Purchases and Sales Made in Q1 2022 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
393+ 14.62% |
$42.1K - $45.2K
|
3.08K
$414K
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
385+ 71.03% |
$41.3K - $44.3K
|
927
$125K
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
382+ 12.18% |
$41K - $43.9K
|
3.52K
$473K
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
381+ 1.65% |
$40.9K - $43.8K
|
23.4K
$3.15M
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
376+ 310.74% |
$40.3K - $43.2K
|
497
$66.8K
|
|
Apr 22, 2022
Q1 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
374+ 1.27% |
$40.1K - $43K
|
29.9K
$4.02M
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
374+ 5.89% |
$40.1K - $43K
|
6.72K
$904K
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
371+ 0.78% |
$39.8K - $42.7K
|
48.2K
$6.48M
|
|
Apr 26, 2022
Q1 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
366+ 0.35% |
$39.2K - $42.1K
|
105K
$14.1M
|
|
Apr 14, 2022
Q1 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
360+ 12.43% |
$38.6K - $41.4K
|
3.26K
$438K
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
359+ 197.25% |
$38.5K - $41.3K
|
541
$72.7K
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
358+ 2.08% |
$38.4K - $41.2K
|
17.6K
$2.36M
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
350+ 5.63% |
$37.5K - $40.3K
|
6.57K
$883K
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
350+ 78.48% |
$37.5K - $40.3K
|
796
$107K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
350+ 1.54% |
$37.5K - $40.3K
|
23K
$3.1M
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
339+ 63.01% |
$36.4K - $39K
|
877
$118K
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
339+ 3.19% |
$36.4K - $39K
|
11K
$1.47M
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
338+ 7.12% |
$36.2K - $38.9K
|
5.09K
$684K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
333+ 0.73% |
$35.7K - $38.3K
|
45.7K
$6.14M
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
330+ 7.79% |
$35.4K - $38K
|
4.57K
$614K
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
326+ 0.46% |
$35K - $37.5K
|
70.8K
$9.52M
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
318+ 1.93% |
$34.1K - $36.6K
|
16.8K
$2.26M
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
308+ 14.03% |
$33K - $35.4K
|
2.5K
$337K
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
300+ 13.98% |
$32.2K - $34.5K
|
2.45K
$329K
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
297+ 0.64% |
$31.9K - $34.2K
|
46.5K
$6.25M
|
|
Aug 07, 2024
Q1 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
285+ 5.51% |
$30.6K - $32.8K
|
5.45K
$733K
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
281+ 2.2% |
$30.1K - $32.3K
|
13K
$1.75M
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
279+ 1.97% |
$29.9K - $32.1K
|
14.4K
$1.94M
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
278+ 7.89% |
$29.8K - $32K
|
3.8K
$511K
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
266+ 5.2% |
$28.5K - $30.6K
|
5.38K
$723K
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
257+ 1.53% |
$27.6K - $29.6K
|
17.1K
$2.3M
|
|
Apr 29, 2022
Q1 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
251+ 1.01% |
$26.9K - $28.9K
|
25.2K
$3.39M
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
250+ 15.06% |
$26.8K - $28.8K
|
1.91K
$257K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
250New |
$26.8K - $28.8K
|
250
$33.6K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 125.0% |
$26.8K - $28.8K
|
450
$60.5K
|
|
May 12, 2022
Q1 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
233+ 0.99% |
$25K - $26.8K
|
23.8K
$3.2M
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
225New |
$24.1K - $25.9K
|
225
$30.3K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
225+ 5.81% |
$24.1K - $25.9K
|
4.1K
$551K
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
219+ 5.85% |
$23.5K - $25.2K
|
3.96K
$533K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
214+ 4.79% |
$22.9K - $24.6K
|
4.69K
$630K
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
213+ 11.59% |
$22.8K - $24.5K
|
2.05K
$276K
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
207+ 2.91% |
$22.2K - $23.8K
|
7.32K
$984K
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
204+ 5.2% |
$21.9K - $23.5K
|
4.13K
$555K
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
202+ 3.78% |
$21.7K - $23.2K
|
5.55K
$746K
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
200+ 0.65% |
$21.4K - $23K
|
31K
$4.16M
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
193+ 8.15% |
$20.7K - $22.2K
|
2.56K
$344K
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
191+ 2.29% |
$20.5K - $22K
|
8.54K
$1.15M
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
188+ 48.08% |
$20.2K - $21.6K
|
579
$77.9K
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
187+ 7.28% |
$20.1K - $21.5K
|
2.76K
$371K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
186+ 3.54% |
$19.9K - $21.4K
|
5.44K
$731K
|