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 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
28+ 1.66% |
$2.69K - $3.17K
|
1.71K
$230K
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
28+ 0.69% |
$2.69K - $3.17K
|
4.12K
$553K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
27+ 0.21% |
$2.6K - $3.06K
|
12.7K
$1.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
27+ 0.68% |
$2.6K - $3.06K
|
4.02K
$541K
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
27+ 0.1% |
$2.6K - $3.06K
|
26.8K
$3.61M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
27+ 0.25% |
$2.6K - $3.06K
|
10.8K
$1.46M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
25New |
$2.4K - $2.83K
|
25
$3.36K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
25+ 0.69% |
$2.4K - $2.83K
|
3.63K
$488K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
25+ 1.12% |
$2.4K - $2.83K
|
2.27K
$305K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
24+ 3.0% |
$2.31K - $2.72K
|
824
$111K
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
23+ 0.84% |
$2.21K - $2.6K
|
2.75K
$369K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
23+ 0.03% |
$2.21K - $2.6K
|
87.1K
$11.7M
|
|
|
Feb 01, 2023
Q4 2022
|
My Wealth Management Inc.
|
BUY
|
- |
23+ 0.64% |
$2.21K - $2.6K
|
3.6K
$484K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
22+ 0.18% |
$2.12K - $2.49K
|
12.4K
$1.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
22+ 0.47% |
$2.12K - $2.49K
|
4.74K
$637K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
22+ 0.93% |
$2.12K - $2.49K
|
2.38K
$320K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
22+ 0.48% |
$2.12K - $2.49K
|
4.62K
$622K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
22+ 0.48% |
$2.12K - $2.49K
|
4.65K
$625K
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
21+ 0.94% |
$2.02K - $2.38K
|
2.26K
$303K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20+ 0.38% |
$1.92K - $2.26K
|
5.35K
$719K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20+ 0.38% |
$1.92K - $2.26K
|
5.35K
$719K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
19+ 0.85% |
$1.83K - $2.15K
|
2.26K
$304K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 0.35% |
$1.73K - $2.04K
|
5.22K
$702K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
18+ 0.74% |
$1.73K - $2.04K
|
2.45K
$329K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
17+ 0.1% |
$1.63K - $1.92K
|
16.6K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17+ 0.32% |
$1.63K - $1.92K
|
5.3K
$712K
|
|
|
Jan 11, 2023
Q4 2022
|
Sara Bay Financial
|
BUY
|
- |
16+ 0.59% |
$1.54K - $1.81K
|
2.74K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
16+ 0.29% |
$1.54K - $1.81K
|
5.49K
$738K
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
15+ 0.7% |
$1.44K - $1.7K
|
2.15K
$289K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
15New |
$1.44K - $1.7K
|
15
$2.02K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
15+ 0.95% |
$1.44K - $1.7K
|
1.59K
$214K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
14+ 0.95% |
$1.35K - $1.58K
|
1.49K
$200K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
13+ 0.19% |
$1.25K - $1.47K
|
6.94K
$934K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
13+ 9.7% |
$1.25K - $1.47K
|
147
$19.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13+ 0.72% |
$1.25K - $1.47K
|
1.82K
$244K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
12+ 0.33% |
$1.15K - $1.36K
|
3.65K
$491K
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
11+ 0.09% |
$1.06K - $1.24K
|
12.6K
$1.69M
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
11+ 0.24% |
$1.06K - $1.24K
|
4.55K
$611K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
11+ 0.15% |
$1.06K - $1.24K
|
7.13K
$959K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
10+ 0.16% |
$961 - $1.13K
|
6.31K
$849K
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
BUY
|
- |
10+ 0.26% |
$961 - $1.13K
|
3.89K
$523K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
10+ 0.23% |
$961 - $1.13K
|
4.38K
$589K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
10+ 0.17% |
$961 - $1.13K
|
5.91K
$794K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9+ 0.17% |
$865 - $1.02K
|
5.35K
$719K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.16% |
$865 - $1.02K
|
5.61K
$754K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
8+ 0.21% |
$769 - $905
|
3.77K
$506K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8+ 0.13% |
$769 - $905
|
6.41K
$861K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
7+ 0.89% |
$673 - $792
|
790
$106K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
6+ 0.27% |
$577 - $679
|
2.19K
$295K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
6+ 0.49% |
$577 - $679
|
1.23K
$166K
|