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 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.59K+ 7.87% |
$249K - $294K
|
35.6K
$4.78M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
2.56KNew |
$246K - $290K
|
2.56K
$344K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.54K+ 1.44% |
$244K - $288K
|
179K
$24M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.54KNew |
$244K - $287K
|
2.54K
$341K
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2.53K+ 517.18% |
$243K - $286K
|
3.02K
$406K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.46K+ 24.46% |
$237K - $279K
|
12.5K
$1.68M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.46KNew |
$237K - $278K
|
2.46K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.44KNew |
$235K - $276K
|
2.44K
$328K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.44K+ 5.44% |
$234K - $276K
|
47.2K
$6.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.43KNew |
$234K - $275K
|
2.43K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2.42KNew |
$232K - $273K
|
2.42K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.41K+ 2.11% |
$231K - $272K
|
116K
$15.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.41K+ 1.67% |
$231K - $272K
|
147K
$19.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.39KNew |
$230K - $271K
|
2.39K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.39KNew |
$230K - $270K
|
2.39K
$321K
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.39KNew |
$229K - $270K
|
2.39K
$321K
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
2.38K+ 4.75% |
$229K - $269K
|
52.4K
$7.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.36K+ 98.99% |
$227K - $267K
|
4.74K
$638K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
2.33KNew |
$224K - $264K
|
2.33K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.33KNew |
$224K - $264K
|
2.33K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.33KNew |
$224K - $263K
|
2.33K
$313K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.32KNew |
$223K - $263K
|
2.32K
$312K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.31KNew |
$222K - $261K
|
2.31K
$310K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.3KNew |
$221K - $260K
|
2.3K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.3K+ 20.93% |
$221K - $260K
|
13.3K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.3KNew |
$221K - $260K
|
2.3K
$309K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.28K+ 1.3% |
$219K - $258K
|
177K
$23.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.26KNew |
$217K - $256K
|
2.26K
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.24K+ 10.25% |
$215K - $253K
|
24.1K
$3.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.23KNew |
$214K - $252K
|
2.23K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.22K+ 55.25% |
$213K - $251K
|
6.24K
$839K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 10.85% |
$212K - $250K
|
22.5K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$211K - $248K
|
2.19K
$295K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
2.19KNew |
$210K - $248K
|
2.19K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.18KNew |
$210K - $247K
|
2.18K
$293K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 30.01% |
$205K - $242K
|
9.25K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
2.13KNew |
$205K - $241K
|
2.13K
$286K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.13K+ 13.52% |
$204K - $241K
|
17.9K
$2.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
BUY
|
- |
2.11KNew |
$203K - $239K
|
2.11K
$284K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.1KNew |
$202K - $238K
|
2.1K
$282K
|
|
|
Jan 19, 2023
Q4 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
2.1KNew |
$202K - $237K
|
2.1K
$282K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.09KNew |
$201K - $237K
|
2.09K
$281K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.09KNew |
$201K - $236K
|
2.09K
$281K
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
2.08KNew |
$200K - $235K
|
2.08K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.07K+ 1.81% |
$199K - $235K
|
117K
$15.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.05K+ 16.85% |
$197K - $232K
|
14.2K
$1.91M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.05KNew |
$197K - $231K
|
2.05K
$275K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
2.04KNew |
$196K - $231K
|
2.04K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.04K+ 3.46% |
$196K - $231K
|
60.9K
$8.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.03KNew |
$195K - $230K
|
2.03K
$273K
|