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 02, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-17.5K- 20.83% |
$1.76M - $1.95M
|
66.3K
$8.83M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18.1K- 80.27% |
$1.83M - $2.02M
|
4.45K
$593K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-18.1K- 73.31% |
$1.83M - $2.02M
|
6.61K
$879K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-19.9K- 7.65% |
$2.01M - $2.22M
|
241K
$32M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20.6K- 79.22% |
$2.07M - $2.29M
|
5.39K
$717K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-21K- 9.46% |
$2.12M - $2.34M
|
201K
$26.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-21.4K- 90.61% |
$2.16M - $2.39M
|
2.22K
$295K
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-21.4K- 7.94% |
$2.16M - $2.39M
|
248K
$33.1M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.4K- 2.45% |
$2.16M - $2.39M
|
852K
$113M
|
|
|
May 12, 2023
Q1 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-21.9K- 32.59% |
$2.2M - $2.43M
|
45.2K
$6.01M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-21.9K- 2.51% |
$2.21M - $2.44M
|
852K
$113M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-23.2K- 3.87% |
$2.34M - $2.58M
|
576K
$76.6M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-23.8K- 27.12% |
$2.4M - $2.65M
|
63.9K
$8.5M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-25.7K- 31.75% |
$2.59M - $2.86M
|
55.2K
$7.34M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-25.7K- 2.24% |
$2.59M - $2.86M
|
1.12M
$149M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-25.9K- 12.65% |
$2.61M - $2.88M
|
179K
$23.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-26K- 35.14% |
$2.62M - $2.9M
|
48K
$6.39M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-26K- 6.24% |
$2.62M - $2.9M
|
391K
$52M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-26.2K- 6.71% |
$2.64M - $2.92M
|
365K
$48.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.3K- 15.48% |
$2.65M - $2.93M
|
144K
$19.1M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-26.8K- 20.42% |
$2.7M - $2.98M
|
104K
$13.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-27.5K- 17.31% |
$2.78M - $3.07M
|
132K
$17.5M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-29.6K- 99.1% |
$2.98M - $3.3M
|
268
$35.7K
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-32.8K- 47.76% |
$3.31M - $3.66M
|
35.9K
$4.78M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-35.1K- 51.62% |
$3.54M - $3.91M
|
32.9K
$4.38M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-36.5K- 39.92% |
$3.68M - $4.07M
|
55K
$7.32M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-37K- 75.41% |
$3.73M - $4.12M
|
12.1K
$1.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-41.7K- 54.26% |
$4.2M - $4.65M
|
35.2K
$4.68M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-42.2K- 8.25% |
$4.26M - $4.71M
|
469K
$62.4M
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-42.4K- 50.95% |
$4.28M - $4.73M
|
40.8K
$5.43M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-43.4K- 20.6% |
$4.37M - $4.83M
|
167K
$22.2M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-46K- 31.63% |
$4.64M - $5.13M
|
99.5K
$13.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-46.2K- 12.61% |
$4.66M - $5.15M
|
320K
$42.6M
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-46.8K- 27.83% |
$4.72M - $5.22M
|
121K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-47.9K- 26.3% |
$4.83M - $5.34M
|
134K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-48.2K- 84.81% |
$4.86M - $5.38M
|
8.64K
$1.15M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-49.8K- 95.35% |
$5.02M - $5.55M
|
2.43K
$323K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-61.8K- 68.31% |
$6.23M - $6.89M
|
28.7K
$3.82M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-63.2K- 2.17% |
$6.37M - $7.04M
|
2.85M
$380M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-63.2K- 2.17% |
$6.37M - $7.04M
|
2.85M
$380M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-68.8K- 20.0% |
$6.94M - $7.67M
|
275K
$36.6M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-69.3K- 59.49% |
$6.99M - $7.72M
|
47.2K
$6.28M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-70.8K- 6.02% |
$7.14M - $7.89M
|
1.11M
$147M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-74.3K- 19.57% |
$7.49M - $8.28M
|
305K
$40.6M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-76.2K- 92.11% |
$7.69M - $8.5M
|
6.53K
$869K
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-78.2K- 62.71% |
$7.89M - $8.72M
|
46.5K
$6.19M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-83.2K- 62.45% |
$8.38M - $9.27M
|
50K
$6.65M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-83.5K- 99.41% |
$8.42M - $9.31M
|
495
$65.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-84K- 14.26% |
$8.47M - $9.36M
|
505K
$67.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-89.1K- 46.95% |
$8.98M - $9.92M
|
101K
$13.4M
|