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 |
---|---|---|---|---|---|---|---|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.1K+ 3.04% |
$105K - $122K
|
37.3K
$5.02M
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.09K+ 112.21% |
$104K - $121K
|
2.07K
$278K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.09K+ 13.38% |
$104K - $120K
|
9.25K
$1.24M
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.08K+ 8.08% |
$103K - $119K
|
14.5K
$1.94M
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.08K+ 240.22% |
$103K - $119K
|
1.53K
$206K
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.07K+ 8.43% |
$102K - $118K
|
13.8K
$1.86M
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.06K+ 23.79% |
$101K - $117K
|
5.53K
$744K
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.05K+ 13.21% |
$99.7K - $116K
|
9.01K
$1.21M
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.04K+ 3.61% |
$98.2K - $114K
|
29.7K
$4M
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.02K+ 233.56% |
$97.1K - $113K
|
1.46K
$196K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.01K+ 6.57% |
$95.7K - $111K
|
16.4K
$2.2M
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.01K+ 1.09% |
$95.4K - $111K
|
93.2K
$12.5M
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.01K+ 3.56% |
$95.4K - $111K
|
29.3K
$3.94M
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.01K+ 8.82% |
$95.4K - $111K
|
12.4K
$1.67M
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.01K+ 50.0% |
$95.4K - $111K
|
3.02K
$405K
|
|
Oct 21, 2022
Q3 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
1K+ 2.5% |
$94.9K - $110K
|
41K
$5.51M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
989+ 39.72% |
$93.8K - $109K
|
3.48K
$468K
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
982+ 2.11% |
$93.2K - $108K
|
47.5K
$6.39M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
979+ 1.53% |
$92.9K - $108K
|
65K
$8.75M
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
970+ 0.72% |
$92K - $107K
|
136K
$18.2M
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
951+ 1.53% |
$90.2K - $105K
|
63.2K
$8.5M
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
946+ 3.33% |
$89.8K - $104K
|
29.3K
$3.95M
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
922+ 2.5% |
$87.5K - $102K
|
37.8K
$5.08M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
900+ 16.22% |
$85.4K - $99.3K
|
6.45K
$867K
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
899+ 27.99% |
$85.3K - $99.1K
|
4.11K
$553K
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
BUY
|
- |
897+ 7.72% |
$85.1K - $98.9K
|
12.5K
$1.68M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
890+ 0.15% |
$84.4K - $98.1K
|
581K
$78.1M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
884+ 2.92% |
$83.9K - $97.5K
|
31.2K
$4.19M
|
|
Nov 14, 2022
Q3 2022
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
883+ 1.22% |
$83.8K - $97.4K
|
73K
$9.82M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
881+ 5.75% |
$83.6K - $97.2K
|
16.2K
$2.18M
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
881+ 6.53% |
$83.6K - $97.2K
|
14.4K
$1.93M
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
878+ 8.65% |
$83.3K - $96.8K
|
11K
$1.48M
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
876+ 3.25% |
$83.1K - $96.6K
|
27.9K
$3.75M
|
|
Nov 14, 2022
Q3 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
873+ 4.29% |
$82.8K - $96.3K
|
21.2K
$2.85M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
856+ 0.99% |
$81.2K - $94.4K
|
87.1K
$11.7M
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
849+ 76.42% |
$80.6K - $93.6K
|
1.96K
$264K
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
844+ 6.8% |
$80.1K - $93.1K
|
13.2K
$1.78M
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
830+ 7.4% |
$78.8K - $91.5K
|
12K
$1.62M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
812+ 1.38% |
$77K - $89.5K
|
59.5K
$7.99M
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
811+ 6.98% |
$76.9K - $89.4K
|
12.4K
$1.67M
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
803+ 20.72% |
$76.2K - $88.6K
|
4.68K
$629K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
797+ 4.9% |
$75.6K - $87.9K
|
17.1K
$2.29M
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
795+ 24.67% |
$75.4K - $87.7K
|
4.02K
$540K
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
790+ 3.27% |
$75K - $87.1K
|
25K
$3.36M
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
790+ 3.27% |
$75K - $87.1K
|
25K
$3.36M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
786+ 0.7% |
$74.6K - $86.7K
|
113K
$15.2M
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
759New |
$72K - $83.7K
|
759
$102K
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
752+ 0.52% |
$71.3K - $82.9K
|
144K
$19.4M
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
750+ 23.42% |
$71.2K - $82.7K
|
3.95K
$532K
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
745+ 26.49% |
$70.7K - $82.2K
|
3.56K
$478K
|