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 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-6.58K- 5.47% |
$663K - $733K
|
114K
$14.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-6.98K- 6.44% |
$704K - $778K
|
101K
$12.8M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-6.99K- 30.68% |
$704K - $778K
|
15.8K
$1.99M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.26K- 8.48% |
$732K - $809K
|
78.3K
$9.88M
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-7.38K- 22.38% |
$744K - $822K
|
25.6K
$3.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-7.51K- 35.44% |
$757K - $837K
|
13.7K
$1.73M
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-7.59K- 11.58% |
$765K - $845K
|
57.9K
$7.3M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.61K- 6.05% |
$767K - $848K
|
118K
$14.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-7.77K- 5.56% |
$783K - $866K
|
132K
$16.6M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-8.08K- 0.59% |
$815K - $901K
|
1.37M
$173M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.1K- 55.81% |
$817K - $903K
|
6.42K
$809K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.41K- 30.87% |
$848K - $937K
|
18.8K
$2.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.56K- 2.6% |
$863K - $954K
|
320K
$40.4M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.65K- 14.77% |
$872K - $964K
|
49.9K
$6.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.87K- 51.62% |
$895K - $989K
|
8.32K
$1.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-9.02K- 51.15% |
$909K - $1M
|
8.61K
$1.09M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.4K- 3.3% |
$948K - $1.05M
|
275K
$34.7M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-9.48K- 7.22% |
$955K - $1.06M
|
122K
$15.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9.72K- 24.83% |
$980K - $1.08M
|
29.4K
$3.71M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-9.75K- 14.82% |
$983K - $1.09M
|
56.1K
$7.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
SELL
|
- |
-9.83K- 12.21% |
$991K - $1.1M
|
70.7K
$8.91M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-10.1K- 17.17% |
$1.02M - $1.13M
|
48.9K
$6.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-10.3K- 46.52% |
$1.04M - $1.15M
|
11.8K
$1.49M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-10.4K- 25.29% |
$1.04M - $1.15M
|
30.6K
$3.86M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-10.6K- 2.39% |
$1.07M - $1.18M
|
433K
$54.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-10.7K- 15.01% |
$1.08M - $1.19M
|
60.5K
$7.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-11K- 10.42% |
$1.11M - $1.22M
|
94.4K
$11.9M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-11.2K- 4.04% |
$1.12M - $1.24M
|
265K
$33.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-11.2K- 2.68% |
$1.13M - $1.25M
|
405K
$51.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-11.2K- 57.01% |
$1.13M - $1.25M
|
8.45K
$1.07M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.9K- 14.53% |
$1.2M - $1.33M
|
70K
$8.83M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-12K- 79.44% |
$1.2M - $1.33M
|
3.09K
$390K
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-12K- 7.14% |
$1.21M - $1.34M
|
156K
$19.7M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-12.1K- 6.46% |
$1.22M - $1.35M
|
176K
$22.2M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-13K- 7.78% |
$1.31M - $1.45M
|
154K
$19.4M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-13.2K- 29.35% |
$1.34M - $1.48M
|
31.9K
$4.02M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.6K- 32.9% |
$1.37M - $1.52M
|
27.7K
$3.5M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-13.9K- 9.11% |
$1.41M - $1.55M
|
139K
$17.5M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-14K- 41.71% |
$1.41M - $1.56M
|
19.6K
$2.47M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-14.2K- 24.68% |
$1.43M - $1.59M
|
43.4K
$5.48M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14.8K- 26.17% |
$1.5M - $1.65M
|
41.8K
$5.28M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-14.9K- 81.36% |
$1.5M - $1.66M
|
3.41K
$431K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-15.3K- 94.36% |
$1.55M - $1.71M
|
918
$116K
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-15.4K- 15.7% |
$1.55M - $1.71M
|
82.5K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-15.5K- 72.07% |
$1.56M - $1.73M
|
6K
$757K
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-15.8K- 25.46% |
$1.59M - $1.76M
|
46.3K
$5.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-15.9K- 18.76% |
$1.61M - $1.78M
|
69K
$8.7M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-17.2K- 47.39% |
$1.73M - $1.92M
|
19.1K
$2.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-17.3K- 34.69% |
$1.75M - $1.93M
|
32.7K
$4.12M
|
|
|
May 02, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-17.5K- 20.83% |
$1.76M - $1.95M
|
66.3K
$8.37M
|