Purchases and Sales Made in Q3 2022 in Vanguard Whitehall Fds Intl Hi (VYMI)
This table provides information about the institutional ownership of Vanguard Whitehall Fds Intl Hi (VYMI) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-133- 0.38% |
$6.92K - $8.14K
|
34.4K
$2.35M
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-134- 1.55% |
$6.97K - $8.2K
|
8.51K
$581K
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-150- 2.52% |
$7.81K - $9.18K
|
5.8K
$396K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-167- 39.57% |
$8.69K - $10.2K
|
255
$17.4K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-175- 1.57% |
$9.11K - $10.7K
|
11K
$749K
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-240- 5.61% |
$12.5K - $14.7K
|
4.04K
$275K
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-245- 2.33% |
$12.7K - $15K
|
10.3K
$701K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-300- 8.83% |
$15.6K - $18.4K
|
3.1K
$211K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-305- 5.01% |
$15.9K - $18.7K
|
5.79K
$395K
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-312- 5.6% |
$16.2K - $19.1K
|
5.26K
$359K
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-325- 7.04% |
$16.9K - $19.9K
|
4.29K
$293K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-327- 9.16% |
$17K - $20K
|
3.24K
$221K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-392- 1.45% |
$20.4K - $24K
|
26.7K
$1.82M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-402- 2.4% |
$20.9K - $24.6K
|
16.3K
$1.11M
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-431- 1.18% |
$22.4K - $26.4K
|
36K
$2.46M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-443- 4.29% |
$23.1K - $27.1K
|
9.89K
$675K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-464- 1.9% |
$24.1K - $28.4K
|
24K
$1.64M
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-729Closed |
$37.9K - $44.6K
|
0
$0
|
|
Oct 28, 2022
Q3 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-766- 1.26% |
$39.9K - $46.9K
|
60.2K
$4.11M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-767- 1.33% |
$39.9K - $46.9K
|
56.7K
$3.87M
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-807- 0.53% |
$42K - $49.4K
|
153K
$10.4M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-813Closed |
$42.3K - $49.8K
|
0
$0
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-838- 17.32% |
$43.6K - $51.3K
|
4K
$273K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-917- 54.94% |
$47.7K - $56.1K
|
752
$51.3K
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-950- 2.1% |
$49.4K - $58.1K
|
44.2K
$3.01M
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-988- 11.64% |
$51.4K - $60.5K
|
7.5K
$512K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-990- 8.4% |
$51.5K - $60.6K
|
10.8K
$736K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 7.06% |
$70K - $82.3K
|
17.7K
$1.21M
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.45K- 36.45% |
$75.5K - $88.8K
|
2.53K
$172K
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.47K- 0.64% |
$76.4K - $89.9K
|
229K
$15.6M
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.49K- 14.87% |
$77.7K - $91.4K
|
8.55K
$583K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.5K- 13.43% |
$78.1K - $91.9K
|
9.67K
$660K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.59K- 3.64% |
$82.8K - $97.4K
|
42.2K
$2.88M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.72K- 26.75% |
$89.6K - $105K
|
4.71K
$321K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.81K- 12.93% |
$94.1K - $111K
|
12.2K
$831K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.96K- 28.0% |
$102K - $120K
|
5.04K
$344K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2K- 6.25% |
$104K - $122K
|
30K
$2.05M
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-2.39K- 2.79% |
$124K - $146K
|
83K
$5.67M
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.44K- 46.86% |
$127K - $149K
|
2.76K
$188K
|
|
Nov 14, 2022
Q3 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-2.44K- 21.12% |
$127K - $149K
|
9.11K
$622K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.45K- 3.45% |
$127K - $150K
|
68.5K
$4.67M
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.49K- 6.9% |
$129K - $152K
|
33.6K
$2.29M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.72K- 25.28% |
$141K - $166K
|
8.03K
$548K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.84K- 9.98% |
$148K - $174K
|
25.6K
$1.75M
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.86K- 18.94% |
$149K - $175K
|
12.2K
$835K
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.93K- 10.01% |
$153K - $179K
|
26.4K
$1.8M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.99K- 2.01% |
$155K - $183K
|
145K
$9.91M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.06K- 28.0% |
$159K - $187K
|
7.87K
$537K
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-3.08K- 11.83% |
$160K - $189K
|
23K
$1.57M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.16K- 92.63% |
$164K - $193K
|
251
$17.1K
|