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 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.6K+ 18.29% |
$1.28M - $1.41M
|
81.8K
$10.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
12.3K+ 5.71% |
$1.24M - $1.37M
|
227K
$28.7M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
12.3KNew |
$1.24M - $1.37M
|
12.3K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11.9K+ 11.4% |
$1.2M - $1.32M
|
116K
$14.6M
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
11.4K+ 5.84% |
$1.15M - $1.27M
|
206K
$26M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
11.4K+ 27.03% |
$1.15M - $1.27M
|
53.5K
$6.75M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.3K+ 7.55% |
$1.14M - $1.26M
|
162K
$20.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11.1K+ 7.35% |
$1.11M - $1.23M
|
162K
$20.4M
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
11K+ 40.76% |
$1.11M - $1.23M
|
38.2K
$4.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11K+ 0.66% |
$1.11M - $1.23M
|
1.69M
$213M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
10.7K+ 279.22% |
$1.08M - $1.19M
|
14.5K
$1.83M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.6K+ 52.29% |
$1.07M - $1.18M
|
30.8K
$3.89M
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
10.4K+ 5.94% |
$1.05M - $1.16M
|
185K
$23.4M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10.4K+ 127.78% |
$1.04M - $1.15M
|
18.5K
$2.33M
|
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
10.3KNew |
$1.04M - $1.14M
|
10.3K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
10.2K+ 89.68% |
$1.03M - $1.14M
|
21.6K
$2.72M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
10.2K+ 5.22% |
$1.02M - $1.13M
|
205K
$25.8M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10.1KNew |
$1.02M - $1.13M
|
10.1K
$1.27M
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
10.1K+ 4.63% |
$1.02M - $1.12M
|
228K
$28.7M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
10.1K+ 21.93% |
$1.01M - $1.12M
|
55.9K
$7.05M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$1.01M - $1.11M
|
10K
$1.26M
|
|
|
Apr 11, 2023
Q1 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
9.89K+ 124.94% |
$997K - $1.1M
|
17.8K
$2.25M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
9.81K+ 2.77% |
$989K - $1.09M
|
363K
$45.8M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.77K+ 11.09% |
$985K - $1.09M
|
97.9K
$12.3M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.65K+ 13.42% |
$972K - $1.07M
|
81.5K
$10.3M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
9.61K+ 507.07% |
$969K - $1.07M
|
11.5K
$1.45M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
9.5K+ 3.77% |
$957K - $1.06M
|
261K
$33M
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
9.2K+ 70.23% |
$928K - $1.03M
|
22.3K
$2.81M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.19K+ 7.91% |
$927K - $1.02M
|
125K
$15.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9.12K+ 70.97% |
$920K - $1.02M
|
22K
$2.77M
|
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
9.11KNew |
$918K - $1.02M
|
9.11K
$1.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
9.06K+ 2.52% |
$913K - $1.01M
|
368K
$46.4M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
9.01K+ 2.66% |
$908K - $1M
|
348K
$43.9M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.96K+ 6.76% |
$903K - $999K
|
142K
$17.8M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.91K+ 8.93% |
$898K - $993K
|
109K
$13.7M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
8.76KNew |
$883K - $976K
|
8.76K
$1.1M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.69K+ 13.31% |
$876K - $968K
|
73.9K
$9.33M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8.68KNew |
$875K - $967K
|
8.68K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8.67K+ 1.41% |
$874K - $966K
|
625K
$78.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
8.45K+ 3.29% |
$852K - $942K
|
266K
$33.5M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
8.33K+ 3.27% |
$840K - $929K
|
263K
$33.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8.04K+ 39.17% |
$811K - $896K
|
28.6K
$3.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
8K+ 6.05% |
$807K - $892K
|
140K
$17.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.96K+ 9.16% |
$803K - $887K
|
94.9K
$12M
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
7.89KNew |
$796K - $879K
|
7.89K
$995K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
7.79K+ 10.35% |
$785K - $868K
|
83.1K
$10.5M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.78K+ 13.7% |
$784K - $867K
|
64.6K
$8.15M
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
7.75KNew |
$781K - $863K
|
7.75K
$977K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
7.71K+ 11.5% |
$777K - $859K
|
74.8K
$9.43M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.7KNew |
$776K - $858K
|
7.7K
$971K
|