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 14, 2022
Q4 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
2.29K+ 1.9% |
$239K - $257K
|
123K
$16.3M
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
2.27KNew |
$237K - $254K
|
2.27K
$302K
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
BUY
|
- |
2.27K+ 64.74% |
$236K - $254K
|
5.77K
$767K
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.27KNew |
$236K - $254K
|
2.27K
$301K
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.26KNew |
$236K - $254K
|
2.26K
$301K
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.26K+ 27.51% |
$236K - $253K
|
10.5K
$1.39M
|
|
Feb 10, 2022
Q4 2021
|
Ghe, LLC
|
BUY
|
- |
2.25KNew |
$235K - $252K
|
2.25K
$299K
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.23KNew |
$233K - $250K
|
2.23K
$297K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.23K+ 18.09% |
$232K - $250K
|
14.5K
$1.93M
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.22KNew |
$231K - $249K
|
2.22K
$295K
|
|
Feb 10, 2022
Q4 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.2K+ 8.04% |
$229K - $247K
|
29.5K
$3.93M
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.19KNew |
$228K - $245K
|
2.19K
$291K
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.19KNew |
$228K - $245K
|
2.19K
$291K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.17K+ 6.17% |
$227K - $244K
|
37.4K
$4.98M
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
2.17KNew |
$227K - $244K
|
2.17K
$289K
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
2.16KNew |
$226K - $243K
|
2.16K
$288K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.16K+ 4.35% |
$225K - $242K
|
51.8K
$6.89M
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.12KNew |
$221K - $238K
|
2.12K
$282K
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2.11KNew |
$220K - $236K
|
2.11K
$280K
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.1K+ 6.0% |
$219K - $236K
|
37.2K
$4.94M
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.1KNew |
$219K - $235K
|
2.1K
$279K
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
2.08K+ 17.78% |
$217K - $233K
|
13.8K
$1.83M
|
|
Feb 09, 2022
Q4 2021
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
2.05K+ 15.47% |
$214K - $230K
|
15.3K
$2.04M
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.03KNew |
$212K - $228K
|
2.03K
$271K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.01KNew |
$210K - $226K
|
2.01K
$268K
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.01KNew |
$210K - $226K
|
2.01K
$268K
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
2KNew |
$209K - $224K
|
2K
$266K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.96K+ 2.53% |
$204K - $219K
|
79.2K
$10.5M
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.95K+ 4.93% |
$203K - $219K
|
41.5K
$5.52M
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.92KNew |
$200K - $215K
|
1.92K
$255K
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.92KNew |
$200K - $215K
|
1.92K
$255K
|
|
Feb 07, 2022
Q4 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1.91KNew |
$199K - $214K
|
1.91K
$254K
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.91KNew |
$199K - $214K
|
1.91K
$254K
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
1.91K+ 10.57% |
$199K - $214K
|
20K
$2.66M
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
BUY
|
- |
1.91K+ 6.11% |
$199K - $214K
|
33.1K
$4.4M
|
|
Feb 03, 2022
Q4 2021
|
Mcmillion Capital Management Inc
|
BUY
|
- |
1.9KNew |
$199K - $213K
|
1.9K
$253K
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
1.9KNew |
$198K - $213K
|
1.9K
$253K
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.9KNew |
$198K - $213K
|
1.9K
$253K
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.9K+ 14.79% |
$198K - $213K
|
14.7K
$1.96M
|
|
Feb 02, 2022
Q4 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.89K+ 3.56% |
$197K - $211K
|
54.8K
$7.3M
|
|
Feb 14, 2022
Q4 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.88KNew |
$196K - $210K
|
1.88K
$249K
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.87KNew |
$195K - $210K
|
1.87K
$249K
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.86KNew |
$194K - $209K
|
1.86K
$248K
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.85K+ 10.65% |
$193K - $207K
|
19.2K
$2.56M
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.85K+ 126.96% |
$193K - $207K
|
3.3K
$439K
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.84K+ 1.48% |
$192K - $206K
|
127K
$16.8M
|
|
Jan 12, 2022
Q4 2021
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
1.84KNew |
$192K - $206K
|
1.84K
$245K
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.84KNew |
$192K - $206K
|
1.84K
$245K
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.83K+ 8.81% |
$191K - $205K
|
22.6K
$3M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.83K+ 1.88% |
$191K - $205K
|
99K
$13.2M
|