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 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-104- 2.26% |
$11.4K - $12.6K
|
4.49K
$566K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-105- 0.57% |
$11.5K - $12.7K
|
18.4K
$2.32M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-106- 3.81% |
$11.7K - $12.8K
|
2.68K
$337K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-106- 2.97% |
$11.7K - $12.8K
|
3.47K
$437K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-116- 0.81% |
$12.8K - $14K
|
14.2K
$1.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-120- 2.56% |
$13.2K - $14.5K
|
4.57K
$576K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-120- 1.32% |
$13.2K - $14.5K
|
8.94K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-120- 2.21% |
$13.2K - $14.5K
|
5.31K
$669K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-122- 0.71% |
$13.4K - $14.8K
|
17K
$2.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-123- 1.33% |
$13.5K - $14.9K
|
9.15K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-126- 1.99% |
$13.9K - $15.2K
|
6.19K
$781K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-136- 5.29% |
$15K - $16.5K
|
2.44K
$307K
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-137- 2.35% |
$15.1K - $16.6K
|
5.68K
$717K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-138- 0.39% |
$15.2K - $16.7K
|
35.1K
$4.43M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-138- 1.95% |
$15.2K - $16.7K
|
6.94K
$875K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-139- 23.09% |
$15.3K - $16.8K
|
463
$58.4K
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-143- 0.98% |
$15.7K - $17.3K
|
14.5K
$1.82M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-143- 2.07% |
$15.7K - $17.3K
|
6.77K
$854K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-145- 8.98% |
$15.9K - $17.5K
|
1.47K
$185K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-145- 4.93% |
$15.9K - $17.5K
|
2.8K
$352K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-147- 4.46% |
$16.2K - $17.8K
|
3.15K
$397K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-148- 4.23% |
$16.3K - $17.9K
|
3.35K
$423K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-148- 1.32% |
$16.3K - $17.9K
|
11.1K
$1.4M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-150- 0.92% |
$16.5K - $18.1K
|
16.1K
$2.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-151- 1.63% |
$16.6K - $18.3K
|
9.09K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-152- 2.45% |
$16.7K - $18.4K
|
6.06K
$764K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-154- 4.28% |
$16.9K - $18.6K
|
3.45K
$435K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-155- 4.41% |
$17K - $18.8K
|
3.36K
$423K
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-156- 6.66% |
$17.2K - $18.9K
|
2.19K
$276K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-159- 3.66% |
$17.5K - $19.2K
|
4.19K
$528K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-160- 7.48% |
$17.6K - $19.4K
|
1.98K
$249K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-161- 0.56% |
$17.7K - $19.5K
|
28.6K
$3.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-163- 8.52% |
$17.9K - $19.7K
|
1.75K
$221K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-164- 1.75% |
$18K - $19.8K
|
9.2K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-165- 2.84% |
$18.1K - $20K
|
5.65K
$712K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-166- 0.57% |
$18.3K - $20.1K
|
29.1K
$3.67M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-167Closed |
$18.4K - $20.2K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-168- 6.61% |
$18.5K - $20.3K
|
2.37K
$299K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-169- 0.17% |
$18.6K - $20.4K
|
98.7K
$12.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-170- 5.43% |
$18.7K - $20.6K
|
2.96K
$373K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-170- 3.66% |
$18.7K - $20.6K
|
4.47K
$564K
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-170- 1.03% |
$18.7K - $20.6K
|
16.3K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-170- 4.09% |
$18.7K - $20.6K
|
3.99K
$503K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-174- 5.36% |
$19.1K - $21.1K
|
3.07K
$387K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-175- 6.04% |
$19.2K - $21.2K
|
2.72K
$343K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-175- 6.23% |
$19.2K - $21.2K
|
2.64K
$332K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-180- 0.26% |
$19.8K - $21.8K
|
68.7K
$8.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-182- 5.75% |
$20K - $22K
|
2.98K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-183- 3.35% |
$20.1K - $22.1K
|
5.29K
$666K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-184- 18.33% |
$20.2K - $22.3K
|
820
$103K
|