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 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.41K+ 3.65% |
$142K - $157K
|
40K
$5.04M
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1.4K+ 19.92% |
$142K - $156K
|
8.45K
$1.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.38K+ 17.85% |
$139K - $153K
|
9.08K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.32K+ 50.4% |
$133K - $147K
|
3.94K
$497K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 3.86% |
$131K - $145K
|
35.1K
$4.43M
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
1.3K+ 17.43% |
$131K - $145K
|
8.76K
$1.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
1.25K+ 52.04% |
$126K - $139K
|
3.65K
$460K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.21K+ 12.79% |
$122K - $135K
|
10.7K
$1.34M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.2K+ 5.15% |
$121K - $134K
|
24.5K
$3.08M
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.2K+ 7.54% |
$121K - $133K
|
17.1K
$2.15M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.18K+ 0.76% |
$118K - $131K
|
155K
$19.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.16KNew |
$117K - $129K
|
1.16K
$146K
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.16K+ 5.88% |
$117K - $129K
|
20.9K
$2.63M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.15KNew |
$116K - $128K
|
1.15K
$145K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.15K+ 16.49% |
$115K - $128K
|
8.09K
$1.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.14K+ 146.22% |
$115K - $127K
|
1.92K
$243K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.14KNew |
$114K - $126K
|
1.14K
$143K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.14K+ 1.0% |
$114K - $126K
|
115K
$14.5M
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.11K+ 20.05% |
$112K - $124K
|
6.64K
$837K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.1K+ 2.4% |
$111K - $122K
|
46.8K
$5.9M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.09KNew |
$110K - $121K
|
1.09K
$137K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.08K+ 12.85% |
$108K - $120K
|
9.45K
$1.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
1.07K+ 13.3% |
$107K - $119K
|
9.08K
$1.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.05K+ 28.97% |
$106K - $117K
|
4.67K
$588K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.02K+ 1.18% |
$103K - $114K
|
87.6K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.02K+ 6.45% |
$103K - $114K
|
16.9K
$2.13M
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1K+ 44.58% |
$101K - $111K
|
3.24K
$409K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
994+ 4.42% |
$100K - $111K
|
23.5K
$2.96M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
988+ 47.57% |
$99.6K - $110K
|
3.07K
$387K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
985+ 6.44% |
$99.3K - $110K
|
16.3K
$2.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
977+ 0.67% |
$98.5K - $109K
|
148K
$18.6M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
977+ 54.86% |
$98.5K - $109K
|
2.76K
$348K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
957+ 5.2% |
$96.5K - $107K
|
19.4K
$2.44M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
952+ 6.59% |
$96K - $106K
|
15.4K
$1.94M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
950+ 32.41% |
$95.8K - $106K
|
3.88K
$489K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
950+ 5.89% |
$95.8K - $106K
|
17.1K
$2.15M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
936+ 0.33% |
$94.4K - $104K
|
288K
$36.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
931+ 19.67% |
$93.9K - $104K
|
5.67K
$714K
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
929+ 0.81% |
$93.7K - $104K
|
116K
$14.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
928+ 30.81% |
$93.6K - $103K
|
3.94K
$497K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
924+ 2.77% |
$93.2K - $103K
|
34.3K
$4.33M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
BUY
|
- |
899+ 6.41% |
$90.6K - $100K
|
14.9K
$1.88M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
898+ 0.42% |
$90.5K - $100K
|
215K
$27.1M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
896+ 6.62% |
$90.3K - $99.9K
|
14.4K
$1.82M
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
895+ 2.97% |
$90.2K - $99.7K
|
31.1K
$3.92M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
891+ 2.12% |
$89.8K - $99.3K
|
42.9K
$5.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
886+ 0.76% |
$89.3K - $98.7K
|
117K
$14.8M
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
877+ 14.74% |
$88.4K - $97.7K
|
6.83K
$861K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
877+ 288.49% |
$88.4K - $97.7K
|
1.18K
$149K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
875+ 2.44% |
$88.2K - $97.5K
|
36.8K
$4.64M
|