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
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
7.64K+ 1.61% |
$735K - $865K
|
481K
$60.7M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
7.61KNew |
$731K - $861K
|
7.61K
$959K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
7.54KNew |
$725K - $853K
|
7.54K
$951K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
7.46KNew |
$717K - $844K
|
7.46K
$941K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.39K+ 166.07% |
$710K - $836K
|
11.8K
$1.49M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.38K+ 57.23% |
$710K - $835K
|
20.3K
$2.56M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.31K+ 283.88% |
$703K - $827K
|
9.89K
$1.25M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.29K+ 19.37% |
$701K - $825K
|
44.9K
$5.66M
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
7.28KNew |
$700K - $824K
|
7.28K
$918K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
7.28K+ 62.03% |
$700K - $824K
|
19K
$2.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
7.13K+ 57.02% |
$686K - $807K
|
19.6K
$2.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.07K+ 3.87% |
$680K - $800K
|
190K
$23.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.04K+ 26.29% |
$677K - $796K
|
33.8K
$4.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
7.04K+ 2.41% |
$676K - $796K
|
299K
$37.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.03K+ 31.03% |
$676K - $795K
|
29.7K
$3.74M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.94KNew |
$668K - $786K
|
6.94K
$876K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
6.91K+ 6.09% |
$665K - $782K
|
120K
$15.2M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6.89K+ 8.94% |
$663K - $780K
|
84K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.87KNew |
$661K - $778K
|
6.87K
$867K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.84KNew |
$658K - $774K
|
6.84K
$863K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.8KNew |
$654K - $769K
|
6.8K
$858K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
6.76K+ 25.43% |
$650K - $765K
|
33.3K
$4.2M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
6.73KNew |
$647K - $761K
|
6.73K
$848K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
6.65KNew |
$639K - $752K
|
6.65K
$839K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
6.63K+ 120.7% |
$637K - $750K
|
12.1K
$1.53M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6.61K+ 82.24% |
$636K - $748K
|
14.7K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.48K+ 0.57% |
$623K - $733K
|
1.15M
$145M
|
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
6.46K+ 20.07% |
$621K - $731K
|
38.7K
$4.88M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.45K+ 18.74% |
$620K - $730K
|
40.9K
$5.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
6.39KNew |
$614K - $723K
|
6.39K
$806K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
6.34KNew |
$609K - $717K
|
6.34K
$799K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.33K+ 10.65% |
$609K - $717K
|
65.8K
$8.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.3K+ 27.41% |
$606K - $713K
|
29.3K
$3.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
6.27K+ 12.75% |
$603K - $709K
|
55.5K
$6.99M
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
6.27K+ 17.93% |
$603K - $709K
|
41.2K
$5.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
6.22K+ 2.94% |
$598K - $704K
|
217K
$27.4M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
6.2KNew |
$596K - $702K
|
6.2K
$782K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.15K+ 146.09% |
$591K - $696K
|
10.4K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
6K+ 95.47% |
$577K - $679K
|
12.3K
$1.55M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.99K+ 16.63% |
$576K - $678K
|
42K
$5.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
5.93K+ 8.04% |
$570K - $671K
|
79.6K
$10M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
5.78KNew |
$556K - $654K
|
5.78K
$729K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
5.74KNew |
$552K - $649K
|
5.74K
$724K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.73K+ 3.55% |
$551K - $648K
|
167K
$21.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5.65K+ 20.06% |
$543K - $639K
|
33.8K
$4.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5.64K+ 3.54% |
$542K - $638K
|
165K
$20.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
5.62K+ 126.46% |
$540K - $636K
|
10.1K
$1.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.53KNew |
$532K - $626K
|
5.53K
$698K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
5.53KNew |
$532K - $626K
|
5.53K
$697K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.45KNew |
$524K - $617K
|
5.45K
$688K
|