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
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-2.64K- 6.17% |
$266K - $295K
|
40.2K
$5.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.65K- 11.92% |
$267K - $295K
|
19.5K
$2.46M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2.65K- 6.3% |
$267K - $295K
|
39.4K
$4.96M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-2.66K- 4.02% |
$268K - $296K
|
63.3K
$7.98M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.71K- 14.97% |
$273K - $302K
|
15.4K
$1.94M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.89K- 50.5% |
$291K - $322K
|
2.83K
$357K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.98K- 42.87% |
$300K - $332K
|
3.97K
$500K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.06K- 9.05% |
$309K - $341K
|
30.8K
$3.88M
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-3.07K- 3.1% |
$309K - $342K
|
95.8K
$12.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.12K- 9.24% |
$315K - $348K
|
30.7K
$3.87M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.15K- 33.0% |
$317K - $350K
|
6.39K
$805K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-3.16K- 4.3% |
$318K - $352K
|
70.2K
$8.85M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-3.18K- 14.17% |
$321K - $355K
|
19.3K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.2K- 1.68% |
$322K - $356K
|
187K
$23.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.21K- 6.89% |
$323K - $357K
|
43.3K
$5.46M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.29K- 50.51% |
$331K - $366K
|
3.22K
$406K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.44K- 4.91% |
$347K - $383K
|
66.7K
$8.41M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.44K- 42.04% |
$347K - $383K
|
4.74K
$598K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3.52K- 33.44% |
$354K - $392K
|
7K
$882K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.52K- 2.49% |
$355K - $393K
|
138K
$17.4M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-3.55KClosed |
$358K - $396K
|
0
$0
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.83K- 6.1% |
$386K - $427K
|
58.9K
$7.43M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3.98K- 40.8% |
$402K - $444K
|
5.78K
$729K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-4.07K- 9.87% |
$410K - $454K
|
37.2K
$4.69M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.18K- 35.77% |
$422K - $466K
|
7.51K
$947K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-4.21K- 5.66% |
$424K - $469K
|
70K
$8.83M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.25K- 14.01% |
$429K - $474K
|
26.1K
$3.29M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-4.38K- 2.66% |
$442K - $488K
|
160K
$20.2M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.46K- 33.89% |
$450K - $497K
|
8.7K
$1.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-4.49K- 1.46% |
$453K - $501K
|
303K
$38.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-4.74K- 7.92% |
$478K - $528K
|
55.1K
$6.95M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.79K- 0.12% |
$483K - $533K
|
3.88M
$490M
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-4.88K- 6.04% |
$491K - $543K
|
75.8K
$9.56M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-5.04K- 5.5% |
$508K - $562K
|
86.6K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-5.19K- 67.52% |
$524K - $579K
|
2.5K
$315K
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-5.31K- 3.74% |
$535K - $592K
|
137K
$17.2M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.33K- 72.64% |
$537K - $594K
|
2.01K
$253K
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-5.36K- 38.77% |
$540K - $597K
|
8.46K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5.36K- 50.88% |
$540K - $597K
|
5.17K
$652K
|
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-5.36K- 14.42% |
$540K - $597K
|
31.8K
$4.01M
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-5.39K- 7.51% |
$543K - $600K
|
66.3K
$8.37M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-5.41K- 29.96% |
$545K - $602K
|
12.6K
$1.59M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-5.45K- 2.67% |
$549K - $607K
|
199K
$25M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.61K- 4.62% |
$565K - $625K
|
116K
$14.6M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5.8K- 47.22% |
$585K - $646K
|
6.48K
$818K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-5.82K- 4.51% |
$587K - $649K
|
123K
$15.6M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-5.82K- 4.51% |
$587K - $649K
|
123K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5.99K- 24.49% |
$603K - $667K
|
18.5K
$2.33M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-6.09K- 19.4% |
$614K - $678K
|
25.3K
$3.19M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-6.11K- 6.8% |
$616K - $681K
|
83.7K
$10.6M
|