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 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.1K- 12.51% |
$394K - $464K
|
28.7K
$3.86M
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-4.12K- 4.44% |
$396K - $466K
|
88.7K
$11.9M
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-4.25K- 53.56% |
$409K - $481K
|
3.69K
$496K
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.37K- 51.61% |
$420K - $494K
|
4.1K
$551K
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.46K- 31.02% |
$428K - $504K
|
9.91K
$1.33M
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-4.56K- 3.36% |
$438K - $515K
|
131K
$17.6M
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-4.59K- 6.26% |
$441K - $519K
|
68.7K
$9.24M
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-4.65K- 1.75% |
$447K - $526K
|
261K
$35.1M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.69K- 7.03% |
$451K - $531K
|
62K
$8.34M
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.7K- 6.56% |
$452K - $532K
|
66.9K
$9M
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
SELL
|
- |
-4.77K- 7.38% |
$458K - $540K
|
59.8K
$8.05M
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-5.29K- 20.6% |
$509K - $599K
|
20.4K
$2.74M
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-5.31K- 2.14% |
$510K - $600K
|
243K
$32.6M
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-5.53K- 2.08% |
$532K - $626K
|
261K
$35.1M
|
|
Feb 06, 2023
Q4 2022
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-5.71K- 13.11% |
$549K - $646K
|
37.9K
$5.09M
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-5.77K- 48.42% |
$554K - $652K
|
6.14K
$826K
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
SELL
|
- |
-6K- 23.48% |
$576K - $678K
|
19.5K
$2.63M
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-6.05K- 34.71% |
$581K - $684K
|
11.4K
$1.53M
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6.06K- 12.91% |
$582K - $685K
|
40.8K
$5.49M
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-6.17K- 5.38% |
$593K - $698K
|
108K
$14.6M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.46K- 8.44% |
$621K - $731K
|
70.1K
$9.43M
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-6.83K- 27.47% |
$657K - $773K
|
18K
$2.43M
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.34K- 10.29% |
$706K - $831K
|
64K
$8.61M
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-7.42K- 1.65% |
$713K - $839K
|
443K
$59.6M
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8K- 88.96% |
$769K - $905K
|
992
$133K
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-8.01K- 5.53% |
$770K - $906K
|
137K
$18.4M
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-8.02K- 2.18% |
$771K - $908K
|
359K
$48.3M
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-8.25KClosed |
$793K - $933K
|
0
$0
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-8.4K- 2.29% |
$808K - $951K
|
359K
$48.3M
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-8.77K- 2.97% |
$844K - $993K
|
287K
$38.5M
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-8.79K- 7.7% |
$845K - $995K
|
105K
$14.2M
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-9.01K- 79.84% |
$866K - $1.02M
|
2.27K
$306K
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-9.26K- 41.45% |
$890K - $1.05M
|
13.1K
$1.76M
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-9.32K- 2.78% |
$896K - $1.05M
|
326K
$43.8M
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-9.78K- 9.08% |
$940K - $1.11M
|
97.9K
$13.2M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.2K- 0.23% |
$984K - $1.16M
|
4.39M
$591M
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-11.1K- 10.51% |
$1.07M - $1.26M
|
94.8K
$12.7M
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
SELL
|
- |
-11.2K- 2.62% |
$1.08M - $1.27M
|
416K
$56M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-11.4K- 0.82% |
$1.09M - $1.29M
|
1.38M
$185M
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-11.7K- 2.01% |
$1.12M - $1.32M
|
569K
$76.5M
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12.1K- 14.84% |
$1.16M - $1.36M
|
69.1K
$9.3M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-12.2K- 10.76% |
$1.17M - $1.38M
|
101K
$13.6M
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-12.4K- 12.97% |
$1.19M - $1.4M
|
83.2K
$11.2M
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-12.6K- 5.54% |
$1.21M - $1.43M
|
215K
$28.9M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.7K- 1.33% |
$1.22M - $1.43M
|
941K
$127M
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-14.3K- 11.78% |
$1.37M - $1.62M
|
107K
$14.4M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15.6K- 16.22% |
$1.5M - $1.77M
|
80.8K
$10.9M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15.6K- 16.22% |
$1.5M - $1.77M
|
80.8K
$10.9M
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-15.9K- 14.32% |
$1.53M - $1.8M
|
95.2K
$12.8M
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-16.8K- 19.12% |
$1.62M - $1.9M
|
71.2K
$9.57M
|