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 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.93K+ 13.09% |
$114K - $125K
|
16.7K
$1.18M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.92KNew |
$113K - $124K
|
1.92K
$136K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.89K+ 45.28% |
$112K - $122K
|
6.05K
$430K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.86K+ 240.49% |
$110K - $120K
|
2.63K
$187K
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.8K+ 765.96% |
$106K - $116K
|
2.04K
$144K
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.8K+ 3.57% |
$106K - $116K
|
52.3K
$3.71M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.77K+ 552.02% |
$105K - $115K
|
2.09K
$149K
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.76K+ 46.59% |
$104K - $114K
|
5.55K
$394K
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
1.73K+ 2.48% |
$102K - $112K
|
71.3K
$5.06M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.7K+ 0.73% |
$101K - $110K
|
233K
$16.6M
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.54K+ 21.37% |
$91K - $99.5K
|
8.74K
$621K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.49K+ 26.39% |
$87.9K - $96.1K
|
7.12K
$505K
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 12.23% |
$85.8K - $93.8K
|
13.3K
$945K
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.44K+ 1.83% |
$84.9K - $92.9K
|
79.8K
$5.67M
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.4K+ 1.7% |
$82.9K - $90.7K
|
84.1K
$5.97M
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.35K+ 2.23% |
$79.9K - $87.4K
|
61.8K
$4.39M
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.32K+ 11.38% |
$78.2K - $85.5K
|
12.9K
$919K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.21K+ 9.05% |
$71.5K - $78.2K
|
14.6K
$1.03M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.2K+ 13.24% |
$70.7K - $77.3K
|
10.2K
$726K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.16K+ 376.05% |
$68.7K - $75.1K
|
1.47K
$104K
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1.14K+ 8.46% |
$67.1K - $73.4K
|
14.6K
$1.03M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.13K+ 10.18% |
$67K - $73.2K
|
12.2K
$870K
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.13K+ 5.68% |
$66.8K - $73K
|
21K
$1.49M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.11K+ 2.58% |
$65.7K - $71.8K
|
44.2K
$3.14M
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.08K+ 6.83% |
$63.8K - $69.7K
|
16.9K
$1.2M
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.03K+ 10.54% |
$60.9K - $66.6K
|
10.8K
$767K
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 82.28% |
$60.7K - $66.4K
|
2.27K
$161K
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
987+ 0.91% |
$58.4K - $63.8K
|
109K
$7.73M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
962+ 13.49% |
$56.9K - $62.2K
|
8.1K
$575K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
927+ 0.54% |
$54.8K - $59.9K
|
174K
$12.3M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
926+ 313.9% |
$54.8K - $59.9K
|
1.22K
$86.7K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
882+ 5.34% |
$52.2K - $57K
|
17.4K
$1.23M
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
882+ 1.09% |
$52.2K - $57K
|
81.6K
$5.8M
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
875+ 23.5% |
$51.8K - $56.6K
|
4.6K
$327K
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
870+ 0.72% |
$51.5K - $56.3K
|
122K
$8.65M
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
842New |
$49.8K - $54.5K
|
842
$59.8K
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
800New |
$47.3K - $51.7K
|
800
$56.8K
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
799+ 13.68% |
$47.3K - $51.7K
|
6.64K
$472K
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
791+ 15.57% |
$46.8K - $51.2K
|
5.87K
$417K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
776+ 5.12% |
$45.9K - $50.2K
|
15.9K
$1.13M
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
746+ 3.83% |
$44.1K - $48.2K
|
20.2K
$1.44M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
733New |
$43.4K - $47.4K
|
733
$52K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
700+ 16.39% |
$41.4K - $45.3K
|
4.97K
$353K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
675New |
$39.9K - $43.7K
|
675
$47.9K
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
671+ 8.14% |
$39.7K - $43.4K
|
8.91K
$633K
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
653+ 23.52% |
$38.6K - $42.2K
|
3.43K
$243K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
625+ 0.79% |
$37K - $40.4K
|
79.7K
$5.66M
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
600+ 2.2% |
$35.5K - $38.8K
|
27.9K
$1.98M
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
526+ 0.81% |
$31.1K - $34K
|
65.8K
$4.67M
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
510+ 226.67% |
$30.2K - $33K
|
735
$52.2K
|