Purchases and Sales Made in Q4 2022 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
394M+ 110970.79% |
$37.9B - $44.6B
|
395M
$52.8B
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
4.04M+ 1130.4% |
$388M - $457M
|
4.39M
$587M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.24M+ 25.69% |
$312M - $367M
|
15.9M
$2.12B
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
885K+ 10.05% |
$85M - $100M
|
9.68M
$1.29B
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
757K+ 17.54% |
$72.8M - $85.6M
|
5.07M
$678M
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
724KNew |
$69.6M - $81.9M
|
724K
$96.8M
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
616KNew |
$59.2M - $69.7M
|
616K
$82.3M
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
561KNew |
$53.9M - $63.5M
|
561K
$74.9M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
545K+ 22.49% |
$52.4M - $61.7M
|
2.97M
$397M
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
534K+ 14.87% |
$51.3M - $60.4M
|
4.12M
$551M
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
413KNew |
$39.7M - $46.7M
|
413K
$55.1M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
388K+ 9.7% |
$37.3M - $43.9M
|
4.39M
$587M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
359K+ 50.2% |
$34.6M - $40.7M
|
1.08M
$144M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
341K+ 28.67% |
$32.8M - $38.5M
|
1.53M
$204M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
308K+ 10.85% |
$29.6M - $34.8M
|
3.14M
$420M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
272KNew |
$26.1M - $30.8M
|
272K
$36.3M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
229K+ 516.28% |
$22M - $25.9M
|
273K
$36.5M
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
226KNew |
$21.7M - $25.6M
|
226K
$30.2M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
224K+ 134.14% |
$21.5M - $25.3M
|
391K
$52.2M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
196K+ 7.21% |
$18.9M - $22.2M
|
2.92M
$390M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
196K+ 7.21% |
$18.9M - $22.2M
|
2.92M
$390M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
195KNew |
$18.7M - $22M
|
195K
$26M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
188K+ 4.83% |
$18.1M - $21.3M
|
4.09M
$546M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
174K+ 9.32% |
$16.8M - $19.7M
|
2.05M
$273M
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
170KNew |
$16.4M - $19.3M
|
170K
$22.7M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
159K+ 7.85% |
$15.3M - $18M
|
2.19M
$293M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
158K+ 15.46% |
$15.1M - $17.8M
|
1.18M
$157M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
155K+ 48.11% |
$14.9M - $17.6M
|
478K
$63.9M
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
146K+ 1531.44% |
$14M - $16.5M
|
155K
$20.7M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
141K+ 3.13% |
$13.6M - $16M
|
4.66M
$622M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
138K+ 72.74% |
$13.3M - $15.7M
|
329K
$43.9M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
137K+ 24.84% |
$13.2M - $15.5M
|
690K
$92.2M
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
135KNew |
$13M - $15.3M
|
135K
$18M
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
135KNew |
$13M - $15.3M
|
135K
$18M
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
BUY
|
- |
135K+ 54.91% |
$12.9M - $15.2M
|
380K
$50.7M
|
|
Jan 24, 2023
Q4 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
133K+ 824.4% |
$12.8M - $15M
|
149K
$19.9M
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
128K+ 9.06% |
$12.3M - $14.5M
|
1.54M
$206M
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
116K+ 150.58% |
$11.2M - $13.2M
|
194K
$25.9M
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
114KNew |
$11M - $12.9M
|
114K
$15.3M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
114K+ 9.88% |
$10.9M - $12.9M
|
1.26M
$169M
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
114KNew |
$10.9M - $12.8M
|
114K
$15.2M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
112K+ 62.85% |
$10.7M - $12.6M
|
290K
$38.7M
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
110K+ 10.77% |
$10.6M - $12.5M
|
1.13M
$151M
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
110K+ 10.77% |
$10.6M - $12.5M
|
1.13M
$151M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
108K+ 27.98% |
$10.4M - $12.2M
|
493K
$65.9M
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
106KNew |
$10.2M - $12M
|
106K
$14.1M
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
105K+ 957.38% |
$10.1M - $11.9M
|
116K
$15.6M
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
102K+ 480.33% |
$9.8M - $11.5M
|
123K
$16.5M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
98.6K+ 10.73% |
$9.48M - $11.2M
|
1.02M
$136M
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
96.3K+ 95.16% |
$9.26M - $10.9M
|
197K
$26.4M
|