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 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
6+ 0.27% |
$577 - $679
|
2.19K
$293K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
6+ 0.49% |
$577 - $679
|
1.23K
$165K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 1.01% |
$577 - $679
|
602
$80.5K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.53% |
$481 - $566
|
942
$126K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.51% |
$481 - $566
|
991
$133K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
5+ 0.2% |
$481 - $566
|
2.53K
$338K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4+ 0.09% |
$385 - $453
|
4.27K
$571K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4+ 0.15% |
$385 - $453
|
2.63K
$352K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
4+ 0.11% |
$385 - $453
|
3.55K
$475K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4+ 0.06% |
$385 - $453
|
6.36K
$851K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4+ 0.16% |
$385 - $453
|
2.51K
$336K
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
3+ 0.02% |
$288 - $339
|
18.4K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3+ 0.06% |
$288 - $339
|
4.68K
$626K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3+ 0.06% |
$288 - $339
|
4.75K
$635K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.44% |
$288 - $339
|
687
$91.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.1% |
$192 - $226
|
2K
$268K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.02% |
$192 - $226
|
9.45K
$1.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.07% |
$192 - $226
|
3.02K
$404K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.9% |
$192 - $226
|
225
$30.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.02% |
$96.1 - $113
|
99
$13.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$96.1 - $113
|
6.84K
$916K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.54% |
$96.1 - $113
|
185
$24.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.14% |
$96.1 - $113
|
737
$98.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.05% |
$96.1 - $113
|
2.02K
$270K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.22% |
$96.1 - $113
|
466
$62.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
1+ 0.04% |
$96.1 - $113
|
2.67K
$357K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.64% |
$96.1 - $113
|
158
$21.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 1.19% |
$96.1 - $113
|
85
$11.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-2- 0.01% |
$192 - $226
|
34.7K
$4.64M
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-3- 0.11% |
$288 - $339
|
2.78K
$371K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-3- 7.14% |
$288 - $339
|
39
$5.22K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3- 6.12% |
$288 - $339
|
46
$6.15K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4- 0.03% |
$385 - $453
|
12.9K
$1.72M
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-4- 0.1% |
$385 - $453
|
4.15K
$555K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.12% |
$481 - $566
|
4.11K
$549K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-5- 0.13% |
$481 - $566
|
3.85K
$515K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-6- 0.06% |
$577 - $679
|
10.2K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-7- 0.12% |
$673 - $792
|
5.61K
$750K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-7- 0.03% |
$673 - $792
|
26.3K
$3.51M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-8- 0.07% |
$769 - $905
|
11K
$1.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-10- 0.13% |
$961 - $1.13K
|
7.42K
$992K
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-10- 0.13% |
$961 - $1.13K
|
7.62K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-10- 0.17% |
$961 - $1.13K
|
5.82K
$778K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-11- 0.19% |
$1.06K - $1.24K
|
5.85K
$783K
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-11- 0.01% |
$1.06K - $1.24K
|
154K
$20.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-13- 0.06% |
$1.25K - $1.47K
|
21.2K
$2.84M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-14- 0.22% |
$1.35K - $1.58K
|
6.49K
$868K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-16- 0.34% |
$1.54K - $1.81K
|
4.75K
$635K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-17- 0.36% |
$1.63K - $1.92K
|
4.66K
$623K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-17- 65.38% |
$1.63K - $1.92K
|
9
$1.2K
|