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 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
2.58K+ 7.38% |
$244K - $284K
|
37.5K
$5.02M
|
|
|
Feb 13, 2025
Q3 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.57K+ 5.35% |
$244K - $284K
|
50.6K
$6.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.56KNew |
$242K - $282K
|
2.56K
$342K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.54K+ 98.91% |
$241K - $280K
|
5.11K
$685K
|
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.51KNew |
$238K - $277K
|
2.51K
$336K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.51K+ 23.33% |
$238K - $276K
|
13.3K
$1.78M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
2.5K+ 57.87% |
$237K - $276K
|
6.82K
$914K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.5K+ 8.08% |
$237K - $276K
|
33.4K
$4.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
2.47K+ 6.7% |
$234K - $272K
|
39.2K
$5.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.47K+ 9.25% |
$234K - $272K
|
29.1K
$3.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.41KNew |
$229K - $266K
|
2.41K
$323K
|
|
|
Nov 15, 2022
Q3 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.41K+ 10.08% |
$228K - $265K
|
26.3K
$3.52M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.39KNew |
$227K - $263K
|
2.39K
$320K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.38K+ 4.12% |
$226K - $262K
|
60.1K
$8.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.32K+ 40.5% |
$220K - $256K
|
8.05K
$1.08M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.31K+ 7.16% |
$220K - $255K
|
34.6K
$4.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.3KNew |
$218K - $254K
|
2.3K
$308K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 8.82% |
$217K - $252K
|
28.1K
$3.77M
|
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.28K+ 2.95% |
$216K - $251K
|
79.5K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Ghe, LLC
|
BUY
|
- |
2.25KNew |
$213K - $248K
|
2.25K
$301K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.24K+ 25.63% |
$213K - $247K
|
11K
$1.47M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.21K+ 6.89% |
$210K - $244K
|
34.3K
$4.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.18K+ 8.93% |
$207K - $241K
|
26.6K
$3.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.17K+ 28.57% |
$206K - $239K
|
9.76K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.17KNew |
$205K - $239K
|
2.17K
$290K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.16K+ 5.13% |
$205K - $238K
|
44.3K
$5.93M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$204K - $237K
|
2.15K
$288K
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
BUY
|
- |
2.14K+ 24.04% |
$203K - $235K
|
11K
$1.48M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
2.12K+ 25.36% |
$201K - $234K
|
10.5K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.05K+ 4.55% |
$194K - $226K
|
47K
$6.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.01K+ 3.53% |
$190K - $221K
|
58.8K
$7.88M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
2K+ 17.76% |
$190K - $221K
|
13.3K
$1.78M
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2K+ 80.81% |
$190K - $221K
|
4.48K
$599K
|
|
|
Oct 24, 2022
Q3 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2K+ 6.62% |
$190K - $220K
|
32.2K
$4.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.98K+ 7.16% |
$188K - $218K
|
29.7K
$3.97M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.96K+ 68.49% |
$186K - $216K
|
4.82K
$646K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.96K+ 30.08% |
$186K - $216K
|
8.47K
$1.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.95K+ 1.18% |
$185K - $215K
|
167K
$22.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.91K+ 23.52% |
$181K - $210K
|
10K
$1.34M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
1.9K+ 8.97% |
$180K - $209K
|
23.1K
$3.09M
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.87K+ 1.23% |
$178K - $206K
|
154K
$20.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 2.52% |
$178K - $206K
|
76.1K
$10.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.87K+ 1024.73% |
$177K - $206K
|
2.05K
$274K
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.85K+ 16.03% |
$176K - $204K
|
13.4K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.85K+ 78.21% |
$175K - $204K
|
4.21K
$564K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.83K+ 58.5% |
$174K - $202K
|
4.96K
$664K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.83K+ 15.25% |
$174K - $202K
|
13.8K
$1.85M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.83K+ 3.87% |
$173K - $201K
|
49K
$6.57M
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.82K+ 18.59% |
$173K - $201K
|
11.6K
$1.56M
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.75K+ 37.78% |
$166K - $193K
|
6.38K
$855K
|