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 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-840- 27.37% |
$80.8K - $95K
|
2.23K
$300K
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-842- 4.1% |
$80.9K - $95.3K
|
19.7K
$2.65M
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-843- 13.43% |
$81K - $95.4K
|
5.43K
$731K
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-896- 3.69% |
$86.1K - $101K
|
23.4K
$3.14M
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-936- 4.79% |
$90K - $106K
|
18.6K
$2.5M
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-941- 2.35% |
$90.5K - $106K
|
39.2K
$5.27M
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-958- 4.0% |
$92.1K - $108K
|
23K
$3.09M
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-960- 7.94% |
$92.3K - $109K
|
11.1K
$1.5M
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-977- 0.28% |
$93.9K - $111K
|
354K
$47.5M
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
SELL
|
- |
-994- 2.21% |
$95.6K - $112K
|
44K
$5.91M
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1K- 1.41% |
$96.5K - $114K
|
70.3K
$9.46M
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.01K- 3.79% |
$96.8K - $114K
|
25.6K
$3.44M
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.02K- 2.94% |
$98.1K - $115K
|
33.6K
$4.52M
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.02K- 3.86% |
$98.1K - $115K
|
25.4K
$3.42M
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.03K- 12.79% |
$98.6K - $116K
|
7K
$941K
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.07K- 24.55% |
$103K - $121K
|
3.29K
$442K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.1K- 5.5% |
$106K - $124K
|
18.9K
$2.54M
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.11K- 31.09% |
$106K - $125K
|
2.45K
$330K
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.11K- 1.57% |
$107K - $125K
|
69.6K
$9.36M
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-1.14K- 13.02% |
$109K - $129K
|
7.59K
$1.02M
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.15K- 18.4% |
$110K - $130K
|
5.1K
$685K
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.15K- 0.68% |
$110K - $130K
|
169K
$22.7M
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.15K- 17.02% |
$111K - $130K
|
5.61K
$754K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.15K- 1.23% |
$111K - $130K
|
92.6K
$12.5M
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.15K- 8.35% |
$111K - $130K
|
12.6K
$1.7M
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
SELL
|
- |
-1.16K- 32.11% |
$112K - $131K
|
2.45K
$330K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.18K- 0.69% |
$114K - $134K
|
170K
$22.9M
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-1.19K- 29.6% |
$115K - $135K
|
2.84K
$381K
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-1.22K- 20.67% |
$117K - $138K
|
4.68K
$629K
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.23K- 3.13% |
$119K - $140K
|
38.3K
$5.14M
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.24K- 2.36% |
$119K - $140K
|
51.1K
$6.87M
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1.25K- 7.13% |
$120K - $141K
|
16.3K
$2.19M
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.27K- 11.0% |
$122K - $144K
|
10.3K
$1.38M
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.29K- 0.67% |
$124K - $146K
|
190K
$25.6M
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.29K- 27.14% |
$124K - $146K
|
3.47K
$467K
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.32K- 9.54% |
$127K - $149K
|
12.5K
$1.68M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.37K- 1.74% |
$131K - $154K
|
76.9K
$10.3M
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-1.39K- 3.05% |
$133K - $157K
|
44.1K
$5.93M
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.39K- 3.99% |
$133K - $157K
|
33.4K
$4.49M
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.4KClosed |
$134K - $158K
|
0
$0
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.41K- 14.3% |
$135K - $159K
|
8.44K
$1.14M
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.42K- 19.13% |
$137K - $161K
|
6.02K
$809K
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.46K- 0.69% |
$141K - $165K
|
211K
$28.3M
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.53K- 5.02% |
$147K - $174K
|
29K
$3.9M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.54K- 4.79% |
$148K - $174K
|
30.5K
$4.1M
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-1.59K- 25.56% |
$153K - $180K
|
4.64K
$623K
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-1.59K- 6.6% |
$153K - $180K
|
22.5K
$3.03M
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.67K- 13.32% |
$160K - $189K
|
10.8K
$1.46M
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-1.7K- 4.42% |
$163K - $192K
|
36.7K
$4.93M
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.7K- 19.4% |
$163K - $192K
|
7.05K
$948K
|