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 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.87KNew |
$491K - $543K
|
4.87K
$614K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.87K+ 16.17% |
$491K - $543K
|
35K
$4.41M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.84K+ 184.04% |
$488K - $540K
|
7.47K
$942K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.81KNew |
$484K - $535K
|
4.81K
$606K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.64K+ 131.8% |
$468K - $517K
|
8.16K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.59K+ 5.6% |
$463K - $512K
|
86.7K
$10.9M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.53K+ 2.9% |
$457K - $505K
|
161K
$20.3M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4.49K+ 1.72% |
$452K - $500K
|
265K
$33.5M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.46K+ 29.72% |
$450K - $497K
|
19.5K
$2.46M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
4.46K+ 39.18% |
$449K - $497K
|
15.8K
$2M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.4K+ 474.35% |
$444K - $491K
|
5.33K
$672K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4.37KNew |
$440K - $487K
|
4.37K
$551K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.33K+ 6.76% |
$436K - $482K
|
68.4K
$8.62M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4.25K+ 14.73% |
$428K - $473K
|
33.1K
$4.17M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.23K+ 166.71% |
$426K - $471K
|
6.76K
$853K
|
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
4.2K+ 15.19% |
$423K - $468K
|
31.8K
$4.01M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.18K+ 9.06% |
$422K - $466K
|
50.4K
$6.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4.12K+ 21.85% |
$416K - $459K
|
23K
$2.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
BUY
|
- |
4.11KNew |
$415K - $458K
|
4.11K
$519K
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.11KNew |
$414K - $458K
|
4.11K
$518K
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.08K+ 187.19% |
$411K - $454K
|
6.26K
$789K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.07K+ 0.46% |
$410K - $453K
|
892K
$112M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
4.06K+ 49.43% |
$410K - $453K
|
12.3K
$1.55M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4K+ 48.37% |
$403K - $446K
|
12.3K
$1.55M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.95K+ 6.49% |
$399K - $441K
|
64.8K
$8.17M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
3.91K+ 2.82% |
$395K - $436K
|
142K
$18M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
3.9K+ 42.08% |
$393K - $435K
|
13.2K
$1.66M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
3.89K+ 1.3% |
$392K - $434K
|
303K
$38.1M
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
3.85K+ 14.52% |
$388K - $429K
|
30.4K
$3.83M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.7K+ 6.32% |
$373K - $412K
|
62.3K
$7.85M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.69K+ 32.57% |
$372K - $411K
|
15K
$1.89M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.64K+ 35.42% |
$367K - $406K
|
13.9K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.63K+ 12.22% |
$366K - $404K
|
33.3K
$4.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
3.63K+ 69.57% |
$366K - $404K
|
8.84K
$1.11M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3.62K+ 16.12% |
$365K - $404K
|
26.1K
$3.29M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.6K+ 450.0% |
$363K - $401K
|
4.4K
$555K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.57K+ 2.5% |
$360K - $398K
|
147K
$18.5M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.56KNew |
$359K - $397K
|
3.56K
$449K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
3.54K+ 4.64% |
$357K - $394K
|
79.7K
$10.1M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.43K+ 7.63% |
$346K - $382K
|
48.4K
$6.1M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.4KNew |
$343K - $379K
|
3.4K
$429K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.39KNew |
$342K - $378K
|
3.39K
$428K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.39K+ 11.1% |
$342K - $378K
|
33.9K
$4.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.37K+ 2.47% |
$339K - $375K
|
140K
$17.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
3.36KNew |
$339K - $375K
|
3.36K
$424K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.34KNew |
$337K - $372K
|
3.34K
$421K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.29K+ 0.68% |
$332K - $367K
|
486K
$61.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.24K+ 10.45% |
$327K - $361K
|
34.2K
$4.32M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.22KNew |
$325K - $359K
|
3.22K
$406K
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.18K+ 5.73% |
$320K - $354K
|
58.6K
$7.39M
|