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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.6K+ 3.02% |
$1.69M - $1.99M
|
599K
$79.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
17.5KNew |
$1.68M - $1.98M
|
17.5K
$2.32M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
17.4K+ 53.27% |
$1.68M - $1.97M
|
50.1K
$6.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
17.3K+ 21.02% |
$1.67M - $1.96M
|
99.9K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
17.3K+ 61.94% |
$1.66M - $1.95M
|
45.1K
$6.01M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.2K+ 4.72% |
$1.65M - $1.95M
|
382K
$50.8M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
17.2KNew |
$1.65M - $1.95M
|
17.2K
$2.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
17.1K+ 23.41% |
$1.65M - $1.94M
|
90.4K
$12M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
17KNew |
$1.64M - $1.93M
|
17K
$2.27M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
16.9K+ 318.12% |
$1.62M - $1.91M
|
22.2K
$2.95M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
16.7K+ 5.16% |
$1.6M - $1.88M
|
339K
$45.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
BUY
|
- |
16.6K+ 14.15% |
$1.6M - $1.88M
|
134K
$17.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.5K+ 34.29% |
$1.59M - $1.87M
|
64.7K
$8.61M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
16.5K+ 14.63% |
$1.58M - $1.87M
|
129K
$17.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
16.3K+ 151.94% |
$1.57M - $1.85M
|
27.1K
$3.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
16.2KNew |
$1.56M - $1.84M
|
16.2K
$2.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
16.1KNew |
$1.55M - $1.83M
|
16.1K
$2.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16K+ 89.8% |
$1.54M - $1.81M
|
33.8K
$4.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
15.8K+ 9.73% |
$1.52M - $1.79M
|
178K
$23.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
15.7KNew |
$1.51M - $1.78M
|
15.7K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
15.7K+ 2652.28% |
$1.51M - $1.77M
|
16.3K
$2.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15.6KNew |
$1.5M - $1.76M
|
15.6K
$2.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
15.6K+ 46.72% |
$1.5M - $1.76M
|
48.9K
$6.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
15.5K+ 12.58% |
$1.49M - $1.75M
|
139K
$18.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
15.3K+ 507.13% |
$1.47M - $1.73M
|
18.3K
$2.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
15.3KNew |
$1.47M - $1.73M
|
15.3K
$2.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
15KNew |
$1.45M - $1.7M
|
15K
$2M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
14.7K+ 11.77% |
$1.42M - $1.67M
|
140K
$18.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14.6K+ 8.86% |
$1.41M - $1.65M
|
180K
$23.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
14.5KNew |
$1.39M - $1.64M
|
14.5K
$1.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
14K+ 21.06% |
$1.35M - $1.58M
|
80.5K
$10.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14K+ 105.64% |
$1.35M - $1.58M
|
27.3K
$3.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14K+ 5.7% |
$1.34M - $1.58M
|
259K
$34.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14K+ 9.04% |
$1.34M - $1.58M
|
168K
$22.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.9K+ 10.74% |
$1.34M - $1.58M
|
144K
$19.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
13.9K+ 26.76% |
$1.34M - $1.57M
|
65.8K
$8.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
13.8KNew |
$1.33M - $1.56M
|
13.8K
$1.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.8K+ 32.14% |
$1.33M - $1.56M
|
56.7K
$7.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
13.7K+ 2.38% |
$1.32M - $1.55M
|
589K
$78.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.7K+ 20.04% |
$1.31M - $1.55M
|
81.9K
$10.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.4K+ 17.96% |
$1.29M - $1.52M
|
88.1K
$11.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13K+ 3.67% |
$1.25M - $1.47M
|
366K
$48.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.9K+ 12.48% |
$1.24M - $1.46M
|
116K
$15.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
12.5K+ 25.08% |
$1.2M - $1.41M
|
62.1K
$8.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
12.4K+ 15.05% |
$1.2M - $1.41M
|
95.1K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
12.4KNew |
$1.19M - $1.4M
|
12.4K
$1.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
12.3K+ 5.31% |
$1.18M - $1.39M
|
243K
$32.4M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
12.2K+ 26.25% |
$1.17M - $1.38M
|
58.6K
$7.79M
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
12.2K+ 6.53% |
$1.17M - $1.38M
|
199K
$26.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.1K+ 31.32% |
$1.07M - $1.26M
|
46.5K
$6.19M
|