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 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.92K+ 1260.34% |
$314K - $336K
|
3.16K
$422K
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
2.92K+ 10.23% |
$313K - $335K
|
31.4K
$4.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.89K+ 124.0% |
$310K - $333K
|
5.23K
$698K
|
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.87KNew |
$308K - $330K
|
2.87K
$383K
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 3.27% |
$304K - $326K
|
89.5K
$12M
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.83K+ 1.83% |
$304K - $326K
|
157K
$21M
|
|
|
Mar 12, 2024
Q1 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
2.79K+ 2.96% |
$300K - $321K
|
97.1K
$13M
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.79KNew |
$299K - $320K
|
2.79K
$372K
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
2.75K+ 40.88% |
$294K - $316K
|
9.46K
$1.26M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
2.73KNew |
$293K - $314K
|
2.73K
$365K
|
|
|
Apr 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
BUY
|
- |
2.72K+ 15.14% |
$292K - $313K
|
20.7K
$2.77M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.69K+ 4.89% |
$289K - $310K
|
57.7K
$7.71M
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
BUY
|
- |
2.68K+ 44.24% |
$287K - $308K
|
8.73K
$1.17M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.64K+ 37.03% |
$283K - $303K
|
9.75K
$1.3M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.64K+ 37.03% |
$283K - $303K
|
9.75K
$1.3M
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.6K+ 4.44% |
$279K - $299K
|
61.1K
$8.17M
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.59KNew |
$277K - $298K
|
2.59K
$346K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.56KNew |
$274K - $294K
|
2.56K
$342K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.56KNew |
$274K - $294K
|
2.56K
$342K
|
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
2.52K+ 3.15% |
$271K - $290K
|
82.7K
$11.1M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.52K+ 2.64% |
$270K - $289K
|
97.7K
$13.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.5K+ 75.88% |
$269K - $288K
|
5.8K
$776K
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.48K+ 29.2% |
$266K - $286K
|
11K
$1.47M
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.48KNew |
$266K - $285K
|
2.48K
$331K
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.46KNew |
$264K - $283K
|
2.46K
$329K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
2.45K+ 5.74% |
$263K - $282K
|
45.2K
$6.04M
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
2.45K+ 29.03% |
$263K - $282K
|
10.9K
$1.46M
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.44K+ 13.51% |
$262K - $281K
|
20.5K
$2.74M
|
|
|
Apr 13, 2022
Q1 2022
|
Hikari Power LTD
|
BUY
|
- |
2.43KNew |
$261K - $279K
|
2.43K
$325K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
2.42K+ 110.39% |
$260K - $279K
|
4.62K
$617K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.42K+ 5.88% |
$260K - $278K
|
43.6K
$5.82M
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.41KNew |
$258K - $277K
|
2.41K
$321K
|
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.4KNew |
$258K - $276K
|
2.4K
$321K
|
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.4K+ 1.96% |
$257K - $276K
|
125K
$16.7M
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.4K+ 38.51% |
$257K - $276K
|
8.63K
$1.15M
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.39K+ 32.92% |
$256K - $275K
|
9.65K
$1.29M
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.38K+ 14.22% |
$255K - $273K
|
19.1K
$2.55M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.37K+ 31.58% |
$254K - $272K
|
9.87K
$1.32M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.36K+ 15.15% |
$253K - $271K
|
17.9K
$2.39M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.35K+ 4.84% |
$252K - $270K
|
50.8K
$6.79M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.34KNew |
$251K - $269K
|
2.34K
$313K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
2.34KNew |
$251K - $269K
|
2.34K
$313K
|
|
|
May 16, 2022
Q1 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.34K+ 25.73% |
$250K - $269K
|
11.4K
$1.52M
|
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
2.33K+ 25.68% |
$250K - $268K
|
11.4K
$1.52M
|
|
|
May 12, 2022
Q1 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
2.32K+ 1.73% |
$249K - $267K
|
137K
$18.2M
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2.32KNew |
$248K - $266K
|
2.32K
$309K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
2.3K+ 125.44% |
$247K - $265K
|
4.14K
$553K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.3K+ 2.27% |
$247K - $265K
|
104K
$13.9M
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.3K+ 49.15% |
$246K - $264K
|
6.96K
$931K
|
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.29K+ 22.84% |
$245K - $263K
|
12.3K
$1.64M
|