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 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.59K- 22.82% |
$246K - $286K
|
8.76K
$1.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-2.64KClosed |
$250K - $291K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.65K- 1.79% |
$251K - $292K
|
145K
$19.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.66K- 73.06% |
$252K - $293K
|
979
$132K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.71K- 2.3% |
$257K - $298K
|
115K
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.74K- 1.32% |
$260K - $302K
|
205K
$27.6M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.91K- 8.7% |
$276K - $321K
|
30.6K
$4.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.03K- 2.45% |
$288K - $334K
|
121K
$16.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.14K- 14.0% |
$298K - $346K
|
19.3K
$2.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.26K- 2.62% |
$309K - $360K
|
121K
$16.3M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.27K- 54.25% |
$310K - $361K
|
2.76K
$371K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.36K- 19.78% |
$319K - $371K
|
13.6K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.37K- 7.29% |
$320K - $372K
|
42.9K
$5.77M
|
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-3.44K- 0.59% |
$326K - $379K
|
581K
$78.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.53K- 26.4% |
$335K - $390K
|
9.85K
$1.32M
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-3.79K- 20.26% |
$359K - $418K
|
14.9K
$2M
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.92K- 97.51% |
$371K - $432K
|
100
$13.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-4K- 60.65% |
$379K - $441K
|
2.59K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4K- 3.08% |
$380K - $442K
|
126K
$16.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-4.03K- 90.5% |
$382K - $444K
|
423
$56.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-4.1K- 6.02% |
$389K - $452K
|
64K
$8.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-4.18K- 28.1% |
$396K - $461K
|
10.7K
$1.44M
|
|
|
Oct 26, 2022
Q3 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-4.4K- 2.85% |
$417K - $485K
|
150K
$20.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.46K- 1.95% |
$423K - $492K
|
225K
$30.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.69K- 54.31% |
$445K - $517K
|
3.95K
$530K
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-4.78K- 12.08% |
$454K - $527K
|
34.8K
$4.68M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4.85K- 29.56% |
$460K - $534K
|
11.5K
$1.55M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-5.13K- 4.29% |
$487K - $566K
|
115K
$15.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-5.2K- 5.21% |
$494K - $574K
|
94.6K
$12.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-5.51K- 6.09% |
$522K - $607K
|
84.9K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.6K- 15.88% |
$531K - $617K
|
29.6K
$3.99M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-5.7K- 47.84% |
$540K - $628K
|
6.21K
$835K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.7K- 2.19% |
$541K - $628K
|
255K
$34.3M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.7K- 2.19% |
$541K - $628K
|
255K
$34.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
SELL
|
- |
-5.7K- 7.9% |
$541K - $629K
|
66.5K
$8.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-5.73K- 18.25% |
$544K - $632K
|
25.7K
$3.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.88KClosed |
$558K - $648K
|
0
$0
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-5.98KClosed |
$567K - $659K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-6.17K- 11.53% |
$586K - $681K
|
47.4K
$6.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-6.21K- 5.49% |
$589K - $685K
|
107K
$14.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-6.29K- 18.35% |
$597K - $694K
|
28K
$3.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.48K- 2.86% |
$615K - $715K
|
220K
$29.6M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.54K- 1.87% |
$621K - $722K
|
343K
$46.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-6.65K- 8.78% |
$631K - $734K
|
69.1K
$9.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-7.02K- 4.98% |
$666K - $774K
|
134K
$18M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-7.04K- 25.24% |
$668K - $776K
|
20.9K
$2.8M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.41K- 17.14% |
$703K - $817K
|
35.8K
$4.81M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-7.64K- 43.48% |
$725K - $843K
|
9.93K
$1.34M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-7.76K- 41.56% |
$736K - $856K
|
10.9K
$1.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-8.46K- 89.56% |
$803K - $933K
|
986
$133K
|