Purchases and Sales Made in Q3 2022 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-7.76K- 41.56% |
$736K - $856K
|
10.9K
$1.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-8.46K- 89.56% |
$803K - $933K
|
986
$132K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-8.57K- 91.71% |
$813K - $945K
|
775
$104K
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-8.66K- 3.41% |
$821K - $954K
|
245K
$32.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-9.02K- 7.63% |
$856K - $995K
|
109K
$14.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-9.16K- 7.82% |
$869K - $1.01M
|
108K
$14.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.24K- 28.96% |
$876K - $1.02M
|
22.7K
$3.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Clarity Financial LLC
|
SELL
|
- |
-9.82K- 25.02% |
$931K - $1.08M
|
29.4K
$3.94M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-10.1K- 69.45% |
$959K - $1.11M
|
4.44K
$595K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-10.2K- 31.73% |
$972K - $1.13M
|
22K
$2.95M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-10.5K- 7.55% |
$996K - $1.16M
|
129K
$17.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.9K- 10.18% |
$1.04M - $1.21M
|
96.4K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-11.1K- 24.12% |
$1.05M - $1.23M
|
35K
$4.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-11.3K- 16.21% |
$1.07M - $1.24M
|
58.2K
$7.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-11.5K- 73.49% |
$1.09M - $1.26M
|
4.13K
$554K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-11.7K- 4.21% |
$1.11M - $1.29M
|
266K
$35.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-11.8K- 10.26% |
$1.12M - $1.3M
|
103K
$13.8M
|
|
|
Oct 31, 2022
Q3 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-12K- 11.15% |
$1.14M - $1.32M
|
95.7K
$12.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-12.3K- 1.31% |
$1.17M - $1.35M
|
925K
$124M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.3K- 7.39% |
$1.17M - $1.36M
|
154K
$20.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-12.9K- 5.95% |
$1.22M - $1.42M
|
203K
$27.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-13K- 15.17% |
$1.23M - $1.43M
|
72.4K
$9.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-13K- 7.18% |
$1.23M - $1.43M
|
168K
$22.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-13.1K- 27.19% |
$1.25M - $1.45M
|
35.2K
$4.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-14.2K- 8.24% |
$1.35M - $1.57M
|
158K
$21.2M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-14.8K- 24.14% |
$1.4M - $1.63M
|
46.4K
$6.21M
|
|
|
Oct 20, 2022
Q3 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-15.1K- 5.98% |
$1.43M - $1.67M
|
238K
$31.8M
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-15.1K- 13.73% |
$1.43M - $1.67M
|
95K
$12.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-15.5K- 49.26% |
$1.47M - $1.71M
|
16K
$2.14M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-15.6K- 16.66% |
$1.48M - $1.72M
|
78.2K
$10.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-16.6K- 3.55% |
$1.57M - $1.83M
|
450K
$60.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-17.2K- 34.44% |
$1.63M - $1.9M
|
32.8K
$4.39M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-17.2K- 43.54% |
$1.63M - $1.9M
|
22.3K
$2.99M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-17.2K- 25.76% |
$1.64M - $1.9M
|
49.7K
$6.65M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.4K- 4.68% |
$1.65M - $1.92M
|
353K
$47.3M
|
|
|
Feb 13, 2025
Q3 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-18.6K- 49.46% |
$1.76M - $2.05M
|
19K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-20K- 6.33% |
$1.89M - $2.2M
|
295K
$39.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-20.7K- 18.8% |
$1.96M - $2.28M
|
89.2K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-20.9K- 3.92% |
$1.98M - $2.3M
|
512K
$68.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-21.1K- 18.35% |
$2M - $2.32M
|
93.8K
$12.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.4K- 1.56% |
$2.22M - $2.58M
|
1.48M
$198M
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-24.4K- 17.52% |
$2.32M - $2.69M
|
115K
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-24.8K- 6.0% |
$2.35M - $2.73M
|
388K
$51.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-25.7K- 2.2% |
$2.44M - $2.84M
|
1.14M
$153M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-26.3K- 80.03% |
$2.5M - $2.9M
|
6.56K
$879K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-26.8K- 99.57% |
$2.54M - $2.95M
|
116
$15.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.5K- 2.46% |
$2.8M - $3.25M
|
1.17M
$157M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-31.5K- 12.93% |
$2.99M - $3.47M
|
212K
$28.4M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-38.8K- 86.24% |
$3.68M - $4.28M
|
6.19K
$829K
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-39K- 87.29% |
$3.7M - $4.3M
|
5.68K
$761K
|