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
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.78K+ 5.1% |
$182K - $193K
|
36.6K
$4.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
1.76KNew |
$180K - $191K
|
1.76K
$235K
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.76K+ 27.12% |
$180K - $190K
|
8.24K
$1.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.75K+ 8.85% |
$179K - $189K
|
21.5K
$2.86M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.73K+ 9.94% |
$177K - $188K
|
19.2K
$2.55M
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.73KNew |
$176K - $187K
|
1.73K
$230K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.7K+ 24.46% |
$174K - $184K
|
8.65K
$1.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
1.68K+ 4.39% |
$172K - $182K
|
40K
$5.32M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.67K+ 27.4% |
$170K - $180K
|
7.74K
$1.03M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
1.65K+ 2.07% |
$169K - $179K
|
81.6K
$10.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.64K+ 0.69% |
$168K - $178K
|
240K
$32M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.63K+ 10.99% |
$167K - $177K
|
16.5K
$2.19M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.61K+ 27.19% |
$164K - $174K
|
7.52K
$1M
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.59K+ 3.7% |
$163K - $173K
|
44.7K
$5.94M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1.54K+ 1.77% |
$158K - $167K
|
88.3K
$11.8M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1.54K+ 76.0% |
$157K - $166K
|
3.56K
$473K
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.51K+ 2.6% |
$154K - $163K
|
59.5K
$7.92M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
1.48K+ 1.55% |
$152K - $160K
|
97K
$12.9M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.46K+ 4.7% |
$149K - $158K
|
32.5K
$4.32M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
1.44K+ 47.83% |
$147K - $155K
|
4.44K
$590K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.43K+ 21.85% |
$147K - $155K
|
8K
$1.06M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.43K+ 14.68% |
$146K - $155K
|
11.2K
$1.49M
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.43K+ 4.04% |
$146K - $155K
|
36.8K
$4.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.42K+ 2.89% |
$145K - $153K
|
50.5K
$6.71M
|
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.41K+ 0.56% |
$145K - $153K
|
253K
$33.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.41K+ 1.93% |
$144K - $153K
|
74.5K
$9.91M
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.39K+ 7.12% |
$143K - $151K
|
21K
$2.79M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.38K+ 13.25% |
$141K - $150K
|
11.8K
$1.57M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.34KNew |
$137K - $145K
|
1.34K
$179K
|
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.34K+ 9.79% |
$137K - $145K
|
15K
$1.99M
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.34K+ 1.1% |
$137K - $145K
|
122K
$16.3M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.31K+ 1.73% |
$134K - $142K
|
77.2K
$10.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.29K+ 4.95% |
$132K - $139K
|
27.3K
$3.63M
|
|
|
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
BUY
|
- |
1.28K+ 6.51% |
$131K - $138K
|
20.9K
$2.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.25K+ 33.11% |
$128K - $135K
|
5.02K
$668K
|
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.23K+ 3.86% |
$126K - $133K
|
33.1K
$4.41M
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.19K+ 18.92% |
$122K - $129K
|
7.49K
$996K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.19K+ 3.39% |
$122K - $129K
|
36.3K
$4.83M
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 4.22% |
$121K - $128K
|
29.3K
$3.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.18K+ 1.79% |
$121K - $128K
|
66.9K
$8.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 31.83% |
$121K - $128K
|
4.88K
$650K
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
BUY
|
- |
1.17K+ 3.91% |
$120K - $127K
|
31.2K
$4.15M
|
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
BUY
|
- |
1.16K+ 10.98% |
$118K - $125K
|
11.7K
$1.56M
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
1.15K+ 10.51% |
$117K - $124K
|
12K
$1.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.11K+ 4.11% |
$114K - $120K
|
28.1K
$3.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.1K+ 4.1% |
$113K - $120K
|
28K
$3.73M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 21.83% |
$112K - $119K
|
6.12K
$814K
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.07K+ 14.63% |
$110K - $116K
|
8.41K
$1.12M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.07K+ 10.62% |
$109K - $116K
|
11.1K
$1.48M
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.07K+ 6.36% |
$109K - $116K
|
17.9K
$2.38M
|