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
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
241+ 2.18% |
$23.2K - $27.3K
|
11.3K
$1.51M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
239+ 6.63% |
$23K - $27K
|
3.84K
$514K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
238+ 2.32% |
$22.9K - $26.9K
|
10.5K
$1.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
235+ 2.73% |
$22.6K - $26.6K
|
8.84K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
229New |
$22K - $25.9K
|
229
$30.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
228+ 1.66% |
$21.9K - $25.8K
|
14K
$1.87M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
216+ 0.45% |
$20.8K - $24.4K
|
48K
$6.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
214+ 5.61% |
$20.6K - $24.2K
|
4.03K
$538K
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
213+ 0.61% |
$20.5K - $24.1K
|
35.2K
$4.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
212+ 8.46% |
$20.4K - $24K
|
2.72K
$363K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
211+ 3.73% |
$20.3K - $23.9K
|
5.86K
$783K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
211+ 9.33% |
$20.3K - $23.9K
|
2.47K
$330K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
208+ 1.22% |
$20K - $23.5K
|
17.3K
$2.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
204+ 1.28% |
$19.6K - $23.1K
|
16.1K
$2.16M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
202+ 545.95% |
$19.4K - $22.9K
|
239
$31.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
199+ 1.24% |
$19.1K - $22.5K
|
16.2K
$2.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
185+ 2.05% |
$17.8K - $20.9K
|
9.23K
$1.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
184+ 3.11% |
$17.7K - $20.8K
|
6.1K
$815K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
181+ 4.01% |
$17.4K - $20.5K
|
4.69K
$627K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
178+ 2.84% |
$17.1K - $20.1K
|
6.45K
$862K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
177+ 152.59% |
$17K - $20K
|
293
$39.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
175New |
$16.8K - $19.8K
|
175
$23.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
172+ 6.85% |
$16.5K - $19.5K
|
2.68K
$358K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
167+ 3.36% |
$16.1K - $18.9K
|
5.14K
$687K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
161+ 0.3% |
$15.5K - $18.2K
|
53.7K
$7.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
159+ 7.36% |
$15.3K - $18K
|
2.32K
$310K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
158+ 0.26% |
$15.2K - $17.9K
|
60.2K
$8.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
156+ 5.63% |
$15K - $17.7K
|
2.93K
$391K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
154+ 1.41% |
$14.8K - $17.4K
|
11K
$1.48M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
152+ 4.75% |
$14.6K - $17.2K
|
3.35K
$448K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
150+ 1.09% |
$14.4K - $17K
|
13.9K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
146+ 6.41% |
$14K - $16.5K
|
2.43K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
145+ 0.68% |
$13.9K - $16.4K
|
21.5K
$2.87M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
139+ 6.15% |
$13.4K - $15.7K
|
2.4K
$320K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
138+ 1.89% |
$13.3K - $15.6K
|
7.42K
$992K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
138+ 4.38% |
$13.3K - $15.6K
|
3.29K
$439K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
137+ 1.11% |
$13.2K - $15.5K
|
12.4K
$1.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
135+ 4.48% |
$13K - $15.3K
|
3.15K
$421K
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
131+ 0.19% |
$12.6K - $14.8K
|
68K
$9.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
130+ 1.91% |
$12.5K - $14.7K
|
6.94K
$928K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
129+ 2.92% |
$12.4K - $14.6K
|
4.55K
$608K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
128+ 1.01% |
$12.3K - $14.5K
|
12.7K
$1.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
122+ 1.83% |
$11.7K - $13.8K
|
6.79K
$907K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
120+ 4.93% |
$11.5K - $13.6K
|
2.56K
$342K
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
113+ 0.77% |
$10.9K - $12.8K
|
14.8K
$1.98M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
109+ 4.32% |
$10.5K - $12.3K
|
2.63K
$352K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
108+ 3.47% |
$10.4K - $12.2K
|
3.22K
$430K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
108+ 1.59% |
$10.4K - $12.2K
|
6.91K
$923K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
101+ 0.26% |
$9.71K - $11.4K
|
39.2K
$5.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
100+ 1.47% |
$9.61K - $11.3K
|
6.92K
$925K
|