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
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100New |
$9.61K - $11.3K
|
100
$13.4K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
95New |
$9.13K - $10.7K
|
95
$12.7K
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
92+ 0.91% |
$8.84K - $10.4K
|
10.2K
$1.37M
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
92+ 1.84% |
$8.84K - $10.4K
|
5.09K
$680K
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
91+ 2.51% |
$8.75K - $10.3K
|
3.72K
$497K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
90New |
$8.65K - $10.2K
|
90
$12K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
90New |
$8.65K - $10.2K
|
90
$12K
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
89+ 0.85% |
$8.56K - $10.1K
|
10.6K
$1.42M
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
87New |
$8.36K - $9.84K
|
87
$11.6K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
86New |
$8.27K - $9.73K
|
86
$11.5K
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
85+ 1.75% |
$8.17K - $9.62K
|
4.94K
$660K
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
85+ 2.36% |
$8.17K - $9.62K
|
3.69K
$492K
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
81+ 2.79% |
$7.79K - $9.17K
|
2.99K
$399K
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
80+ 1.15% |
$7.69K - $9.05K
|
7.05K
$942K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
76+ 1.65% |
$7.31K - $8.6K
|
4.69K
$627K
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
72New |
$6.92K - $8.15K
|
72
$9.62K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
70+ 0.24% |
$6.73K - $7.92K
|
29.8K
$3.98M
|
|
Jan 31, 2023
Q4 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
70+ 0.9% |
$6.73K - $7.92K
|
7.82K
$1.05M
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
65+ 0.49% |
$6.25K - $7.35K
|
13.3K
$1.78M
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
65New |
$6.25K - $7.35K
|
65
$8.69K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
65+ 0.38% |
$6.25K - $7.35K
|
17.1K
$2.28M
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.2% |
$6.06K - $7.13K
|
31.3K
$4.18M
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
61+ 2.88% |
$5.86K - $6.9K
|
2.18K
$292K
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
61+ 2.45% |
$5.86K - $6.9K
|
2.55K
$340K
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
60+ 0.72% |
$5.77K - $6.79K
|
8.38K
$1.12M
|
|
Feb 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
59+ 2.15% |
$5.67K - $6.68K
|
2.8K
$374K
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
56+ 0.45% |
$5.38K - $6.34K
|
12.5K
$1.67M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
52+ 0.49% |
$5K - $5.88K
|
10.7K
$1.43M
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
52+ 0.24% |
$5K - $5.88K
|
22.1K
$2.95M
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
49+ 0.79% |
$4.71K - $5.54K
|
6.29K
$840K
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
BUY
|
- |
45+ 0.28% |
$4.33K - $5.09K
|
15.9K
$2.12M
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
45New |
$4.33K - $5.09K
|
45
$6.01K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
44+ 0.18% |
$4.23K - $4.98K
|
25K
$3.34M
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
44+ 0.8% |
$4.23K - $4.98K
|
5.57K
$744K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
44+ 0.18% |
$4.23K - $4.98K
|
25K
$3.34M
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
42+ 12.43% |
$4.04K - $4.75K
|
380
$50.8K
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
41+ 0.57% |
$3.94K - $4.64K
|
7.22K
$964K
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
37+ 2.44% |
$3.56K - $4.19K
|
1.55K
$207K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
35New |
$3.36K - $3.96K
|
35
$4.68K
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
34+ 0.19% |
$3.27K - $3.85K
|
17.6K
$2.36M
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
32+ 0.75% |
$3.08K - $3.62K
|
4.3K
$574K
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
32+ 0.48% |
$3.08K - $3.62K
|
6.73K
$900K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32New |
$3.08K - $3.62K
|
32
$4.28K
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
31+ 1.15% |
$2.98K - $3.51K
|
2.73K
$365K
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
31+ 0.7% |
$2.98K - $3.51K
|
4.45K
$595K
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
31+ 0.6% |
$2.98K - $3.51K
|
5.19K
$694K
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
30+ 0.5% |
$2.88K - $3.39K
|
5.99K
$800K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30+ 0.16% |
$2.88K - $3.39K
|
18.5K
$2.48M
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
29+ 0.6% |
$2.79K - $3.28K
|
4.85K
$648K
|
|
Feb 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
29+ 0.02% |
$2.79K - $3.28K
|
142K
$19M
|