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
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.06KNew |
$109K - $115K
|
1.06K
$143K
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.04KNew |
$106K - $113K
|
1.04K
$140K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
1.03K+ 49.74% |
$106K - $112K
|
3.11K
$419K
|
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
1.03K+ 3.22% |
$105K - $111K
|
32.9K
$4.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
992+ 27.57% |
$101K - $107K
|
4.59K
$617K
|
|
|
Jun 28, 2022
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
979New |
$100K - $106K
|
979
$132K
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
978+ 2.23% |
$100K - $106K
|
44.8K
$6.03M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
929+ 2.44% |
$95K - $101K
|
39K
$5.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
927+ 0.55% |
$94.8K - $100K
|
171K
$23M
|
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
881+ 0.48% |
$90.1K - $95.5K
|
183K
$24.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
880+ 34.98% |
$90K - $95.4K
|
3.4K
$457K
|
|
|
Nov 08, 2021
Q3 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
879+ 5.99% |
$89.9K - $95.2K
|
15.5K
$2.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
864+ 11.7% |
$88.4K - $93.6K
|
8.25K
$1.11M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
863+ 5.76% |
$88.3K - $93.5K
|
15.8K
$2.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
841+ 1.31% |
$86K - $91.1K
|
65K
$8.75M
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
840+ 1.83% |
$85.9K - $91K
|
46.7K
$6.28M
|
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
837+ 23.36% |
$85.6K - $90.7K
|
4.42K
$594K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
813+ 13.59% |
$83.2K - $88.1K
|
6.79K
$914K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
813+ 13.59% |
$83.2K - $88.1K
|
6.79K
$914K
|
|
|
Oct 28, 2021
Q3 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
806+ 2.88% |
$82.5K - $87.3K
|
28.8K
$3.87M
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
770+ 21.27% |
$78.8K - $83.4K
|
4.39K
$590K
|
|
|
Nov 04, 2021
Q3 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
760+ 3.25% |
$77.7K - $82.4K
|
24.1K
$3.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
755+ 26.7% |
$77.2K - $81.8K
|
3.58K
$482K
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
750+ 12.75% |
$76.7K - $81.3K
|
6.63K
$892K
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
750+ 10.32% |
$76.7K - $81.3K
|
8.02K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
699+ 6.02% |
$71.5K - $75.7K
|
12.3K
$1.66M
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
696+ 16.16% |
$71.2K - $75.4K
|
5K
$673K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
693+ 29.5% |
$70.9K - $75.1K
|
3.04K
$409K
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
675+ 15.49% |
$69.1K - $73.1K
|
5.03K
$677K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
621+ 7.31% |
$63.5K - $67.3K
|
9.12K
$1.23M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
613+ 0.71% |
$62.7K - $66.4K
|
86.5K
$11.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
611+ 6.92% |
$62.5K - $66.2K
|
9.44K
$1.27M
|
|
|
Oct 29, 2021
Q3 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
605+ 4.99% |
$61.9K - $65.6K
|
12.7K
$1.71M
|
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
600+ 81.63% |
$61.4K - $65K
|
1.34K
$180K
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
599+ 13.31% |
$61.3K - $64.9K
|
5.1K
$686K
|
|
|
Nov 10, 2021
Q3 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
580+ 2.21% |
$59.3K - $62.8K
|
26.8K
$3.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
580+ 11.38% |
$59.3K - $62.8K
|
5.68K
$763K
|
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
562+ 0.91% |
$57.5K - $60.9K
|
62.7K
$8.42M
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
546+ 24.56% |
$55.9K - $59.2K
|
2.77K
$372K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
544New |
$55.7K - $58.9K
|
544
$73.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
540+ 16.0% |
$55.2K - $58.5K
|
3.91K
$526K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
536New |
$54.8K - $58.1K
|
536
$72.1K
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
533+ 2.95% |
$54.5K - $57.8K
|
18.6K
$2.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
531+ 0.9% |
$54.3K - $57.5K
|
59.8K
$8.05M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
520+ 13.51% |
$53.2K - $56.3K
|
4.37K
$587K
|
|
|
Nov 12, 2021
Q3 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
515+ 16.12% |
$52.7K - $55.8K
|
3.71K
$499K
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
514+ 19.85% |
$52.6K - $55.7K
|
3.1K
$417K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
512+ 3.1% |
$52.4K - $55.5K
|
17K
$2.29M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
488+ 21.55% |
$49.9K - $52.9K
|
2.75K
$370K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
486+ 10.8% |
$49.7K - $52.7K
|
4.98K
$670K
|