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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
2.58K+ 51.81% |
$256K - $296K
|
7.57K
$1.02M
|
|
Jul 08, 2022
Q2 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.57K+ 31.02% |
$255K - $294K
|
10.8K
$1.46M
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
2.55KNew |
$253K - $292K
|
2.55K
$343K
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
2.55K+ 29.23% |
$253K - $292K
|
11.3K
$1.51M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.53K+ 19.16% |
$251K - $290K
|
15.7K
$2.11M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.53K+ 4.91% |
$251K - $289K
|
53.9K
$7.25M
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.52K+ 33.52% |
$250K - $288K
|
10K
$1.35M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.49KNew |
$247K - $285K
|
2.49K
$335K
|
|
Aug 15, 2022
Q2 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
2.49K+ 4.48% |
$247K - $285K
|
58K
$7.79M
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.47K+ 8.16% |
$245K - $283K
|
32.8K
$4.41M
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.46K+ 128.13% |
$244K - $282K
|
4.38K
$589K
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.45K+ 3.65% |
$243K - $280K
|
69.5K
$9.34M
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.43KNew |
$241K - $278K
|
2.43K
$326K
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.39K+ 5.28% |
$237K - $274K
|
47.6K
$6.4M
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.38K+ 4.37% |
$236K - $272K
|
56.8K
$7.64M
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.37KNew |
$235K - $272K
|
2.37K
$319K
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
BUY
|
- |
2.35KNew |
$233K - $269K
|
2.35K
$316K
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
2.32K+ 3.69% |
$231K - $266K
|
65.3K
$8.78M
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.27K+ 34.97% |
$225K - $260K
|
8.74K
$1.18M
|
|
Aug 05, 2022
Q2 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
2.26K+ 1.64% |
$224K - $258K
|
140K
$18.8M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.25K+ 3.43% |
$223K - $257K
|
67.7K
$9.1M
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.24KNew |
$222K - $257K
|
2.24K
$301K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2.21K+ 13.99% |
$219K - $253K
|
18K
$2.42M
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.2K+ 90.62% |
$218K - $252K
|
4.63K
$623K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.2K+ 3.26% |
$218K - $252K
|
69.6K
$9.36M
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.2KNew |
$218K - $252K
|
2.2K
$295K
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.17K+ 106.54% |
$215K - $248K
|
4.2K
$565K
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.14K+ 1.9% |
$212K - $245K
|
115K
$15.4M
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.12K+ 25.82% |
$210K - $243K
|
10.3K
$1.39M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.09K+ 7.24% |
$207K - $239K
|
30.9K
$4.16M
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.06K+ 10.79% |
$204K - $236K
|
21.2K
$2.84M
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.05KNew |
$204K - $235K
|
2.05K
$276K
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.03KNew |
$201K - $233K
|
2.03K
$273K
|
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.03KNew |
$201K - $232K
|
2.03K
$272K
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.03K+ 30.13% |
$201K - $232K
|
8.75K
$1.18M
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
1.99KNew |
$198K - $228K
|
1.99K
$268K
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.99KNew |
$197K - $228K
|
1.99K
$267K
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
1.98KNew |
$197K - $227K
|
1.98K
$267K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.96K+ 1.36% |
$195K - $225K
|
146K
$19.6M
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
1.95K+ 1.04% |
$193K - $223K
|
190K
$25.5M
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.94K+ 10.16% |
$193K - $223K
|
21.1K
$2.83M
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.93K+ 7.09% |
$191K - $221K
|
29.2K
$3.92M
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.91K+ 7.58% |
$189K - $219K
|
27.1K
$3.64M
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.87K+ 13.78% |
$186K - $215K
|
15.5K
$2.08M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.85K+ 39.64% |
$183K - $212K
|
6.51K
$875K
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
1.82K+ 19.2% |
$180K - $208K
|
11.3K
$1.52M
|
|
Jul 11, 2022
Q2 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.8K+ 28.0% |
$179K - $206K
|
8.23K
$1.11M
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.78K+ 3.58% |
$177K - $204K
|
51.6K
$6.94M
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.78K+ 24.05% |
$176K - $204K
|
9.17K
$1.23M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.77K+ 18.54% |
$176K - $203K
|
11.3K
$1.52M
|