Purchases and Sales Made in Q3 2022 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
729+ 31.31% |
$69.2K - $80.4K
|
3.06K
$408K
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
727+ 3.45% |
$69K - $80.2K
|
21.8K
$2.91M
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
700New |
$66.4K - $77.2K
|
700
$93.5K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
699+ 0.99% |
$66.3K - $77.1K
|
71.4K
$9.54M
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
BUY
|
- |
694+ 1.97% |
$65.8K - $76.5K
|
35.9K
$4.8M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
688+ 2.79% |
$65.3K - $75.9K
|
25.3K
$3.39M
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
685+ 4.28% |
$65K - $75.5K
|
16.7K
$2.23M
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
670+ 1.95% |
$63.6K - $73.9K
|
35K
$4.68M
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
670+ 0.13% |
$63.6K - $73.9K
|
518K
$69.3M
|
|
Nov 10, 2022
Q3 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
649+ 0.66% |
$61.6K - $71.6K
|
99K
$13.2M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
645+ 27.08% |
$61.2K - $71.1K
|
3.03K
$404K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
643+ 23.42% |
$61K - $70.9K
|
3.39K
$453K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
638+ 4.29% |
$60.5K - $70.4K
|
15.5K
$2.07M
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
636+ 5.3% |
$60.3K - $70.1K
|
12.6K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
635+ 11.33% |
$60.2K - $70K
|
6.24K
$834K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
632+ 56.18% |
$60K - $69.7K
|
1.76K
$235K
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
611+ 22.37% |
$58K - $67.4K
|
3.34K
$447K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
607+ 2.95% |
$57.6K - $66.9K
|
21.2K
$2.83M
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
588+ 9.21% |
$55.8K - $64.8K
|
6.97K
$932K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
578+ 1.82% |
$54.8K - $63.7K
|
32.3K
$4.31M
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
563+ 22.47% |
$53.4K - $62.1K
|
3.07K
$410K
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
560New |
$53.1K - $61.8K
|
560
$74.8K
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
553New |
$52.5K - $61K
|
553
$73.9K
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
552+ 24.72% |
$52.4K - $60.9K
|
2.79K
$372K
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
550+ 8.94% |
$52.2K - $60.7K
|
6.7K
$895K
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
549+ 0.03% |
$52.1K - $60.5K
|
1.85M
$247M
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
548+ 12.76% |
$52K - $60.4K
|
4.84K
$647K
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
539+ 11.28% |
$51.1K - $59.4K
|
5.32K
$710K
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
538+ 3.12% |
$51K - $59.3K
|
17.8K
$2.38M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
521+ 4.24% |
$49.4K - $57.5K
|
12.8K
$1.71M
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
505+ 1.14% |
$47.9K - $55.7K
|
44.8K
$5.98M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
502+ 4.95% |
$47.6K - $55.4K
|
10.6K
$1.42M
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
500+ 4.29% |
$47.4K - $55.1K
|
12.2K
$1.63M
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
497+ 8.12% |
$47.2K - $54.8K
|
6.62K
$884K
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
495+ 16.23% |
$47K - $54.6K
|
3.54K
$474K
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
492+ 1.16% |
$46.7K - $54.3K
|
42.9K
$5.73M
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
490+ 12.45% |
$46.5K - $54K
|
4.43K
$591K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
478+ 15.09% |
$45.4K - $52.7K
|
3.65K
$487K
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
475+ 7.58% |
$45.1K - $52.4K
|
6.74K
$901K
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
472+ 15.92% |
$44.8K - $52.1K
|
3.44K
$459K
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
463+ 0.33% |
$43.9K - $51.1K
|
141K
$18.9M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
462+ 12.05% |
$43.8K - $50.9K
|
4.3K
$574K
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
457New |
$43.4K - $50.4K
|
457
$61.1K
|
|
Nov 04, 2022
Q3 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
450+ 1.31% |
$42.7K - $49.6K
|
34.7K
$4.64M
|
|
Mar 12, 2024
Q3 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
448+ 0.46% |
$42.5K - $49.4K
|
97.2K
$13M
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
445+ 17.31% |
$42.2K - $49.1K
|
3.02K
$403K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
442+ 6.99% |
$41.9K - $48.7K
|
6.76K
$903K
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
430+ 16.33% |
$40.8K - $47.4K
|
3.06K
$409K
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
424+ 0.37% |
$40.2K - $46.8K
|
115K
$15.3M
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
414+ 14.13% |
$39.3K - $45.7K
|
3.34K
$447K
|