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 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-11.5K- 32.3% |
$1.14M - $1.32M
|
24.2K
$3.22M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-11.5K- 32.3% |
$1.14M - $1.32M
|
24.2K
$3.22M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-12.1K- 3.7% |
$1.2M - $1.39M
|
315K
$42M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.3K- 16.08% |
$1.22M - $1.41M
|
64.1K
$8.52M
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
SELL
|
- |
-13.4K- 3.12% |
$1.33M - $1.54M
|
416K
$55.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.4K- 29.63% |
$1.33M - $1.54M
|
31.9K
$4.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-13.6KClosed |
$1.34M - $1.55M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-14.9K- 11.21% |
$1.47M - $1.7M
|
118K
$15.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-15K- 54.85% |
$1.49M - $1.72M
|
12.4K
$1.65M
|
|
|
Aug 11, 2022
Q2 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-15K- 12.26% |
$1.49M - $1.72M
|
108K
$14.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-15.7K- 16.41% |
$1.55M - $1.79M
|
79.8K
$10.6M
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-16.5KClosed |
$1.64M - $1.89M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-17.6KClosed |
$1.75M - $2.02M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-18.5K- 27.01% |
$1.84M - $2.12M
|
50K
$6.65M
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-19.4K- 7.39% |
$1.93M - $2.23M
|
243K
$32.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.9K- 25.45% |
$1.97M - $2.28M
|
58.3K
$7.75M
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-20.2KClosed |
$2.01M - $2.32M
|
0
$0
|
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-20.9KClosed |
$2.07M - $2.39M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-21.6KClosed |
$2.14M - $2.47M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-22.6KClosed |
$2.24M - $2.59M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-22.9KClosed |
$2.27M - $2.63M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-23.4K- 14.17% |
$2.32M - $2.68M
|
142K
$18.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-23.9K- 49.94% |
$2.37M - $2.74M
|
24K
$3.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-24.8K- 13.02% |
$2.46M - $2.84M
|
165K
$22M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-24.8K- 22.39% |
$2.47M - $2.85M
|
86.1K
$11.5M
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-25KClosed |
$2.48M - $2.87M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-26.8KClosed |
$2.65M - $3.07M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28.4K- 50.23% |
$2.82M - $3.25M
|
28.1K
$3.74M
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-28.6K- 62.51% |
$2.84M - $3.28M
|
17.1K
$2.28M
|
|
|
Jul 25, 2022
Q2 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-29.6K- 49.67% |
$2.93M - $3.39M
|
30K
$3.99M
|
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-30.5K- 64.91% |
$3.03M - $3.5M
|
16.5K
$2.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-30.8K- 77.47% |
$3.06M - $3.53M
|
8.97K
$1.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-32.3K- 22.76% |
$3.21M - $3.7M
|
110K
$14.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-36.4K- 46.22% |
$3.62M - $4.18M
|
42.4K
$5.64M
|
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
SELL
|
- |
-36.5K- 26.59% |
$3.62M - $4.18M
|
101K
$13.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-42.4K- 75.42% |
$4.21M - $4.86M
|
13.8K
$1.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-43.9K- 18.59% |
$4.36M - $5.03M
|
192K
$25.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-44.2K- 16.96% |
$4.38M - $5.06M
|
216K
$28.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-49.8K- 5.94% |
$4.94M - $5.71M
|
789K
$105M
|
|
|
Aug 12, 2022
Q2 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-50.6K- 33.55% |
$5.02M - $5.8M
|
100K
$13.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-54.8K- 3.92% |
$5.44M - $6.28M
|
1.34M
$179M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-56.2K- 40.67% |
$5.58M - $6.44M
|
82K
$10.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-56.6K- 28.65% |
$5.62M - $6.49M
|
141K
$18.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-57.7K- 19.75% |
$5.72M - $6.61M
|
234K
$31.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-63K- 70.62% |
$6.24M - $7.21M
|
26.2K
$3.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-66.6KClosed |
$6.61M - $7.63M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-68.6KClosed |
$6.8M - $7.86M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-75K- 22.53% |
$7.44M - $8.6M
|
258K
$34.3M
|
|
|
Jul 05, 2022
Q2 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-84.9K- 61.6% |
$8.42M - $9.73M
|
52.9K
$7.04M
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Investment Management Inc
|
SELL
|
- |
-87.2K- 80.93% |
$8.65M - $9.99M
|
20.6K
$2.73M
|