Purchases and Sales Made in Q3 2021 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q3 2021. 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 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
102+ 4.92% |
$10.4K - $11.1K
|
2.18K
$274K
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
100+ 121.95% |
$10.2K - $10.8K
|
182
$23K
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
100+ 0.96% |
$10.2K - $10.8K
|
10.5K
$1.33M
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
100+ 1.07% |
$10.2K - $10.8K
|
9.46K
$1.19M
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
91+ 0.73% |
$9.31K - $9.86K
|
12.6K
$1.59M
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
88+ 3.57% |
$9K - $9.54K
|
2.55K
$322K
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
81+ 0.18% |
$8.29K - $8.78K
|
44.6K
$5.63M
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
81+ 1.62% |
$8.29K - $8.78K
|
5.09K
$641K
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
78+ 0.97% |
$7.98K - $8.45K
|
8.14K
$1.03M
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
75New |
$7.67K - $8.13K
|
75
$9.46K
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
73+ 4.46% |
$7.47K - $7.91K
|
1.71K
$216K
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
72+ 1.98% |
$7.37K - $7.8K
|
3.71K
$468K
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
69+ 1.66% |
$7.06K - $7.48K
|
4.22K
$532K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
67+ 0.7% |
$6.85K - $7.26K
|
9.71K
$1.22M
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
61+ 0.14% |
$6.24K - $6.61K
|
44.1K
$5.56M
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
58New |
$5.93K - $6.28K
|
58
$7.31K
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
BUY
|
- |
57+ 1.11% |
$5.83K - $6.18K
|
5.2K
$655K
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
52+ 1.18% |
$5.32K - $5.63K
|
4.47K
$564K
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
51New |
$5.22K - $5.53K
|
51
$6.43K
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
50+ 0.57% |
$5.12K - $5.42K
|
8.81K
$1.11M
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
47+ 0.48% |
$4.81K - $5.09K
|
9.85K
$1.24M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
46+ 1.56% |
$4.71K - $4.98K
|
2.99K
$377K
|
|
Nov 09, 2021
Q3 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
45+ 0.72% |
$4.6K - $4.88K
|
6.33K
$798K
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
41+ 0.86% |
$4.19K - $4.44K
|
4.81K
$606K
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
41+ 0.21% |
$4.19K - $4.44K
|
19.9K
$2.51M
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
41+ 0.86% |
$4.19K - $4.44K
|
4.81K
$606K
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
41+ 1.81% |
$4.19K - $4.44K
|
2.3K
$290K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37+ 0.48% |
$3.79K - $4.01K
|
7.69K
$970K
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
36+ 0.7% |
$3.68K - $3.9K
|
5.18K
$653K
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
32+ 1.12% |
$3.27K - $3.47K
|
2.9K
$365K
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
30+ 0.75% |
$3.07K - $3.25K
|
4.03K
$508K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30+ 1.02% |
$3.07K - $3.25K
|
2.98K
$376K
|
|
Oct 14, 2021
Q3 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
30+ 0.24% |
$3.07K - $3.25K
|
12.5K
$1.58M
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
29+ 0.74% |
$2.97K - $3.14K
|
3.93K
$496K
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
28+ 0.19% |
$2.86K - $3.03K
|
14.4K
$1.82M
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
27+ 0.44% |
$2.76K - $2.93K
|
6.16K
$776K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
27+ 0.2% |
$2.76K - $2.93K
|
13.5K
$1.7M
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
26+ 0.21% |
$2.66K - $2.82K
|
12.4K
$1.57M
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
26+ 1.22% |
$2.66K - $2.82K
|
2.16K
$272K
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
25+ 36.76% |
$2.56K - $2.71K
|
93
$11.7K
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
24+ 0.52% |
$2.46K - $2.6K
|
4.62K
$582K
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
22+ 9.95% |
$2.25K - $2.38K
|
243
$30.6K
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
22+ 0.74% |
$2.25K - $2.38K
|
3.01K
$380K
|
|
Oct 18, 2021
Q3 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
21+ 0.26% |
$2.15K - $2.28K
|
8.09K
$1.02M
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
20+ 0.38% |
$2.05K - $2.17K
|
5.26K
$663K
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
20+ 18.18% |
$2.05K - $2.17K
|
130
$16.4K
|
|
Nov 10, 2021
Q3 2021
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
19+ 0.07% |
$1.94K - $2.06K
|
27.2K
$3.43M
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
19+ 0.74% |
$1.94K - $2.06K
|
2.57K
$324K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
18+ 0.53% |
$1.84K - $1.95K
|
3.38K
$427K
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
16+ 0.73% |
$1.64K - $1.73K
|
2.2K
$278K
|