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 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
SELL
|
- |
-134- 1.49% |
$14K - $15K
|
8.88K
$1.18M
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
SELL
|
- |
-140- 6.73% |
$14.6K - $15.7K
|
1.94K
$257K
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-144- 99.31% |
$15K - $16.2K
|
1
$132
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-145Closed |
$15.1K - $16.3K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-145Closed |
$15.1K - $16.3K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-155- 1.46% |
$16.2K - $17.4K
|
10.5K
$1.38M
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-155- 6.77% |
$16.2K - $17.4K
|
2.13K
$282K
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-165- 1.88% |
$17.2K - $18.5K
|
8.61K
$1.14M
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-173- 6.05% |
$18K - $19.4K
|
2.69K
$356K
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-182- 5.6% |
$19K - $20.4K
|
3.07K
$406K
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-185- 3.81% |
$19.3K - $20.7K
|
4.67K
$618K
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-186- 0.15% |
$19.4K - $20.9K
|
122K
$16.2M
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-191- 2.48% |
$19.9K - $21.4K
|
7.5K
$993K
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-195- 2.58% |
$20.3K - $21.9K
|
7.37K
$975K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-196Closed |
$20.4K - $22K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-198- 1.9% |
$20.7K - $22.2K
|
10.2K
$1.35M
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-200- 2.47% |
$20.9K - $22.4K
|
7.89K
$1.04M
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-200- 6.54% |
$20.9K - $22.4K
|
2.86K
$379K
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-200- 6.35% |
$20.9K - $22.4K
|
2.95K
$390K
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-204- 4.65% |
$21.3K - $22.9K
|
4.19K
$554K
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-213Closed |
$22.2K - $23.9K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-217- 3.27% |
$22.6K - $24.3K
|
6.42K
$850K
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-218- 2.62% |
$22.7K - $24.5K
|
8.09K
$1.07M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-223- 2.79% |
$23.3K - $25K
|
7.77K
$1.03M
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-226- 8.52% |
$23.6K - $25.3K
|
2.43K
$321K
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-234- 4.42% |
$24.4K - $26.2K
|
5.07K
$671K
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-235Closed |
$24.5K - $26.4K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-237- 5.04% |
$24.7K - $26.6K
|
4.46K
$591K
|
|
Feb 04, 2022
Q4 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-238- 5.57% |
$24.8K - $26.7K
|
4.03K
$534K
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-238- 3.24% |
$24.8K - $26.7K
|
7.11K
$942K
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-239- 7.44% |
$24.9K - $26.8K
|
2.97K
$393K
|
|
Feb 02, 2022
Q4 2021
|
Colony Family Offices, LLC
|
SELL
|
- |
-243- 2.04% |
$25.4K - $27.3K
|
11.7K
$1.55M
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-248- 0.15% |
$25.9K - $27.8K
|
163K
$21.6M
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-248- 12.19% |
$25.9K - $27.8K
|
1.79K
$237K
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-250- 18.97% |
$26.1K - $28K
|
1.07K
$141K
|
|
Feb 08, 2022
Q4 2021
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-250- 0.63% |
$26.1K - $28K
|
39.5K
$5.23M
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-252- 17.2% |
$26.3K - $28.3K
|
1.21K
$161K
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-255- 6.12% |
$26.6K - $28.6K
|
3.91K
$518K
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
SELL
|
- |
-260- 3.51% |
$27.1K - $29.2K
|
7.14K
$945K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-266- 0.87% |
$27.8K - $29.8K
|
30.1K
$3.99M
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-271- 49.91% |
$28.3K - $30.4K
|
272
$36K
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-275- 7.1% |
$28.7K - $30.8K
|
3.6K
$476K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-275- 0.35% |
$28.7K - $30.8K
|
78.7K
$10.4M
|
|
Feb 11, 2022
Q4 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-281- 0.91% |
$29.3K - $31.5K
|
30.7K
$4.06M
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-282- 1.73% |
$29.4K - $31.6K
|
16.1K
$2.13M
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-285- 7.85% |
$29.7K - $32K
|
3.35K
$443K
|
|
Jan 24, 2022
Q4 2021
|
Wealth Advisors, Inc.
|
SELL
|
- |
-290- 1.31% |
$30.3K - $32.5K
|
21.8K
$2.89M
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-296- 1.42% |
$30.9K - $33.2K
|
20.6K
$2.72M
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-300- 1.6% |
$31.3K - $33.6K
|
18.4K
$2.44M
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-308- 3.45% |
$32.1K - $34.5K
|
8.62K
$1.14M
|