Purchases and Sales Made in Q2 2022 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5.74K- 3.62% |
$570K - $658K
|
153K
$19.3M
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-5.88K- 2.26% |
$583K - $674K
|
254K
$32M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.89K- 2.3% |
$584K - $674K
|
250K
$31.5M
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.94K- 4.57% |
$590K - $681K
|
124K
$15.6M
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-5.99KClosed |
$594K - $686K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.13K- 33.64% |
$608K - $703K
|
12.1K
$1.53M
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.23K- 5.05% |
$618K - $713K
|
117K
$14.8M
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-6.34K- 7.24% |
$629K - $727K
|
81.3K
$10.3M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.51K- 4.01% |
$646K - $746K
|
156K
$19.7M
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-6.59KClosed |
$653K - $754K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.67K- 9.84% |
$662K - $764K
|
61.2K
$7.71M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.68K- 6.66% |
$663K - $765K
|
93.6K
$11.8M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-6.75K- 19.48% |
$669K - $773K
|
27.9K
$3.52M
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-6.78K- 33.07% |
$672K - $777K
|
13.7K
$1.73M
|
|
Mar 24, 2023
Q2 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-6.88K- 3.81% |
$682K - $788K
|
174K
$21.9M
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-6.95K- 25.57% |
$689K - $796K
|
20.2K
$2.55M
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-6.95K- 47.69% |
$689K - $796K
|
7.62K
$961K
|
|
Aug 18, 2022
Q2 2022
|
Infini Capital Management LTD
Central, K3 |
SELL
|
- |
-7KClosed |
$694K - $802K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-7.13K- 1.22% |
$707K - $816K
|
579K
$73M
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-7.23K- 3.73% |
$717K - $828K
|
187K
$23.6M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.38K- 0.63% |
$732K - $846K
|
1.17M
$147M
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.57K- 0.41% |
$751K - $868K
|
1.85M
$233M
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-7.63KClosed |
$757K - $874K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-7.73K- 16.74% |
$767K - $886K
|
38.4K
$4.85M
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-7.74K- 6.97% |
$768K - $887K
|
103K
$13M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-7.9K- 19.58% |
$784K - $905K
|
32.4K
$4.09M
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-7.96KClosed |
$790K - $912K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-8.06KClosed |
$800K - $923K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.53K- 7.36% |
$846K - $978K
|
107K
$13.5M
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-8.55K- 12.08% |
$848K - $980K
|
62.2K
$7.85M
|
|
Aug 15, 2022
Q2 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-8.6KClosed |
$853K - $985K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-8.71K- 11.21% |
$864K - $998K
|
69K
$8.7M
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-8.77KClosed |
$870K - $1M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.82K- 2.55% |
$875K - $1.01M
|
337K
$42.6M
|
|
Aug 12, 2022
Q2 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-8.84K- 45.11% |
$877K - $1.01M
|
10.8K
$1.36M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-9.04K- 4.14% |
$897K - $1.04M
|
209K
$26.4M
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-9.14KClosed |
$906K - $1.05M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-9.3KClosed |
$923K - $1.07M
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.37K- 52.17% |
$930K - $1.07M
|
8.59K
$1.08M
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-9.77K- 1.8% |
$969K - $1.12M
|
532K
$67.1M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-9.81K- 10.34% |
$973K - $1.12M
|
85.1K
$10.7M
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-10.4KClosed |
$1.04M - $1.2M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-10.4K- 3.65% |
$1.04M - $1.2M
|
276K
$34.8M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.6K- 69.63% |
$1.05M - $1.21M
|
4.6K
$580K
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-10.6K- 26.09% |
$1.05M - $1.22M
|
30.1K
$3.8M
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-10.7K- 5.22% |
$1.06M - $1.22M
|
194K
$24.4M
|
|
Jul 08, 2022
Q2 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-10.7KClosed |
$1.06M - $1.22M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-10.8KClosed |
$1.07M - $1.23M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-11.2K- 4.29% |
$1.11M - $1.28M
|
250K
$31.5M
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-11.5K- 97.45% |
$1.14M - $1.31M
|
300
$37.8K
|