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
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.82K+ 32.41% |
$190K - $204K
|
7.43K
$984K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.81K+ 19.16% |
$189K - $203K
|
11.2K
$1.49M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.81K+ 5.46% |
$189K - $203K
|
34.9K
$4.62M
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.8KNew |
$188K - $202K
|
1.8K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.8K+ 6.47% |
$187K - $201K
|
29.5K
$3.91M
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.78K+ 5.61% |
$186K - $200K
|
33.5K
$4.44M
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.77K+ 0.88% |
$185K - $199K
|
202K
$26.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.77K+ 7.9% |
$184K - $198K
|
24.1K
$3.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
1.76K+ 11.09% |
$183K - $197K
|
17.6K
$2.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.74K+ 2.78% |
$181K - $195K
|
64.2K
$8.49M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
1.7K+ 1.73% |
$177K - $191K
|
100K
$13.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.69K+ 3.29% |
$176K - $190K
|
53.1K
$7.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.66KNew |
$173K - $186K
|
1.66K
$220K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
1.65K+ 2.59% |
$172K - $185K
|
65.3K
$8.65M
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.61K+ 1.62% |
$168K - $181K
|
101K
$13.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.61K+ 3.24% |
$168K - $180K
|
51.3K
$6.79M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.59K+ 5.32% |
$165K - $178K
|
31.4K
$4.15M
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.58K+ 21.12% |
$165K - $177K
|
9.07K
$1.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.57K+ 28.95% |
$164K - $176K
|
6.99K
$926K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
1.53K+ 18.89% |
$160K - $172K
|
9.64K
$1.28M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.53KNew |
$160K - $172K
|
1.53K
$203K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.51K+ 19.21% |
$158K - $170K
|
9.39K
$1.24M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.51K+ 19.21% |
$158K - $170K
|
9.39K
$1.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.51K+ 1055.24% |
$157K - $169K
|
1.65K
$219K
|
|
|
Feb 14, 2022
Q4 2021
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1.5KNew |
$156K - $168K
|
1.5K
$199K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
1.47K+ 10.12% |
$153K - $165K
|
16K
$2.12M
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.46K+ 1.19% |
$152K - $163K
|
124K
$16.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1.45K+ 14.71% |
$151K - $163K
|
11.3K
$1.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
1.45K+ 27.43% |
$151K - $162K
|
6.72K
$889K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 17.51% |
$151K - $162K
|
9.69K
$1.28M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.44K+ 1.55% |
$150K - $161K
|
94.4K
$12.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.41K+ 3.84% |
$147K - $158K
|
38.2K
$5.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.41K+ 8.48% |
$147K - $158K
|
18.1K
$2.39M
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.4K+ 41.35% |
$146K - $157K
|
4.78K
$633K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.4K+ 9.06% |
$146K - $157K
|
16.8K
$2.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.38KNew |
$144K - $155K
|
1.38K
$183K
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 5.77% |
$143K - $154K
|
25.1K
$3.33M
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.37K+ 13.26% |
$143K - $154K
|
11.7K
$1.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 33.24% |
$142K - $153K
|
5.46K
$723K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.33K+ 1.32% |
$138K - $149K
|
102K
$13.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.32K+ 11.88% |
$138K - $148K
|
12.5K
$1.65M
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
1.31K+ 37.01% |
$137K - $147K
|
4.85K
$642K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.29K+ 7.15% |
$134K - $145K
|
19.3K
$2.56M
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
BUY
|
- |
1.28K+ 3.98% |
$133K - $143K
|
33.4K
$4.42M
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.25K+ 61.41% |
$130K - $140K
|
3.28K
$433K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.24K+ 2.77% |
$129K - $139K
|
45.9K
$6.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.23K+ 41.08% |
$128K - $138K
|
4.22K
$559K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.22K+ 0.88% |
$127K - $137K
|
140K
$18.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.21K+ 39.98% |
$127K - $136K
|
4.25K
$562K
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
1.21K+ 2.96% |
$127K - $136K
|
42.2K
$5.59M
|