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 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-105- 0.72% |
$10.1K - $11.9K
|
14.5K
$1.95M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-109- 1.57% |
$10.5K - $12.3K
|
6.84K
$919K
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-110- 0.11% |
$10.6K - $12.4K
|
98.9K
$13.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-111- 0.36% |
$10.7K - $12.6K
|
30.3K
$4.08M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-115- 10.01% |
$11.1K - $13K
|
1.03K
$139K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-116- 5.57% |
$11.2K - $13.1K
|
1.97K
$265K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-119- 3.22% |
$11.4K - $13.5K
|
3.58K
$481K
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-120- 0.52% |
$11.5K - $13.6K
|
23K
$3.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-121- 6.17% |
$11.6K - $13.7K
|
1.84K
$247K
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-124- 2.4% |
$11.9K - $14K
|
5.05K
$679K
|
|
|
Jan 30, 2023
Q4 2022
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-125- 0.49% |
$12K - $14.1K
|
25.6K
$3.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-125- 4.89% |
$12K - $14.1K
|
2.43K
$327K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-133- 0.73% |
$12.8K - $15K
|
18.1K
$2.43M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-137- 4.25% |
$13.2K - $15.5K
|
3.08K
$415K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-137- 2.34% |
$13.2K - $15.5K
|
5.73K
$770K
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-139- 4.56% |
$13.4K - $15.7K
|
2.91K
$392K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-140- 3.26% |
$13.5K - $15.8K
|
4.16K
$559K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-140- 3.58% |
$13.5K - $15.8K
|
3.77K
$507K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-143- 0.59% |
$13.7K - $16.2K
|
24.3K
$3.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-146- 6.86% |
$14K - $16.5K
|
1.98K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-147- 0.92% |
$14.1K - $16.6K
|
15.8K
$2.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-151- 4.23% |
$14.5K - $17.1K
|
3.42K
$459K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-151- 12.7% |
$14.5K - $17.1K
|
1.04K
$140K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-152- 4.07% |
$14.6K - $17.2K
|
3.58K
$481K
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-152- 1.94% |
$14.6K - $17.2K
|
7.7K
$1.03M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-154- 4.43% |
$14.8K - $17.4K
|
3.33K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-156- 0.78% |
$15K - $17.7K
|
19.7K
$2.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-162- 1.42% |
$15.6K - $18.3K
|
11.3K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-163- 1.29% |
$15.7K - $18.4K
|
12.5K
$1.68M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-165- 1.16% |
$15.9K - $18.7K
|
14K
$1.88M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-166- 4.97% |
$16K - $18.8K
|
3.18K
$427K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-166- 56.08% |
$16K - $18.8K
|
130
$17.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-173- 1.53% |
$16.6K - $19.6K
|
11.1K
$1.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Alamar Capital Management, LLC
|
SELL
|
- |
-175- 2.38% |
$16.8K - $19.8K
|
7.19K
$967K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-179- 18.28% |
$17.2K - $20.3K
|
800
$108K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-180- 2.91% |
$17.3K - $20.4K
|
6.01K
$808K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-183- 2.84% |
$17.6K - $20.7K
|
6.26K
$842K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-183- 0.23% |
$17.6K - $20.7K
|
78.2K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-184- 4.81% |
$17.7K - $20.8K
|
3.64K
$490K
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-188- 0.16% |
$18.1K - $21.3K
|
115K
$15.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-189- 6.18% |
$18.2K - $21.4K
|
2.87K
$386K
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-190- 33.93% |
$18.3K - $21.5K
|
370
$49.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-191- 4.81% |
$18.4K - $21.6K
|
3.78K
$508K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-196- 5.43% |
$18.8K - $22.2K
|
3.41K
$459K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-199- 7.07% |
$19.1K - $22.5K
|
2.61K
$351K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-199- 2.73% |
$19.1K - $22.5K
|
7.09K
$953K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-200- 42.11% |
$19.2K - $22.6K
|
275
$37K
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-200- 4.52% |
$19.2K - $22.6K
|
4.23K
$568K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-201- 5.01% |
$19.3K - $22.7K
|
3.81K
$512K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-203- 6.83% |
$19.5K - $23K
|
2.77K
$372K
|