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 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
875+ 2.44% |
$88.2K - $97.5K
|
36.8K
$4.9M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
872+ 2.43% |
$87.9K - $97.2K
|
36.7K
$4.89M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
854+ 2.98% |
$86.1K - $95.2K
|
29.5K
$3.92M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
850New |
$85.7K - $94.7K
|
850
$113K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
846New |
$85.3K - $94.3K
|
846
$113K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
844+ 1.23% |
$85.1K - $94.1K
|
69.5K
$9.24M
|
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
832+ 22.0% |
$83.9K - $92.7K
|
4.61K
$614K
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
832+ 8.85% |
$83.9K - $92.7K
|
10.2K
$1.36M
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
832+ 35.89% |
$83.9K - $92.7K
|
3.15K
$419K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
815+ 3.19% |
$82.2K - $90.8K
|
26.4K
$3.51M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
813+ 4.7% |
$82K - $90.6K
|
18.1K
$2.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
802+ 7.35% |
$80.9K - $89.4K
|
11.7K
$1.56M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
799+ 9.74% |
$80.6K - $89K
|
9.01K
$1.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
788+ 1.19% |
$79.4K - $87.8K
|
66.8K
$8.89M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
777+ 105.43% |
$78.3K - $86.6K
|
1.51K
$201K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
760+ 8.58% |
$76.6K - $84.7K
|
9.61K
$1.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
752+ 32.4% |
$75.8K - $83.8K
|
3.07K
$409K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
725+ 13.71% |
$73.1K - $80.8K
|
6.02K
$800K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
707+ 6.27% |
$71.3K - $78.8K
|
12K
$1.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
706+ 21.23% |
$71.2K - $78.7K
|
4.03K
$536K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
705+ 13.05% |
$71.1K - $78.6K
|
6.11K
$813K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
705+ 15.17% |
$71.1K - $78.6K
|
5.35K
$712K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
693+ 3.62% |
$69.9K - $77.2K
|
19.9K
$2.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
691+ 4.61% |
$69.7K - $77K
|
15.7K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
690+ 1.28% |
$69.6K - $76.9K
|
54.7K
$7.28M
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
687+ 10.8% |
$69.3K - $76.6K
|
7.05K
$938K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
685+ 12.38% |
$69.1K - $76.3K
|
6.22K
$827K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
677+ 15.86% |
$68.3K - $75.4K
|
4.95K
$658K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
675+ 12.83% |
$68.1K - $75.2K
|
5.94K
$790K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
666+ 0.71% |
$67.1K - $74.2K
|
94.5K
$12.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
663+ 5.58% |
$66.8K - $73.9K
|
12.5K
$1.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
651+ 11.61% |
$65.6K - $72.5K
|
6.26K
$833K
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
645+ 3.75% |
$65K - $71.9K
|
17.8K
$2.37M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
642+ 0.47% |
$64.7K - $71.5K
|
137K
$18.3M
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
640+ 0.45% |
$64.5K - $71.3K
|
142K
$18.8M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
627+ 1.08% |
$63.2K - $69.9K
|
58.9K
$7.84M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
623+ 11.65% |
$62.8K - $69.4K
|
5.97K
$794K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
623+ 11.65% |
$62.8K - $69.4K
|
5.97K
$794K
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
618+ 4.2% |
$62.3K - $68.9K
|
15.3K
$2.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
615+ 3.77% |
$62K - $68.5K
|
16.9K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
612+ 4.57% |
$61.7K - $68.2K
|
14K
$1.86M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
599+ 19.82% |
$60.4K - $66.8K
|
3.62K
$482K
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
599+ 6.04% |
$60.4K - $66.8K
|
10.5K
$1.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
597+ 3.21% |
$60.2K - $66.5K
|
19.2K
$2.56M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
596New |
$60.1K - $66.4K
|
596
$79.3K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
590+ 1.19% |
$59.5K - $65.7K
|
50.1K
$6.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
580+ 7.06% |
$58.5K - $64.6K
|
8.8K
$1.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
579+ 4.36% |
$58.4K - $64.5K
|
13.8K
$1.84M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
579+ 1.31% |
$58.4K - $64.5K
|
44.7K
$5.95M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
542+ 10.58% |
$54.6K - $60.4K
|
5.67K
$754K
|