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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-411- 0.46% |
$42K - $44.5K
|
88.9K
$11.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-420- 30.22% |
$43K - $45.5K
|
970
$122K
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-445- 5.63% |
$45.5K - $48.2K
|
7.46K
$941K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-453- 2.19% |
$46.3K - $49.1K
|
20.2K
$2.55M
|
|
|
Oct 27, 2021
Q3 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-455- 5.46% |
$46.5K - $49.3K
|
7.88K
$993K
|
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-458- 1.17% |
$46.9K - $49.6K
|
38.6K
$4.87M
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-463- 7.64% |
$47.4K - $50.2K
|
5.6K
$706K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-473- 8.82% |
$48.4K - $51.3K
|
4.89K
$617K
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-480- 9.05% |
$49.1K - $52K
|
4.83K
$609K
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-500- 5.72% |
$51.2K - $54.2K
|
8.24K
$1.04M
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-500- 2.7% |
$51.2K - $54.2K
|
18K
$2.28M
|
|
|
Nov 03, 2021
Q3 2021
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-500- 72.99% |
$51.2K - $54.2K
|
185
$23.3K
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-519- 3.79% |
$53.1K - $56.2K
|
13.2K
$1.66M
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-522- 0.09% |
$53.4K - $56.6K
|
606K
$76.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-542- 4.86% |
$55.4K - $58.7K
|
10.6K
$1.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-544- 0.86% |
$55.7K - $58.9K
|
62.9K
$7.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-545- 6.69% |
$55.8K - $59.1K
|
7.61K
$959K
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-545- 1.15% |
$55.8K - $59.1K
|
47K
$5.93M
|
|
|
Nov 05, 2021
Q3 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-561- 2.38% |
$57.4K - $60.8K
|
23K
$2.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-564- 4.12% |
$57.7K - $61.1K
|
13.1K
$1.66M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-575- 11.12% |
$58.8K - $62.3K
|
4.6K
$579K
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-587- 3.27% |
$60.1K - $63.6K
|
17.4K
$2.19M
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-590- 1.96% |
$60.4K - $63.9K
|
29.6K
$3.73M
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-601- 2.29% |
$61.5K - $65.1K
|
25.7K
$3.24M
|
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-611- 3.94% |
$62.5K - $66.2K
|
14.9K
$1.88M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-619- 10.22% |
$63.3K - $67.1K
|
5.44K
$686K
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-625- 9.23% |
$63.9K - $67.7K
|
6.15K
$775K
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-625- 9.92% |
$63.9K - $67.7K
|
5.68K
$716K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-627- 2.07% |
$64.1K - $67.9K
|
29.7K
$3.74M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-627- 1.64% |
$64.1K - $67.9K
|
37.6K
$4.74M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-627- 1.64% |
$64.1K - $67.9K
|
37.6K
$4.74M
|
|
|
Oct 29, 2021
Q3 2021
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-629- 11.47% |
$64.3K - $68.2K
|
4.85K
$612K
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-638- 1.0% |
$65.3K - $69.1K
|
63.4K
$8M
|
|
|
Nov 12, 2021
Q3 2021
|
Miramar Capital, LLC
|
SELL
|
- |
-657- 5.15% |
$67.2K - $71.2K
|
12.1K
$1.53M
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-660- 4.0% |
$67.5K - $71.5K
|
15.8K
$2M
|
|
|
Nov 15, 2021
Q3 2021
|
Alamar Capital Management, LLC
|
SELL
|
- |
-672- 6.64% |
$68.7K - $72.8K
|
9.45K
$1.19M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-680- 3.25% |
$69.6K - $73.7K
|
20.2K
$2.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-697- 3.72% |
$71.3K - $75.5K
|
18K
$2.28M
|
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-726Closed |
$74.3K - $78.7K
|
0
$0
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-749- 5.46% |
$76.6K - $81.2K
|
13K
$1.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-754- 18.11% |
$77.1K - $81.7K
|
3.41K
$430K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-771- 6.77% |
$78.9K - $83.5K
|
10.6K
$1.34M
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-774- 9.21% |
$79.2K - $83.9K
|
7.63K
$962K
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-805- 0.91% |
$82.4K - $87.2K
|
87.7K
$11.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-827- 4.73% |
$84.6K - $89.6K
|
16.6K
$2.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-842- 22.76% |
$86.1K - $91.2K
|
2.86K
$360K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-867- 8.6% |
$88.7K - $93.9K
|
9.21K
$1.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-875- 5.68% |
$89.5K - $94.8K
|
14.5K
$1.83M
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-935- 31.75% |
$95.7K - $101K
|
2.01K
$253K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-970- 7.46% |
$99.2K - $105K
|
12K
$1.52M
|