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 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
700New |
$73K - $78.5K
|
700
$93.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
686+ 5.1% |
$71.6K - $76.9K
|
14.1K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
676New |
$70.5K - $75.8K
|
676
$89.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
670+ 8.2% |
$69.9K - $75.1K
|
8.84K
$1.18M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
667+ 6.46% |
$69.6K - $74.8K
|
11K
$1.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
658+ 12.1% |
$68.6K - $73.8K
|
6.09K
$811K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
652+ 9.83% |
$68K - $73.1K
|
7.29K
$969K
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
647+ 27.74% |
$67.5K - $72.6K
|
2.98K
$396K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
645+ 1.54% |
$67.3K - $72.3K
|
42.5K
$5.66M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
644+ 8.56% |
$67.2K - $72.2K
|
8.17K
$1.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
635+ 12.65% |
$66.2K - $71.2K
|
5.66K
$753K
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
610+ 2.28% |
$63.6K - $68.4K
|
27.4K
$3.65M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
600+ 4.96% |
$62.6K - $67.3K
|
12.7K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
597+ 6.15% |
$62.3K - $67K
|
10.3K
$1.37M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
593New |
$61.9K - $66.5K
|
593
$78.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
591+ 2.0% |
$61.7K - $66.3K
|
30.1K
$4M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
589+ 11.4% |
$61.5K - $66.1K
|
5.75K
$766K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
585+ 11.63% |
$61K - $65.6K
|
5.62K
$747K
|
|
|
Feb 03, 2022
Q4 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
584+ 4.68% |
$60.9K - $65.5K
|
13.1K
$1.74M
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
575+ 2.33% |
$60K - $64.5K
|
25.2K
$3.36M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
570+ 1.02% |
$59.5K - $63.9K
|
56.5K
$7.52M
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
563+ 0.75% |
$58.7K - $63.1K
|
75.7K
$10.1M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
550New |
$57.4K - $61.7K
|
550
$73.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
544+ 1.83% |
$56.8K - $61K
|
30.2K
$4.02M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
542New |
$56.5K - $60.8K
|
542
$72.1K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
542New |
$56.5K - $60.8K
|
542
$72.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
529+ 8.92% |
$55.2K - $59.3K
|
6.46K
$860K
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
526+ 2.34% |
$54.9K - $59K
|
23K
$3.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
526+ 0.42% |
$54.9K - $59K
|
125K
$16.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
515New |
$53.7K - $57.8K
|
515
$68.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
508+ 10.57% |
$53K - $57K
|
5.31K
$707K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
508+ 10.57% |
$53K - $57K
|
5.31K
$707K
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
505+ 1.16% |
$52.7K - $56.6K
|
44.2K
$5.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
502+ 18.13% |
$52.4K - $56.3K
|
3.27K
$435K
|
|
|
Feb 14, 2022
Q4 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
500+ 2.01% |
$52.2K - $56.1K
|
25.4K
$3.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
497+ 12.7% |
$51.9K - $55.7K
|
4.41K
$587K
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
492+ 1.8% |
$51.3K - $55.2K
|
27.8K
$3.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
487+ 1.61% |
$50.8K - $54.6K
|
30.8K
$4.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
477+ 2.1% |
$49.8K - $53.5K
|
23.2K
$3.08M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
463New |
$48.3K - $51.9K
|
463
$61.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
450+ 20.15% |
$46.9K - $50.5K
|
2.68K
$357K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
432+ 4.74% |
$45.1K - $48.5K
|
9.55K
$1.27M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
418+ 8.55% |
$43.6K - $46.9K
|
5.31K
$706K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
417New |
$43.5K - $46.8K
|
417
$55.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
414+ 2.04% |
$43.2K - $46.4K
|
20.7K
$2.75M
|
|
|
Mar 12, 2024
Q4 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
414+ 0.44% |
$43.2K - $46.4K
|
94.3K
$12.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
407+ 1.08% |
$42.5K - $45.6K
|
38.2K
$5.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
405+ 9.23% |
$42.3K - $45.4K
|
4.8K
$638K
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
393+ 0.16% |
$41K - $44.1K
|
241K
$32M
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
393+ 18.05% |
$41K - $44.1K
|
2.57K
$342K
|