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 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
485+ 16.21% |
$49.6K - $52.6K
|
3.48K
$463K
|
|
Oct 08, 2021
Q3 2021
|
Sara Bay Financial
|
BUY
|
- |
484+ 24.92% |
$49.5K - $52.4K
|
2.43K
$323K
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
449+ 7.19% |
$45.9K - $48.7K
|
6.7K
$891K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
445+ 4.78% |
$45.5K - $48.2K
|
9.75K
$1.3M
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
437+ 1.49% |
$44.7K - $47.4K
|
29.9K
$3.97M
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
431+ 2.71% |
$44.1K - $46.7K
|
16.3K
$2.18M
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
422+ 3.87% |
$43.2K - $45.7K
|
11.3K
$1.51M
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
421+ 14.98% |
$43.1K - $45.6K
|
3.23K
$430K
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
416+ 0.74% |
$42.6K - $45.1K
|
56.5K
$7.52M
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
416+ 3.53% |
$42.6K - $45.1K
|
12.2K
$1.62M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
411+ 6.84% |
$42K - $44.5K
|
6.42K
$854K
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
BUY
|
- |
400+ 3.88% |
$40.9K - $43.3K
|
10.7K
$1.43M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
397+ 3.39% |
$40.6K - $43K
|
12.1K
$1.61M
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
386+ 4.12% |
$39.5K - $41.8K
|
9.75K
$1.3M
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
384+ 12.76% |
$39.3K - $41.6K
|
3.39K
$452K
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
376+ 6.54% |
$38.5K - $40.7K
|
6.13K
$815K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
357+ 11.47% |
$36.5K - $38.7K
|
3.47K
$462K
|
|
Oct 01, 2021
Q3 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
356+ 0.29% |
$36.4K - $38.6K
|
122K
$16.3M
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
355+ 4.18% |
$36.3K - $38.5K
|
8.85K
$1.18M
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
350+ 1.24% |
$35.8K - $37.9K
|
28.6K
$3.81M
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
345+ 5.58% |
$35.3K - $37.4K
|
6.53K
$869K
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
344+ 18.32% |
$35.2K - $37.3K
|
2.22K
$296K
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
343+ 3.95% |
$35.1K - $37.2K
|
9.02K
$1.2M
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
340+ 1.99% |
$34.8K - $36.8K
|
17.4K
$2.32M
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
335+ 5.01% |
$34.3K - $36.3K
|
7.02K
$933K
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
330+ 1.2% |
$33.8K - $35.8K
|
27.7K
$3.69M
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
329+ 5.48% |
$33.7K - $35.7K
|
6.33K
$842K
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
324+ 0.79% |
$33.1K - $35.1K
|
41.3K
$5.49M
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
324+ 2.55% |
$33.1K - $35.1K
|
13K
$1.73M
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
321+ 364.77% |
$32.8K - $34.8K
|
409
$54.4K
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
315+ 1.28% |
$32.2K - $34.1K
|
24.9K
$3.31M
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
309+ 11.32% |
$31.6K - $33.5K
|
3.04K
$404K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
303+ 5.08% |
$31K - $32.8K
|
6.26K
$833K
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
286+ 11.04% |
$29.3K - $31K
|
2.88K
$383K
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
284+ 13.8% |
$29.1K - $30.8K
|
2.34K
$312K
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
278+ 0.82% |
$28.4K - $30.1K
|
34K
$4.52M
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
BUY
|
- |
269+ 30.6% |
$27.5K - $29.1K
|
1.15K
$153K
|
|
Oct 14, 2021
Q3 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
266New |
$27.2K - $28.8K
|
266
$35.4K
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
266+ 4.64% |
$27.2K - $28.8K
|
6K
$798K
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
264+ 7.31% |
$27K - $28.6K
|
3.87K
$515K
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
255+ 12.67% |
$26.1K - $27.6K
|
2.27K
$302K
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
252+ 8.88% |
$25.8K - $27.3K
|
3.09K
$411K
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
252+ 2.85% |
$25.8K - $27.3K
|
9.1K
$1.21M
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
251+ 7.43% |
$25.7K - $27.2K
|
3.63K
$483K
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
240+ 3.99% |
$24.6K - $26K
|
6.25K
$832K
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
235+ 8.96% |
$24K - $25.5K
|
2.86K
$380K
|
|
Oct 06, 2021
Q3 2021
|
Burt Wealth Advisors
|
BUY
|
- |
235+ 7.26% |
$24K - $25.5K
|
3.47K
$462K
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
235New |
$24K - $25.5K
|
235
$31.3K
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
232+ 3.05% |
$23.7K - $25.1K
|
7.84K
$1.04M
|
|
Nov 09, 2021
Q3 2021
|
Papp L Roy & Associates
|
BUY
|
- |
232+ 7.06% |
$23.7K - $25.1K
|
3.52K
$468K
|