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 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.45K+ 24.27% |
$524K - $617K
|
27.9K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.43K+ 2.97% |
$522K - $614K
|
188K
$23.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
5.42K+ 12.87% |
$521K - $613K
|
47.5K
$6M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.37K+ 4.09% |
$516K - $607K
|
136K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.33KNew |
$512K - $603K
|
5.33K
$672K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.32K+ 3.67% |
$512K - $602K
|
150K
$18.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.29KNew |
$509K - $599K
|
5.29K
$667K
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
5.29KNew |
$508K - $598K
|
5.29K
$666K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
5.23K+ 1.14% |
$503K - $592K
|
463K
$58.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.18K+ 8.16% |
$498K - $586K
|
68.6K
$8.65M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.16KNew |
$496K - $583K
|
5.16K
$650K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.15K+ 175.84% |
$495K - $583K
|
8.08K
$1.02M
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5.11K+ 265.49% |
$491K - $578K
|
7.03K
$887K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.06K+ 16.24% |
$487K - $573K
|
36.2K
$4.57M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
5.05KNew |
$485K - $571K
|
5.05K
$637K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.02K+ 19.82% |
$483K - $568K
|
30.4K
$3.83M
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5.01KNew |
$482K - $567K
|
5.01K
$632K
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.96K+ 96.46% |
$477K - $562K
|
10.1K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.96K+ 52.17% |
$476K - $561K
|
14.5K
$1.82M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
4.85K+ 41.39% |
$466K - $549K
|
16.6K
$2.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.83KNew |
$464K - $546K
|
4.83K
$608K
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.82KNew |
$463K - $545K
|
4.82K
$607K
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
4.67KNew |
$449K - $528K
|
4.67K
$589K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.66K+ 18.3% |
$448K - $527K
|
30.1K
$3.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.6K+ 8.52% |
$442K - $520K
|
58.6K
$7.38M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.6K+ 78.51% |
$442K - $520K
|
10.5K
$1.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
4.53KNew |
$435K - $512K
|
4.53K
$571K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.52K+ 14.44% |
$434K - $511K
|
35.8K
$4.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.46KNew |
$429K - $505K
|
4.46K
$563K
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
4.45K+ 17.52% |
$428K - $504K
|
29.9K
$3.76M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4.44K+ 10.85% |
$427K - $503K
|
45.4K
$5.72M
|
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.44KNew |
$426K - $502K
|
4.44K
$559K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.42K+ 16.37% |
$425K - $500K
|
31.4K
$3.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.41K+ 8.29% |
$424K - $499K
|
57.6K
$7.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.29K+ 1.93% |
$412K - $485K
|
226K
$28.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.18K+ 106.41% |
$402K - $473K
|
8.11K
$1.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.11K+ 2.65% |
$396K - $465K
|
159K
$20.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.1KNew |
$394K - $464K
|
4.1K
$517K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.09KNew |
$393K - $462K
|
4.09K
$515K
|
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
4.07KNew |
$391K - $460K
|
4.07K
$513K
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.06K+ 8.01% |
$390K - $460K
|
54.8K
$6.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.06K+ 3.16% |
$390K - $459K
|
133K
$16.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
3.98K+ 14.88% |
$383K - $451K
|
30.8K
$3.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.94K+ 1.92% |
$379K - $446K
|
209K
$26.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.92KNew |
$377K - $444K
|
3.92K
$494K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.91KNew |
$376K - $443K
|
3.91K
$493K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.85K+ 8.66% |
$370K - $435K
|
48.3K
$6.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.85KNew |
$370K - $435K
|
3.85K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.79KNew |
$364K - $428K
|
3.79K
$477K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.78K+ 29.5% |
$364K - $428K
|
16.6K
$2.09M
|