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 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
136+ 6.68% |
$15K - $16.5K
|
2.17K
$274K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
134+ 3.06% |
$14.7K - $16.2K
|
4.51K
$569K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
133+ 0.23% |
$14.6K - $16.1K
|
56.8K
$7.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
130+ 0.29% |
$14.3K - $15.7K
|
44.5K
$5.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
126+ 1.36% |
$13.9K - $15.2K
|
9.39K
$1.18M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
124+ 2.31% |
$13.6K - $15K
|
5.49K
$692K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
122+ 6.24% |
$13.4K - $14.8K
|
2.08K
$262K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
117+ 7.32% |
$12.9K - $14.2K
|
1.72K
$216K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
116+ 4.45% |
$12.8K - $14K
|
2.72K
$343K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
115+ 1.51% |
$12.6K - $13.9K
|
7.75K
$977K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
111+ 2.08% |
$12.2K - $13.4K
|
5.46K
$688K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
109+ 1.15% |
$12K - $13.2K
|
9.56K
$1.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
105+ 2.23% |
$11.5K - $12.7K
|
4.81K
$606K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
105+ 0.05% |
$11.5K - $12.7K
|
222K
$28M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
104+ 0.9% |
$11.4K - $12.6K
|
11.6K
$1.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
104+ 0.19% |
$11.4K - $12.6K
|
55K
$6.93M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
102+ 5.49% |
$11.2K - $12.3K
|
1.96K
$247K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
100+ 1.31% |
$11K - $12.1K
|
7.73K
$975K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
100+ 1.28% |
$11K - $12.1K
|
7.93K
$1M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
95+ 0.77% |
$10.4K - $11.5K
|
12.4K
$1.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
95+ 0.16% |
$10.4K - $11.5K
|
58.5K
$7.38M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
94New |
$10.3K - $11.4K
|
94
$11.9K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
94+ 1.23% |
$10.3K - $11.4K
|
7.77K
$979K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
93New |
$10.2K - $11.3K
|
93
$11.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
91+ 0.78% |
$10K - $11K
|
11.8K
$1.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
90+ 0.81% |
$9.9K - $10.9K
|
11.2K
$1.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
90+ 0.41% |
$9.9K - $10.9K
|
21.9K
$2.76M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
89+ 4.74% |
$9.79K - $10.8K
|
1.97K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
89+ 2.9% |
$9.79K - $10.8K
|
3.16K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
89+ 0.78% |
$9.79K - $10.8K
|
11.5K
$1.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
88+ 0.36% |
$9.68K - $10.6K
|
24.7K
$3.11M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
88+ 0.47% |
$9.68K - $10.6K
|
19K
$2.39M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
88+ 14.67% |
$9.68K - $10.6K
|
688
$86.8K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
87+ 4.11% |
$9.57K - $10.5K
|
2.21K
$278K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
80+ 0.51% |
$8.8K - $9.68K
|
15.9K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
75+ 4.13% |
$8.25K - $9.07K
|
1.89K
$239K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
69+ 3.13% |
$7.59K - $8.35K
|
2.27K
$286K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
69+ 0.07% |
$7.59K - $8.35K
|
102K
$12.8M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
67+ 3.26% |
$7.37K - $8.11K
|
2.12K
$267K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
67+ 1.17% |
$7.37K - $8.11K
|
5.81K
$733K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
67+ 81.71% |
$7.37K - $8.11K
|
149
$18.8K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
63+ 0.46% |
$6.93K - $7.62K
|
13.9K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
61+ 1.66% |
$6.71K - $7.38K
|
3.74K
$472K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
60+ 0.4% |
$6.6K - $7.26K
|
14.9K
$1.88M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
59+ 3.17% |
$6.49K - $7.14K
|
1.92K
$242K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
56+ 0.22% |
$6.16K - $6.78K
|
25.9K
$3.27M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
55+ 0.5% |
$6.05K - $6.65K
|
11K
$1.38M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
55+ 0.28% |
$6.05K - $6.65K
|
20K
$2.52M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
54+ 0.43% |
$5.94K - $6.53K
|
12.5K
$1.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
53+ 1.38% |
$5.83K - $6.41K
|
3.89K
$491K
|