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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
682+ 16.83% |
$65.6K - $77.2K
|
4.73K
$633K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
680+ 21.07% |
$65.4K - $76.9K
|
3.91K
$522K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
678+ 1.07% |
$65.2K - $76.7K
|
63.9K
$8.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
674+ 21.23% |
$64.8K - $76.3K
|
3.85K
$514K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
671+ 12.04% |
$64.5K - $75.9K
|
6.24K
$834K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
668New |
$64.2K - $75.6K
|
668
$89.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
663+ 1.98% |
$63.7K - $75K
|
34.2K
$4.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
660+ 4.14% |
$63.5K - $74.7K
|
16.6K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
635+ 3.92% |
$61K - $71.9K
|
16.8K
$2.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
634+ 12.28% |
$61K - $71.7K
|
5.8K
$774K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
631+ 8.29% |
$60.7K - $71.4K
|
8.25K
$1.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
620+ 1.63% |
$59.6K - $70.2K
|
38.6K
$5.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
615New |
$59.1K - $69.6K
|
615
$82.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
615New |
$59.1K - $69.6K
|
615
$82.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
599New |
$57.6K - $67.8K
|
599
$80K
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
555+ 8.51% |
$53.4K - $62.8K
|
7.08K
$945K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
553+ 10.25% |
$53.2K - $62.6K
|
5.95K
$795K
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
550+ 13.74% |
$52.9K - $62.2K
|
4.55K
$609K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
541New |
$52K - $61.2K
|
541
$72.3K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
541New |
$52K - $61.2K
|
541
$72.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
538+ 1.64% |
$51.7K - $60.9K
|
33.3K
$4.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
515+ 17.7% |
$49.5K - $58.3K
|
3.42K
$458K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
508+ 3.19% |
$48.8K - $57.5K
|
16.4K
$2.19M
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
BUY
|
- |
500+ 18.31% |
$48.1K - $56.6K
|
3.23K
$432K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
500+ 0.41% |
$48.1K - $56.6K
|
121K
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
500New |
$48.1K - $56.6K
|
500
$66.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
496+ 53.45% |
$47.7K - $56.1K
|
1.42K
$190K
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
496+ 15.37% |
$47.7K - $56.1K
|
3.72K
$498K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
496+ 6.73% |
$47.7K - $56.1K
|
7.86K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
495+ 1.01% |
$47.6K - $56K
|
49.5K
$6.62M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
494New |
$47.5K - $55.9K
|
494
$66K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
488+ 9.93% |
$46.9K - $55.2K
|
5.4K
$722K
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
465+ 1.57% |
$44.7K - $52.6K
|
30.2K
$4.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
457+ 8.94% |
$43.9K - $51.7K
|
5.57K
$744K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
456+ 30.08% |
$43.8K - $51.6K
|
1.97K
$263K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
455+ 2.61% |
$43.7K - $51.5K
|
17.9K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
449New |
$43.2K - $50.8K
|
449
$60K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
446+ 8.42% |
$42.9K - $50.5K
|
5.74K
$767K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
444+ 0.53% |
$42.7K - $50.2K
|
84.4K
$11.3M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
444+ 0.53% |
$42.7K - $50.2K
|
84.4K
$11.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
442New |
$42.5K - $50K
|
442
$59.1K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
433+ 24.64% |
$41.6K - $49K
|
2.19K
$293K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
426+ 0.73% |
$41K - $48.2K
|
59K
$7.88M
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
425+ 13.63% |
$40.9K - $48.1K
|
3.54K
$473K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
422+ 12.06% |
$40.6K - $47.7K
|
3.92K
$524K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
421+ 6.13% |
$40.5K - $47.6K
|
7.29K
$974K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
419+ 0.48% |
$40.3K - $47.4K
|
87.1K
$11.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
413New |
$39.7K - $46.7K
|
413
$55.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
410+ 3.91% |
$39.4K - $46.4K
|
10.9K
$1.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
394+ 4.4% |
$37.9K - $44.6K
|
9.36K
$1.25M
|