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 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
3.76KNew |
$362K - $426K
|
3.76K
$475K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.73K+ 9.81% |
$358K - $422K
|
41.7K
$5.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.6K+ 37.89% |
$346K - $407K
|
13.1K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.59K+ 234.68% |
$345K - $407K
|
5.12K
$646K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.58K+ 2.52% |
$344K - $405K
|
146K
$18.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
3.56K+ 2.59% |
$342K - $403K
|
141K
$17.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.56K+ 8.74% |
$342K - $403K
|
44.3K
$5.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.47K+ 0.9% |
$333K - $392K
|
386K
$48.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.44K+ 4.33% |
$331K - $389K
|
82.9K
$10.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.43K+ 114.33% |
$330K - $388K
|
6.43K
$811K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.41K+ 30.88% |
$328K - $386K
|
14.4K
$1.82M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.38K+ 69.76% |
$325K - $382K
|
8.22K
$1.04M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
3.37KNew |
$324K - $381K
|
3.37K
$425K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.34K+ 32.25% |
$321K - $378K
|
13.7K
$1.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.31KNew |
$318K - $374K
|
3.31K
$417K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.3K+ 17.1% |
$317K - $373K
|
22.6K
$2.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.21KNew |
$308K - $363K
|
3.21K
$404K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.2K+ 3.36% |
$307K - $362K
|
98.2K
$12.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.19K+ 1.44% |
$306K - $361K
|
224K
$28.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
3.15K+ 2.3% |
$302K - $356K
|
140K
$17.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.13KNew |
$301K - $354K
|
3.13K
$395K
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
BUY
|
- |
3.08K+ 27.98% |
$296K - $349K
|
14.1K
$1.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3.07KNew |
$295K - $347K
|
3.07K
$387K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
3.05KNew |
$293K - $345K
|
3.05K
$384K
|
|
|
Feb 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
3KNew |
$288K - $339K
|
3K
$378K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.97K+ 17.49% |
$285K - $336K
|
19.9K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.96KNew |
$284K - $334K
|
2.96K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.96KNew |
$284K - $334K
|
2.96K
$373K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.95KNew |
$283K - $333K
|
2.95K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.95KNew |
$283K - $333K
|
2.95K
$371K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.89K+ 6.76% |
$278K - $327K
|
45.7K
$5.76M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
2.88K+ 123.5% |
$277K - $326K
|
5.21K
$657K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.85K+ 16.21% |
$274K - $322K
|
20.4K
$2.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.84KNew |
$273K - $321K
|
2.84K
$358K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.78K+ 8.39% |
$267K - $315K
|
35.9K
$4.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
2.76K+ 23.16% |
$265K - $312K
|
14.7K
$1.85M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.75KNew |
$264K - $311K
|
2.75K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.74K+ 0.15% |
$264K - $310K
|
1.85M
$234M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
2.74KNew |
$263K - $310K
|
2.74K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.71K+ 22.99% |
$261K - $307K
|
14.5K
$1.83M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
2.7KNew |
$259K - $305K
|
2.7K
$340K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.66K+ 2.77% |
$255K - $300K
|
98.7K
$12.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.65KNew |
$254K - $299K
|
2.65K
$334K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.63K+ 52.28% |
$253K - $297K
|
7.66K
$966K
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.62K+ 5.07% |
$252K - $297K
|
54.3K
$6.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.62KNew |
$252K - $297K
|
2.62K
$331K
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.62KNew |
$251K - $296K
|
2.62K
$330K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.61K+ 1.03% |
$251K - $295K
|
255K
$32.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.6KNew |
$250K - $294K
|
2.6K
$328K
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
2.6K+ 21.49% |
$249K - $294K
|
14.7K
$1.85M
|