Purchases and Sales Made in Q3 2022 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44.1K+ 5.04% |
$4.18M - $4.86M
|
919K
$124M
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
40.7KNew |
$3.86M - $4.49M
|
40.7K
$5.48M
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
36.8K+ 140.85% |
$3.49M - $4.06M
|
63K
$8.47M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
35.7K+ 1.49% |
$3.38M - $3.93M
|
2.43M
$326M
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
35.4KNew |
$3.36M - $3.91M
|
35.4K
$4.76M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.3K+ 23.9% |
$3.25M - $3.78M
|
178K
$23.9M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
33.7K+ 10.67% |
$3.19M - $3.71M
|
349K
$46.9M
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
32.2K+ 17.82% |
$3.06M - $3.55M
|
213K
$28.6M
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
31.1K+ 75.47% |
$2.95M - $3.42M
|
72.2K
$9.71M
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
30.4K+ 7.2% |
$2.89M - $3.35M
|
453K
$60.9M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.4K+ 10.4% |
$2.88M - $3.35M
|
323K
$43.4M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
30.3KNew |
$2.88M - $3.34M
|
30.3K
$4.08M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
29.9K+ 881.82% |
$2.84M - $3.3M
|
33.3K
$4.47M
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
28.2K+ 47.39% |
$2.67M - $3.11M
|
87.7K
$11.8M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27.3K+ 14.04% |
$2.59M - $3.01M
|
222K
$29.8M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27K+ 8.0% |
$2.56M - $2.98M
|
364K
$49M
|
|
Nov 03, 2022
Q3 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
26.8KNew |
$2.54M - $2.95M
|
26.8K
$3.6M
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
26KNew |
$2.46M - $2.86M
|
26K
$3.49M
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
25K+ 39.15% |
$2.37M - $2.76M
|
88.9K
$12M
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
24.9K+ 8.36% |
$2.36M - $2.75M
|
323K
$43.4M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
24.6K+ 4.46% |
$2.33M - $2.71M
|
575K
$77.4M
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
24.4K+ 176.34% |
$2.31M - $2.69M
|
38.2K
$5.13M
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
23.8K+ 34.5% |
$2.26M - $2.63M
|
92.8K
$12.5M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.8K+ 14.6% |
$2.16M - $2.51M
|
179K
$24M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
22K+ 183.16% |
$2.09M - $2.42M
|
34K
$4.57M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.7K+ 36.5% |
$2.06M - $2.39M
|
81.1K
$10.9M
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
21.3K+ 13.24% |
$2.02M - $2.35M
|
183K
$24.5M
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
21.2KNew |
$2.01M - $2.34M
|
21.2K
$2.85M
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
20.5KNew |
$1.95M - $2.27M
|
20.5K
$2.76M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
19.1K+ 2.68% |
$1.82M - $2.11M
|
732K
$98.5M
|
|
Oct 25, 2022
Q3 2022
|
Montis Financial, LLC
|
BUY
|
- |
19K+ 12.81% |
$1.8M - $2.09M
|
167K
$22.5M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18.9K+ 18.95% |
$1.79M - $2.09M
|
119K
$16M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.7K+ 45.88% |
$1.77M - $2.06M
|
59.4K
$7.98M
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
18.2K+ 3.98% |
$1.73M - $2.01M
|
476K
$64M
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
18.1K+ 8.91% |
$1.72M - $2M
|
221K
$29.7M
|
|
Oct 31, 2022
Q3 2022
|
Human Investing LLC
|
BUY
|
- |
17.6K+ 11.9% |
$1.67M - $1.94M
|
166K
$22.3M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.5K+ 14.1% |
$1.66M - $1.93M
|
142K
$19.1M
|
|
Oct 14, 2022
Q3 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
17.4K+ 20.57% |
$1.65M - $1.92M
|
102K
$13.7M
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
16.8K+ 19.56% |
$1.59M - $1.85M
|
102K
$13.8M
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
16.4K+ 28.28% |
$1.56M - $1.81M
|
74.6K
$10M
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
16.4KNew |
$1.56M - $1.81M
|
16.4K
$2.21M
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
16.3K+ 53.94% |
$1.54M - $1.79M
|
46.4K
$6.24M
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
16.2K+ 20.34% |
$1.54M - $1.79M
|
96K
$12.9M
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
16.2K+ 39.98% |
$1.54M - $1.78M
|
56.6K
$7.62M
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
15.9KNew |
$1.51M - $1.76M
|
15.9K
$2.14M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
15.7K+ 14.67% |
$1.49M - $1.74M
|
123K
$16.6M
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
15.7K+ 6.28% |
$1.49M - $1.73M
|
265K
$35.7M
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
15.5K+ 11.35% |
$1.47M - $1.71M
|
152K
$20.5M
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
15.5K+ 137.35% |
$1.47M - $1.71M
|
26.8K
$3.6M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.7K+ 6.4% |
$1.4M - $1.62M
|
245K
$32.9M
|