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 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.19K+ 37.4% |
$429K - $454K
|
15.4K
$2.06M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.11K+ 88.3% |
$420K - $445K
|
8.76K
$1.17M
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
4.06K+ 9.13% |
$416K - $440K
|
48.6K
$6.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
4.05K+ 29.49% |
$414K - $438K
|
17.8K
$2.38M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4KNew |
$410K - $434K
|
4K
$536K
|
|
|
Nov 10, 2021
Q3 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.95K+ 14.61% |
$404K - $427K
|
30.9K
$4.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
3.82K+ 3.62% |
$391K - $414K
|
109K
$14.6M
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
3.81KNew |
$390K - $413K
|
3.81K
$510K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.79K+ 15.65% |
$388K - $411K
|
28K
$3.75M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
3.78K+ 10.5% |
$387K - $410K
|
39.8K
$5.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.76KNew |
$385K - $408K
|
3.76K
$504K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.73K+ 4.43% |
$382K - $405K
|
88K
$11.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.73K+ 8.25% |
$382K - $404K
|
49K
$6.56M
|
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3.64KNew |
$372K - $394K
|
3.64K
$487K
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.6K+ 13.89% |
$368K - $390K
|
29.5K
$3.96M
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.6K+ 17.04% |
$368K - $390K
|
24.7K
$3.31M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.6K+ 866.99% |
$368K - $390K
|
4.01K
$538K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
3.55K+ 10.2% |
$363K - $385K
|
38.4K
$5.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.5K+ 7.71% |
$358K - $379K
|
48.9K
$6.55M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.46K+ 7.49% |
$354K - $375K
|
49.7K
$6.65M
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.3KNew |
$338K - $358K
|
3.3K
$442K
|
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
3.26K+ 23.75% |
$334K - $353K
|
17K
$2.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.23K+ 3.6% |
$331K - $350K
|
93K
$12.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$328K - $347K
|
3.2K
$429K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
3.14K+ 3.31% |
$321K - $340K
|
98.2K
$13.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.1KNew |
$317K - $336K
|
3.1K
$415K
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
3.06K+ 11.24% |
$313K - $332K
|
30.3K
$4.06M
|
|
|
Nov 12, 2021
Q3 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3.04K+ 12.52% |
$311K - $330K
|
27.3K
$3.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.01K+ 7.42% |
$308K - $326K
|
43.6K
$5.84M
|
|
|
Oct 18, 2021
Q3 2021
|
De Dora Capital, Inc.
|
BUY
|
- |
3K+ 2.2% |
$307K - $325K
|
140K
$18.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3K+ 36.66% |
$306K - $325K
|
11.2K
$1.5M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.95K+ 8.67% |
$302K - $320K
|
37K
$4.96M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
2.89K+ 12.46% |
$296K - $313K
|
26.1K
$3.49M
|
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.86K+ 17.74% |
$293K - $310K
|
19K
$2.55M
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.86KNew |
$293K - $310K
|
2.86K
$383K
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
2.86K+ 6.45% |
$292K - $310K
|
47.1K
$6.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.85K+ 24.33% |
$292K - $309K
|
14.6K
$1.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.85K+ 4.53% |
$291K - $309K
|
65.7K
$8.79M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.84KNew |
$290K - $307K
|
2.84K
$380K
|
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.78K+ 6.79% |
$284K - $301K
|
43.7K
$5.85M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
2.75K+ 2.27% |
$282K - $298K
|
124K
$16.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
2.75K+ 26.11% |
$281K - $298K
|
13.3K
$1.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.7K+ 6.01% |
$276K - $293K
|
47.6K
$6.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
2.7K+ 48.14% |
$276K - $293K
|
8.31K
$1.11M
|
|
|
Nov 08, 2021
Q3 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
2.66KNew |
$272K - $288K
|
2.66K
$357K
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
2.66KNew |
$272K - $288K
|
2.66K
$356K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.66K+ 0.97% |
$272K - $288K
|
275K
$36.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.65K+ 16.99% |
$271K - $287K
|
18.3K
$2.45M
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
2.65K+ 3.63% |
$271K - $287K
|
75.6K
$10.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.64K+ 5.04% |
$270K - $286K
|
55K
$7.37M
|