Purchases and Sales Made in Q1 2023 in Vanguard Whitehall Fds Intl Hi (VYMI)
This table provides information about the institutional ownership of Vanguard Whitehall Fds Intl Hi (VYMI) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD WHITEHALL FDS INTL HI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.69KNew |
$277K - $303K
|
4.69K
$333K
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
4.63K+ 4.47% |
$274K - $299K
|
108K
$7.69M
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.58KNew |
$271K - $296K
|
4.58K
$325K
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.51KNew |
$267K - $291K
|
4.51K
$320K
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.46KNew |
$264K - $288K
|
4.46K
$317K
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.42KNew |
$261K - $286K
|
4.42K
$314K
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.33K+ 8.77% |
$256K - $280K
|
53.7K
$3.82M
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.29KNew |
$254K - $277K
|
4.29K
$305K
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.27KNew |
$252K - $276K
|
4.27K
$303K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.23KNew |
$250K - $274K
|
4.23K
$300K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.21K+ 10.29% |
$249K - $272K
|
45.1K
$3.2M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.2KNew |
$248K - $271K
|
4.2K
$298K
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.12KNew |
$244K - $267K
|
4.12K
$293K
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
4.01KNew |
$237K - $259K
|
4.01K
$285K
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.97KNew |
$235K - $257K
|
3.97K
$282K
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.97K+ 84.1% |
$235K - $257K
|
8.68K
$617K
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.96K+ 12.49% |
$234K - $256K
|
35.7K
$2.53M
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.93K+ 9.08% |
$233K - $254K
|
47.2K
$3.35M
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.84KNew |
$227K - $248K
|
3.84K
$273K
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.8K+ 10.87% |
$225K - $246K
|
38.7K
$2.75M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
3.77K+ 3.06% |
$223K - $244K
|
127K
$9.03M
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.56KNew |
$211K - $230K
|
3.56K
$253K
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
3.55K+ 1.4% |
$210K - $230K
|
257K
$18.3M
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
3.5K+ 2.11% |
$207K - $226K
|
169K
$12M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.39K+ 222.75% |
$200K - $219K
|
4.91K
$349K
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.33K+ 12.64% |
$197K - $215K
|
29.6K
$2.1M
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
3.33K+ 14.59% |
$197K - $215K
|
26.1K
$1.85M
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.31KNew |
$196K - $214K
|
3.31K
$235K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.28KNew |
$194K - $212K
|
3.28K
$233K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.27K+ 4.24% |
$193K - $211K
|
80.4K
$5.71M
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
3.26KNew |
$193K - $211K
|
3.26K
$231K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.23K+ 17.32% |
$191K - $209K
|
21.9K
$1.55M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.01K+ 5.09% |
$178K - $195K
|
62.2K
$4.42M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.87K+ 6.42% |
$170K - $186K
|
47.6K
$3.38M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.8KNew |
$166K - $181K
|
2.8K
$199K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.68K+ 23.04% |
$159K - $174K
|
14.3K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.67K+ 1.36% |
$158K - $173K
|
199K
$14.1M
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.56K+ 6.73% |
$152K - $166K
|
40.7K
$2.89M
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
2.54K+ 21.51% |
$150K - $165K
|
14.4K
$1.02M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.53K+ 23.65% |
$149K - $163K
|
13.2K
$937K
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.5K+ 2.18% |
$148K - $161K
|
117K
$8.3M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.43K+ 49.46% |
$143K - $157K
|
7.33K
$521K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
2.37KNew |
$140K - $153K
|
2.37K
$168K
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.32K+ 2.0% |
$137K - $150K
|
118K
$8.39M
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.28K+ 25.39% |
$135K - $147K
|
11.3K
$799K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.26KNew |
$134K - $146K
|
2.26K
$161K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.23K+ 5.74% |
$132K - $144K
|
41K
$2.91M
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
2.16K+ 23.89% |
$128K - $140K
|
11.2K
$797K
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
2.07K+ 5.96% |
$123K - $134K
|
36.9K
$2.62M
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.05K+ 12.58% |
$121K - $132K
|
18.3K
$1.3M
|