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 |
---|---|---|---|---|---|---|---|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
104+ 0.1% |
$10.9K - $11.7K
|
105K
$14.1M
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
102New |
$10.6K - $11.4K
|
102
$13.7K
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
101+ 4.76% |
$10.5K - $11.3K
|
2.22K
$299K
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
BUY
|
- |
100+ 0.93% |
$10.4K - $11.2K
|
10.8K
$1.46M
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100New |
$10.4K - $11.2K
|
100
$13.5K
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
100New |
$10.4K - $11.2K
|
100
$13.5K
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
BUY
|
- |
98+ 2.51% |
$10.2K - $11K
|
4K
$539K
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
87+ 0.03% |
$9.08K - $9.76K
|
276K
$37.1M
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
86+ 0.15% |
$8.97K - $9.65K
|
56.9K
$7.66M
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
85+ 1.24% |
$8.87K - $9.53K
|
6.94K
$934K
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
81+ 0.35% |
$8.45K - $9.08K
|
23.1K
$3.11M
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
81+ 0.44% |
$8.45K - $9.08K
|
18.3K
$2.47M
|
|
Jan 10, 2022
Q4 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
80+ 1.45% |
$8.35K - $8.97K
|
5.6K
$754K
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
BUY
|
- |
77+ 1.51% |
$8.03K - $8.64K
|
5.18K
$697K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
77+ 15.4% |
$8.03K - $8.64K
|
577
$77.7K
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
75+ 0.43% |
$7.82K - $8.41K
|
17.5K
$2.36M
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
74+ 0.49% |
$7.72K - $8.3K
|
15.1K
$2.03M
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
73+ 4.14% |
$7.62K - $8.19K
|
1.84K
$247K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
70+ 17.11% |
$7.3K - $7.85K
|
479
$64.5K
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
70+ 1.45% |
$7.3K - $7.85K
|
4.9K
$660K
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
67New |
$6.99K - $7.51K
|
67
$9.02K
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
64+ 26.67% |
$6.68K - $7.18K
|
304
$40.9K
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
60+ 0.98% |
$6.26K - $6.73K
|
6.21K
$835K
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
BUY
|
- |
60+ 1.15% |
$6.26K - $6.73K
|
5.26K
$708K
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
60+ 0.27% |
$6.26K - $6.73K
|
22.4K
$3.02M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
58+ 2.88% |
$6.05K - $6.51K
|
2.07K
$279K
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
57+ 0.72% |
$5.95K - $6.39K
|
7.94K
$1.07M
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
56+ 1.15% |
$5.84K - $6.28K
|
4.94K
$665K
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
53+ 0.84% |
$5.53K - $5.94K
|
6.38K
$859K
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
49+ 0.23% |
$5.11K - $5.5K
|
21.1K
$2.84M
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
48+ 0.8% |
$5.01K - $5.38K
|
6.05K
$814K
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
47+ 1.98% |
$4.9K - $5.27K
|
2.42K
$325K
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
46New |
$4.8K - $5.16K
|
46
$6.19K
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
46+ 0.32% |
$4.8K - $5.16K
|
14.4K
$1.94M
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
45+ 0.69% |
$4.69K - $5.05K
|
6.61K
$890K
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
45+ 1.89% |
$4.69K - $5.05K
|
2.43K
$327K
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
42+ 1.99% |
$4.38K - $4.71K
|
2.15K
$289K
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
40+ 1.29% |
$4.17K - $4.49K
|
3.13K
$421K
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
40+ 1.08% |
$4.17K - $4.49K
|
3.74K
$503K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
38+ 0.76% |
$3.96K - $4.26K
|
5.04K
$679K
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
36+ 1.24% |
$3.76K - $4.04K
|
2.93K
$395K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
36+ 0.25% |
$3.76K - $4.04K
|
14.3K
$1.93M
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
34+ 2.28% |
$3.55K - $3.81K
|
1.53K
$206K
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
34+ 1.77% |
$3.55K - $3.81K
|
1.95K
$263K
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
33+ 0.61% |
$3.44K - $3.7K
|
5.44K
$732K
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
33+ 0.84% |
$3.44K - $3.7K
|
3.97K
$534K
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
32+ 0.03% |
$3.34K - $3.59K
|
125K
$16.8M
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
31+ 0.18% |
$3.23K - $3.48K
|
17.5K
$2.36M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
30+ 0.72% |
$3.13K - $3.36K
|
4.19K
$564K
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
30+ 0.31% |
$3.13K - $3.36K
|
9.68K
$1.3M
|