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 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
53New |
$5.83K - $6.41K
|
53
$6.68K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
52+ 0.94% |
$5.72K - $6.29K
|
5.6K
$706K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
52+ 0.03% |
$5.72K - $6.29K
|
154K
$19.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
51+ 2.29% |
$5.61K - $6.17K
|
2.28K
$287K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
50+ 0.67% |
$5.5K - $6.05K
|
7.5K
$946K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50New |
$5.5K - $6.05K
|
50
$6.31K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
46+ 0.41% |
$5.06K - $5.57K
|
11.3K
$1.43M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
44+ 1.73% |
$4.84K - $5.32K
|
2.59K
$326K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
44+ 0.51% |
$4.84K - $5.32K
|
8.74K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
44+ 0.54% |
$4.84K - $5.32K
|
8.13K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
42+ 14.24% |
$4.62K - $5.08K
|
337
$42.5K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
41+ 0.48% |
$4.51K - $4.96K
|
8.66K
$1.09M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
39+ 0.16% |
$4.29K - $4.72K
|
24.9K
$3.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
38+ 0.56% |
$4.18K - $4.6K
|
6.84K
$862K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
37+ 0.18% |
$4.07K - $4.48K
|
20.7K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
37+ 1.43% |
$4.07K - $4.48K
|
2.63K
$331K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
35+ 0.2% |
$3.85K - $4.23K
|
17.7K
$2.23M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
35New |
$3.85K - $4.23K
|
35
$4.41K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
33+ 0.42% |
$3.63K - $3.99K
|
7.89K
$995K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
32+ 0.57% |
$3.52K - $3.87K
|
5.66K
$714K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
31+ 0.69% |
$3.41K - $3.75K
|
4.55K
$574K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
30+ 1.28% |
$3.3K - $3.63K
|
2.37K
$299K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
29+ 0.51% |
$3.19K - $3.51K
|
5.67K
$715K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
29+ 0.22% |
$3.19K - $3.51K
|
13.1K
$1.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.37% |
$3.08K - $3.39K
|
7.53K
$949K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
28+ 0.2% |
$3.08K - $3.39K
|
14.2K
$1.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
28+ 0.02% |
$3.08K - $3.39K
|
185K
$23.4M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
28+ 0.85% |
$3.08K - $3.39K
|
3.34K
$421K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
27+ 3.04% |
$2.97K - $3.27K
|
914
$115K
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
26+ 0.48% |
$2.86K - $3.15K
|
5.48K
$691K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
26+ 0.19% |
$2.86K - $3.15K
|
13.5K
$1.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
25+ 0.28% |
$2.75K - $3.02K
|
8.98K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
25+ 0.38% |
$2.75K - $3.02K
|
6.53K
$823K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
25New |
$2.75K - $3.02K
|
25
$3.15K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
22+ 0.56% |
$2.42K - $2.66K
|
3.97K
$500K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
22+ 0.35% |
$2.42K - $2.66K
|
6.32K
$797K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
22+ 0.46% |
$2.42K - $2.66K
|
4.77K
$602K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
20+ 1.1% |
$2.2K - $2.42K
|
1.84K
$232K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
20+ 0.85% |
$2.2K - $2.42K
|
2.38K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
19+ 0.03% |
$2.09K - $2.3K
|
60.7K
$7.66M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
16+ 0.45% |
$1.76K - $1.94K
|
3.58K
$451K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
16+ 0.2% |
$1.76K - $1.94K
|
7.97K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
15+ 0.12% |
$1.65K - $1.81K
|
12.6K
$1.59M
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
13+ 0.36% |
$1.43K - $1.57K
|
3.66K
$461K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
13+ 0.46% |
$1.43K - $1.57K
|
2.86K
$361K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
13+ 5.44% |
$1.43K - $1.57K
|
252
$31.8K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
13+ 0.36% |
$1.43K - $1.57K
|
3.58K
$451K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
12+ 0.69% |
$1.32K - $1.45K
|
1.76K
$222K
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
11+ 0.58% |
$1.21K - $1.33K
|
1.92K
$242K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
11+ 0.17% |
$1.21K - $1.33K
|
6.66K
$840K
|