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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
449+ 1.17% |
$26.6K - $29K
|
38.9K
$2.65M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
431New |
$25.5K - $27.9K
|
431
$29.4K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
395New |
$23.4K - $25.5K
|
395
$27K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
373+ 3.22% |
$22.1K - $24.1K
|
12K
$816K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
367New |
$21.7K - $23.7K
|
367
$25K
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
343+ 9.76% |
$20.3K - $22.2K
|
3.86K
$263K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
330+ 150.0% |
$19.5K - $21.3K
|
550
$37.5K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
328+ 2.65% |
$19.4K - $21.2K
|
12.7K
$868K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
319New |
$18.9K - $20.6K
|
319
$21.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
302+ 1.36% |
$17.9K - $19.5K
|
22.5K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
248+ 114.29% |
$14.7K - $16K
|
465
$31.7K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
245+ 2.17% |
$14.5K - $15.8K
|
11.5K
$786K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
209+ 0.51% |
$12.4K - $13.5K
|
40.8K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
195+ 5.37% |
$11.5K - $12.6K
|
3.83K
$261K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
194+ 0.26% |
$11.5K - $12.5K
|
75.7K
$5.16M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
191+ 2.17% |
$11.3K - $12.4K
|
9K
$614K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
180+ 2.89% |
$10.6K - $11.6K
|
6.41K
$437K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
160+ 0.6% |
$9.46K - $10.3K
|
26.6K
$1.82M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
150+ 0.67% |
$8.87K - $9.7K
|
22.6K
$1.54M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
143+ 0.99% |
$8.46K - $9.25K
|
14.5K
$991K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
112+ 0.22% |
$6.62K - $7.24K
|
50.3K
$3.43M
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
107+ 1.15% |
$6.33K - $6.92K
|
9.45K
$645K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
101+ 0.05% |
$5.97K - $6.53K
|
186K
$12.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
97+ 29.04% |
$5.74K - $6.27K
|
431
$29.4K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
97+ 0.22% |
$5.74K - $6.27K
|
44.6K
$3.04M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
95New |
$5.62K - $6.14K
|
95
$6.48K
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
66+ 0.79% |
$3.9K - $4.27K
|
8.38K
$571K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
50+ 30.3% |
$2.96K - $3.23K
|
215
$14.7K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35+ 1.06% |
$2.07K - $2.26K
|
3.33K
$227K
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
28+ 0.14% |
$1.66K - $1.81K
|
19.4K
$1.32M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
27+ 9.34% |
$1.6K - $1.75K
|
316
$21.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 45.45% |
$1.48K - $1.62K
|
80
$5.46K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
25+ 0.38% |
$1.48K - $1.62K
|
6.56K
$447K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19+ 0.19% |
$1.12K - $1.23K
|
9.88K
$674K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
11+ 0.2% |
$651 - $711
|
5.5K
$375K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 0.49% |
$532 - $582
|
1.86K
$127K
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
9+ 0.16% |
$532 - $582
|
5.81K
$396K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.56% |
$355 - $388
|
1.07K
$72.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
5+ 0.0% |
$296 - $323
|
117K
$7.98M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
$296 - $323
|
12.1K
$828K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5+ 0.56% |
$296 - $323
|
890
$60.7K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.27% |
$237 - $259
|
1.48K
$101K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
3+ 0.07% |
$177 - $194
|
4.5K
$307K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3+ 0.06% |
$177 - $194
|
4.78K
$326K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.85% |
$59.2 - $64.7
|
119
$8.12K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.68% |
$59.2 - $64.7
|
147
$10K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.11% |
$59.2 - $64.7
|
945
$64.5K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.01% |
$59.2 - $64.7
|
7.02K
$479K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$59.2 - $64.7
|
2.44K
$166K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
1+ 1.32% |
$59.2 - $64.7
|
77
$5.25K
|