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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
8.97K+ 29.8% |
$851K - $989K
|
39.1K
$5.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
8.94K+ 12.73% |
$849K - $986K
|
79.2K
$10.6M
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
8.93K+ 4.61% |
$847K - $984K
|
203K
$27.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
8.54K+ 3.02% |
$810K - $941K
|
292K
$39.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
8.51K+ 7.76% |
$807K - $938K
|
118K
$15.8M
|
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
8.5KNew |
$806K - $937K
|
8.5K
$1.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.42K+ 0.21% |
$799K - $928K
|
3.94M
$528M
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.07K+ 17.01% |
$765K - $890K
|
55.5K
$7.43M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8.04KNew |
$763K - $887K
|
8.04K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
7.98K+ 2.29% |
$757K - $880K
|
357K
$47.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.92KNew |
$751K - $873K
|
7.92K
$1.06M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.73K+ 47.66% |
$734K - $853K
|
24K
$3.21M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7.67K+ 77.25% |
$728K - $846K
|
17.6K
$2.36M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
7.54K+ 9.75% |
$715K - $831K
|
84.9K
$11.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
7.49KNew |
$711K - $826K
|
7.49K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
7.47K+ 7.45% |
$709K - $824K
|
108K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.43K+ 57.83% |
$705K - $819K
|
20.3K
$2.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
7.34K+ 46.85% |
$696K - $809K
|
23K
$3.08M
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
7.2K+ 79.28% |
$683K - $794K
|
16.3K
$2.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.92K+ 9.93% |
$656K - $763K
|
76.6K
$10.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.82KNew |
$647K - $752K
|
6.82K
$914K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
6.73K+ 2.87% |
$639K - $742K
|
241K
$32.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
6.62KNew |
$628K - $730K
|
6.62K
$886K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.39KNew |
$606K - $705K
|
6.39K
$856K
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.36K+ 2.87% |
$603K - $701K
|
228K
$30.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Milestone Advisory Partners
|
BUY
|
- |
6.35K+ 67.05% |
$603K - $700K
|
15.8K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.24K+ 1.92% |
$592K - $688K
|
330K
$44.2M
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6.18K+ 12.75% |
$586K - $681K
|
54.6K
$7.32M
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.16K+ 236.44% |
$585K - $680K
|
8.77K
$1.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
BUY
|
- |
6.1K+ 41.11% |
$579K - $673K
|
20.9K
$2.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
6.01K+ 204.01% |
$570K - $662K
|
8.95K
$1.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Investment Advisors
|
BUY
|
- |
5.97K+ 13.55% |
$566K - $658K
|
50K
$6.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
5.92KNew |
$561K - $652K
|
5.92K
$792K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5.83K+ 8.43% |
$554K - $643K
|
75K
$10.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Peterson Wealth Management
|
BUY
|
- |
5.82K+ 29.51% |
$552K - $642K
|
25.5K
$3.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
5.79K+ 4.25% |
$549K - $638K
|
142K
$19M
|
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
5.78K+ 17.14% |
$548K - $637K
|
39.5K
$5.29M
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.74K+ 4.45% |
$544K - $633K
|
135K
$18M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.71K+ 47.21% |
$542K - $630K
|
17.8K
$2.39M
|
|
|
Oct 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5.57K+ 2.17% |
$528K - $614K
|
262K
$35.1M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
5.53K+ 2.12% |
$525K - $610K
|
266K
$35.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.46K+ 8.91% |
$518K - $602K
|
66.7K
$8.94M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.42KNew |
$514K - $597K
|
5.42K
$726K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.41K+ 3.34% |
$513K - $597K
|
168K
$22.4M
|
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
5.4K+ 3.07% |
$512K - $595K
|
181K
$24.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.39K+ 19.47% |
$512K - $595K
|
33.1K
$4.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5.38K+ 7.92% |
$510K - $593K
|
73.2K
$9.81M
|
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
5.27K+ 3.99% |
$500K - $582K
|
137K
$18.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.2K+ 24.09% |
$493K - $573K
|
26.8K
$3.59M
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
BUY
|
- |
5.16KNew |
$490K - $569K
|
5.16K
$691K
|