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 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
261+ 2.13% |
$28.7K - $31.6K
|
12.5K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
260+ 2.3% |
$28.6K - $31.5K
|
11.6K
$1.46M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
250+ 7.49% |
$27.5K - $30.2K
|
3.59K
$452K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
248+ 0.73% |
$27.3K - $30K
|
34.1K
$4.3M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
239+ 1.52% |
$26.3K - $28.9K
|
16K
$2.01M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
235+ 5.5% |
$25.8K - $28.4K
|
4.51K
$569K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
234+ 5.72% |
$25.7K - $28.3K
|
4.32K
$545K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
230+ 0.94% |
$25.3K - $27.8K
|
24.7K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
226+ 7.23% |
$24.9K - $27.3K
|
3.35K
$423K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
225+ 16.92% |
$24.7K - $27.2K
|
1.56K
$196K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
222New |
$24.4K - $26.9K
|
222
$28K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
221+ 6.5% |
$24.3K - $26.7K
|
3.62K
$457K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
220+ 3.18% |
$24.2K - $26.6K
|
7.14K
$900K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
216+ 18.11% |
$23.8K - $26.1K
|
1.41K
$178K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
215+ 1.16% |
$23.6K - $26K
|
18.8K
$2.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
212+ 7.29% |
$23.3K - $25.6K
|
3.12K
$393K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
211+ 0.61% |
$23.2K - $25.5K
|
34.6K
$4.36M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
206+ 10.23% |
$22.7K - $24.9K
|
2.22K
$280K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
205+ 4.72% |
$22.5K - $24.8K
|
4.55K
$573K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
201+ 3.51% |
$22.1K - $24.3K
|
5.93K
$748K
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
200+ 0.28% |
$22K - $24.2K
|
70.8K
$8.93M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
200New |
$22K - $24.2K
|
200
$25.2K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
200+ 8.69% |
$22K - $24.2K
|
2.5K
$316K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
193+ 1.19% |
$21.2K - $23.4K
|
16.4K
$2.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
193+ 1.3% |
$21.2K - $23.4K
|
15.1K
$1.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
186+ 10.3% |
$20.5K - $22.5K
|
1.99K
$251K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
182+ 4.13% |
$20K - $22K
|
4.59K
$578K
|
|
|
May 14, 2024
Q1 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
181+ 0.58% |
$19.9K - $21.9K
|
31.5K
$3.97M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
177+ 1.18% |
$19.5K - $21.4K
|
15.2K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
175+ 7.44% |
$19.2K - $21.2K
|
2.53K
$319K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
172+ 5.27% |
$18.9K - $20.8K
|
3.44K
$433K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
167+ 12.38% |
$18.4K - $20.2K
|
1.52K
$191K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
167New |
$18.4K - $20.2K
|
167
$21.1K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
166+ 1.58% |
$18.3K - $20.1K
|
10.7K
$1.35M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
164+ 7.61% |
$18K - $19.8K
|
2.32K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
161+ 5.71% |
$17.7K - $19.5K
|
2.98K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
160+ 0.38% |
$17.6K - $19.4K
|
42.3K
$5.33M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
157+ 2.43% |
$17.3K - $19K
|
6.61K
$833K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
156+ 1.67% |
$17.2K - $18.9K
|
9.48K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
155+ 2.34% |
$17K - $18.8K
|
6.79K
$856K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
154+ 3.59% |
$16.9K - $18.6K
|
4.44K
$560K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
152+ 0.59% |
$16.7K - $18.4K
|
26K
$3.28M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
150+ 3.64% |
$16.5K - $18.1K
|
4.27K
$539K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
149+ 0.19% |
$16.4K - $18K
|
79.8K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
146+ 3.29% |
$16.1K - $17.7K
|
4.58K
$577K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
145+ 0.68% |
$15.9K - $17.5K
|
21.6K
$2.72M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
143+ 0.65% |
$15.7K - $17.3K
|
22K
$2.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
142+ 3.24% |
$15.6K - $17.2K
|
4.52K
$571K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
142+ 4.04% |
$15.6K - $17.2K
|
3.66K
$461K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
137+ 2.33% |
$15.1K - $16.6K
|
6.02K
$759K
|