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 20, 2022
Q1 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$107 - $115
|
2.9K
$388K
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1+ 0.01% |
$107 - $115
|
9.24K
$1.24M
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$107 - $115
|
4.61K
$616K
|
|
|
May 11, 2022
Q1 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1+ 0.02% |
$107 - $115
|
4.91K
$656K
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$107 - $115
|
12.4K
$1.65M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1+ 0.03% |
$107 - $115
|
2.92K
$390K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1- 0.35% |
$107 - $115
|
282
$37.7K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1Closed |
$107 - $115
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1Closed |
$107 - $115
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2- -0.0% |
$214 - $230
|
198K
$26.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-2- 0.1% |
$214 - $230
|
2.01K
$269K
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-3- 6.67% |
$322 - $345
|
42
$5.61K
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-5- 0.14% |
$536 - $575
|
3.47K
$463K
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-5- 0.07% |
$536 - $575
|
7.49K
$1M
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-5- 0.05% |
$536 - $575
|
9.6K
$1.28M
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-6Closed |
$643 - $690
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-8- 0.11% |
$858 - $920
|
7.28K
$973K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-9- 0.27% |
$965 - $1.04K
|
3.34K
$446K
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-11- 0.19% |
$1.18K - $1.27K
|
5.91K
$789K
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-12- 0.5% |
$1.29K - $1.38K
|
2.39K
$319K
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-14- 0.22% |
$1.5K - $1.61K
|
6.38K
$853K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-15Closed |
$1.61K - $1.73K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.66% |
$1.72K - $1.84K
|
2.4K
$321K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-17- 0.14% |
$1.82K - $1.96K
|
11.8K
$1.57M
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-18- 0.27% |
$1.93K - $2.07K
|
6.59K
$880K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-19Closed |
$2.04K - $2.19K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-19- 0.85% |
$2.04K - $2.19K
|
2.21K
$295K
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-19- 0.89% |
$2.04K - $2.19K
|
2.11K
$282K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-20- 0.25% |
$2.14K - $2.3K
|
7.91K
$1.06M
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-20- 80.0% |
$2.14K - $2.3K
|
5
$668
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-21- 0.55% |
$2.25K - $2.42K
|
3.8K
$508K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-21- 0.66% |
$2.25K - $2.42K
|
3.16K
$422K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-23- 79.31% |
$2.47K - $2.65K
|
6
$802
|
|
|
Apr 28, 2022
Q1 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-25- 0.67% |
$2.68K - $2.88K
|
3.7K
$494K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-26- 3.64% |
$2.79K - $2.99K
|
689
$92.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-27- 0.46% |
$2.9K - $3.11K
|
5.8K
$775K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-27- 0.2% |
$2.9K - $3.11K
|
13.4K
$1.79M
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.36% |
$3.22K - $3.45K
|
8.37K
$1.12M
|
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-30- 0.43% |
$3.22K - $3.45K
|
6.87K
$918K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-33- 0.74% |
$3.54K - $3.8K
|
4.4K
$588K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-40- 0.11% |
$4.29K - $4.6K
|
35.7K
$4.77M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.11% |
$4.29K - $4.6K
|
35.7K
$4.77M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-43- 3.39% |
$4.61K - $4.95K
|
1.22K
$164K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-44- 20.75% |
$4.72K - $5.06K
|
168
$22.4K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-46Closed |
$4.93K - $5.29K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-47- 1.75% |
$5.04K - $5.41K
|
2.64K
$353K
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-48- 0.83% |
$5.15K - $5.52K
|
5.77K
$771K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-49- 0.04% |
$5.25K - $5.64K
|
133K
$17.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-50- 0.36% |
$5.36K - $5.75K
|
13.7K
$1.83M
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-50- 0.49% |
$5.36K - $5.75K
|
10.2K
$1.36M
|