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 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.14K+ 13.22% |
$316K - $350K
|
26.9K
$3.39M
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.12K+ 3.18% |
$314K - $347K
|
101K
$12.8M
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.12KNew |
$314K - $347K
|
3.12K
$393K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.09K+ 1.72% |
$311K - $344K
|
183K
$23M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.08K+ 10.74% |
$311K - $343K
|
31.8K
$4.01M
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.08K+ 85.07% |
$310K - $343K
|
6.7K
$844K
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.05KNew |
$308K - $340K
|
3.05K
$385K
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.05K+ 5.63% |
$307K - $340K
|
57.1K
$7.21M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3KNew |
$303K - $335K
|
3K
$379K
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.99KNew |
$301K - $333K
|
2.99K
$377K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.96K+ 4.75% |
$299K - $330K
|
65.4K
$8.25M
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.96KNew |
$298K - $329K
|
2.96K
$373K
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2.93KNew |
$296K - $327K
|
2.93K
$370K
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
2.92KNew |
$295K - $326K
|
2.92K
$369K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.92KNew |
$294K - $325K
|
2.92K
$368K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.9K+ 8.72% |
$293K - $324K
|
36.2K
$4.56M
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.89K+ 68.28% |
$291K - $322K
|
7.11K
$897K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.84K+ 4.94% |
$286K - $316K
|
60.3K
$7.6M
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.82K+ 1.83% |
$285K - $315K
|
157K
$19.8M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.82K+ 16.97% |
$284K - $314K
|
19.4K
$2.45M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.77K+ 4.21% |
$279K - $309K
|
68.6K
$8.65M
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$276K - $305K
|
2.74K
$346K
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.69KNew |
$272K - $300K
|
2.69K
$340K
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.67KNew |
$269K - $298K
|
2.67K
$337K
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
2.66K+ 11.61% |
$268K - $296K
|
25.5K
$3.22M
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
2.64K+ 2.26% |
$266K - $294K
|
119K
$15.1M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.63K+ 19.8% |
$265K - $293K
|
15.9K
$2.01M
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$259K - $286K
|
2.57K
$324K
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.55KNew |
$257K - $284K
|
2.55K
$321K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
2.53K+ 5.05% |
$255K - $282K
|
52.7K
$6.64M
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.5KNew |
$252K - $279K
|
2.5K
$315K
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.5KNew |
$252K - $278K
|
2.5K
$315K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.49KNew |
$251K - $277K
|
2.49K
$314K
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
BUY
|
- |
2.49K+ 17.63% |
$251K - $277K
|
16.6K
$2.09M
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
2.46KNew |
$248K - $274K
|
2.46K
$310K
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
2.42K+ 16.48% |
$244K - $269K
|
17.1K
$2.15M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.41K+ 1630.41% |
$243K - $269K
|
2.56K
$323K
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
2.4KNew |
$242K - $267K
|
2.4K
$303K
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.39KNew |
$241K - $267K
|
2.39K
$302K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
2.39K+ 0.78% |
$241K - $266K
|
308K
$38.8M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.38K+ 0.59% |
$240K - $265K
|
406K
$51.2M
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.37K+ 4.64% |
$239K - $264K
|
53.5K
$6.74M
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
2.37K+ 3.21% |
$239K - $264K
|
76.1K
$9.6M
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.36K+ 41.03% |
$238K - $263K
|
8.1K
$1.02M
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.34KNew |
$236K - $261K
|
2.34K
$295K
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.33KNew |
$235K - $259K
|
2.33K
$293K
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.27K+ 4.19% |
$229K - $253K
|
56.6K
$7.14M
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2.25K+ 11.82% |
$227K - $251K
|
21.3K
$2.68M
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.21KNew |
$223K - $246K
|
2.21K
$278K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.17K+ 42.07% |
$219K - $242K
|
7.34K
$925K
|