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 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
25.7K+ 219.37% |
$2.63M - $2.78M
|
37.4K
$5.03M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
25K+ 39.06% |
$2.56M - $2.71M
|
89.1K
$12M
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
25K+ 76.66% |
$2.55M - $2.71M
|
57.5K
$7.74M
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
22.8K+ 31.46% |
$2.34M - $2.48M
|
95.5K
$12.8M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
22.5K+ 57.16% |
$2.3M - $2.44M
|
61.9K
$8.32M
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21.9K+ 33620.0% |
$2.24M - $2.37M
|
21.9K
$2.95M
|
|
Oct 08, 2021
Q3 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
21.8K+ 7.81% |
$2.23M - $2.36M
|
301K
$40.5M
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
19.4K+ 347.78% |
$1.98M - $2.1M
|
24.9K
$3.35M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.6K+ 17.64% |
$1.91M - $2.02M
|
124K
$16.7M
|
|
Nov 12, 2021
Q3 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
17.9K+ 44.36% |
$1.83M - $1.94M
|
58.3K
$7.84M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.4K+ 4.62% |
$1.78M - $1.88M
|
393K
$52.9M
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
17.2K+ 12.58% |
$1.76M - $1.86M
|
154K
$20.7M
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
17.1K+ 13.41% |
$1.74M - $1.85M
|
144K
$19.4M
|
|
Nov 09, 2021
Q3 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
16.4K+ 20.61% |
$1.67M - $1.77M
|
95.8K
$12.9M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.7K+ 24.89% |
$1.61M - $1.71M
|
79K
$10.6M
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
15.5K+ 18.67% |
$1.58M - $1.68M
|
98.5K
$13.2M
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
15.2K+ 7.33% |
$1.56M - $1.65M
|
223K
$29.9M
|
|
Oct 12, 2021
Q3 2021
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
14.3K+ 6.59% |
$1.47M - $1.55M
|
232K
$31.2M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14KNew |
$1.44M - $1.52M
|
14K
$1.89M
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
14K+ 1.18% |
$1.43M - $1.52M
|
1.2M
$162M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14K+ 1.01% |
$1.43M - $1.51M
|
1.4M
$188M
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
13.9K+ 7.52% |
$1.42M - $1.51M
|
199K
$26.7M
|
|
Nov 12, 2021
Q3 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
13K+ 35.36% |
$1.33M - $1.41M
|
49.9K
$6.71M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13KNew |
$1.33M - $1.41M
|
13K
$1.75M
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
12.7K+ 98.1% |
$1.3M - $1.38M
|
25.7K
$3.46M
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.7K+ 12.3% |
$1.3M - $1.38M
|
116K
$15.6M
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
12.4K+ 24.81% |
$1.27M - $1.34M
|
62.3K
$8.38M
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
11.8K+ 168000.0% |
$1.2M - $1.27M
|
11.8K
$1.58M
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11.6K+ 10.28% |
$1.19M - $1.26M
|
125K
$16.8M
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11.5K+ 8.39% |
$1.17M - $1.24M
|
148K
$19.9M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
11.4K+ 13.69% |
$1.17M - $1.24M
|
94.8K
$12.7M
|
|
Oct 20, 2021
Q3 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
11.3K+ 9.83% |
$1.15M - $1.22M
|
126K
$16.9M
|
|
Oct 09, 2024
Q3 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
11.2K+ 2.02% |
$1.15M - $1.21M
|
567K
$76.2M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.1K+ 11.59% |
$1.13M - $1.2M
|
107K
$14.3M
|
|
Oct 15, 2021
Q3 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
11K+ 5.56% |
$1.13M - $1.2M
|
210K
$28.2M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 2.06% |
$1.11M - $1.18M
|
539K
$72.4M
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.8K+ 27.19% |
$1.1M - $1.17M
|
50.5K
$6.78M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.5K+ 13.76% |
$1.07M - $1.14M
|
86.7K
$11.7M
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
10.5KNew |
$1.07M - $1.13M
|
10.5K
$1.41M
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.4KNew |
$1.06M - $1.12M
|
10.4K
$1.39M
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.1K+ 0.46% |
$1.03M - $1.09M
|
2.2M
$296M
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10.1K+ 8.38% |
$1.03M - $1.09M
|
130K
$17.5M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.89K+ 5.82% |
$1.01M - $1.07M
|
180K
$24.2M
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
9.81K+ 11.88% |
$1M - $1.06M
|
92.3K
$12.4M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.63K+ 39.49% |
$985K - $1.04M
|
34K
$4.58M
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
9.62K+ 68.01% |
$984K - $1.04M
|
23.8K
$3.2M
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
9.5K+ 3.09% |
$972K - $1.03M
|
317K
$42.6M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
9.41K+ 9.29% |
$963K - $1.02M
|
111K
$14.9M
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
9.4K+ 1.61% |
$962K - $1.02M
|
594K
$79.9M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.19K+ 3.09% |
$940K - $996K
|
307K
$41.2M
|