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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.51K+ 21.52% |
$471K - $506K
|
25.5K
$3.39M
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.48K+ 21.11% |
$468K - $503K
|
25.7K
$3.42M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
4.47KNew |
$467K - $502K
|
4.47K
$595K
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.43KNew |
$462K - $496K
|
4.43K
$589K
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.41K+ 10.85% |
$460K - $494K
|
45K
$5.99M
|
|
Feb 11, 2022
Q4 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
4.34K+ 7.44% |
$452K - $486K
|
62.6K
$8.33M
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
4.33K+ 7.96% |
$451K - $485K
|
58.7K
$7.81M
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.31KNew |
$450K - $483K
|
4.31K
$573K
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.28KNew |
$447K - $480K
|
4.28K
$570K
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.2K+ 21.94% |
$438K - $471K
|
23.4K
$3.11M
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
4.19K+ 4.18% |
$437K - $470K
|
104K
$13.9M
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.19K+ 23.42% |
$437K - $469K
|
22.1K
$2.94M
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.17K+ 11.26% |
$435K - $467K
|
41.2K
$5.48M
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.15K+ 29.94% |
$433K - $465K
|
18K
$2.4M
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
4.13K+ 3.63% |
$431K - $464K
|
118K
$15.7M
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.1K+ 36.64% |
$427K - $459K
|
15.3K
$2.03M
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
4.08KNew |
$426K - $458K
|
4.08K
$543K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.04K+ 1.03% |
$421K - $453K
|
397K
$52.9M
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.01KNew |
$418K - $449K
|
4.01K
$533K
|
|
Jan 19, 2022
Q4 2021
|
Professional Advisory Services Inc
|
BUY
|
- |
4KNew |
$417K - $449K
|
4K
$532K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.99K+ 7.93% |
$417K - $448K
|
54.3K
$7.23M
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.99K+ 4.55% |
$416K - $447K
|
91.7K
$12.2M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.94K+ 7.7% |
$411K - $442K
|
55K
$7.32M
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
3.89K+ 14.91% |
$406K - $436K
|
30K
$3.99M
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
3.89K+ 3.57% |
$405K - $436K
|
113K
$15M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.88K+ 32.24% |
$405K - $435K
|
15.9K
$2.12M
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.8K+ 14.66% |
$397K - $427K
|
29.7K
$3.96M
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.8KNew |
$396K - $426K
|
3.8K
$505K
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
3.75KNew |
$391K - $421K
|
3.75K
$499K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
3.75K+ 3.13% |
$391K - $421K
|
123K
$16.4M
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.72KNew |
$388K - $418K
|
3.72K
$495K
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
3.68K+ 11.41% |
$384K - $413K
|
36K
$4.79M
|
|
Feb 10, 2022
Q4 2021
|
Swm Advisors
|
BUY
|
- |
3.59KNew |
$375K - $403K
|
3.59K
$478K
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
3.59K+ 7.39% |
$374K - $402K
|
52.1K
$6.94M
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
3.58KNew |
$374K - $402K
|
3.58K
$476K
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
BUY
|
- |
3.53K+ 5.26% |
$368K - $396K
|
70.6K
$9.4M
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.53K+ 2.65% |
$368K - $396K
|
137K
$18.2M
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
3.51K+ 1.54% |
$366K - $394K
|
231K
$30.8M
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
3.51KNew |
$366K - $393K
|
3.51K
$467K
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
3.47KNew |
$362K - $390K
|
3.47K
$462K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.47KNew |
$362K - $389K
|
3.47K
$462K
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.44K+ 100.85% |
$359K - $386K
|
6.85K
$911K
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3.4K+ 70.29% |
$355K - $381K
|
8.24K
$1.1M
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.39KNew |
$354K - $380K
|
3.39K
$451K
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
3.39KNew |
$354K - $380K
|
3.39K
$451K
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
BUY
|
- |
3.38KNew |
$353K - $379K
|
3.38K
$450K
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
3.38K+ 1.9% |
$352K - $379K
|
181K
$24.1M
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
3.38K+ 5.37% |
$352K - $379K
|
66.3K
$8.82M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.37K+ 27.69% |
$352K - $378K
|
15.6K
$2.07M
|
|
Feb 11, 2022
Q4 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
3.36K+ 6.73% |
$351K - $377K
|
53.3K
$7.09M
|