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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.92KNew |
$722K - $776K
|
6.92K
$925K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
6.91K+ 67.83% |
$721K - $775K
|
17.1K
$2.28M
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
6.9KNew |
$719K - $773K
|
6.9K
$921K
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
6.89K+ 57391.67% |
$719K - $772K
|
6.9K
$922K
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
6.87KNew |
$717K - $771K
|
6.87K
$918K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.83K+ 7.72% |
$712K - $765K
|
95.2K
$12.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6.65KNew |
$694K - $746K
|
6.65K
$888K
|
|
|
Feb 01, 2022
Q4 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
6.64K+ 27.5% |
$693K - $745K
|
30.8K
$4.11M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.61KNew |
$689K - $741K
|
6.61K
$883K
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
6.56KNew |
$685K - $736K
|
6.56K
$877K
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
6.51KNew |
$680K - $730K
|
6.51K
$870K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
6.49KNew |
$677K - $727K
|
6.49K
$867K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6.45K+ 6.99% |
$673K - $724K
|
98.8K
$13.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
6.41KNew |
$669K - $719K
|
6.41K
$857K
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6.37K+ 11.16% |
$664K - $714K
|
63.4K
$8.47M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.32KNew |
$659K - $709K
|
6.32K
$844K
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
6.28KNew |
$655K - $704K
|
6.28K
$839K
|
|
|
Feb 08, 2022
Q4 2021
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
6.23KNew |
$650K - $699K
|
6.23K
$832K
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6.18K+ 4.03% |
$645K - $694K
|
160K
$21.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
6.15KNew |
$642K - $690K
|
6.15K
$822K
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
BUY
|
- |
6.14K+ 193.84% |
$640K - $688K
|
9.3K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
6.1KNew |
$636K - $684K
|
6.1K
$815K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.02K+ 21.4% |
$628K - $675K
|
34.1K
$4.56M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.8K+ 8.93% |
$605K - $650K
|
70.7K
$9.45M
|
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5.78K+ 3.01% |
$603K - $648K
|
198K
$26.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
5.77K+ 5.29% |
$601K - $647K
|
115K
$15.3M
|
|
|
Feb 08, 2022
Q4 2021
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
5.75K+ 14.38% |
$600K - $645K
|
45.7K
$6.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.59K+ 4.82% |
$584K - $627K
|
122K
$16.2M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
5.55KNew |
$579K - $623K
|
5.55K
$742K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
5.55K+ 0.89% |
$579K - $622K
|
629K
$84M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.5K+ 56.39% |
$574K - $617K
|
15.2K
$2.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.46K+ 12.38% |
$570K - $612K
|
49.5K
$6.62M
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.28K+ 102.7% |
$551K - $593K
|
10.4K
$1.39M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5.27K+ 17.5% |
$550K - $591K
|
35.4K
$4.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.15K+ 204.61% |
$537K - $577K
|
7.66K
$1.02M
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5.15KNew |
$537K - $577K
|
5.15K
$688K
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
5.07KNew |
$529K - $568K
|
5.07K
$677K
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
5.01K+ 23.01% |
$523K - $562K
|
26.8K
$3.58M
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
4.9KNew |
$511K - $550K
|
4.9K
$655K
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
4.84KNew |
$505K - $543K
|
4.84K
$647K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4.82K+ 13.8% |
$502K - $540K
|
39.7K
$5.31M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
4.8KNew |
$501K - $538K
|
4.8K
$641K
|
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
4.72K+ 7.53% |
$492K - $529K
|
67.4K
$9M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.69K+ 25.49% |
$490K - $526K
|
23.1K
$3.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.66K+ 1.39% |
$487K - $523K
|
340K
$45.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.62KNew |
$482K - $518K
|
4.62K
$618K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.58K+ 150.69% |
$478K - $514K
|
7.63K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
4.58K+ 57.64% |
$478K - $513K
|
12.5K
$1.67M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4.55KNew |
$475K - $511K
|
4.55K
$609K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4.52K+ 119.98% |
$472K - $507K
|
8.29K
$1.11M
|