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 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
393+ 0.16% |
$41K - $44.1K
|
241K
$32.2M
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
393+ 18.05% |
$41K - $44.1K
|
2.57K
$345K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
381+ 56.36% |
$39.7K - $42.7K
|
1.06K
$142K
|
|
|
Feb 11, 2022
Q4 2021
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
376+ 1.38% |
$39.2K - $42.2K
|
27.6K
$3.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
373+ 2.28% |
$38.9K - $41.8K
|
16.7K
$2.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
372+ 15.9% |
$38.8K - $41.7K
|
2.71K
$364K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
362+ 7.26% |
$37.8K - $40.6K
|
5.35K
$717K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
362New |
$37.8K - $40.6K
|
362
$48.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
360+ 3.82% |
$37.6K - $40.4K
|
9.8K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
355+ 12.89% |
$37K - $39.8K
|
3.11K
$417K
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
355New |
$37K - $39.8K
|
355
$47.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
352+ 6.66% |
$36.7K - $39.5K
|
5.64K
$756K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
352New |
$36.7K - $39.5K
|
352
$47.2K
|
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
351+ 12.06% |
$36.6K - $39.4K
|
3.26K
$437K
|
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
350New |
$36.5K - $39.3K
|
350
$46.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
350+ 2.94% |
$36.5K - $39.3K
|
12.3K
$1.64M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
344+ 19.71% |
$35.9K - $38.6K
|
2.09K
$280K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
343+ 11.62% |
$35.8K - $38.5K
|
3.3K
$442K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
339+ 7.39% |
$35.4K - $38K
|
4.93K
$661K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
331+ 8.27% |
$34.5K - $37.1K
|
4.34K
$581K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
331+ 4.35% |
$34.5K - $37.1K
|
7.94K
$1.06M
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
325+ 15.31% |
$33.9K - $36.5K
|
2.45K
$328K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
325+ 2.23% |
$33.9K - $36.5K
|
14.9K
$2M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
322+ 4.74% |
$33.6K - $36.1K
|
7.12K
$954K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
322+ 4.74% |
$33.6K - $36.1K
|
7.12K
$954K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
318+ 2.1% |
$33.2K - $35.7K
|
15.4K
$2.07M
|
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
316+ 2.48% |
$33K - $35.4K
|
13.1K
$1.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
315+ 3.42% |
$32.9K - $35.3K
|
9.52K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
313+ 10.39% |
$32.7K - $35.1K
|
3.33K
$446K
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
312+ 5.28% |
$32.6K - $35K
|
6.22K
$834K
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
311+ 12.0% |
$32.4K - $34.9K
|
2.9K
$389K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
301New |
$31.4K - $33.8K
|
301
$40.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
300+ 3.42% |
$31.3K - $33.6K
|
9.08K
$1.22M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
300+ 0.18% |
$31.3K - $33.6K
|
166K
$22.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
300+ 7.11% |
$31.3K - $33.6K
|
4.52K
$606K
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
294+ 5.1% |
$30.7K - $33K
|
6.05K
$812K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
290+ 1.46% |
$30.3K - $32.5K
|
20.1K
$2.69M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
280+ 0.77% |
$29.2K - $31.4K
|
36.5K
$4.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
275+ 6.15% |
$28.7K - $30.8K
|
4.75K
$636K
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
265+ 6.61% |
$27.6K - $29.7K
|
4.27K
$573K
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
259+ 1.36% |
$27K - $29K
|
19.3K
$2.58M
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
257+ 5.63% |
$26.8K - $28.8K
|
4.82K
$646K
|
|
|
Jan 24, 2022
Q4 2021
|
Montis Financial, LLC
|
BUY
|
- |
254+ 0.23% |
$26.5K - $28.5K
|
113K
$15.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
253+ 8.95% |
$26.4K - $28.4K
|
3.08K
$413K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
251New |
$26.2K - $28.2K
|
251
$33.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
250+ 12.44% |
$26.1K - $28K
|
2.26K
$303K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
249+ 11.46% |
$26K - $27.9K
|
2.42K
$325K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
247New |
$25.8K - $27.7K
|
247
$33.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
246+ 13.57% |
$25.7K - $27.6K
|
2.06K
$276K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
227+ 25.08% |
$23.7K - $25.5K
|
1.13K
$152K
|