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 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-17.1K- 6.22% |
$1.64M - $1.93M
|
257K
$34.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-17.6K- 64.32% |
$1.69M - $1.99M
|
9.78K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-19.5K- 2.18% |
$1.87M - $2.21M
|
874K
$117M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.8K- 68.49% |
$2M - $2.35M
|
9.57K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-21.1K- 90.75% |
$2.03M - $2.39M
|
2.15K
$288K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-21.5K- 18.07% |
$2.06M - $2.43M
|
97.3K
$13M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-21.6K- 43.67% |
$2.07M - $2.44M
|
27.8K
$3.72M
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-24.3K- 13.47% |
$2.34M - $2.75M
|
156K
$20.9M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-26.9K- 88.43% |
$2.59M - $3.05M
|
3.52K
$471K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-28.4K- 90.73% |
$2.73M - $3.21M
|
2.9K
$387K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-31.7K- 23.62% |
$3.04M - $3.58M
|
102K
$13.7M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-32.1K- 14.98% |
$3.08M - $3.63M
|
182K
$24.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-32.8K- 8.3% |
$3.15M - $3.71M
|
362K
$48.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-38.9K- 25.94% |
$3.74M - $4.41M
|
111K
$14.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-44.7K- 8.45% |
$4.29M - $5.05M
|
484K
$64.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-47.9K- 73.57% |
$4.6M - $5.42M
|
17.2K
$2.3M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-50K- 68.83% |
$4.81M - $5.66M
|
22.6K
$3.03M
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-50K- 93.7% |
$4.81M - $5.66M
|
3.36K
$449K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-52.4K- 1.33% |
$5.03M - $5.92M
|
3.89M
$520M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-55.6K- 57.59% |
$5.34M - $6.29M
|
40.9K
$5.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-58.8K- 90.2% |
$5.65M - $6.65M
|
6.39K
$853K
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-64.1K- 37.84% |
$6.17M - $7.26M
|
105K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-69.2K- 60.13% |
$6.65M - $7.83M
|
45.9K
$6.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-69.2K- 46.97% |
$6.65M - $7.83M
|
78.2K
$10.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-79K- 8.17% |
$7.6M - $8.94M
|
888K
$119M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-89.4K- 33.17% |
$8.6M - $10.1M
|
180K
$24.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-114K- 83.73% |
$11M - $12.9M
|
22.2K
$2.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-125K- 39.2% |
$12.1M - $14.2M
|
195K
$26M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-128K- 13.87% |
$12.3M - $14.5M
|
797K
$106M
|
|
|
Jan 24, 2023
Q4 2022
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-131K- 89.07% |
$12.6M - $14.9M
|
16.1K
$2.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-137K- 76.87% |
$13.2M - $15.6M
|
41.3K
$5.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-163K- 4.45% |
$15.6M - $18.4M
|
3.49M
$467M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-322K- 78.14% |
$31M - $36.5M
|
90.2K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-556K- 99.08% |
$53.4M - $62.9M
|
5.18K
$693K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-4.04M- 91.97% |
$388M - $457M
|
353K
$47.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-7.59M- 61.26% |
$729M - $858M
|
4.8M
$641M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-394M- 99.9% |
$37.9B - $44.6B
|
395K
$52.8M
|