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 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-186- 6.14% |
$20.5K - $22.5K
|
2.85K
$359K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-190- 4.54% |
$20.9K - $23K
|
4K
$504K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-191- 9.17% |
$21K - $23.1K
|
1.89K
$238K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-191- 4.42% |
$21K - $23.1K
|
4.14K
$521K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-192- 80.67% |
$21.1K - $23.2K
|
46
$5.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-193- 7.11% |
$21.2K - $23.4K
|
2.52K
$318K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-199- 4.71% |
$21.9K - $24.1K
|
4.02K
$507K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-199- 5.74% |
$21.9K - $24.1K
|
3.27K
$412K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-199- 5.74% |
$21.9K - $24.1K
|
3.27K
$412K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
SELL
|
- |
-202- 8.8% |
$22.2K - $24.4K
|
2.09K
$264K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-203- 6.68% |
$22.3K - $24.6K
|
2.84K
$358K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-206- 0.75% |
$22.7K - $24.9K
|
27.4K
$3.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-206- 10.52% |
$22.7K - $24.9K
|
1.75K
$221K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-211- 2.92% |
$23.2K - $25.5K
|
7.01K
$884K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-215- 8.43% |
$23.6K - $26K
|
2.34K
$294K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-215- 4.36% |
$23.6K - $26K
|
4.71K
$594K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-218- 0.48% |
$24K - $26.4K
|
44.7K
$5.64M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-221- 1.7% |
$24.3K - $26.7K
|
12.8K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-223- 8.81% |
$24.5K - $27K
|
2.31K
$291K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-231- 12.84% |
$25.4K - $27.9K
|
1.57K
$198K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-235- 3.22% |
$25.8K - $28.4K
|
7.07K
$892K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-236- 0.28% |
$26K - $28.6K
|
85.4K
$10.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-236- 0.72% |
$26K - $28.6K
|
32.6K
$4.11M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-237- 10.59% |
$26.1K - $28.7K
|
2K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-239- 0.64% |
$26.3K - $28.9K
|
36.8K
$4.64M
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
SELL
|
- |
-244- 3.55% |
$26.8K - $29.5K
|
6.63K
$836K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-246- 3.56% |
$27.1K - $29.8K
|
6.67K
$841K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-250- 3.01% |
$27.5K - $30.2K
|
8.06K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-254- 5.67% |
$27.9K - $30.7K
|
4.23K
$533K
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-260- 8.6% |
$28.6K - $31.5K
|
2.76K
$349K
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-264- 5.41% |
$29K - $31.9K
|
4.62K
$583K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-265- 1.47% |
$29.1K - $32.1K
|
17.8K
$2.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-265- 0.87% |
$29.1K - $32.1K
|
30.1K
$3.8M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-265- 3.99% |
$29.1K - $32.1K
|
6.37K
$803K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-269- 1.66% |
$29.6K - $32.5K
|
15.9K
$2.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-270- 8.04% |
$29.7K - $32.7K
|
3.09K
$389K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-270- 3.32% |
$29.7K - $32.7K
|
7.87K
$992K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-272- 2.19% |
$29.9K - $32.9K
|
12.1K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-273- 4.13% |
$30K - $33K
|
6.34K
$799K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-275- 1.37% |
$30.2K - $33.3K
|
19.9K
$2.51M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-283- 13.06% |
$31.1K - $34.2K
|
1.88K
$238K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-285- 7.23% |
$31.3K - $34.5K
|
3.66K
$461K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-286- 10.3% |
$31.5K - $34.6K
|
2.49K
$314K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-290- 2.09% |
$31.9K - $35.1K
|
13.6K
$1.71M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-292- 7.51% |
$32.1K - $35.3K
|
3.6K
$454K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-299- 8.15% |
$32.9K - $36.2K
|
3.37K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-299- 2.86% |
$32.9K - $36.2K
|
10.2K
$1.28M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-299- 2.86% |
$32.9K - $36.2K
|
10.2K
$1.28M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-300- 5.56% |
$33K - $36.3K
|
5.1K
$643K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-301- 10.37% |
$33.1K - $36.4K
|
2.6K
$328K
|