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
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-203- 1.12% |
$19.5K - $23K
|
17.9K
$2.39M
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-206- 3.99% |
$19.8K - $23.3K
|
4.95K
$662K
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-210- 2.82% |
$20.2K - $23.8K
|
7.24K
$968K
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-216- 0.4% |
$20.8K - $24.4K
|
54K
$7.22M
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-223- 7.02% |
$21.4K - $25.2K
|
2.95K
$394K
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-229- 1.53% |
$22K - $25.9K
|
14.7K
$1.97M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-230- 1.41% |
$22.1K - $26K
|
16.1K
$2.15M
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-235- 9.22% |
$22.6K - $26.6K
|
2.32K
$309K
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-239- 2.06% |
$23K - $27K
|
11.3K
$1.51M
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-239- 0.42% |
$23K - $27K
|
56.7K
$7.58M
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-240- 3.2% |
$23.1K - $27.2K
|
7.27K
$972K
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-253- 10.41% |
$24.3K - $28.6K
|
2.18K
$291K
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-253- 11.69% |
$24.3K - $28.6K
|
1.91K
$255K
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-254- 7.74% |
$24.4K - $28.7K
|
3.03K
$405K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-259- 8.56% |
$24.9K - $29.3K
|
2.77K
$370K
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-277- 2.79% |
$26.6K - $31.3K
|
9.67K
$1.29M
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-282- 0.31% |
$27.1K - $31.9K
|
89.9K
$12M
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-286- 7.68% |
$27.5K - $32.4K
|
3.44K
$459K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-292- 14.11% |
$28.1K - $33K
|
1.78K
$237K
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-300- 0.56% |
$28.8K - $33.9K
|
53K
$7.08M
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-300- 6.82% |
$28.8K - $33.9K
|
4.1K
$548K
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-303- 6.28% |
$29.1K - $34.3K
|
4.53K
$605K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-305- 9.62% |
$29.3K - $34.5K
|
2.87K
$383K
|
|
Feb 09, 2023
Q4 2022
|
Miramar Capital, LLC
|
SELL
|
- |
-307- 2.71% |
$29.5K - $34.7K
|
11K
$1.47M
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-312- 6.58% |
$30K - $35.3K
|
4.43K
$592K
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-315- 1.29% |
$30.3K - $35.6K
|
24.2K
$3.23M
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-324- 2.52% |
$31.1K - $36.7K
|
12.5K
$1.67M
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-326- 5.36% |
$31.3K - $36.9K
|
5.75K
$768K
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-330- 2.71% |
$31.7K - $37.3K
|
11.8K
$1.58M
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-335- 0.89% |
$32.2K - $37.9K
|
37.2K
$4.96M
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-335- 1.21% |
$32.2K - $37.9K
|
27.4K
$3.66M
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-339- 21.11% |
$32.6K - $38.4K
|
1.27K
$169K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-345- 9.68% |
$33.2K - $39K
|
3.22K
$430K
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-347- 5.74% |
$33.4K - $39.3K
|
5.7K
$762K
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-350- 4.82% |
$33.6K - $39.6K
|
6.91K
$923K
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-353- 1.93% |
$33.9K - $39.9K
|
18K
$2.4M
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-355- 3.64% |
$34.1K - $40.2K
|
9.4K
$1.26M
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-369- 10.17% |
$35.5K - $41.8K
|
3.26K
$436K
|
|
Feb 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-382- 2.81% |
$36.7K - $43.2K
|
13.2K
$1.76M
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
SELL
|
- |
-384- 5.05% |
$36.9K - $43.4K
|
7.22K
$965K
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-390- 64.46% |
$37.5K - $44.1K
|
215
$28.7K
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-395- 7.14% |
$38K - $44.7K
|
5.14K
$686K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-395- 0.58% |
$38K - $44.7K
|
67.3K
$8.99M
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-395- 1.15% |
$38K - $44.7K
|
33.9K
$4.53M
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-400- 3.74% |
$38.5K - $45.3K
|
10.3K
$1.37M
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-411- 2.84% |
$39.5K - $46.5K
|
14K
$1.88M
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-414- 8.1% |
$39.8K - $46.8K
|
4.7K
$628K
|
|
Feb 10, 2023
Q4 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-430- 3.11% |
$41.3K - $48.7K
|
13.4K
$1.79M
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-452- 8.13% |
$43.5K - $51.1K
|
5.11K
$682K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-470- 3.08% |
$45.2K - $53.2K
|
14.8K
$1.98M
|