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 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-37- 1.94% |
$4.07K - $4.48K
|
1.87K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-37- 1.09% |
$4.07K - $4.48K
|
3.34K
$422K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-39- 0.97% |
$4.29K - $4.72K
|
3.98K
$501K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-40- 1.65% |
$4.4K - $4.84K
|
2.38K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-40- 1.47% |
$4.4K - $4.84K
|
2.67K
$337K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-42- 1.03% |
$4.62K - $5.08K
|
4.02K
$507K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-44- 1.43% |
$4.84K - $5.32K
|
3.04K
$383K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-44- 1.82% |
$4.84K - $5.32K
|
2.37K
$299K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-44- 1.82% |
$4.84K - $5.32K
|
2.38K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-44- 21.15% |
$4.84K - $5.32K
|
164
$20.7K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-44- 2.24% |
$4.84K - $5.32K
|
1.92K
$242K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-45- 2.03% |
$4.95K - $5.44K
|
2.17K
$274K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-50- 0.74% |
$5.5K - $6.05K
|
6.68K
$842K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 17.01% |
$5.5K - $6.05K
|
244
$30.8K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50- 0.66% |
$5.5K - $6.05K
|
7.48K
$943K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-50- 5.25% |
$5.5K - $6.05K
|
902
$114K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-50- 1.38% |
$5.5K - $6.05K
|
3.58K
$452K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-52- 1.62% |
$5.72K - $6.29K
|
3.15K
$397K
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-53- 0.16% |
$5.83K - $6.41K
|
32.7K
$4.13M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-56- 1.19% |
$6.16K - $6.78K
|
4.64K
$585K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-58- 0.96% |
$6.38K - $7.02K
|
5.97K
$752K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-59- 0.88% |
$6.49K - $7.14K
|
6.62K
$835K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-60- 1.16% |
$6.6K - $7.26K
|
5.1K
$643K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-60- 1.19% |
$6.6K - $7.26K
|
4.97K
$627K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-61- 0.39% |
$6.71K - $7.38K
|
15.5K
$1.95M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-62- 2.38% |
$6.82K - $7.5K
|
2.54K
$321K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-64- 1.69% |
$7.04K - $7.74K
|
3.73K
$471K
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-65- 1.92% |
$7.15K - $7.86K
|
3.32K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-65- 0.68% |
$7.15K - $7.86K
|
9.44K
$1.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-67- 2.19% |
$7.37K - $8.11K
|
2.99K
$377K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-67- 1.54% |
$7.37K - $8.11K
|
4.28K
$539K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-68- 2.37% |
$7.48K - $8.23K
|
2.8K
$353K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-68- 1.87% |
$7.48K - $8.23K
|
3.56K
$449K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-73- 0.65% |
$8.03K - $8.83K
|
11.2K
$1.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-74- 0.31% |
$8.14K - $8.95K
|
23.7K
$2.99M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-75- 0.06% |
$8.25K - $9.07K
|
118K
$14.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-75- 0.4% |
$8.25K - $9.07K
|
18.7K
$2.36M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-75- 2.02% |
$8.25K - $9.07K
|
3.63K
$458K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-77- 1.81% |
$8.47K - $9.32K
|
4.17K
$526K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-81- 1.7% |
$8.91K - $9.8K
|
4.68K
$590K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-82- 0.55% |
$9.02K - $9.92K
|
14.8K
$1.87M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-82- 1.09% |
$9.02K - $9.92K
|
7.42K
$935K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-83- 3.24% |
$9.13K - $10K
|
2.48K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-85- 0.53% |
$9.35K - $10.3K
|
15.9K
$2M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-90- 14.63% |
$9.9K - $10.9K
|
525
$66.2K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-90- 4.4% |
$9.9K - $10.9K
|
1.96K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-97- 2.09% |
$10.7K - $11.7K
|
4.55K
$574K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-98- 0.14% |
$10.8K - $11.9K
|
67.7K
$8.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-102- 1.19% |
$11.2K - $12.3K
|
8.48K
$1.07M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-102- 0.24% |
$11.2K - $12.3K
|
42.7K
$5.38M
|