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 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.15KNew |
$217K - $239K
|
2.15K
$271K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
2.15KNew |
$216K - $239K
|
2.15K
$271K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.12KNew |
$214K - $236K
|
2.12K
$267K
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
2.11K+ 2.1% |
$212K - $235K
|
103K
$12.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 46.43% |
$212K - $234K
|
6.63K
$836K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.1K+ 46.96% |
$211K - $233K
|
6.56K
$827K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.08KNew |
$209K - $231K
|
2.08K
$262K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.07K+ 19.87% |
$209K - $231K
|
12.5K
$1.58M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.06K+ 4.57% |
$207K - $229K
|
47.1K
$5.93M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.04K+ 16.41% |
$206K - $227K
|
14.5K
$1.82M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
2.03KNew |
$205K - $227K
|
2.03K
$257K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.01K+ 32.14% |
$202K - $224K
|
8.25K
$1.04M
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
2K+ 17.74% |
$202K - $223K
|
13.3K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2K+ 15.77% |
$201K - $222K
|
14.6K
$1.85M
|
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
BUY
|
- |
1.96K+ 2.38% |
$198K - $219K
|
84.4K
$10.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.96K+ 5.9% |
$198K - $219K
|
35.2K
$4.44M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.94KNew |
$195K - $216K
|
1.94K
$244K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.93K+ 98.07% |
$195K - $215K
|
3.9K
$492K
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
1.93KNew |
$195K - $215K
|
1.93K
$243K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.92KNew |
$194K - $214K
|
1.92K
$243K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.92K+ 5.79% |
$194K - $214K
|
35.2K
$4.44M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.91K+ 2.6% |
$192K - $212K
|
75.3K
$9.5M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.9K+ 10.64% |
$191K - $212K
|
19.8K
$2.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.89K+ 6.78% |
$191K - $211K
|
29.8K
$3.75M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.86K+ 1.84% |
$187K - $207K
|
103K
$13M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.83K+ 54.47% |
$184K - $204K
|
5.18K
$653K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.83K+ 8.02% |
$184K - $203K
|
24.6K
$3.1M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.81K+ 11.49% |
$182K - $201K
|
17.6K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.8K+ 0.86% |
$181K - $200K
|
211K
$26.6M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.79K+ 16.25% |
$180K - $199K
|
12.8K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.75K+ 123.22% |
$176K - $195K
|
3.16K
$399K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.72K+ 4.86% |
$174K - $192K
|
37.2K
$4.69M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.69KNew |
$170K - $188K
|
1.69K
$212K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.68K+ 68.88% |
$170K - $187K
|
4.12K
$520K
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.67K+ 0.29% |
$168K - $186K
|
571K
$72M
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.65K+ 2.97% |
$166K - $184K
|
57.2K
$7.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.64K+ 4.66% |
$166K - $183K
|
36.9K
$4.65M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.63K+ 1.72% |
$165K - $182K
|
96.4K
$12.2M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.63K+ 28.55% |
$164K - $182K
|
7.34K
$926K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.62K+ 0.86% |
$164K - $181K
|
190K
$24M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.6K+ 43.5% |
$162K - $179K
|
5.29K
$667K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
1.59K+ 3.87% |
$160K - $177K
|
42.7K
$5.38M
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.59K+ 49.92% |
$160K - $177K
|
4.76K
$601K
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.58K+ 9.75% |
$159K - $176K
|
17.8K
$2.24M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.56K+ 1.16% |
$158K - $174K
|
137K
$17.2M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.53K+ 6.37% |
$155K - $171K
|
25.6K
$3.23M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.5K+ 45.58% |
$152K - $168K
|
4.8K
$606K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.5K+ 3.06% |
$151K - $167K
|
50.4K
$6.36M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.44KNew |
$145K - $160K
|
1.44K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.43K+ 7.16% |
$144K - $159K
|
21.4K
$2.69M
|