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 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-2.22KClosed |
$238K - $256K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Esl Trust Services, LLC
|
SELL
|
- |
-2.23KClosed |
$239K - $256K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-2.24KClosed |
$240K - $258K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.25K- 2.46% |
$241K - $259K
|
89.1K
$12M
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.25K- 28.64% |
$241K - $259K
|
5.61K
$754K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.26K- 8.78% |
$242K - $260K
|
23.5K
$3.16M
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-2.27KClosed |
$243K - $261K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-2.3K- 2.88% |
$246K - $264K
|
77.5K
$10.4M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.35K- 2.99% |
$252K - $271K
|
76.3K
$10.3M
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.41KClosed |
$259K - $277K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2.47K- 53.3% |
$265K - $284K
|
2.16K
$291K
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.49K- 23.73% |
$266K - $286K
|
7.99K
$1.07M
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.57K- 1.31% |
$275K - $295K
|
194K
$26.1M
|
|
Apr 11, 2022
Q1 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-2.68K- 1.11% |
$287K - $308K
|
238K
$32M
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.73K- 20.72% |
$293K - $314K
|
10.4K
$1.4M
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-2.78K- 31.37% |
$298K - $319K
|
6.07K
$817K
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.81K- 2.88% |
$302K - $323K
|
94.9K
$12.8M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.86K- 15.87% |
$306K - $328K
|
15.1K
$2.04M
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
SELL
|
- |
-2.86KClosed |
$307K - $329K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.89K- 54.46% |
$310K - $332K
|
2.42K
$325K
|
|
May 03, 2022
Q1 2022
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-2.99K- 9.71% |
$320K - $344K
|
27.8K
$3.74M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-3.12K- 88.93% |
$334K - $359K
|
388
$52.2K
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.16K- 10.06% |
$339K - $364K
|
28.3K
$3.8M
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-3.45K- 3.45% |
$370K - $397K
|
96.5K
$13M
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-3.45K- 9.16% |
$370K - $397K
|
34.2K
$4.6M
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-3.45K- 7.91% |
$370K - $397K
|
40.1K
$5.4M
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.52K- 6.78% |
$377K - $405K
|
48.4K
$6.51M
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-3.58KClosed |
$384K - $412K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.67K- 53.57% |
$393K - $422K
|
3.18K
$427K
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.71K- 60.06% |
$398K - $427K
|
2.47K
$332K
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.84K- 39.57% |
$412K - $442K
|
5.87K
$789K
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.87K- 51.63% |
$415K - $445K
|
3.63K
$488K
|
|
Apr 18, 2022
Q1 2022
|
Professional Advisory Services Inc
|
SELL
|
- |
-4KClosed |
$429K - $460K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.06K- 53.28% |
$436K - $467K
|
3.56K
$479K
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-4.12K- 8.19% |
$442K - $474K
|
46.2K
$6.21M
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.13K- 47.37% |
$443K - $475K
|
4.59K
$617K
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-4.34K- 38.72% |
$465K - $499K
|
6.87K
$924K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.38K- 5.74% |
$469K - $503K
|
71.9K
$9.66M
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-4.54K- 2.78% |
$487K - $522K
|
159K
$21.3M
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.54K- 4.33% |
$487K - $522K
|
100K
$13.5M
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.6K- 7.8% |
$494K - $530K
|
54.4K
$7.32M
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.63K- 44.04% |
$496K - $532K
|
5.88K
$791K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5K- 6.36% |
$536K - $575K
|
73.7K
$9.9M
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.02K- 0.92% |
$539K - $578K
|
542K
$72.9M
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.05K- 33.15% |
$542K - $581K
|
10.2K
$1.37M
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-5.1K- 6.74% |
$547K - $587K
|
70.6K
$9.49M
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.43K- 1.63% |
$583K - $625K
|
328K
$44M
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
SELL
|
- |
-5.47K- 50.25% |
$586K - $629K
|
5.41K
$728K
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
SELL
|
- |
-5.61K- 33.79% |
$601K - $645K
|
11K
$1.48M
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-5.66KClosed |
$607K - $650K
|
0
$0
|