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 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-554- 0.13% |
$52.6K - $61.1K
|
438K
$58.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-560- 9.56% |
$53.1K - $61.8K
|
5.3K
$712K
|
|
|
Nov 14, 2022
Q3 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-561- 11.84% |
$53.2K - $61.9K
|
4.18K
$562K
|
|
|
Oct 24, 2022
Q3 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-570- 7.87% |
$54.1K - $62.9K
|
6.67K
$897K
|
|
|
Nov 10, 2022
Q3 2022
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-581- 2.21% |
$55.1K - $64.1K
|
25.7K
$3.46M
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-586- 0.84% |
$55.6K - $64.6K
|
69K
$9.28M
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-590- 17.85% |
$56K - $65.1K
|
2.72K
$365K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-591- 6.45% |
$56.1K - $65.2K
|
8.58K
$1.15M
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-603- 15.77% |
$57.2K - $66.5K
|
3.22K
$433K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-629- 7.63% |
$59.7K - $69.4K
|
7.62K
$1.02M
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-639- 16.55% |
$60.6K - $70.5K
|
3.22K
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-640- 7.92% |
$60.7K - $70.6K
|
7.44K
$1M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-648- 12.85% |
$61.5K - $71.5K
|
4.4K
$591K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-651- 3.79% |
$61.8K - $71.8K
|
16.5K
$2.22M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-655- 47.09% |
$62.1K - $72.2K
|
736
$99K
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-658- 20.92% |
$62.4K - $72.6K
|
2.49K
$334K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-669- 3.97% |
$63.5K - $73.8K
|
16.2K
$2.18M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-669- 3.97% |
$63.5K - $73.8K
|
16.2K
$2.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-680- 10.41% |
$64.5K - $75K
|
5.86K
$787K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-682- 15.57% |
$64.7K - $75.2K
|
3.7K
$497K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-682- 3.56% |
$64.7K - $75.2K
|
18.5K
$2.49M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-695- 2.17% |
$65.9K - $76.6K
|
31.3K
$4.21M
|
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
SELL
|
- |
-725- 18.75% |
$68.8K - $80K
|
3.14K
$422K
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-741- 1.89% |
$70.3K - $81.7K
|
38.4K
$5.16M
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-743- 1.29% |
$70.5K - $81.9K
|
56.9K
$7.66M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-745- 24.78% |
$70.7K - $82.2K
|
2.26K
$304K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-752- 6.87% |
$71.3K - $82.9K
|
10.2K
$1.37M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-768- 0.82% |
$72.9K - $84.7K
|
92.8K
$12.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-777- 2.3% |
$73.7K - $85.7K
|
33K
$4.43M
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-779- 3.15% |
$73.9K - $85.9K
|
24K
$3.22M
|
|
|
Oct 06, 2022
Q3 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-800- 3.3% |
$75.9K - $88.2K
|
23.4K
$3.15M
|
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-800- 26.67% |
$75.9K - $88.2K
|
2.2K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-815- 1.13% |
$77.3K - $89.9K
|
71.3K
$9.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-832- 16.11% |
$78.9K - $91.8K
|
4.33K
$582K
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-860- 1.03% |
$81.6K - $94.8K
|
82.5K
$11.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-868- 26.97% |
$82.4K - $95.7K
|
2.35K
$316K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-913- 23.89% |
$86.6K - $101K
|
2.91K
$391K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-925- 1.84% |
$87.8K - $102K
|
49.4K
$6.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-945- 10.54% |
$89.7K - $104K
|
8.02K
$1.08M
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-964- 1.62% |
$91.5K - $106K
|
58.6K
$7.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-984- 9.37% |
$93.4K - $109K
|
9.52K
$1.28M
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1K- 15.15% |
$94.9K - $110K
|
5.6K
$753K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.02K- 28.71% |
$96.4K - $112K
|
2.52K
$339K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.02K- 27.99% |
$96.9K - $113K
|
2.63K
$353K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.05K- 17.39% |
$99.8K - $116K
|
5K
$672K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.07K- 7.77% |
$101K - $118K
|
12.7K
$1.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.09K- 0.87% |
$104K - $120K
|
124K
$16.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.12K- 13.62% |
$107K - $124K
|
7.12K
$957K
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.16K- 15.6% |
$110K - $128K
|
6.29K
$845K
|
|
|
Nov 10, 2022
Q3 2022
|
Miramar Capital, LLC
|
SELL
|
- |
-1.17K- 9.36% |
$111K - $129K
|
11.3K
$1.52M
|