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 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.23% |
$2.85K - $3.31K
|
12.8K
$1.72M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
29+ 0.68% |
$2.75K - $3.2K
|
4.27K
$570K
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
27+ 0.46% |
$2.56K - $2.98K
|
5.96K
$796K
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
27+ 0.33% |
$2.56K - $2.98K
|
8.18K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
27+ 0.51% |
$2.56K - $2.98K
|
5.28K
$706K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
26New |
$2.47K - $2.87K
|
26
$3.47K
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
26+ 0.59% |
$2.47K - $2.87K
|
4.42K
$590K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
26+ 0.13% |
$2.47K - $2.87K
|
19.9K
$2.66M
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
24+ 0.22% |
$2.28K - $2.65K
|
11K
$1.47M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
23+ 1.02% |
$2.18K - $2.54K
|
2.28K
$305K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
23+ 4.77% |
$2.18K - $2.54K
|
505
$67.5K
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
23+ 0.8% |
$2.18K - $2.54K
|
2.92K
$390K
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
23+ 0.48% |
$2.18K - $2.54K
|
4.82K
$644K
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
23+ 0.07% |
$2.18K - $2.54K
|
34.3K
$4.58M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
22+ 0.16% |
$2.09K - $2.43K
|
13.8K
$1.84M
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
22+ 0.46% |
$2.09K - $2.43K
|
4.76K
$637K
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
21+ 0.73% |
$1.99K - $2.32K
|
2.91K
$389K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 17.54% |
$1.9K - $2.21K
|
134
$17.9K
|
|
Oct 21, 2022
Q3 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
20+ 0.43% |
$1.9K - $2.21K
|
4.72K
$630K
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
20+ 0.66% |
$1.9K - $2.21K
|
3.05K
$408K
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
19+ 0.36% |
$1.8K - $2.1K
|
5.3K
$708K
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
19+ 0.85% |
$1.8K - $2.1K
|
2.24K
$300K
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
18+ 0.75% |
$1.71K - $1.99K
|
2.43K
$325K
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18+ 0.53% |
$1.71K - $1.99K
|
3.4K
$454K
|
|
Oct 12, 2022
Q3 2022
|
Veery Capital, LLC
|
BUY
|
- |
17+ 0.8% |
$1.61K - $1.87K
|
2.13K
$285K
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
17+ 0.79% |
$1.61K - $1.87K
|
2.16K
$288K
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
17+ 0.73% |
$1.61K - $1.87K
|
2.36K
$315K
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
17+ 0.77% |
$1.61K - $1.87K
|
2.21K
$296K
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
BUY
|
- |
16+ 0.72% |
$1.52K - $1.76K
|
2.24K
$299K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 0.29% |
$1.42K - $1.65K
|
5.2K
$695K
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
BUY
|
- |
15+ 0.62% |
$1.42K - $1.65K
|
2.43K
$324K
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
14+ 0.26% |
$1.33K - $1.54K
|
5.47K
$731K
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
13+ 0.17% |
$1.23K - $1.43K
|
7.85K
$1.05M
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
13+ 0.48% |
$1.23K - $1.43K
|
2.7K
$361K
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
11+ 0.3% |
$1.04K - $1.21K
|
3.64K
$486K
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
11+ 0.7% |
$1.04K - $1.21K
|
1.58K
$211K
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.24% |
$1.04K - $1.21K
|
4.67K
$624K
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
10+ 0.08% |
$949 - $1.1K
|
12.6K
$1.68M
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
10+ 0.08% |
$949 - $1.1K
|
12.6K
$1.69M
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.16% |
$854 - $993
|
5.6K
$748K
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
9+ 0.16% |
$854 - $993
|
5.65K
$755K
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.7% |
$759 - $882
|
1.15K
$154K
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
8+ 0.18% |
$759 - $882
|
4.37K
$584K
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
7+ 0.11% |
$664 - $772
|
6.3K
$842K
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
7+ 0.46% |
$664 - $772
|
1.52K
$202K
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
7+ 0.19% |
$664 - $772
|
3.76K
$502K
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
6+ 0.27% |
$569 - $662
|
2.21K
$295K
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.77% |
$569 - $662
|
783
$105K
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
5+ 0.3% |
$474 - $551
|
1.68K
$225K
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.54% |
$474 - $551
|
937
$125K
|