Purchases and Sales Made in Q4 2022 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-474- 0.78% |
$45.6K - $53.6K
|
60.5K
$8.05M
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-477- 8.65% |
$45.9K - $54K
|
5.04K
$670K
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-484- 5.59% |
$46.5K - $54.8K
|
8.17K
$1.09M
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-495- 19.84% |
$47.6K - $56K
|
2K
$266K
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-498- 7.13% |
$47.9K - $56.3K
|
6.48K
$863K
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-521- 1.45% |
$50.1K - $59K
|
35.4K
$4.71M
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-534- 17.76% |
$51.3K - $60.4K
|
2.47K
$329K
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-539- 12.44% |
$51.8K - $61K
|
3.79K
$505K
|
|
Feb 01, 2023
Q4 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-549- 1.26% |
$52.8K - $62.1K
|
42.9K
$5.7M
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-570- 6.51% |
$54.8K - $64.5K
|
8.19K
$1.09M
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-571- 6.34% |
$54.9K - $64.6K
|
8.44K
$1.12M
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
SELL
|
- |
-573- 2.36% |
$55.1K - $64.8K
|
23.7K
$3.16M
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-588- 2.17% |
$56.5K - $66.5K
|
26.5K
$3.53M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-592- 2.16% |
$56.9K - $67K
|
26.8K
$3.56M
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-593- 14.08% |
$57K - $67.1K
|
3.62K
$481K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-598- 21.99% |
$57.5K - $67.7K
|
2.12K
$282K
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-599- 0.27% |
$57.6K - $67.8K
|
220K
$29.3M
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-600- 44.98% |
$57.7K - $67.9K
|
734
$97.7K
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-607- 17.67% |
$58.4K - $68.7K
|
2.83K
$376K
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-610- 4.43% |
$58.6K - $69K
|
13.2K
$1.75M
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
SELL
|
- |
-614- 2.36% |
$59K - $69.5K
|
25.4K
$3.37M
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-629- 3.4% |
$60.5K - $71.2K
|
17.9K
$2.38M
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-635- 15.21% |
$61K - $71.9K
|
3.54K
$471K
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-670- 21.87% |
$64.4K - $75.8K
|
2.39K
$318K
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-673- 20.47% |
$64.7K - $76.1K
|
2.62K
$348K
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-675- 1.22% |
$64.9K - $76.4K
|
54.8K
$7.29M
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-681- 5.04% |
$65.5K - $77.1K
|
12.8K
$1.71M
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-682- 30.87% |
$65.6K - $77.2K
|
1.53K
$203K
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-682- 17.29% |
$65.6K - $77.2K
|
3.26K
$434K
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-687- 0.19% |
$66K - $77.7K
|
365K
$48.6M
|
|
Feb 06, 2023
Q4 2022
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-697- 1.98% |
$67K - $78.9K
|
34.5K
$4.59M
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-722- 1.18% |
$69.4K - $81.7K
|
60.7K
$8.08M
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-728- 2.48% |
$70K - $82.4K
|
28.6K
$3.81M
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-749- 3.6% |
$72K - $84.7K
|
20.1K
$2.67M
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-750- 28.43% |
$72.1K - $84.9K
|
1.89K
$251K
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-750- 19.02% |
$72.1K - $84.9K
|
3.19K
$425K
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-755- 6.06% |
$72.6K - $85.4K
|
11.7K
$1.56M
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-765- 3.34% |
$73.5K - $86.6K
|
22.1K
$2.95M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-767- 6.99% |
$73.7K - $86.8K
|
10.2K
$1.36M
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-776- 3.72% |
$74.6K - $87.8K
|
20.1K
$2.67M
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-782- 1.13% |
$75.2K - $88.5K
|
68.2K
$9.08M
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-789- 1.84% |
$75.9K - $89.3K
|
42.1K
$5.6M
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-792- 14.82% |
$76.1K - $89.6K
|
4.55K
$606K
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-793- 1.36% |
$76.2K - $89.7K
|
57.4K
$7.64M
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-796- 0.96% |
$76.5K - $90.1K
|
82.1K
$10.9M
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-813- 3.81% |
$78.2K - $92K
|
20.5K
$2.73M
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-813- 8.5% |
$78.2K - $92K
|
8.75K
$1.16M
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-816- 12.77% |
$78.5K - $92.3K
|
5.58K
$742K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-821- 1.75% |
$78.9K - $92.9K
|
46.2K
$6.14M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-829- 1.4% |
$79.7K - $93.8K
|
58.3K
$7.76M
|