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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-61- 12.25% |
$6.24K - $6.61K
|
437
$59.1K
|
|
|
Oct 15, 2021
Q3 2021
|
Covenant Asset Management, LLC
|
SELL
|
- |
-61- 1.25% |
$6.24K - $6.61K
|
4.83K
$654K
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-70- 0.57% |
$7.16K - $7.59K
|
12.3K
$1.66M
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-70- 2.35% |
$7.16K - $7.59K
|
2.91K
$394K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-71- 0.21% |
$7.26K - $7.69K
|
34.4K
$4.66M
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-73- 34.6% |
$7.47K - $7.91K
|
138
$18.7K
|
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
SELL
|
- |
-75- 1.45% |
$7.67K - $8.13K
|
5.1K
$691K
|
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
SELL
|
- |
-75- 3.42% |
$7.67K - $8.13K
|
2.12K
$287K
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-76Closed |
$7.77K - $8.24K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-77- 78.57% |
$7.88K - $8.34K
|
21
$2.84K
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-79- 2.52% |
$8.08K - $8.56K
|
3.05K
$413K
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-82Closed |
$8.39K - $8.89K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-83- 0.13% |
$8.49K - $8.99K
|
63.7K
$8.62M
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-84- 8.79% |
$8.59K - $9.1K
|
872
$118K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-84- 0.77% |
$8.59K - $9.1K
|
10.9K
$1.47M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-87- 1.09% |
$8.9K - $9.43K
|
7.88K
$1.07M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-88- 1.1% |
$9K - $9.54K
|
7.88K
$1.07M
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-88- 0.18% |
$9K - $9.54K
|
47.9K
$6.49M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-89- 0.15% |
$9.1K - $9.64K
|
58.6K
$7.93M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-95- 1.04% |
$9.72K - $10.3K
|
9K
$1.22M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-97- 4.46% |
$9.92K - $10.5K
|
2.08K
$282K
|
|
|
Nov 10, 2021
Q3 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-97- 0.35% |
$9.92K - $10.5K
|
27.7K
$3.75M
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-100Closed |
$10.2K - $10.8K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-101- 0.86% |
$10.3K - $10.9K
|
11.7K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-106- 0.94% |
$10.8K - $11.5K
|
11.2K
$1.51M
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-107- 3.85% |
$10.9K - $11.6K
|
2.67K
$362K
|
|
|
Oct 19, 2021
Q3 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-113- 1.35% |
$11.6K - $12.2K
|
8.27K
$1.12M
|
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
SELL
|
- |
-113- 2.01% |
$11.6K - $12.2K
|
5.52K
$747K
|
|
|
Nov 05, 2021
Q3 2021
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-116- 2.01% |
$11.9K - $12.6K
|
5.66K
$765K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-117- 46.43% |
$12K - $12.7K
|
135
$18.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-119- 1.24% |
$12.2K - $12.9K
|
9.44K
$1.28M
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-121- 0.92% |
$12.4K - $13.1K
|
13.1K
$1.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-125- 1.04% |
$12.8K - $13.5K
|
11.9K
$1.61M
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
SELL
|
- |
-135- 5.85% |
$13.8K - $14.6K
|
2.17K
$294K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-137- 0.36% |
$14K - $14.8K
|
37.7K
$5.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-139- 2.3% |
$14.2K - $15.1K
|
5.9K
$799K
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-143- 4.26% |
$14.6K - $15.5K
|
3.21K
$435K
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-144- 6.65% |
$14.7K - $15.6K
|
2.02K
$273K
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-145- 4.87% |
$14.8K - $15.7K
|
2.84K
$384K
|
|
|
Nov 15, 2021
Q3 2021
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-157- 0.39% |
$16.1K - $17K
|
39.7K
$5.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-159- 2.85% |
$16.3K - $17.2K
|
5.42K
$734K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-163- 2.03% |
$16.7K - $17.7K
|
7.88K
$1.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-174- 11.2% |
$17.8K - $18.9K
|
1.38K
$187K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-175- 2.32% |
$17.9K - $19K
|
7.35K
$995K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-175- 5.26% |
$17.9K - $19K
|
3.15K
$426K
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-176- 6.76% |
$18K - $19.1K
|
2.43K
$329K
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-182- 3.32% |
$18.6K - $19.7K
|
5.3K
$717K
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-182- 8.27% |
$18.6K - $19.7K
|
2.02K
$273K
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-192- 3.31% |
$19.6K - $20.8K
|
5.61K
$760K
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-194- 2.52% |
$19.8K - $21K
|
7.52K
$1.02M
|