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 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.31K+ 3.21% |
$345K - $371K
|
106K
$14.3M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
3.28K+ 73.84% |
$342K - $367K
|
7.71K
$1.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.25K+ 12.8% |
$339K - $365K
|
28.7K
$3.86M
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
3.25KNew |
$339K - $364K
|
3.25K
$437K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.21KNew |
$335K - $360K
|
3.21K
$432K
|
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.18K+ 7.1% |
$332K - $357K
|
48K
$6.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3.18KNew |
$331K - $356K
|
3.18K
$427K
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.17K+ 71.72% |
$331K - $356K
|
7.59K
$1.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
3.16KNew |
$330K - $354K
|
3.16K
$425K
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.16KNew |
$329K - $354K
|
3.16K
$424K
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
3.14KNew |
$327K - $352K
|
3.14K
$422K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.1KNew |
$324K - $348K
|
3.1K
$417K
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.06KNew |
$319K - $343K
|
3.06K
$412K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$313K - $337K
|
3K
$404K
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
BUY
|
- |
2.97K+ 24.68% |
$310K - $333K
|
15K
$2.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.95K+ 6.02% |
$308K - $331K
|
51.9K
$6.98M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.94KNew |
$306K - $329K
|
2.94K
$395K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
2.91K+ 7.3% |
$303K - $326K
|
42.7K
$5.75M
|
|
|
Feb 04, 2022
Q4 2021
|
My Wealth Management Inc.
|
BUY
|
- |
2.88KNew |
$301K - $323K
|
2.88K
$388K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.87KNew |
$299K - $322K
|
2.87K
$386K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.84KNew |
$296K - $318K
|
2.84K
$381K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
2.84K+ 32.21% |
$296K - $318K
|
11.6K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.82KNew |
$295K - $317K
|
2.82K
$380K
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.81K+ 3.34% |
$293K - $315K
|
86.9K
$11.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
2.8K+ 3.32% |
$292K - $314K
|
87.3K
$11.7M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.8K+ 26.98% |
$292K - $314K
|
13.2K
$1.77M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.71K+ 0.98% |
$283K - $304K
|
278K
$37.4M
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
2.69KNew |
$281K - $302K
|
2.69K
$362K
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.67KNew |
$279K - $300K
|
2.67K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.67K+ 9.07% |
$278K - $299K
|
32.1K
$4.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
2.66K+ 3.52% |
$278K - $298K
|
78.2K
$10.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.58K+ 6.03% |
$269K - $289K
|
45.4K
$6.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.53KNew |
$264K - $284K
|
2.53K
$341K
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$260K - $280K
|
2.5K
$335K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
2.49K+ 4.09% |
$260K - $279K
|
63.4K
$8.52M
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
2.47K+ 0.99% |
$258K - $277K
|
252K
$33.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
2.46K+ 40.17% |
$257K - $276K
|
8.59K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.46K+ 1.25% |
$256K - $275K
|
199K
$26.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
2.45K+ 3.44% |
$256K - $275K
|
73.8K
$9.93M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
2.45K+ 20.32% |
$256K - $275K
|
14.5K
$1.95M
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.43K+ 0.96% |
$253K - $272K
|
255K
$34.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.42KNew |
$252K - $271K
|
2.42K
$325K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.41KNew |
$252K - $271K
|
2.41K
$324K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.38K+ 4.11% |
$249K - $267K
|
60.3K
$8.11M
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
BUY
|
- |
2.38KNew |
$248K - $267K
|
2.38K
$320K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.37KNew |
$247K - $265K
|
2.37K
$318K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.34K+ 27.1% |
$244K - $263K
|
11K
$1.48M
|
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.33K+ 23.65% |
$243K - $262K
|
12.2K
$1.64M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.33KNew |
$243K - $261K
|
2.33K
$313K
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
2.3KNew |
$240K - $258K
|
2.3K
$309K
|