Purchases and Sales Made in Q3 2021 in Vanguard Whitehall Fds (Vangua (VYM)

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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 27, 2021 Q3 2021
Wealth Trust Asset Management, LLC

Destin, FL
SELL
 -
-21.6K
Closed
$2.21M - $2.35M
0 $0
Nov 10, 2021 Q3 2021
Formidable Asset Management, LLC

Cincinnati, OH
SELL
 -
-22.6K
- 30.32%
$2.31M - $2.45M
51.9K $6.54M
Nov 23, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-25.3K
- 67.69%
$2.59M - $2.74M
12.1K $1.52M
Nov 05, 2021 Q3 2021
Allen Investment Management LLC

SELL
 -
-25.9K
- 89.09%
$2.65M - $2.8M
3.17K $399K
Oct 18, 2021 Q3 2021
Raymond James Trust N.A.

SELL
 -
-26.4K
- 34.29%
$2.7M - $2.86M
50.5K $6.37M
Nov 12, 2021 Q3 2021
Jones Financial Companies Lllp

SELL
 -
-26.7K
- 2.12%
$2.73M - $2.9M
1.24M $156M
Oct 28, 2021 Q3 2021
Capital Investment Advisory Services, LLC

SELL
 -
-28.7K
- 49.03%
$2.93M - $3.11M
29.8K $3.76M
Oct 08, 2021 Q3 2021
Arthur M. Cohen & Associates, LLC

SELL
 -
-28.8K
- 23.43%
$2.95M - $3.12M
94.1K $11.9M
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-30.3K
- 13.85%
$3.09M - $3.28M
188K $23.7M
Nov 02, 2021 Q3 2021
Waldron Private Wealth LLC

SELL
 -
-30.4K
- 5.25%
$3.11M - $3.29M
549K $69.2M
Dec 08, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-33.8K
- 84.59%
$3.46M - $3.67M
6.17K $778K
Oct 14, 2021 Q3 2021
Seneca House Advisors

SELL
 -
-34.6K
- 32.32%
$3.54M - $3.75M
72.5K $9.15M
Nov 15, 2021 Q3 2021
Exodus Point Capital Management, LP

New York, NY
SELL
 -
-37.2K
Closed
$3.81M - $4.03M
0 $0
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-42.3K
- 4.73%
$4.33M - $4.59M
852K $107M
Nov 12, 2021 Q3 2021
Ares Management LLC

Los Angeles, CA
SELL
 -
-49.1K
Closed
$5.02M - $5.32M
0 $0
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-52.8K
- 1.46%
$5.4M - $5.72M
3.56M $448M
Jun 16, 2022 Q3 2021
Johnson Bixby & Associates, LLC

SELL
 -
-54.4K
- 85.21%
$5.56M - $5.89M
9.44K $1.19M
Nov 09, 2021 Q3 2021
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
SELL
 -
-56.5K
Closed
$5.78M - $6.12M
0 $0
Nov 04, 2021 Q3 2021
Dai Ichi Life Insurance Company, LTD

Tokyo, M0
SELL
 -
-57.4K
- 23.74%
$5.87M - $6.22M
184K $23.2M
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-61.4K
- 95.6%
$6.28M - $6.65M
2.83K $356K
Nov 12, 2021 Q3 2021
Vanguard Group Inc

Valley Forge, PA
SELL
 -
-69K
- 55.14%
$7.06M - $7.48M
56.2K $7.08M
Oct 26, 2021 Q3 2021
Sage Financial Management Group, Inc.

SELL
 -
-71.5K
Closed
$7.31M - $7.75M
0 $0
Nov 19, 2021 Q3 2021
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-71.5K
Closed
$7.31M - $7.75M
0 $0
Oct 26, 2021 Q3 2021
Pinnacle Financial Partners Inc

SELL
 -
-72.6K
- 44.15%
$7.43M - $7.87M
91.9K $11.6M
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

SELL
 -
-78.8K
- 17.81%
$8.06M - $8.53M
363K $45.8M
Nov 10, 2021 Q3 2021
Grandview Asset Management LLC

SELL
 -
-78.9K
Closed
$8.08M - $8.55M
0 $0
Nov 04, 2021 Q3 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-79K
- 25.45%
$8.08M - $8.56M
231K $29.2M
Nov 09, 2021 Q3 2021
First Horizon Advisors, Inc.

SELL
 -
-88K
- 39.68%
$9.01M - $9.54M
134K $16.9M
Nov 15, 2021 Q3 2021
Wellington Management Group LLP

Boston, MA
SELL
 -
-93.6K
- 55.12%
$9.58M - $10.1M
76.2K $9.61M
Oct 15, 2021 Q3 2021
Baker Ellis Asset Management LLC

SELL
 -
-101K
- 39.3%
$10.3M - $10.9M
155K $19.6M
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

SELL
 -
-105K
- 3.25%
$10.7M - $11.4M
3.12M $393M
Nov 15, 2021 Q3 2021
Pfs Investments Inc.

Duluth, GA
SELL
 -
-105K
Closed
$10.7M - $11.4M
0 $0
Nov 05, 2021 Q3 2021
Truist Financial Corp

SELL
 -
-107K
- 8.07%
$11M - $11.6M
1.22M $154M
Nov 12, 2021 Q3 2021
Assetmark, Inc

SELL
 -
-118K
- 15.91%
$12.1M - $12.8M
623K $78.6M
Nov 03, 2021 Q3 2021
Copperwynd Financial, LLC

SELL
 -
-121K
- 94.23%
$12.3M - $13.1M
7.39K $932K
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
SELL
 -
-124K
- 5.84%
$12.7M - $13.5M
2M $253M
Nov 12, 2021 Q3 2021
Quaker Wealth Management, LLC

SELL
 -
-127K
Closed
$13M - $13.8M
0 $0
Nov 12, 2021 Q3 2021
Wolff Financial Management LLC

SELL
 -
-128K
Closed
$13.1M - $13.9M
0 $0
Nov 12, 2021 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-130K
- 96.29%
$13.3M - $14.1M
5.01K $632K
Nov 09, 2021 Q3 2021
Inscription Capital, LLC

Houston, TX
SELL
 -
-140K
Closed
$14.4M - $15.2M
0 $0
Nov 15, 2021 Q3 2021
Two Sigma Investments, LP

New York, NY
SELL
 -
-149K
- 33.8%
$15.2M - $16.1M
291K $36.7M
Nov 01, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-179K
- 97.76%
$18.3M - $19.4M
4.1K $517K
Nov 03, 2021 Q3 2021
Estate Counselors, LLC

SELL
 -
-196K
Closed
$20.1M - $21.3M
0 $0
Nov 09, 2021 Q3 2021
Wharton Business Group, LLC

Malvern, PA
SELL
 -
-257K
Closed
$26.3M - $27.9M
0 $0
Oct 07, 2021 Q3 2021
Weitzel Financial Services, Inc.

SELL
 -
-267K
- 99.05%
$27.3M - $28.9M
2.57K $324K
Nov 10, 2021 Q3 2021
Stuart Chaussee & Associates, Inc.

SELL
 -
-291K
- 87.54%
$29.7M - $31.5M
41.4K $5.22M
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
SELL
 -
-2.15M
- 35.95%
$220M - $233M
3.83M $484M

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