Purchases and Sales Made in Q1 2024 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.41M+ 788.84% |
$155M - $171M
|
1.59M
$200M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
550KNew |
$60.4M - $66.5M
|
550K
$69.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
390K+ 4.26% |
$42.9M - $47.2M
|
9.54M
$1.2B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
390K+ 4.26% |
$42.9M - $47.2M
|
9.54M
$1.2B
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
249K+ 13.41% |
$27.3M - $30.1M
|
2.1M
$265M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
243K+ 10.7% |
$26.7M - $29.3M
|
2.51M
$316M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
242KNew |
$26.6M - $29.2M
|
242K
$30.5M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
219K+ 11.81% |
$24.1M - $26.5M
|
2.07M
$262M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
195K+ 199.4% |
$21.4M - $23.6M
|
292K
$36.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
192K+ 4.36% |
$21.2M - $23.3M
|
4.6M
$580M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
186KNew |
$20.5M - $22.5M
|
186K
$23.5M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
167KNew |
$18.4M - $20.2M
|
167K
$21.1M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
154KNew |
$17M - $18.7M
|
154K
$19.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
139K+ 34.31% |
$15.3M - $16.8M
|
545K
$68.7M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
133K+ 1649.41% |
$14.6M - $16.1M
|
141K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
128K+ 247.91% |
$14.1M - $15.5M
|
180K
$22.7M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
124K+ 1299.36% |
$13.7M - $15M
|
134K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
120KNew |
$13.2M - $14.5M
|
120K
$15.2M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
118KNew |
$13M - $14.3M
|
118K
$14.9M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
118KNew |
$13M - $14.3M
|
118K
$14.9M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
98.5K+ 1.04% |
$10.8M - $11.9M
|
9.54M
$1.2B
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
98K+ 980120.0% |
$10.8M - $11.9M
|
98K
$12.4M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
97.4KNew |
$10.7M - $11.8M
|
97.4K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
88.5K+ 42.14% |
$9.74M - $10.7M
|
299K
$37.7M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
88.2K+ 1558.86% |
$9.7M - $10.7M
|
93.8K
$11.8M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
88K+ 185.44% |
$9.68M - $10.6M
|
135K
$17.1M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
87.2KNew |
$9.59M - $10.5M
|
87.2K
$11M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
80.7K+ 330.85% |
$8.88M - $9.76M
|
105K
$13.3M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
77.1K+ 81.47% |
$8.47M - $9.32M
|
172K
$21.6M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
73.9K+ 4.44% |
$8.13M - $8.94M
|
1.74M
$219M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
65.9KNew |
$7.25M - $7.97M
|
65.9K
$8.31M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
56K+ 1.15% |
$6.16M - $6.78M
|
4.94M
$623M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
55.8K+ 511.74% |
$6.13M - $6.75M
|
66.7K
$8.41M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
54.1KNew |
$5.95M - $6.55M
|
54.1K
$6.83M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
53.6K+ 3.45% |
$5.9M - $6.49M
|
1.61M
$203M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
49.9K+ 29.54% |
$5.49M - $6.04M
|
219K
$27.6M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
49.1K+ 92.68% |
$5.4M - $5.94M
|
102K
$12.9M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
49K+ 12.18% |
$5.39M - $5.93M
|
451K
$56.9M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48.3K+ 2.23% |
$5.32M - $5.85M
|
2.21M
$279M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
45.1K+ 227.5% |
$4.96M - $5.45M
|
64.9K
$8.18M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
44.3KNew |
$4.87M - $5.35M
|
44.3K
$5.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
41.1K+ 96.43% |
$4.52M - $4.98M
|
83.8K
$10.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
41KNew |
$4.51M - $4.96M
|
41K
$5.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
40.4K+ 93.03% |
$4.44M - $4.89M
|
83.8K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.8K+ 12.81% |
$4.27M - $4.7M
|
342K
$43.1M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
37.9KNew |
$4.17M - $4.58M
|
37.9K
$4.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
37.8KNew |
$4.15M - $4.57M
|
37.8K
$4.76M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37KNew |
$4.07M - $4.47M
|
37K
$4.66M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35.6K+ 3.45% |
$3.92M - $4.31M
|
1.07M
$135M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
34.3K+ 21.03% |
$3.78M - $4.16M
|
198K
$24.9M
|