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 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
9K+ 14.44% |
$921K - $976K
|
71.4K
$9.5M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
8.92K+ 11.92% |
$913K - $967K
|
83.8K
$11.1M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
8.85KNew |
$906K - $959K
|
8.85K
$1.18M
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
8.71K+ 100.83% |
$891K - $944K
|
17.4K
$2.31M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
8.71K+ 8.23% |
$891K - $944K
|
115K
$15.2M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.59K+ 9.69% |
$878K - $930K
|
97.2K
$12.9M
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
8.44KNew |
$863K - $915K
|
8.44K
$1.12M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.42K+ 14.43% |
$862K - $913K
|
66.8K
$8.89M
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.21KNew |
$840K - $890K
|
8.21K
$1.09M
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
8.09K+ 15.52% |
$827K - $876K
|
60.2K
$8.01M
|
|
Oct 26, 2021
Q3 2021
|
Montis Financial, LLC
|
BUY
|
- |
8.01K+ 7.67% |
$820K - $868K
|
112K
$15M
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.92K+ 2.54% |
$810K - $858K
|
320K
$42.6M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.76K+ 3.64% |
$794K - $841K
|
221K
$29.4M
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.68K+ 56.59% |
$785K - $832K
|
21.2K
$2.83M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.58K+ 6.46% |
$775K - $821K
|
125K
$16.6M
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
7.57KNew |
$774K - $820K
|
7.57K
$1.01M
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7.56K+ 76.11% |
$773K - $819K
|
17.5K
$2.33M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.53K+ 15.12% |
$770K - $815K
|
57.3K
$7.63M
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7.48K+ 5.13% |
$765K - $810K
|
153K
$20.4M
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
7.4KNew |
$757K - $802K
|
7.4K
$985K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.32K+ 42.68% |
$749K - $793K
|
24.5K
$3.25M
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
7.3K+ 8.68% |
$747K - $791K
|
91.4K
$12.2M
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
7.24K+ 35.08% |
$740K - $784K
|
27.9K
$3.71M
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.81K+ 4.07% |
$696K - $738K
|
174K
$23.2M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.75K+ 1.12% |
$691K - $732K
|
609K
$81M
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
6.66K+ 3.73% |
$681K - $721K
|
185K
$24.6M
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
6.48K+ 8.13% |
$663K - $702K
|
86.2K
$11.5M
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
6.06K+ 2.97% |
$620K - $657K
|
211K
$28M
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5.97K+ 4.83% |
$611K - $647K
|
130K
$17.2M
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.91KNew |
$604K - $640K
|
5.91K
$786K
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.79KNew |
$592K - $627K
|
5.79K
$770K
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.64KNew |
$577K - $611K
|
5.64K
$750K
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
5.36K+ 7.27% |
$548K - $581K
|
79.1K
$10.5M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.25K+ 5.53% |
$537K - $569K
|
100K
$13.3M
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4.92K+ 5.18% |
$503K - $533K
|
99.9K
$13.3M
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
4.84K+ 9.78% |
$495K - $525K
|
54.4K
$7.23M
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
4.72KNew |
$483K - $511K
|
4.72K
$628K
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.72K+ 10.16% |
$482K - $511K
|
51.1K
$6.8M
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.69K+ 22.05% |
$480K - $508K
|
25.9K
$3.45M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
4.64K+ 4.8% |
$475K - $503K
|
101K
$13.5M
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
4.61K+ 16.65% |
$471K - $499K
|
32.3K
$4.3M
|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
BUY
|
- |
4.56K+ 16.54% |
$466K - $494K
|
32.1K
$4.27M
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4.56K+ 15.02% |
$466K - $494K
|
34.9K
$4.64M
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.5K+ 4.49% |
$461K - $488K
|
105K
$13.9M
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.49KNew |
$459K - $487K
|
4.49K
$597K
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
4.45K+ 3.91% |
$455K - $482K
|
118K
$15.7M
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
4.44K+ 12.65% |
$455K - $481K
|
39.6K
$5.26M
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
4.36K+ 116.24% |
$446K - $472K
|
8.11K
$1.08M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.34K+ 30.71% |
$444K - $470K
|
18.5K
$2.46M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.24K+ 53.37% |
$434K - $459K
|
12.2K
$1.62M
|