Purchases and Sales Made in Q2 2022 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
5.77K+ 3.48% |
$572K - $661K
|
172K
$23.1M
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
5.72K+ 34.11% |
$567K - $655K
|
22.5K
$3.02M
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5.58KNew |
$554K - $640K
|
5.58K
$751K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.53K+ 19.12% |
$548K - $633K
|
34.4K
$4.63M
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.5K+ 14.17% |
$545K - $630K
|
44.3K
$5.95M
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.33KNew |
$529K - $611K
|
5.33K
$717K
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
5.33K+ 27.5% |
$529K - $611K
|
24.7K
$3.32M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
5.29K+ 79.16% |
$524K - $606K
|
12K
$1.61M
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.14K+ 10.61% |
$509K - $588K
|
53.5K
$7.2M
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.99K+ 7.05% |
$495K - $572K
|
75.8K
$10.2M
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.93KNew |
$489K - $565K
|
4.93K
$663K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.88K+ 59.31% |
$484K - $559K
|
13.1K
$1.76M
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
BUY
|
- |
4.87KNew |
$483K - $558K
|
4.87K
$655K
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
BUY
|
- |
4.8K+ 26.7% |
$476K - $550K
|
22.8K
$3.06M
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.76K+ 125.49% |
$472K - $545K
|
8.55K
$1.15M
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
4.63KNew |
$459K - $530K
|
4.63K
$622K
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
4.58K+ 79.52% |
$455K - $525K
|
10.3K
$1.39M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
4.5K+ 108.65% |
$446K - $515K
|
8.64K
$1.16M
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
4.48K+ 168.76% |
$445K - $514K
|
7.14K
$960K
|
|
Aug 01, 2022
Q2 2022
|
Argent Capital Management LLC
|
BUY
|
- |
4.42KNew |
$438K - $506K
|
4.42K
$594K
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.42K+ 15.79% |
$438K - $506K
|
32.4K
$4.35M
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.37K+ 2.97% |
$434K - $501K
|
152K
$20.4M
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.36KNew |
$432K - $499K
|
4.36K
$586K
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.35K+ 3.42% |
$431K - $498K
|
132K
$17.7M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.34K+ 15.15% |
$430K - $497K
|
33K
$4.43M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.32KNew |
$428K - $494K
|
4.32K
$580K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.28K+ 1.37% |
$424K - $490K
|
316K
$42.4M
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
4.26K+ 108.66% |
$423K - $489K
|
8.19K
$1.1M
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.24K+ 8.63% |
$421K - $486K
|
53.4K
$7.18M
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
4.21K+ 3.7% |
$418K - $483K
|
118K
$15.9M
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
4.13K+ 13.14% |
$410K - $473K
|
35.6K
$4.78M
|
|
Jul 19, 2022
Q2 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.08KNew |
$405K - $467K
|
4.08K
$549K
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
BUY
|
- |
4.04K+ 83.4% |
$401K - $463K
|
8.88K
$1.19M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.03K+ 207.04% |
$400K - $462K
|
5.98K
$803K
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.01K+ 14.17% |
$398K - $459K
|
32.3K
$4.34M
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
BUY
|
- |
3.95K+ 36.27% |
$392K - $453K
|
14.8K
$2M
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.92KNew |
$389K - $449K
|
3.92K
$527K
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
3.92K+ 3915.0% |
$388K - $449K
|
4.02K
$540K
|
|
Jul 27, 2022
Q2 2022
|
Davidson Trust CO
|
BUY
|
- |
3.9K+ 24.28% |
$387K - $446K
|
20K
$2.68M
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.87K+ 91.42% |
$384K - $443K
|
8.1K
$1.09M
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.85K+ 47.17% |
$382K - $441K
|
12K
$1.61M
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.77K+ 9.67% |
$374K - $432K
|
42.8K
$5.75M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.76K+ 89.59% |
$373K - $431K
|
7.96K
$1.07M
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.74K+ 2.6% |
$371K - $429K
|
147K
$19.8M
|
|
Aug 12, 2022
Q2 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.73KNew |
$370K - $428K
|
3.73K
$502K
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3.72K+ 29.94% |
$369K - $427K
|
16.2K
$2.17M
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.72K+ 3609.71% |
$369K - $426K
|
3.82K
$514K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.7K+ 2.74% |
$367K - $424K
|
139K
$18.7M
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.69K+ 14.95% |
$366K - $423K
|
28.4K
$3.82M
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
BUY
|
- |
3.65K+ 5.32% |
$362K - $418K
|
72.2K
$9.71M
|