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 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
30.6K+ 2.45% |
$2.94M - $3.46M
|
1.28M
$161M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
30.2K+ 41.79% |
$2.9M - $3.41M
|
102K
$12.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
30K+ 6.63% |
$2.89M - $3.4M
|
483K
$60.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.7K+ 12.14% |
$2.85M - $3.36M
|
274K
$34.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
29.4K+ 7.58% |
$2.82M - $3.32M
|
417K
$52.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
29.3K+ 104.26% |
$2.81M - $3.31M
|
57.3K
$7.23M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
28.9K+ 28.15% |
$2.77M - $3.26M
|
131K
$16.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
28.4K+ 61.29% |
$2.73M - $3.22M
|
74.8K
$9.43M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.9K+ 514.29% |
$2.68M - $3.15M
|
33.3K
$4.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
BUY
|
- |
27.7K+ 16.53% |
$2.66M - $3.13M
|
195K
$24.6M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
27.3K+ 24.93% |
$2.62M - $3.09M
|
137K
$17.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
27.2K+ 26.67% |
$2.62M - $3.08M
|
129K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
27.2KNew |
$2.62M - $3.08M
|
27.2K
$3.43M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
27.1K+ 986.22% |
$2.6M - $3.06M
|
29.8K
$3.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.1K+ 15.6% |
$2.51M - $2.96M
|
194K
$24.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
25.9K+ 657.31% |
$2.49M - $2.93M
|
29.8K
$3.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
25.9K+ 18.17% |
$2.49M - $2.93M
|
168K
$21.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
25.6K+ 415.17% |
$2.46M - $2.9M
|
31.8K
$4M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
24.9K+ 2414.92% |
$2.4M - $2.82M
|
26K
$3.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
24.4KNew |
$2.35M - $2.77M
|
24.4K
$3.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
24.3K+ 16.13% |
$2.34M - $2.75M
|
175K
$22.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
24.3KNew |
$2.33M - $2.74M
|
24.3K
$3.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
24.2K+ 38.49% |
$2.33M - $2.74M
|
87.2K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
24.2KNew |
$2.33M - $2.74M
|
24.2K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24K+ 379.1% |
$2.31M - $2.72M
|
30.4K
$3.83M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
24KNew |
$2.31M - $2.71M
|
24K
$3.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
23.8K+ 4.85% |
$2.28M - $2.69M
|
513K
$64.7M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
23.7K+ 43.34% |
$2.28M - $2.68M
|
78.3K
$9.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
23.6KNew |
$2.27M - $2.67M
|
23.6K
$2.98M
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
BUY
|
- |
23.6K+ 14.27% |
$2.27M - $2.67M
|
189K
$23.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
22.9KNew |
$2.2M - $2.59M
|
22.9K
$2.89M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
22.8KNew |
$2.19M - $2.58M
|
22.8K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.7K+ 13.54% |
$2.18M - $2.57M
|
190K
$24M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
22K+ 6200.0% |
$2.12M - $2.49M
|
22.4K
$2.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
21K+ 9.5% |
$2.02M - $2.38M
|
243K
$30.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
20.7K+ 508.11% |
$1.99M - $2.34M
|
24.8K
$3.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20.3KNew |
$1.95M - $2.29M
|
20.3K
$2.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
20K+ 14.89% |
$1.92M - $2.26M
|
154K
$19.4M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
19.8KNew |
$1.9M - $2.24M
|
19.8K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
19.7K+ 28.08% |
$1.89M - $2.23M
|
89.9K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
19.6K+ 62.16% |
$1.88M - $2.21M
|
51.1K
$6.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
19.6K+ 4.46% |
$1.88M - $2.21M
|
458K
$57.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
19.3K+ 7.53% |
$1.86M - $2.18M
|
276K
$34.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
18.4KNew |
$1.77M - $2.08M
|
18.4K
$2.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
18.3K+ 16.78% |
$1.76M - $2.07M
|
128K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
18.2KNew |
$1.75M - $2.05M
|
18.2K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.1K+ 16.83% |
$1.74M - $2.05M
|
126K
$15.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
18.1KNew |
$1.74M - $2.05M
|
18.1K
$2.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
17.8K+ 19.96% |
$1.71M - $2.02M
|
107K
$13.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
17.8K+ 17780.0% |
$1.71M - $2.01M
|
17.9K
$2.25M
|