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 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
33.9K+ 16.31% |
$3.73M - $4.1M
|
242K
$30.5M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
33.3KNew |
$3.66M - $4.03M
|
33.3K
$4.2M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
33.1KNew |
$3.64M - $4M
|
33.1K
$4.17M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
33K+ 59.31% |
$3.63M - $3.99M
|
88.6K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
31.9KNew |
$3.51M - $3.86M
|
31.9K
$4.02M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
29.7KNew |
$3.27M - $3.6M
|
29.7K
$3.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
29.4K+ 3.55% |
$3.23M - $3.55M
|
856K
$108M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.9K+ 3.18% |
$3.18M - $3.5M
|
938K
$118M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
28.4K+ 155.68% |
$3.12M - $3.43M
|
46.6K
$5.88M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
26.8K+ 11.13% |
$2.95M - $3.25M
|
268K
$33.8M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
25.3K+ 82.79% |
$2.78M - $3.06M
|
55.8K
$7.04M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
25.1KNew |
$2.76M - $3.04M
|
25.1K
$3.17M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
25.1KNew |
$2.76M - $3.04M
|
25.1K
$3.16M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
24.3KNew |
$2.68M - $2.95M
|
24.3K
$3.07M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
23.7KNew |
$2.61M - $2.87M
|
23.7K
$2.99M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
23.6K+ 510.43% |
$2.6M - $2.86M
|
28.2K
$3.56M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.5K+ 17.13% |
$2.59M - $2.85M
|
161K
$20.3M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
22.8K+ 31.92% |
$2.51M - $2.76M
|
94.2K
$11.9M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
21.3KNew |
$2.34M - $2.57M
|
21.3K
$2.68M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21.1K+ 5.79% |
$2.32M - $2.56M
|
386K
$48.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21.1K+ 5.3% |
$2.32M - $2.55M
|
419K
$52.9M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.9K+ 109.57% |
$2.19M - $2.41M
|
38.1K
$4.81M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
19.7K+ 1.33% |
$2.16M - $2.38M
|
1.5M
$189M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.6K+ 59.38% |
$2.05M - $2.26M
|
50K
$6.31M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18.4K+ 136.16% |
$2.03M - $2.23M
|
32K
$4.03M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$2M - $2.2M
|
18.2K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
17.8K+ 9938.55% |
$1.96M - $2.15M
|
18K
$2.27M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.8K+ 3.06% |
$1.96M - $2.15M
|
600K
$75.6M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
17.4KNew |
$1.92M - $2.11M
|
17.4K
$2.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
16.8KNew |
$1.85M - $2.04M
|
16.8K
$2.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
16.3K+ 54.55% |
$1.79M - $1.97M
|
46.2K
$5.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
16.1K+ 4.2% |
$1.77M - $1.95M
|
400K
$50.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
16.1K+ 519.83% |
$1.77M - $1.95M
|
19.2K
$2.42M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
16K+ 0.5% |
$1.76M - $1.94M
|
3.25M
$409M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
15.6K+ 2.39% |
$1.72M - $1.89M
|
670K
$84.5M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
15.6K+ 4.51% |
$1.72M - $1.89M
|
362K
$45.6M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
15.6K+ 17.29% |
$1.72M - $1.89M
|
106K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.6K+ 17.36% |
$1.71M - $1.89M
|
105K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
15.4KNew |
$1.7M - $1.87M
|
15.4K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
15.2KNew |
$1.67M - $1.84M
|
15.2K
$1.92M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
15K+ 2.65% |
$1.65M - $1.82M
|
583K
$73.5M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15K+ 43.33% |
$1.65M - $1.82M
|
49.7K
$6.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13K+ 3.5% |
$1.43M - $1.58M
|
385K
$48.6M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
13KNew |
$1.42M - $1.57M
|
13K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
12.8K+ 23.39% |
$1.41M - $1.55M
|
67.7K
$8.54M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.8K+ 4.02% |
$1.41M - $1.55M
|
332K
$41.8M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.5K+ 11.68% |
$1.37M - $1.51M
|
119K
$15M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12.4K+ 7.92% |
$1.37M - $1.5M
|
169K
$21.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.4K+ 178.89% |
$1.37M - $1.5M
|
19.4K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
12.3K+ 6.28% |
$1.35M - $1.48M
|
207K
$26.2M
|