.8K - $108K
|
2.32K
$292K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-979- 2.5% |
$98.7K - $109K
|
38.2K
$4.82M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-986- 3.11% |
$99.4K - $110K
|
30.8K
$3.88M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-993- 4.43% |
$100K - $111K
|
21.4K
$2.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-1K- 2.7% |
$101K - $112K
|
36K
$4.55M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.01K- 11.42% |
$102K - $113K
|
7.83K
$988K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.01K- 7.58% |
$102K - $113K
|
12.3K
$1.56M
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.02K- 0.98% |
$103K - $114K
|
103K
$13M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.04K- 4.32% |
$105K - $116K
|
23K
$2.89M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.06K- 7.23% |
$107K - $118K
|
13.6K
$1.71M
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-1.07K- 2.1% |
$108K - $120K
|
50K
$6.3M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.08K- 2.64% |
$109K - $120K
|
39.8K
$5.01M
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.1K- 26.83% |
$111K - $123K
|
3K
$378K
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.11K- 21.89% |
$111K - $123K
|
3.94K
$497K
|
|
|
Jul 07, 2023
Q1 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-1.11K- 1.27% |
$112K - $124K
|
86.5K
$10.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.15K- 3.35% |
$116K - $128K
|
33.1K
$4.17M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.15K- 22.33% |
$116K - $128K
|
3.99K
$503K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.15K- 1.18% |
$116K - $128K
|
96.5K
$12.2M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.16K- 0.98% |
$116K - $129K
|
117K
$14.7M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.17K- 3.84% |
$117K - $130K
|
29.2K
$3.68M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.19K- 4.22% |
$120K - $133K
|
27.1K
$3.42M
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.2K- 9.35% |
$121K - $134K
|
11.6K
$1.47M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.26K- 18.33% |
$127K - $140K
|
5.59K
$705K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.27K- 13.23% |
$128K - $141K
|
8.3K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-1.27K- 5.39% |
$128K - $142K
|
22.4K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.3K- 5.35% |
$131K - $145K
|
23K
$2.9M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.32K- 4.74% |
$133K - $147K
|
26.5K
$3.34M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-1.34K- 5.81% |
$135K - $149K
|
21.7K
$2.73M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.34K- 9.25% |
$135K - $149K
|
13.1K
$1.65M
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.34K- 1.07% |
$135K - $149K
|
123K
$15.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.36K- 0.55% |
$137K - $151K
|
246K
$31M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.36K- 2.41% |
$137K - $151K
|
55K
$6.93M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.39K- 0.83% |
$140K - $154K
|
166K
$20.9M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.39K- 18.56% |
$140K - $155K
|
6.11K
$770K
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.42K- 4.92% |
$143K - $158K
|
27.3K
$3.45M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.52K- 30.17% |
$153K - $169K
|
3.52K
$444K
|