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 |
---|---|---|---|---|---|---|---|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.16KNew |
$489K - $569K
|
5.16K
$694K
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.03K+ 3.12% |
$477K - $554K
|
166K
$22.3M
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
5.02K+ 2.69% |
$477K - $554K
|
192K
$25.8M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.01K+ 3.63% |
$476K - $553K
|
143K
$19.3M
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
5.01K+ 69.19% |
$475K - $552K
|
12.2K
$1.65M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.99K+ 21.98% |
$473K - $550K
|
27.7K
$3.72M
|
|
Oct 21, 2022
Q3 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
4.96K+ 12.89% |
$470K - $547K
|
43.4K
$5.84M
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
4.88KNew |
$463K - $538K
|
4.88K
$657K
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.87KNew |
$462K - $537K
|
4.87K
$654K
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.83K+ 4.56% |
$458K - $533K
|
111K
$14.9M
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
4.74K+ 94880.0% |
$450K - $523K
|
4.75K
$639K
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.74KNew |
$450K - $523K
|
4.74K
$638K
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
4.69K+ 4.02% |
$445K - $518K
|
121K
$16.3M
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.69K+ 14.96% |
$445K - $517K
|
36K
$4.84M
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
4.55K+ 99.04% |
$432K - $502K
|
9.15K
$1.23M
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.54K+ 5.71% |
$430K - $500K
|
84K
$11.3M
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.54K+ 5.71% |
$430K - $500K
|
84K
$11.3M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.51K+ 2.62% |
$428K - $497K
|
176K
$23.7M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
4.5K+ 17.86% |
$427K - $497K
|
29.7K
$4M
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
4.5KNew |
$427K - $496K
|
4.5K
$605K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.47K+ 1.85% |
$424K - $493K
|
245K
$33M
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.44KNew |
$421K - $489K
|
4.44K
$596K
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.43K+ 96.33% |
$421K - $489K
|
9.04K
$1.22M
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.41K+ 1.26% |
$418K - $486K
|
355K
$47.7M
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4.4KNew |
$417K - $485K
|
4.4K
$591K
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.33K+ 20.48% |
$411K - $477K
|
25.5K
$3.42M
|
|
Oct 24, 2022
Q3 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
4.31K+ 2.08% |
$409K - $475K
|
211K
$28.4M
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4.31K+ 219.85% |
$409K - $475K
|
6.27K
$843K
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
4.31K+ 3.37% |
$408K - $475K
|
132K
$17.7M
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4.26KNew |
$405K - $470K
|
4.26K
$573K
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
4.26K+ 14.02% |
$404K - $470K
|
34.6K
$4.66M
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
4.2KNew |
$398K - $463K
|
4.2K
$565K
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
4.03K+ 952.72% |
$382K - $444K
|
4.45K
$599K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.01K+ 3.8% |
$380K - $442K
|
109K
$14.7M
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.99K+ 13.7% |
$379K - $440K
|
33.1K
$4.46M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3.96K+ 10.7% |
$376K - $436K
|
40.9K
$5.51M
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.94KNew |
$374K - $435K
|
3.94K
$530K
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.89KNew |
$369K - $429K
|
3.89K
$523K
|
|
Oct 12, 2022
Q3 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
3.87K+ 35.67% |
$367K - $426K
|
14.7K
$1.98M
|
|
Nov 14, 2022
Q3 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3.86K+ 53.64% |
$366K - $426K
|
11.1K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
3.84KNew |
$364K - $423K
|
3.84K
$516K
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
3.82K+ 16.76% |
$362K - $421K
|
26.6K
$3.57M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.8K+ 2.51% |
$360K - $419K
|
155K
$20.8M
|
|
Nov 14, 2022
Q3 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.7KNew |
$351K - $408K
|
3.7K
$498K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.69K+ 17.1% |
$350K - $407K
|
25.3K
$3.4M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.62K+ 8.12% |
$343K - $399K
|
48.2K
$6.48M
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
3.62K+ 20.08% |
$343K - $399K
|
21.6K
$2.91M
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
BUY
|
- |
3.61KNew |
$343K - $398K
|
3.61K
$486K
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.59KNew |
$341K - $396K
|
3.59K
$483K
|
|
Oct 19, 2022
Q3 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
3.49KNew |
$331K - $384K
|
3.49K
$469K
|