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 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.52K- 30.17% |
$153K - $169K
|
3.52K
$468K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.54K- 1.11% |
$155K - $171K
|
137K
$18.2M
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.6K- 9.42% |
$161K - $178K
|
15.3K
$2.04M
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-1.61K- 0.89% |
$162K - $180K
|
179K
$23.8M
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.62K- 28.15% |
$163K - $180K
|
4.12K
$549K
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.65K- 5.43% |
$166K - $183K
|
28.7K
$3.81M
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-1.65K- 8.95% |
$166K - $184K
|
16.8K
$2.23M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.66K- 2.46% |
$167K - $185K
|
65.6K
$8.73M
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-1.67K- 23.17% |
$168K - $186K
|
5.53K
$735K
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.67K- 1.58% |
$168K - $186K
|
104K
$13.8M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.71K- 1.75% |
$172K - $190K
|
95.6K
$12.7M
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.73K- 0.68% |
$174K - $193K
|
252K
$33.5M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.73K- 15.56% |
$175K - $193K
|
9.4K
$1.25M
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.8K- 10.35% |
$182K - $201K
|
15.6K
$2.08M
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-1.8K- 10.35% |
$182K - $201K
|
15.6K
$2.08M
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
SELL
|
- |
-1.81K- 33.84% |
$182K - $202K
|
3.54K
$471K
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.84K- 10.15% |
$186K - $205K
|
16.3K
$2.17M
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.86K- 2.66% |
$187K - $207K
|
68K
$9.04M
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.86K- 12.68% |
$187K - $207K
|
12.8K
$1.7M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.86K- 0.64% |
$188K - $208K
|
288K
$38.3M
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.88K- 7.64% |
$189K - $209K
|
22.7K
$3.02M
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.93K- 20.62% |
$195K - $215K
|
7.44K
$990K
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.94K- 1.35% |
$195K - $216K
|
142K
$18.8M
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.95K- 27.93% |
$197K - $218K
|
5.04K
$671K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.98K- 2.27% |
$199K - $220K
|
85.1K
$11.3M
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.99K- 1.76% |
$200K - $221K
|
111K
$14.7M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.99K- 48.51% |
$200K - $222K
|
2.11K
$281K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.02K- 8.03% |
$203K - $225K
|
23.1K
$3.07M
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.06K- 11.53% |
$207K - $229K
|
15.8K
$2.1M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.09K- 1.16% |
$210K - $232K
|
178K
$23.7M
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.11K- 33.1% |
$213K - $236K
|
4.27K
$569K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.16K- 87.51% |
$218K - $241K
|
309
$41.1K
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.22K- 14.61% |
$224K - $248K
|
13K
$1.73M
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.23KClosed |
$225K - $248K
|
0
$0
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-2.24K- 10.15% |
$226K - $250K
|
19.8K
$2.64M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.25K- 11.2% |
$227K - $251K
|
17.8K
$2.37M
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.25K- 4.19% |
$227K - $251K
|
51.4K
$6.84M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.26K- 11.16% |
$228K - $252K
|
18K
$2.4M
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.27K- 42.91% |
$229K - $253K
|
3.02K
$401K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.27K- 2.81% |
$229K - $253K
|
78.5K
$10.4M
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-2.32K- 11.57% |
$234K - $259K
|
17.8K
$2.36M
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.33K- 11.43% |
$235K - $260K
|
18.1K
$2.4M
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.34K- 28.49% |
$236K - $260K
|
5.87K
$781K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.4K- 8.96% |
$242K - $267K
|
24.4K
$3.24M
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.52K- 4.14% |
$254K - $280K
|
58.2K
$7.74M
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-2.52K- 6.87% |
$254K - $281K
|
34.2K
$4.55M
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.58K- 3.78% |
$260K - $287K
|
65.6K
$8.73M
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-2.58K- 7.74% |
$260K - $288K
|
30.8K
$4.09M
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.6K- 11.09% |
$263K - $290K
|
20.9K
$2.78M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.62K- 4.23% |
$264K - $292K
|
59.4K
$7.9M
|