Purchases and Sales Made in Q3 2021 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
19+ 0.74% |
$1.94K - $2.06K
|
2.57K
$348K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
18+ 0.53% |
$1.84K - $1.95K
|
3.38K
$458K
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
BUY
|
- |
16+ 0.7% |
$1.64K - $1.73K
|
2.29K
$310K
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
16+ 0.73% |
$1.64K - $1.73K
|
2.2K
$298K
|
|
Oct 21, 2021
Q3 2021
|
Parkside Investments, LLC
|
BUY
|
- |
16+ 0.74% |
$1.64K - $1.73K
|
2.17K
$294K
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
15+ 0.74% |
$1.53K - $1.63K
|
2.03K
$275K
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
14+ 0.72% |
$1.43K - $1.52K
|
1.96K
$265K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.27% |
$1.43K - $1.52K
|
5.29K
$715K
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
14+ 0.26% |
$1.43K - $1.52K
|
5.4K
$731K
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
12+ 0.59% |
$1.23K - $1.3K
|
2.04K
$277K
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
12+ 0.26% |
$1.23K - $1.3K
|
4.69K
$635K
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.24% |
$1.13K - $1.19K
|
4.63K
$626K
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10New |
$1.02K - $1.08K
|
10
$1.35K
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
10+ 0.28% |
$1.02K - $1.08K
|
3.6K
$487K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
10+ 0.67% |
$1.02K - $1.08K
|
1.49K
$202K
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
BUY
|
- |
8+ 0.38% |
$818 - $867
|
2.12K
$287K
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8+ 0.12% |
$818 - $867
|
6.57K
$889K
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
8+ 0.01% |
$818 - $867
|
114K
$15.4M
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
8+ 0.11% |
$818 - $867
|
7.61K
$1.03M
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.11% |
$716 - $759
|
6.28K
$849K
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
BUY
|
- |
7+ 0.16% |
$716 - $759
|
4.34K
$587K
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
BUY
|
- |
7+ 0.06% |
$716 - $759
|
12.5K
$1.7M
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6+ 17.65% |
$614 - $650
|
40
$5.41K
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.69% |
$614 - $650
|
876
$119K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5+ 0.11% |
$512 - $542
|
4.55K
$615K
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5+ 0.16% |
$512 - $542
|
3.05K
$413K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.29% |
$512 - $542
|
1.75K
$236K
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
4+ 0.33% |
$409 - $433
|
1.21K
$164K
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
4+ 0.25% |
$409 - $433
|
1.62K
$219K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.39% |
$409 - $433
|
1.04K
$140K
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
3+ 0.08% |
$307 - $325
|
3.75K
$508K
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3+ 0.06% |
$307 - $325
|
5.13K
$694K
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 0.53% |
$307 - $325
|
567
$76.7K
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3+ 0.13% |
$307 - $325
|
2.3K
$311K
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 0.03% |
$307 - $325
|
10.3K
$1.4M
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
3+ 0.14% |
$307 - $325
|
2.21K
$299K
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
3+ 0.13% |
$307 - $325
|
2.4K
$324K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
3+ 13.04% |
$307 - $325
|
26
$3.52K
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.1% |
$205 - $217
|
2K
$271K
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.22% |
$205 - $217
|
905
$122K
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
2+ 0.01% |
$205 - $217
|
15.8K
$2.14M
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $108
|
2.33K
$316K
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
BUY
|
- |
1+ 0.05% |
$102 - $108
|
2.05K
$277K
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$102 - $108
|
147K
$19.9M
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1+ 0.48% |
$102 - $108
|
211
$28.6K
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$102 - $108
|
2.38K
$323K
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.56% |
$102 - $108
|
181
$24.5K
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-1- 0.02% |
$102 - $108
|
4.02K
$544K
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-1- 0.03% |
$102 - $108
|
3.97K
$537K
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1- 0.02% |
$102 - $108
|
4.31K
$583K
|