Purchases and Sales Made in Q4 2021 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.2K+ 2.45% |
$125K - $135K
|
50.3K
$6.69M
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 55.03% |
$125K - $134K
|
3.37K
$449K
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.17K+ 10.99% |
$122K - $131K
|
11.8K
$1.57M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 2.0% |
$121K - $130K
|
59.1K
$7.86M
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
1.13K+ 1.43% |
$118K - $126K
|
80.2K
$10.7M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.13K+ 18.41% |
$117K - $126K
|
7.24K
$964K
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 2.1% |
$114K - $122K
|
53K
$7.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
1.08K+ 40.68% |
$113K - $121K
|
3.75K
$498K
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.08K+ 0.6% |
$112K - $121K
|
181K
$24.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
1.08K+ 3.85% |
$112K - $121K
|
29K
$3.86M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.07K+ 3.45% |
$111K - $119K
|
31.9K
$4.24M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.05K+ 12.47% |
$109K - $118K
|
9.46K
$1.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.05K+ 4.87% |
$109K - $117K
|
22.5K
$3M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
1.04K+ 2.6% |
$109K - $117K
|
41K
$5.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.04KNew |
$108K - $116K
|
1.04K
$138K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
1.03K+ 18.79% |
$108K - $116K
|
6.52K
$867K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.03K+ 24.34% |
$107K - $115K
|
5.25K
$699K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.03K+ 43.81% |
$107K - $115K
|
3.37K
$448K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
1.02K+ 17.97% |
$106K - $114K
|
6.7K
$891K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
1K+ 1.7% |
$105K - $113K
|
60.2K
$8.01M
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1KNew |
$104K - $112K
|
1K
$133K
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
997+ 5.0% |
$104K - $112K
|
20.9K
$2.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
992+ 6.62% |
$103K - $111K
|
16K
$2.13M
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
990+ 3.38% |
$103K - $111K
|
30.3K
$4.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
970+ 718.52% |
$101K - $109K
|
1.11K
$147K
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
949+ 41.6% |
$99K - $106K
|
3.23K
$430K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
948New |
$98.9K - $106K
|
948
$126K
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
944+ 12.78% |
$98.5K - $106K
|
8.33K
$1.11M
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
943+ 8.23% |
$98.4K - $106K
|
12.4K
$1.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
938+ 98.95% |
$97.9K - $105K
|
1.89K
$251K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
930+ 0.96% |
$97K - $104K
|
98K
$13M
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
917+ 105.16% |
$95.7K - $103K
|
1.79K
$238K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
911New |
$95K - $102K
|
911
$121K
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
908+ 7.24% |
$94.7K - $102K
|
13.5K
$1.79M
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
900New |
$93.9K - $101K
|
900
$120K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
885+ 1.75% |
$92.3K - $99.3K
|
51.3K
$6.83M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
871+ 14.67% |
$90.9K - $97.7K
|
6.81K
$906K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
852+ 0.65% |
$88.9K - $95.6K
|
132K
$17.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
841+ 11.99% |
$87.7K - $94.3K
|
7.86K
$1.05M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
838+ 0.09% |
$87.4K - $94K
|
942K
$125M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
836New |
$87.2K - $93.8K
|
836
$111K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
818+ 26.41% |
$85.3K - $91.7K
|
3.92K
$521K
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
813+ 1.03% |
$84.8K - $91.2K
|
79.5K
$10.6M
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
792+ 15.45% |
$82.6K - $88.8K
|
5.92K
$787K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
787+ 1.65% |
$82.1K - $88.3K
|
48.4K
$6.44M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
774+ 56.09% |
$80.8K - $86.8K
|
2.15K
$287K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
756+ 0.11% |
$78.9K - $84.8K
|
697K
$92.7M
|
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
750+ 18.02% |
$78.2K - $84.1K
|
4.91K
$654K
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
740+ 18.77% |
$77.2K - $83K
|
4.68K
$623K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
715New |
$74.6K - $80.2K
|
715
$95.1K
|