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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-301- 7.01% |
$33.1K - $36.4K
|
3.99K
$504K
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-302- 1.58% |
$33.2K - $36.5K
|
18.8K
$2.38M
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-303- 4.1% |
$33.3K - $36.7K
|
7.09K
$894K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-305- 0.9% |
$33.5K - $36.9K
|
33.7K
$4.25M
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-306- 14.39% |
$33.7K - $37K
|
1.82K
$230K
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-306- 6.11% |
$33.7K - $37K
|
4.7K
$593K
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-309- 0.57% |
$34K - $37.4K
|
54K
$6.81M
|
|
Apr 30, 2024
Q1 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-312- 3.45% |
$34.3K - $37.7K
|
8.74K
$1.1M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-314- 7.83% |
$34.5K - $38K
|
3.7K
$466K
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-320- 1.62% |
$35.2K - $38.7K
|
19.4K
$2.45M
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-334- 5.18% |
$36.7K - $40.4K
|
6.11K
$771K
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-335- 0.46% |
$36.8K - $40.5K
|
73K
$9.21M
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-337- 4.68% |
$37.1K - $40.8K
|
6.86K
$865K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-338- 10.48% |
$37.2K - $40.9K
|
2.89K
$364K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-344- 2.19% |
$37.8K - $41.6K
|
15.3K
$1.94M
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-350- 5.6% |
$38.5K - $42.3K
|
5.91K
$745K
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-351- 7.65% |
$38.6K - $42.5K
|
4.24K
$534K
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-358- 3.98% |
$39.4K - $43.3K
|
8.63K
$1.09M
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-360- 12.53% |
$39.6K - $43.6K
|
2.51K
$317K
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-361- 6.77% |
$39.7K - $43.7K
|
4.97K
$627K
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-371- 8.83% |
$40.8K - $44.9K
|
3.83K
$483K
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-377- 4.77% |
$41.5K - $45.6K
|
7.53K
$950K
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-384- 6.91% |
$42.2K - $46.5K
|
5.18K
$653K
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-387- 12.28% |
$42.6K - $46.8K
|
2.76K
$349K
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-389- 1.87% |
$42.8K - $47.1K
|
20.5K
$2.58M
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-396- 1.63% |
$43.6K - $47.9K
|
23.8K
$3.01M
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-398- 2.55% |
$43.8K - $48.2K
|
15.2K
$1.92M
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-400- 12.33% |
$44K - $48.4K
|
2.84K
$359K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-406- 36.28% |
$44.7K - $49.1K
|
713
$89.9K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-407- 11.13% |
$44.8K - $49.2K
|
3.25K
$410K
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-410- 6.28% |
$45.1K - $49.6K
|
6.12K
$772K
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-419- 9.68% |
$46.1K - $50.7K
|
3.91K
$493K
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-426- 2.37% |
$46.9K - $51.5K
|
17.6K
$2.21M
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-428- 15.87% |
$47.1K - $51.8K
|
2.27K
$286K
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-428- 1.83% |
$47.1K - $51.8K
|
23K
$2.9M
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-429- 0.67% |
$47.2K - $51.9K
|
63.3K
$7.99M
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-437- 16.51% |
$48.1K - $52.9K
|
2.21K
$279K
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-439- 9.87% |
$48.3K - $53.1K
|
4.01K
$505K
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-443- 3.81% |
$48.7K - $53.6K
|
11.2K
$1.41M
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-450- 6.49% |
$49.5K - $54.4K
|
6.48K
$818K
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-450- 4.3% |
$49.5K - $54.4K
|
10K
$1.26M
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-451- 0.34% |
$49.6K - $54.6K
|
134K
$16.9M
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-458- 4.19% |
$50.4K - $55.4K
|
10.5K
$1.32M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-465- 0.75% |
$51.1K - $56.3K
|
61.4K
$7.75M
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-466- 0.94% |
$51.3K - $56.4K
|
49.3K
$6.22M
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-469- 1.51% |
$51.6K - $56.7K
|
30.7K
$3.87M
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-470- 3.41% |
$51.7K - $56.9K
|
13.3K
$1.68M
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-470- 45.37% |
$51.7K - $56.9K
|
566
$71.4K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-470- 0.64% |
$51.7K - $56.9K
|
72.7K
$9.17M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-472- 19.79% |
$51.9K - $57.1K
|
1.91K
$241K
|