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 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
93+ 1.37% |
$8.82K - $10.3K
|
6.87K
$918K
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
92+ 0.89% |
$8.73K - $10.1K
|
10.4K
$1.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
90New |
$8.54K - $9.93K
|
90
$12K
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
BUY
|
- |
86+ 3.96% |
$8.16K - $9.48K
|
2.26K
$302K
|
|
|
Nov 14, 2022
Q3 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
85+ 1.21% |
$8.06K - $9.37K
|
7.1K
$949K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
83+ 0.05% |
$7.88K - $9.15K
|
159K
$21.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
83+ 2.82% |
$7.88K - $9.15K
|
3.03K
$405K
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
82+ 0.6% |
$7.78K - $9.04K
|
13.8K
$1.84M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
81+ 0.36% |
$7.69K - $8.93K
|
22.5K
$3M
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
79+ 1.05% |
$7.5K - $8.71K
|
7.57K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
76+ 0.73% |
$7.21K - $8.38K
|
10.5K
$1.41M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
76New |
$7.21K - $8.38K
|
76
$10.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
75+ 0.74% |
$7.12K - $8.27K
|
10.1K
$1.36M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
75New |
$7.12K - $8.27K
|
75
$10K
|
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
74+ 2.88% |
$7.02K - $8.16K
|
2.65K
$354K
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
73+ 0.35% |
$6.93K - $8.05K
|
20.8K
$2.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
73+ 1.08% |
$6.93K - $8.05K
|
6.81K
$910K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
72+ 7.75% |
$6.83K - $7.94K
|
1K
$134K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
67+ 25.77% |
$6.36K - $7.39K
|
327
$43.7K
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
66+ 0.05% |
$6.26K - $7.28K
|
121K
$16.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
64+ 0.77% |
$6.07K - $7.06K
|
8.36K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
63+ 1.6% |
$5.98K - $6.95K
|
4K
$535K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
62+ 0.29% |
$5.88K - $6.84K
|
21.4K
$2.85M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
61+ 2.87% |
$5.79K - $6.73K
|
2.19K
$292K
|
|
|
Nov 08, 2022
Q3 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
60+ 0.78% |
$5.69K - $6.62K
|
7.75K
$1.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
57+ 0.5% |
$5.41K - $6.29K
|
11.4K
$1.52M
|
|
|
Oct 18, 2022
Q3 2022
|
Sara Bay Financial
|
BUY
|
- |
56+ 2.1% |
$5.31K - $6.18K
|
2.73K
$364K
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
55+ 0.4% |
$5.22K - $6.07K
|
13.8K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
55+ 0.64% |
$5.22K - $6.07K
|
8.61K
$1.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
51+ 2.09% |
$4.84K - $5.62K
|
2.49K
$332K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
51+ 1.01% |
$4.84K - $5.62K
|
5.11K
$683K
|
|
|
Oct 11, 2022
Q3 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
50New |
$4.74K - $5.51K
|
50
$6.68K
|
|
|
Oct 17, 2022
Q3 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
50+ 0.77% |
$4.74K - $5.51K
|
6.52K
$871K
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
50+ 0.66% |
$4.74K - $5.51K
|
7.66K
$1.02M
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
49New |
$4.65K - $5.4K
|
49
$6.55K
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
48+ 0.39% |
$4.55K - $5.29K
|
12.5K
$1.66M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
42+ 4.74% |
$3.98K - $4.63K
|
928
$124K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
42+ 3.78% |
$3.98K - $4.63K
|
1.15K
$154K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
41+ 0.3% |
$3.89K - $4.52K
|
13.6K
$1.81M
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
BUY
|
- |
37+ 0.23% |
$3.51K - $4.08K
|
16.1K
$2.15M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
37New |
$3.51K - $4.08K
|
37
$4.94K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
37+ 0.37% |
$3.51K - $4.08K
|
10.1K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
37New |
$3.51K - $4.08K
|
37
$4.94K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
35+ 0.88% |
$3.32K - $3.86K
|
4K
$534K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
34+ 0.62% |
$3.23K - $3.75K
|
5.49K
$734K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
34+ 0.48% |
$3.23K - $3.75K
|
7.17K
$959K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
33+ 0.52% |
$3.13K - $3.64K
|
6.42K
$858K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
32+ 0.58% |
$3.04K - $3.53K
|
5.52K
$738K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
31+ 0.53% |
$2.94K - $3.42K
|
5.86K
$783K
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
30+ 0.75% |
$2.85K - $3.31K
|
4.05K
$541K
|