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 |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
206+ 11.99% |
$19.5K - $22.7K
|
1.92K
$259K
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
203+ 0.38% |
$19.3K - $22.4K
|
54.2K
$7.29M
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
201+ 0.19% |
$19.1K - $22.2K
|
103K
$13.9M
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
200+ 3.31% |
$19K - $22.1K
|
6.24K
$840K
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
200+ 3.86% |
$19K - $22.1K
|
5.38K
$723K
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
198+ 1.87% |
$18.8K - $21.8K
|
10.8K
$1.45M
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
197+ 2.78% |
$18.7K - $21.7K
|
7.29K
$980K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
195+ 4.74% |
$18.5K - $21.5K
|
4.31K
$579K
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
190+ 2.22% |
$18K - $21K
|
8.74K
$1.17M
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
189+ 1.48% |
$17.9K - $20.8K
|
12.9K
$1.74M
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
189+ 6.33% |
$17.9K - $20.8K
|
3.18K
$427K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
189+ 14.81% |
$17.9K - $20.8K
|
1.47K
$197K
|
|
Oct 14, 2022
Q3 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
185+ 1.62% |
$17.6K - $20.4K
|
11.6K
$1.56M
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
181+ 1.94% |
$17.2K - $20K
|
9.5K
$1.28M
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
178+ 1.45% |
$16.9K - $19.6K
|
12.5K
$1.68M
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
178+ 3.8% |
$16.9K - $19.6K
|
4.86K
$653K
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
175+ 5.26% |
$16.6K - $19.3K
|
3.5K
$470K
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
173+ 1.94% |
$16.4K - $19.1K
|
9.08K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
171+ 0.15% |
$16.2K - $18.9K
|
114K
$15.3M
|
|
Oct 13, 2022
Q3 2022
|
Welch Group, LLC
|
BUY
|
- |
167+ 3.0% |
$15.8K - $18.4K
|
5.73K
$770K
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
166+ 127.69% |
$15.8K - $18.3K
|
296
$39.8K
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
161+ 282.46% |
$15.3K - $17.8K
|
218
$29.3K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
161+ 2.26% |
$15.3K - $17.8K
|
7.29K
$980K
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
158+ 0.87% |
$15K - $17.4K
|
18.3K
$2.46M
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
155+ 0.86% |
$14.7K - $17.1K
|
18.1K
$2.43M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
152+ 2.75% |
$14.4K - $16.8K
|
5.68K
$764K
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
152+ 1.67% |
$14.4K - $16.8K
|
9.24K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
150New |
$14.2K - $16.5K
|
150
$20.2K
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
146+ 1.09% |
$13.9K - $16.1K
|
13.5K
$1.82M
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
145+ 2.68% |
$13.8K - $16K
|
5.56K
$747K
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
138+ 1.14% |
$13.1K - $15.2K
|
12.3K
$1.65M
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
135+ 28.72% |
$12.8K - $14.9K
|
605
$81.3K
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
132+ 0.26% |
$12.5K - $14.6K
|
51.7K
$6.95M
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
127+ 0.24% |
$12K - $14K
|
53.3K
$7.17M
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
125+ 0.51% |
$11.9K - $13.8K
|
24.5K
$3.29M
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
BUY
|
- |
123+ 3.1% |
$11.7K - $13.6K
|
4.09K
$550K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
120+ 1.0% |
$11.4K - $13.2K
|
12.1K
$1.63M
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
111+ 1.27% |
$10.5K - $12.2K
|
8.84K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
111New |
$10.5K - $12.2K
|
111
$14.9K
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
109+ 0.56% |
$10.3K - $12K
|
19.4K
$2.61M
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
108+ 0.14% |
$10.2K - $11.9K
|
79.6K
$10.7M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
108+ 1.58% |
$10.2K - $11.9K
|
6.94K
$934K
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
107+ 1.71% |
$10.2K - $11.8K
|
6.36K
$854K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
106+ 0.9% |
$10.1K - $11.7K
|
11.9K
$1.6M
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
101+ 0.6% |
$9.58K - $11.1K
|
16.9K
$2.27M
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
100+ 16.18% |
$9.49K - $11K
|
718
$96.5K
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 4.28% |
$9.49K - $11K
|
2.44K
$328K
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
99+ 0.75% |
$9.39K - $10.9K
|
13.2K
$1.78M
|
|
Oct 13, 2022
Q3 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
95+ 0.46% |
$9.01K - $10.5K
|
20.9K
$2.8M
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
94+ 2.52% |
$8.92K - $10.4K
|
3.83K
$515K
|