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
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
95.5K+ 36.31% |
$9.18M - $10.8M
|
358K
$48.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
93K+ 161.86% |
$8.94M - $10.5M
|
150K
$20.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
91.5KNew |
$8.8M - $10.4M
|
91.5K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
90.5KNew |
$8.7M - $10.2M
|
90.5K
$12.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
87.7KNew |
$8.44M - $9.93M
|
87.7K
$11.8M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
87.6KNew |
$8.43M - $9.92M
|
87.6K
$11.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
86.6K+ 64.08% |
$8.33M - $9.8M
|
222K
$29.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
85.8K+ 181.15% |
$8.25M - $9.71M
|
133K
$17.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
77.8K+ 1592.36% |
$7.48M - $8.8M
|
82.6K
$11.1M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
76.5K+ 1776.69% |
$7.36M - $8.66M
|
80.8K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
76.2KNew |
$7.33M - $8.62M
|
76.2K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
75.6KNew |
$7.27M - $8.56M
|
75.6K
$10.2M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73.4K+ 9.17% |
$7.06M - $8.31M
|
874K
$117M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
73.1K+ 10.56% |
$7.03M - $8.27M
|
765K
$103M
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
72.8K+ 116.97% |
$7M - $8.24M
|
135K
$18.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
71.9KNew |
$6.91M - $8.13M
|
71.9K
$9.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
70.8K+ 92.57% |
$6.81M - $8.02M
|
147K
$19.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
70KNew |
$6.73M - $7.92M
|
70K
$9.41M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
68K+ 13.48% |
$6.54M - $7.69M
|
572K
$77M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
66.2KNew |
$6.36M - $7.49M
|
66.2K
$8.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
66KNew |
$6.35M - $7.47M
|
66K
$8.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
63.4K+ 3.93% |
$6.1M - $7.18M
|
1.68M
$226M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
62.7K+ 100.97% |
$6.03M - $7.09M
|
125K
$16.8M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
59.3K+ 20.82% |
$5.7M - $6.71M
|
344K
$46.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
57.3KNew |
$5.51M - $6.48M
|
57.3K
$7.7M
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
56.9KNew |
$5.47M - $6.44M
|
56.9K
$7.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
55.6KNew |
$5.34M - $6.29M
|
55.6K
$7.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
55.2K+ 27.78% |
$5.3M - $6.24M
|
254K
$34.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
54.5KNew |
$5.24M - $6.16M
|
54.5K
$7.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
53KNew |
$5.09M - $5.99M
|
53K
$7.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
52.9K+ 32.64% |
$5.09M - $5.99M
|
215K
$28.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
52.2KNew |
$5.02M - $5.91M
|
52.2K
$7.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
51.4K+ 3.49% |
$4.95M - $5.82M
|
1.53M
$205M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
50KNew |
$4.81M - $5.66M
|
50K
$6.73M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
49.3K+ 145.57% |
$4.74M - $5.58M
|
83.2K
$11.2M
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
46.6KNew |
$4.48M - $5.27M
|
46.6K
$6.26M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
43.7K+ 156.07% |
$4.2M - $4.95M
|
71.7K
$9.64M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
42.8KNew |
$4.12M - $4.85M
|
42.8K
$5.76M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
40.3K+ 11.1% |
$3.88M - $4.56M
|
404K
$54.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
39.3KNew |
$3.78M - $4.45M
|
39.3K
$5.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
38.3K+ 23.05% |
$3.68M - $4.33M
|
204K
$27.5M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
37.7K+ 46.99% |
$3.62M - $4.27M
|
118K
$15.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
36.8K+ 25.7% |
$3.54M - $4.16M
|
180K
$24.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
35.9K+ 7.54% |
$3.45M - $4.06M
|
512K
$68.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
35.5K+ 433.62% |
$3.41M - $4.01M
|
43.6K
$5.87M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
34.1K+ 228.82% |
$3.28M - $3.86M
|
49K
$6.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
33.7K+ 30.84% |
$3.24M - $3.82M
|
143K
$19.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32.9K+ 12.66% |
$3.17M - $3.73M
|
293K
$39.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
32.2KNew |
$3.1M - $3.65M
|
32.2K
$4.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.9K+ 2.72% |
$3.06M - $3.61M
|
1.2M
$162M
|