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
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-111K- 95.92% |
$11.2M - $12.4M
|
4.73K
$596K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-121K- 1.25% |
$12.2M - $13.5M
|
9.56M
$1.21B
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-129K- 17.38% |
$13M - $14.4M
|
613K
$77.4M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-146K- 62.59% |
$14.7M - $16.3M
|
87.3K
$11M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-177K- 4.29% |
$17.8M - $19.7M
|
3.95M
$498M
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-192K- 52.61% |
$19.4M - $21.4M
|
173K
$21.8M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-201K- 3.97% |
$20.3M - $22.4M
|
4.87M
$614M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-203K- 18.9% |
$20.5M - $22.7M
|
872K
$110M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-224K- 99.04% |
$22.6M - $24.9M
|
2.16K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-237K- 5.39% |
$23.9M - $26.4M
|
4.16M
$524M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-242K- 99.9% |
$24.4M - $27M
|
248
$31.3K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-270K- 33.93% |
$27.3M - $30.1M
|
526K
$66.4M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-277K- 77.29% |
$27.9M - $30.9M
|
81.4K
$10.3M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-573K- 19.29% |
$57.8M - $63.9M
|
2.4M
$302M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.35M- 27.42% |
$438M - $485M
|
11.5M
$1.45B
|