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 |
---|---|---|---|---|---|---|---|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
11.4KNew |
$1.19M - $1.28M
|
11.4K
$1.53M
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.2K+ 22.9% |
$1.17M - $1.26M
|
60.1K
$8.03M
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
11.2K+ 29.18% |
$1.17M - $1.26M
|
49.6K
$6.62M
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.1K+ 12.79% |
$1.16M - $1.24M
|
97.8K
$13.1M
|
|
Jan 26, 2022
Q4 2021
|
Scott Capital Advisors, LLC
|
BUY
|
- |
11KNew |
$1.15M - $1.24M
|
11K
$1.47M
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
BUY
|
- |
10.9KNew |
$1.14M - $1.22M
|
10.9K
$1.45M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.8KNew |
$1.12M - $1.21M
|
10.8K
$1.44M
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
10.7KNew |
$1.11M - $1.2M
|
10.7K
$1.43M
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.6K+ 12.88% |
$1.11M - $1.19M
|
93.1K
$12.4M
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.6K+ 28.07% |
$1.1M - $1.19M
|
48.2K
$6.45M
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
10.2K+ 8.61% |
$1.06M - $1.14M
|
128K
$17.2M
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.1KNew |
$1.06M - $1.14M
|
10.1K
$1.35M
|
|
Feb 14, 2022
Q4 2021
|
Harvest Volatility Management LLC
|
BUY
|
- |
9.96KNew |
$1.04M - $1.12M
|
9.96K
$1.33M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
9.95K+ 1.67% |
$1.04M - $1.12M
|
604K
$80.7M
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.77K+ 10.63% |
$1.02M - $1.1M
|
102K
$13.6M
|
|
Jan 21, 2022
Q4 2021
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9.66K+ 4.17% |
$1.01M - $1.08M
|
241K
$32.2M
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
9.58K+ 8.77% |
$999K - $1.07M
|
119K
$15.9M
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
9.46K+ 2.99% |
$987K - $1.06M
|
326K
$43.6M
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
9.31KNew |
$971K - $1.04M
|
9.31K
$1.24M
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
9.26KNew |
$967K - $1.04M
|
9.26K
$1.24M
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
9.22K+ 9.1% |
$962K - $1.03M
|
110K
$14.8M
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.15K+ 96.87% |
$954K - $1.03M
|
18.6K
$2.48M
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
9.08KNew |
$947K - $1.02M
|
9.08K
$1.21M
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
8.72KNew |
$910K - $978K
|
8.72K
$1.17M
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.59K+ 104.25% |
$896K - $963K
|
16.8K
$2.25M
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
8.55KNew |
$892K - $959K
|
8.55K
$1.14M
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
8.5KNew |
$887K - $954K
|
8.5K
$1.14M
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
8.35KNew |
$871K - $937K
|
8.35K
$1.12M
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
8.27KNew |
$863K - $927K
|
8.27K
$1.1M
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8.22K+ 8.03% |
$857K - $922K
|
111K
$14.8M
|
|
Feb 11, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
8.2K+ 900.11% |
$856K - $920K
|
9.11K
$1.22M
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
8.15KNew |
$850K - $914K
|
8.15K
$1.09M
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.14K+ 45.94% |
$849K - $913K
|
25.9K
$3.46M
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
8.05K+ 23.69% |
$840K - $903K
|
42.1K
$5.62M
|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
7.99K+ 5.19% |
$834K - $896K
|
162K
$21.6M
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
7.86K+ 2.91% |
$820K - $881K
|
278K
$37.2M
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
7.84K+ 14.04% |
$818K - $879K
|
63.7K
$8.51M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.75K+ 1.27% |
$808K - $869K
|
617K
$82.4M
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
7.62K+ 9.09% |
$795K - $854K
|
91.4K
$12.2M
|
|
Apr 13, 2022
Q4 2021
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7.59KNew |
$792K - $851K
|
7.59K
$1.01M
|
|
Feb 11, 2022
Q4 2021
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
7.59K+ 5.99% |
$791K - $851K
|
134K
$17.9M
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
7.56K+ 212.43% |
$788K - $847K
|
11.1K
$1.48M
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
7.54KNew |
$786K - $845K
|
7.54K
$1.01M
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
7.5KNew |
$782K - $841K
|
7.5K
$1M
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.49KNew |
$781K - $840K
|
7.49K
$1M
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.34K+ 15.72% |
$766K - $823K
|
54K
$7.22M
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
7.34K+ 5.15% |
$766K - $823K
|
150K
$20M
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7.29KNew |
$760K - $817K
|
7.29K
$974K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.16KNew |
$747K - $803K
|
7.16K
$956K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.01K+ 0.59% |
$731K - $786K
|
1.19M
$159M
|