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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
423+ 14.84% |
$46.5K - $51.2K
|
3.27K
$413K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
420+ 13.08% |
$46.2K - $50.8K
|
3.63K
$458K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
419+ 0.63% |
$46.1K - $50.7K
|
67.2K
$8.48M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
414+ 20.02% |
$45.5K - $50.1K
|
2.48K
$313K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
414+ 3.8% |
$45.5K - $50.1K
|
11.3K
$1.43M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
410+ 2.21% |
$45.1K - $49.6K
|
19K
$2.4M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
409+ 2.25% |
$45K - $49.5K
|
18.6K
$2.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
398+ 0.56% |
$43.8K - $48.2K
|
72.1K
$9.09M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
398+ 251.9% |
$43.8K - $48.2K
|
556
$70.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
393+ 6.41% |
$43.2K - $47.5K
|
6.52K
$822K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
379+ 2.88% |
$41.7K - $45.9K
|
13.6K
$1.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
378+ 0.47% |
$41.6K - $45.7K
|
80.6K
$10.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
371+ 5.85% |
$40.8K - $44.9K
|
6.71K
$846K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
370+ 11.09% |
$40.7K - $44.8K
|
3.71K
$467K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
365+ 0.45% |
$40.1K - $44.2K
|
81.7K
$10.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
364+ 4.82% |
$40K - $44K
|
7.91K
$997K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
362New |
$39.8K - $43.8K
|
362
$45.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
360New |
$39.6K - $43.6K
|
360
$45.4K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
360+ 17.37% |
$39.6K - $43.6K
|
2.43K
$307K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
357+ 0.07% |
$39.3K - $43.2K
|
495K
$62.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
350+ 0.27% |
$38.5K - $42.3K
|
130K
$16.3M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
345New |
$37.9K - $41.7K
|
345
$43.5K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
338+ 0.51% |
$37.2K - $40.9K
|
66.6K
$8.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
335+ 2.49% |
$36.8K - $40.5K
|
13.8K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
331+ 0.61% |
$36.4K - $40K
|
54.2K
$6.84M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
328+ 3.52% |
$36.1K - $39.7K
|
9.64K
$1.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
325+ 2.82% |
$35.7K - $39.3K
|
11.9K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
323+ 6.1% |
$35.5K - $39.1K
|
5.62K
$709K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
318+ 5.47% |
$35K - $38.5K
|
6.14K
$774K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
315+ 7.4% |
$34.6K - $38.1K
|
4.57K
$576K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
313+ 0.97% |
$34.4K - $37.9K
|
32.6K
$4.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
313+ 10.34% |
$34.4K - $37.9K
|
3.34K
$421K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
309+ 1.92% |
$34K - $37.4K
|
16.4K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
308New |
$33.9K - $37.3K
|
308
$38.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
306+ 0.35% |
$33.7K - $37K
|
87.1K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
306+ 3.89% |
$33.7K - $37K
|
8.18K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
300+ 9.76% |
$33K - $36.3K
|
3.37K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
294+ 1.62% |
$32.3K - $35.6K
|
18.4K
$2.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
291+ 10.42% |
$32K - $35.2K
|
3.08K
$389K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
290+ 5.61% |
$31.9K - $35.1K
|
5.46K
$689K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
282+ 47.0% |
$31K - $34.1K
|
882
$111K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
282+ 136.23% |
$31K - $34.1K
|
489
$61.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
281+ 3.85% |
$30.9K - $34K
|
7.58K
$956K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
273+ 0.53% |
$30K - $33K
|
51.9K
$6.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
273+ 2.55% |
$30K - $33K
|
11K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
271+ 1.61% |
$29.8K - $32.8K
|
17.1K
$2.15M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
266+ 6.17% |
$29.3K - $32.2K
|
4.58K
$577K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
265+ 0.82% |
$29.1K - $32.1K
|
32.5K
$4.1M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
263+ 4.42% |
$28.9K - $31.8K
|
6.21K
$783K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
262+ 2.05% |
$28.8K - $31.7K
|
13.1K
$1.65M
|