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 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.7KNew |
$776K - $858K
|
7.7K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.69K+ 286.98% |
$775K - $857K
|
10.4K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
7.59K+ 9.15% |
$766K - $846K
|
90.6K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
7.56K+ 116.59% |
$762K - $842K
|
14K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.47K+ 29.32% |
$753K - $832K
|
32.9K
$4.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
7.37K+ 38.57% |
$743K - $821K
|
26.5K
$3.52M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
7.35K+ 6.37% |
$741K - $819K
|
123K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
7.35K+ 304.77% |
$741K - $819K
|
9.76K
$1.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
7.25K+ 9.69% |
$731K - $808K
|
82.1K
$10.9M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
7.07K+ 16.06% |
$712K - $787K
|
51K
$6.79M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
6.9KNew |
$696K - $769K
|
6.9K
$918K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.89K+ 3.85% |
$695K - $768K
|
186K
$24.7M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.82K+ 16.23% |
$688K - $760K
|
48.9K
$6.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.78K+ 136.97% |
$684K - $756K
|
11.7K
$1.56M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
6.75K+ 7.67% |
$680K - $752K
|
94.7K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.62K+ 10.23% |
$668K - $738K
|
71.3K
$9.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.6K+ 96.62% |
$666K - $736K
|
13.4K
$1.79M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
6.55KNew |
$660K - $729K
|
6.55K
$871K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.36KNew |
$641K - $708K
|
6.36K
$846K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
6.28K+ 10.43% |
$633K - $700K
|
66.5K
$8.85M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
6.23K+ 44.51% |
$628K - $694K
|
20.2K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
6.2KNew |
$625K - $691K
|
6.2K
$825K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.16KNew |
$621K - $687K
|
6.16K
$820K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6.11KNew |
$616K - $680K
|
6.11K
$812K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.1K+ 109.42% |
$615K - $680K
|
11.7K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
6.06K+ 19.46% |
$611K - $675K
|
37.2K
$4.95M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6.05K+ 110.95% |
$610K - $674K
|
11.5K
$1.53M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
6.03K+ 7.58% |
$608K - $672K
|
85.7K
$11.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.99K+ 2.31% |
$604K - $667K
|
265K
$35.3M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5.98K+ 316.06% |
$603K - $667K
|
7.88K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.91K+ 0.39% |
$596K - $658K
|
1.53M
$204M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
5.86K+ 1.21% |
$591K - $653K
|
490K
$65.2M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
5.77K+ 3.05% |
$582K - $643K
|
195K
$26M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.73KNew |
$578K - $639K
|
5.73K
$763K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
5.68K+ 5.96% |
$572K - $633K
|
101K
$13.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
5.66K+ 14.33% |
$571K - $631K
|
45.2K
$6.01M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.63K+ 51.06% |
$567K - $627K
|
16.7K
$2.22M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
5.54K+ 23.66% |
$559K - $617K
|
29K
$3.85M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.54KNew |
$558K - $617K
|
5.54K
$736K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5.52K+ 319.64% |
$556K - $615K
|
7.24K
$964K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.41KNew |
$546K - $603K
|
5.41K
$720K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.35K+ 3.48% |
$540K - $596K
|
159K
$21.2M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
5.34K+ 9.74% |
$538K - $595K
|
60.1K
$8M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.28K+ 6.92% |
$532K - $588K
|
81.5K
$10.8M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
5.26K+ 1.09% |
$530K - $586K
|
486K
$64.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
5.26K+ 35.58% |
$530K - $586K
|
20K
$2.67M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5.21K+ 10.8% |
$525K - $581K
|
53.5K
$7.12M
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
5.19K+ 3.05% |
$523K - $578K
|
175K
$23.3M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5.16K+ 2.66% |
$520K - $574K
|
199K
$26.5M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
5.01K+ 5.79% |
$505K - $558K
|
91.5K
$12.2M
|