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 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.72K- 25.5% |
$166K - $195K
|
5.04K
$677K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.74K- 2.99% |
$167K - $196K
|
56.3K
$7.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.76K- 55.44% |
$169K - $199K
|
1.42K
$191K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.84K- 17.92% |
$176K - $208K
|
8.4K
$1.13M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.86K- 6.17% |
$179K - $210K
|
28.3K
$3.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.95K- 6.05% |
$188K - $221K
|
30.3K
$4.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.96K- 12.66% |
$189K - $222K
|
13.5K
$1.82M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.98K- 2.88% |
$190K - $224K
|
66.6K
$8.95M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-2.03K- 9.37% |
$195K - $229K
|
19.6K
$2.63M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-2.04K- 2.3% |
$196K - $231K
|
86.6K
$11.6M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-2.05K- 7.55% |
$197K - $232K
|
25.1K
$3.38M
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.06K- 13.38% |
$198K - $233K
|
13.3K
$1.79M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.09K- 18.73% |
$201K - $237K
|
9.09K
$1.22M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
SELL
|
- |
-2.1K- 2.05% |
$202K - $238K
|
100K
$13.5M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.18K- 6.09% |
$209K - $247K
|
33.6K
$4.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.2K- 47.54% |
$212K - $249K
|
2.43K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.24K- 36.65% |
$215K - $253K
|
3.87K
$521K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.31K- 25.56% |
$222K - $261K
|
6.72K
$904K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.38K- 12.32% |
$229K - $269K
|
16.9K
$2.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.41K- 1.07% |
$232K - $273K
|
222K
$29.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.41K- 2.0% |
$232K - $273K
|
119K
$15.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-2.47K- 2.91% |
$238K - $280K
|
82.4K
$11.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-2.48K- 47.89% |
$238K - $280K
|
2.69K
$362K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.5K- 40.36% |
$240K - $283K
|
3.7K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.54K- 33.48% |
$244K - $288K
|
5.05K
$679K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.55K- 2.47% |
$245K - $289K
|
101K
$13.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-2.6K- 1.84% |
$250K - $294K
|
139K
$18.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.66K- 3.67% |
$256K - $301K
|
69.8K
$9.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.68K- 10.27% |
$258K - $303K
|
23.4K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-2.7K- 3.87% |
$259K - $305K
|
67K
$9.01M
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
SELL
|
- |
-2.73K- 1.93% |
$262K - $308K
|
138K
$18.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-2.78K- 2.11% |
$267K - $314K
|
129K
$17.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.79K- 15.66% |
$268K - $315K
|
15K
$2.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-2.85K- 5.0% |
$274K - $322K
|
54.1K
$7.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.93K- 36.4% |
$282K - $332K
|
5.12K
$689K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-2.94KClosed |
$282K - $332K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.96K- 23.83% |
$284K - $334K
|
9.45K
$1.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.98K- 32.53% |
$286K - $337K
|
6.17K
$830K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.98K- 14.7% |
$286K - $337K
|
17.3K
$2.32M
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.99K- 3.16% |
$287K - $338K
|
91.6K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-3.04K- 1.59% |
$292K - $344K
|
189K
$25.4M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.13K- 1.21% |
$301K - $354K
|
256K
$34.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-3.32K- 43.9% |
$320K - $376K
|
4.25K
$571K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.36K- 1.34% |
$323K - $380K
|
247K
$33.2M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.42K- 2.72% |
$329K - $387K
|
122K
$16.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-3.51K- 53.08% |
$338K - $397K
|
3.1K
$417K
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3.56K- 0.69% |
$342K - $402K
|
515K
$69.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-3.66K- 5.3% |
$352K - $414K
|
65.5K
$8.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.82K- 3.53% |
$367K - $432K
|
104K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.98K- 81.11% |
$383K - $451K
|
928
$125K
|