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 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.65K+ 69.3% |
$159K - $187K
|
4.03K
$542K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.63K+ 11.82% |
$157K - $185K
|
15.5K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.63K+ 4.85% |
$157K - $185K
|
35.3K
$4.74M
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.61K+ 7.37% |
$155K - $182K
|
23.5K
$3.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.61K+ 216.42% |
$155K - $182K
|
2.35K
$316K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
1.59K+ 1.88% |
$153K - $180K
|
86.5K
$11.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.57KNew |
$151K - $178K
|
1.57K
$211K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.56K+ 883.05% |
$150K - $177K
|
1.74K
$234K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.56K+ 5.09% |
$150K - $176K
|
32.2K
$4.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.55K+ 11.39% |
$149K - $176K
|
15.2K
$2.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.54K+ 16.7% |
$148K - $174K
|
10.8K
$1.45M
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
1.54K+ 7.38% |
$148K - $174K
|
22.4K
$3.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.53K+ 17.49% |
$147K - $174K
|
10.3K
$1.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
1.52K+ 6.6% |
$146K - $172K
|
24.6K
$3.31M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
1.52K+ 11.46% |
$146K - $172K
|
14.8K
$1.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.49K+ 3.12% |
$144K - $169K
|
49.4K
$6.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.48K+ 7.0% |
$143K - $168K
|
22.7K
$3.05M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.47K+ 21.8% |
$141K - $166K
|
8.21K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.43K+ 4.84% |
$138K - $162K
|
31.1K
$4.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.42K+ 0.95% |
$136K - $160K
|
151K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.41K+ 5.59% |
$136K - $160K
|
26.7K
$3.59M
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.4K+ 1.58% |
$135K - $159K
|
90.3K
$12.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.39K+ 24.41% |
$133K - $157K
|
7.07K
$950K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.38K+ 0.68% |
$133K - $156K
|
204K
$27.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.38K+ 0.4% |
$133K - $156K
|
344K
$46.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.38K+ 3.63% |
$132K - $156K
|
39.2K
$5.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.36KNew |
$131K - $154K
|
1.36K
$183K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.36K+ 4.59% |
$131K - $154K
|
31K
$4.17M
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
1.36K+ 3.88% |
$130K - $153K
|
36.3K
$4.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
1.34K+ 12.14% |
$129K - $151K
|
12.3K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.34K+ 1.39% |
$128K - $151K
|
97.7K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.33K+ 1.85% |
$128K - $151K
|
73.4K
$9.87M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.33K+ 10.5% |
$128K - $150K
|
14K
$1.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.3K+ 0.98% |
$125K - $147K
|
134K
$18M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.25K+ 42.6% |
$120K - $141K
|
4.18K
$563K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.23K+ 7.61% |
$118K - $139K
|
17.4K
$2.34M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
1.23K+ 7.61% |
$118K - $139K
|
17.4K
$2.34M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.22K+ 29.03% |
$117K - $138K
|
5.42K
$729K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.21K+ 27.46% |
$116K - $137K
|
5.61K
$754K
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
1.2K+ 21.13% |
$115K - $136K
|
6.88K
$925K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.2K+ 2.73% |
$115K - $135K
|
45K
$6.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.19K+ 5.73% |
$115K - $135K
|
22K
$2.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.19K+ 0.88% |
$114K - $134K
|
136K
$18.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.18K+ 50.98% |
$113K - $133K
|
3.48K
$468K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.15KNew |
$111K - $130K
|
1.15K
$155K
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
1.14K+ 3.17% |
$110K - $129K
|
37K
$4.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.14K+ 1.52% |
$109K - $129K
|
76.2K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.13K+ 3.27% |
$109K - $128K
|
35.8K
$4.81M
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.11K+ 17.45% |
$107K - $126K
|
7.5K
$1.01M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.11K+ 48.28% |
$106K - $125K
|
3.4K
$457K
|