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 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
393+ 15.61% |
$37.8K - $44.5K
|
2.91K
$391K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
381+ 14.37% |
$36.6K - $43.1K
|
3.03K
$408K
|
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
375+ 5.28% |
$36.1K - $42.4K
|
7.48K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
375+ 25.67% |
$36.1K - $42.4K
|
1.84K
$247K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
374+ 17.58% |
$36K - $42.3K
|
2.5K
$336K
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
370+ 3.93% |
$35.6K - $41.9K
|
9.78K
$1.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
365+ 1.95% |
$35.1K - $41.3K
|
19.1K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
357+ 1.01% |
$34.3K - $40.4K
|
35.9K
$4.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
357+ 2.96% |
$34.3K - $40.4K
|
12.4K
$1.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
347+ 9.45% |
$33.4K - $39.3K
|
4.02K
$541K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
342+ 7.2% |
$32.9K - $38.7K
|
5.09K
$685K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
341+ 7.07% |
$32.8K - $38.6K
|
5.17K
$694K
|
|
|
Feb 10, 2023
Q4 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
340+ 12.84% |
$32.7K - $38.5K
|
2.99K
$402K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
334+ 2.58% |
$32.1K - $37.8K
|
13.3K
$1.78M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
330+ 3.1% |
$31.7K - $37.3K
|
11K
$1.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
329+ 12.26% |
$31.6K - $37.2K
|
3.01K
$405K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
328+ 1.12% |
$31.5K - $37.1K
|
29.6K
$3.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
327+ 6.15% |
$31.4K - $37K
|
5.64K
$759K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
321+ 1.9% |
$30.9K - $36.3K
|
17.2K
$2.31M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
315+ 17.26% |
$30.3K - $35.6K
|
2.14K
$288K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
315+ 0.39% |
$30.3K - $35.6K
|
80.7K
$10.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
313+ 48.23% |
$30.1K - $35.4K
|
962
$129K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
312+ 8.57% |
$30K - $35.3K
|
3.95K
$532K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
311+ 3.56% |
$29.9K - $35.2K
|
9.05K
$1.22M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
303New |
$29.1K - $34.3K
|
303
$40.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
302+ 0.86% |
$29K - $34.2K
|
35.5K
$4.77M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
295+ 3.34% |
$28.4K - $33.4K
|
9.14K
$1.23M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
292New |
$28.1K - $33K
|
292
$39.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
289+ 42.75% |
$27.8K - $32.7K
|
965
$130K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
288+ 74.23% |
$27.7K - $32.6K
|
676
$90.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
286+ 10.81% |
$27.5K - $32.4K
|
2.93K
$394K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
285+ 0.76% |
$27.4K - $32.2K
|
37.6K
$5.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
280+ 12.42% |
$26.9K - $31.7K
|
2.54K
$341K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
277+ 1.73% |
$26.6K - $31.3K
|
16.3K
$2.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
276+ 1.76% |
$26.5K - $31.2K
|
16K
$2.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
273+ 11.43% |
$26.2K - $30.9K
|
2.66K
$358K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
270+ 5.41% |
$26K - $30.6K
|
5.26K
$707K
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
270+ 2.33% |
$26K - $30.6K
|
11.9K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
268+ 7.33% |
$25.8K - $30.3K
|
3.92K
$527K
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
261+ 9.47% |
$25.1K - $29.5K
|
3.02K
$406K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
260+ 3.03% |
$25K - $29.4K
|
8.85K
$1.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
258+ 0.41% |
$24.8K - $29.2K
|
62.4K
$8.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
258+ 1.16% |
$24.8K - $29.2K
|
22.5K
$3.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
252New |
$24.2K - $28.5K
|
252
$33.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
250+ 2.08% |
$24K - $28.3K
|
12.3K
$1.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
249+ 49.31% |
$23.9K - $28.2K
|
754
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
249+ 4.39% |
$23.9K - $28.2K
|
5.92K
$796K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
246+ 11.4% |
$23.7K - $27.8K
|
2.4K
$323K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
246+ 7.3% |
$23.7K - $27.8K
|
3.62K
$486K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
244New |
$23.5K - $27.6K
|
244
$32.8K
|