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 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.1K+ 5.06% |
$106K - $125K
|
22.9K
$3.06M
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.1KNew |
$105K - $124K
|
1.1K
$146K
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.09K+ 5.4% |
$105K - $123K
|
21.3K
$2.85M
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
1.09K+ 12.78% |
$104K - $123K
|
9.58K
$1.28M
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.08K+ 1.17% |
$104K - $122K
|
93.9K
$12.5M
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
BUY
|
- |
1.08K+ 7.05% |
$103K - $122K
|
16.3K
$2.18M
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
1.06K+ 5.46% |
$102K - $120K
|
20.5K
$2.74M
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.06KNew |
$102K - $120K
|
1.06K
$142K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.04K+ 10.17% |
$100K - $118K
|
11.3K
$1.51M
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.04K+ 13.6% |
$100K - $118K
|
8.7K
$1.16M
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.04K+ 8.31% |
$99.7K - $117K
|
13.5K
$1.81M
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.04KNew |
$99.5K - $117K
|
1.04K
$138K
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
1.03K+ 18.48% |
$98.7K - $116K
|
6.58K
$880K
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
1.02K+ 1.6% |
$98.4K - $116K
|
65.2K
$8.71M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.02K+ 7.96% |
$98.3K - $116K
|
13.9K
$1.85M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.01KNew |
$97.2K - $114K
|
1.01K
$135K
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1K+ 3.77% |
$96.4K - $113K
|
27.6K
$3.69M
|
|
Jan 20, 2023
Q4 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
1K+ 2.44% |
$96.1K - $113K
|
42K
$5.61M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
994New |
$95.6K - $112K
|
994
$133K
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
994+ 9.93% |
$95.6K - $112K
|
11K
$1.47M
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
979New |
$94.1K - $111K
|
979
$131K
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
965+ 3.25% |
$92.8K - $109K
|
30.7K
$4.1M
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
955+ 11.14% |
$91.8K - $108K
|
9.53K
$1.27M
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
953+ 1.28% |
$91.6K - $108K
|
75.3K
$10.1M
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
949+ 17.15% |
$91.2K - $107K
|
6.48K
$866K
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
926+ 33.42% |
$89K - $105K
|
3.7K
$494K
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
896+ 3.83% |
$86.1K - $101K
|
24.3K
$3.25M
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
895+ 26.78% |
$86K - $101K
|
4.24K
$566K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
887New |
$85.3K - $100K
|
887
$119K
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
887+ 0.91% |
$85.3K - $100K
|
98.1K
$13.1M
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
864+ 3.36% |
$83.1K - $97.8K
|
26.6K
$3.55M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
850New |
$81.7K - $96.2K
|
850
$114K
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
824New |
$79.2K - $93.2K
|
824
$110K
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
807+ 0.38% |
$77.6K - $91.3K
|
214K
$28.6M
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
804+ 9.88% |
$77.3K - $91K
|
8.94K
$1.19M
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
804+ 4.91% |
$77.3K - $91K
|
17.2K
$2.3M
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
799+ 0.52% |
$76.8K - $90.4K
|
153K
$20.4M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
788+ 30.91% |
$75.8K - $89.2K
|
3.34K
$446K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
779New |
$74.9K - $88.1K
|
779
$104K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
770+ 1.74% |
$74K - $87.1K
|
45K
$6.01M
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
757+ 3.29% |
$72.8K - $85.7K
|
23.8K
$3.17M
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
736+ 10.44% |
$70.8K - $83.3K
|
7.79K
$1.04M
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
730+ 9.75% |
$70.2K - $82.6K
|
8.22K
$1.1M
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
729+ 10.46% |
$70.1K - $82.5K
|
7.7K
$1.03M
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
727+ 0.54% |
$69.9K - $82.3K
|
134K
$17.9M
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
720+ 0.99% |
$69.2K - $81.5K
|
73.7K
$9.85M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
715+ 2.58% |
$68.7K - $80.9K
|
28.4K
$3.79M
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
712+ 791.11% |
$68.5K - $80.6K
|
802
$107K
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
692+ 15.46% |
$66.5K - $78.3K
|
5.17K
$690K
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
686+ 0.55% |
$66K - $77.6K
|
125K
$16.7M
|