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 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-1- 0.03% |
$110 - $121
|
3.21K
$405K
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1- 1.79% |
$110 - $121
|
55
$6.94K
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1- 0.36% |
$110 - $121
|
276
$34.8K
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2- 0.1% |
$220 - $242
|
2K
$252K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2- 0.13% |
$220 - $242
|
1.5K
$190K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 0.01% |
$220 - $242
|
16K
$2.02M
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2- 0.04% |
$220 - $242
|
5.15K
$649K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.02% |
$330 - $363
|
13.5K
$1.7M
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-4- 0.04% |
$440 - $484
|
10.7K
$1.35M
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4- 0.01% |
$440 - $484
|
32.5K
$4.1M
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4- 0.12% |
$440 - $484
|
3.22K
$406K
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-5- 0.06% |
$550 - $605
|
8.94K
$1.13M
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-5- 1.23% |
$550 - $605
|
400
$50.4K
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 1.42% |
$550 - $605
|
347
$43.8K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-6- 2.58% |
$660 - $726
|
227
$28.6K
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-7- 21.21% |
$770 - $847
|
26
$3.28K
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-7- 0.35% |
$770 - $847
|
1.99K
$251K
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-7- 0.03% |
$770 - $847
|
26.6K
$3.35M
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-8- 0.1% |
$880 - $968
|
8.14K
$1.03M
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-8- 0.2% |
$880 - $968
|
3.94K
$496K
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-8- 0.26% |
$880 - $968
|
3.12K
$393K
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-9- 0.11% |
$990 - $1.09K
|
8.32K
$1.05M
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-10- 0.17% |
$1.1K - $1.21K
|
5.83K
$735K
|
|
May 13, 2024
Q1 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-12- 0.42% |
$1.32K - $1.45K
|
2.82K
$355K
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-13- 0.02% |
$1.43K - $1.57K
|
60.7K
$7.66M
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-14- 0.03% |
$1.54K - $1.69K
|
45.7K
$5.77M
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-15- 0.36% |
$1.65K - $1.81K
|
4.15K
$523K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-20- 0.62% |
$2.2K - $2.42K
|
3.23K
$407K
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-20- 0.04% |
$2.2K - $2.42K
|
46K
$5.8M
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-20- 0.76% |
$2.2K - $2.42K
|
2.61K
$329K
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-20- 0.83% |
$2.2K - $2.42K
|
2.39K
$301K
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-21- 0.64% |
$2.31K - $2.54K
|
3.28K
$413K
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-21- 0.88% |
$2.31K - $2.54K
|
2.36K
$297K
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-21- 0.85% |
$2.31K - $2.54K
|
2.45K
$309K
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-22- 0.38% |
$2.42K - $2.66K
|
5.73K
$722K
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-22- 1.14% |
$2.42K - $2.66K
|
1.91K
$241K
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-23- 0.35% |
$2.53K - $2.78K
|
6.57K
$829K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-25- 0.15% |
$2.75K - $3.02K
|
17K
$2.14M
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-25- 0.47% |
$2.75K - $3.02K
|
5.28K
$666K
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-25- 1.05% |
$2.75K - $3.02K
|
2.35K
$296K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-25- 6.17% |
$2.75K - $3.02K
|
380
$47.9K
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-28- 0.39% |
$3.08K - $3.39K
|
7.14K
$900K
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-28- 4.64% |
$3.08K - $3.39K
|
576
$72.6K
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-30- 1.61% |
$3.3K - $3.63K
|
1.84K
$232K
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-31- 0.24% |
$3.41K - $3.75K
|
12.8K
$1.61M
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-32- 0.4% |
$3.52K - $3.87K
|
7.98K
$1.01M
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-34- 17.99% |
$3.74K - $4.11K
|
155
$19.5K
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-34- 0.23% |
$3.74K - $4.11K
|
15.1K
$1.9M
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-36- 0.22% |
$3.96K - $4.36K
|
16.3K
$2.05M
|