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 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
10.9KNew |
$1.05M - $1.23M
|
10.9K
$1.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.9K+ 14.29% |
$1.04M - $1.23M
|
86.9K
$11.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
10.9K+ 8.94% |
$1.04M - $1.23M
|
132K
$17.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
10.9K+ 15.06% |
$1.04M - $1.23M
|
83K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10.9K+ 4.5% |
$1.04M - $1.23M
|
252K
$33.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.8K+ 12.2% |
$1.04M - $1.23M
|
99.8K
$13.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
10.8K+ 11.61% |
$1.04M - $1.22M
|
104K
$13.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
10.8KNew |
$1.04M - $1.22M
|
10.8K
$1.44M
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
10.8KNew |
$1.03M - $1.22M
|
10.8K
$1.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 104.39% |
$1.02M - $1.2M
|
20.8K
$2.78M
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
10.4KNew |
$1M - $1.18M
|
10.4K
$1.39M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
10.4K+ 18.37% |
$1M - $1.18M
|
67K
$8.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
10.4K+ 35.37% |
$1M - $1.18M
|
39.8K
$5.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
10.3K+ 101.4% |
$994K - $1.17M
|
20.5K
$2.74M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 13.81% |
$991K - $1.17M
|
84.9K
$11.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.3KNew |
$989K - $1.16M
|
10.3K
$1.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
10.2K+ 3.42% |
$978K - $1.15M
|
308K
$41.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
10.1K+ 3.42% |
$970K - $1.14M
|
306K
$40.8M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
10K+ 1.37% |
$965K - $1.14M
|
742K
$99.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
9.96KNew |
$957K - $1.13M
|
9.96K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9.77K+ 17.6% |
$939K - $1.11M
|
65.3K
$8.72M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
9.76KNew |
$939K - $1.1M
|
9.76K
$1.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
9.7K+ 53.32% |
$932K - $1.1M
|
27.9K
$3.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
9.69K+ 41.1% |
$932K - $1.1M
|
33.3K
$4.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9.56K+ 15.67% |
$919K - $1.08M
|
70.6K
$9.43M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.56KNew |
$919K - $1.08M
|
9.56K
$1.28M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
9.44K+ 1218.06% |
$908K - $1.07M
|
10.2K
$1.36M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9.4K+ 133.63% |
$903K - $1.06M
|
16.4K
$2.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.2K+ 423.77% |
$884K - $1.04M
|
11.4K
$1.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
9.05K+ 5.72% |
$870K - $1.02M
|
167K
$22.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9.02K+ 20.6% |
$867K - $1.02M
|
52.8K
$7.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
8.97K+ 13.84% |
$862K - $1.02M
|
73.8K
$9.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.91K+ 71.65% |
$856K - $1.01M
|
21.3K
$2.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
8.78K+ 11.09% |
$844K - $993K
|
88K
$11.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8.71KNew |
$837K - $985K
|
8.71K
$1.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.62K+ 25.78% |
$828K - $975K
|
42K
$5.62M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.43KNew |
$810K - $953K
|
8.43K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.25K+ 75.58% |
$793K - $933K
|
19.2K
$2.56M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8.22K+ 7.72% |
$790K - $930K
|
115K
$15.3M
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
8.17K+ 4.51% |
$786K - $925K
|
189K
$25.3M
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
8.13K+ 10.89% |
$781K - $920K
|
82.8K
$11.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8.07K+ 24.38% |
$776K - $913K
|
41.2K
$5.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
7.96K+ 58.98% |
$766K - $901K
|
21.5K
$2.87M
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
7.91KNew |
$761K - $895K
|
7.91K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.78K+ 2.36% |
$748K - $881K
|
338K
$45.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
7.75KNew |
$745K - $877K
|
7.75K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
7.75K+ 278.17% |
$745K - $877K
|
10.5K
$1.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
7.74K+ 7.19% |
$744K - $876K
|
115K
$15.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
7.7K+ 2.93% |
$740K - $871K
|
270K
$36.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
7.65K+ 76.63% |
$735K - $865K
|
17.6K
$2.36M
|