Purchases and Sales Made in Q1 2023 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q1 2023. 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 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
53+ 4.29% |
$5.34K - $5.91K
|
1.29K
$170K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
50+ 1.26% |
$5.04K - $5.57K
|
4K
$528K
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
47+ 0.66% |
$4.74K - $5.24K
|
7.12K
$939K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
46+ 104.55% |
$4.64K - $5.13K
|
90
$11.9K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
45+ 0.26% |
$4.54K - $5.01K
|
17.3K
$2.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
42+ 0.73% |
$4.23K - $4.68K
|
5.79K
$764K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
42+ 9.05% |
$4.23K - $4.68K
|
506
$66.7K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
41+ 0.18% |
$4.13K - $4.57K
|
23.4K
$3.09M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
41+ 0.62% |
$4.13K - $4.57K
|
6.63K
$874K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
39+ 2.74% |
$3.93K - $4.35K
|
1.46K
$193K
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
38+ 0.29% |
$3.83K - $4.23K
|
13.2K
$1.74M
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
37+ 0.6% |
$3.73K - $4.12K
|
6.24K
$823K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
37+ 0.16% |
$3.73K - $4.12K
|
22.7K
$3M
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
35+ 0.28% |
$3.53K - $3.9K
|
12.6K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
35+ 0.71% |
$3.53K - $3.9K
|
4.98K
$656K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
34+ 1.28% |
$3.43K - $3.79K
|
2.68K
$354K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
34+ 0.06% |
$3.43K - $3.79K
|
53K
$6.99M
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
34+ 0.59% |
$3.43K - $3.79K
|
5.82K
$767K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
32+ 0.57% |
$3.23K - $3.57K
|
5.68K
$749K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
30+ 0.02% |
$3.02K - $3.34K
|
134K
$17.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
27+ 0.15% |
$2.72K - $3.01K
|
17.7K
$2.33M
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
26New |
$2.62K - $2.9K
|
26
$3.43K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
25+ 0.65% |
$2.52K - $2.79K
|
3.87K
$510K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
25+ 1.1% |
$2.52K - $2.79K
|
2.29K
$302K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
25+ 1.02% |
$2.52K - $2.79K
|
2.47K
$325K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
25+ 0.01% |
$2.52K - $2.79K
|
177K
$23.4M
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
25+ 0.82% |
$2.52K - $2.79K
|
3.09K
$407K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23+ 0.19% |
$2.32K - $2.56K
|
12.3K
$1.62M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
22+ 0.18% |
$2.22K - $2.45K
|
12.4K
$1.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
21+ 0.55% |
$2.12K - $2.34K
|
3.81K
$503K
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
21+ 0.58% |
$2.12K - $2.34K
|
3.66K
$483K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
21+ 0.11% |
$2.12K - $2.34K
|
19.7K
$2.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
20+ 1.04% |
$2.02K - $2.23K
|
1.94K
$256K
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
20+ 0.39% |
$2.02K - $2.23K
|
5.21K
$687K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
19+ 0.4% |
$1.92K - $2.12K
|
4.76K
$627K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
19+ 12.93% |
$1.92K - $2.12K
|
166
$21.9K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19+ 0.29% |
$1.92K - $2.12K
|
6.47K
$853K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
18+ 0.69% |
$1.81K - $2.01K
|
2.63K
$347K
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
18+ 0.45% |
$1.81K - $2.01K
|
4.04K
$533K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
17+ 0.73% |
$1.71K - $1.89K
|
2.35K
$309K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
17+ 0.71% |
$1.71K - $1.89K
|
2.42K
$319K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
17+ 0.71% |
$1.71K - $1.89K
|
2.4K
$316K
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
16+ 0.71% |
$1.61K - $1.78K
|
2.27K
$300K
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
16+ 0.72% |
$1.61K - $1.78K
|
2.24K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
16+ 0.34% |
$1.61K - $1.78K
|
4.76K
$628K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
15+ 0.14% |
$1.51K - $1.67K
|
11K
$1.45M
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
15+ 0.14% |
$1.51K - $1.67K
|
10.8K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
15+ 0.21% |
$1.51K - $1.67K
|
7.29K
$961K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.27% |
$1.41K - $1.56K
|
5.23K
$690K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
14+ 0.02% |
$1.41K - $1.56K
|
81.3K
$10.7M
|