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 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-473- 20.7% |
$52K - $57.2K
|
1.81K
$229K
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-476- 1.14% |
$52.4K - $57.6K
|
41.3K
$5.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-478- 0.19% |
$52.6K - $57.8K
|
251K
$31.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-493- 2.78% |
$54.2K - $59.6K
|
17.2K
$2.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-497- 73.3% |
$54.7K - $60.1K
|
181
$22.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-498- 26.99% |
$54.8K - $60.3K
|
1.35K
$170K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-500- 2.86% |
$55K - $60.5K
|
17K
$2.14M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-501- 13.77% |
$55.1K - $60.6K
|
3.14K
$396K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-504- 16.18% |
$55.4K - $61K
|
2.61K
$329K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-512- 2.91% |
$56.3K - $61.9K
|
17.1K
$2.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-520- 9.13% |
$57.2K - $62.9K
|
5.18K
$653K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-545- 0.22% |
$59.9K - $65.9K
|
252K
$31.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-549- 3.67% |
$60.4K - $66.4K
|
14.4K
$1.82M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-550- 2.47% |
$60.5K - $66.5K
|
21.7K
$2.74M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-550- 17.55% |
$60.5K - $66.5K
|
2.58K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-556- 1.24% |
$61.1K - $67.3K
|
44.4K
$5.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-560- 2.8% |
$61.6K - $67.8K
|
19.4K
$2.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-566- 5.51% |
$62.2K - $68.5K
|
9.71K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-566- 9.43% |
$62.2K - $68.5K
|
5.44K
$686K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-567- 1.77% |
$62.4K - $68.6K
|
31.5K
$3.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-575- 0.63% |
$63.2K - $69.6K
|
91K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-576- 0.9% |
$63.3K - $69.7K
|
63.7K
$8.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-579- 25.14% |
$63.7K - $70.1K
|
1.72K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-582- 19.18% |
$64K - $70.4K
|
2.45K
$309K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-592- 4.29% |
$65.1K - $71.6K
|
13.2K
$1.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
SELL
|
- |
-596- 5.76% |
$65.5K - $72.1K
|
9.75K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-597- 23.57% |
$65.7K - $72.2K
|
1.94K
$244K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-600- 26.56% |
$66K - $72.6K
|
1.66K
$209K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-600- 3.25% |
$66K - $72.6K
|
17.8K
$2.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-601- 0.82% |
$66.1K - $72.7K
|
72.8K
$9.18M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-604- 11.19% |
$66.4K - $73.1K
|
4.8K
$605K
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-605- 2.74% |
$66.5K - $73.2K
|
21.5K
$2.71M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-607- 5.63% |
$66.8K - $73.4K
|
10.2K
$1.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-610- 1.59% |
$67.1K - $73.8K
|
37.6K
$4.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-617- 4.0% |
$67.9K - $74.7K
|
14.8K
$1.87M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-618- 10.26% |
$68K - $74.8K
|
5.41K
$682K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-620- 3.79% |
$68.2K - $75K
|
15.7K
$1.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-623- 15.63% |
$68.5K - $75.4K
|
3.36K
$424K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-635- 10.65% |
$69.8K - $76.8K
|
5.33K
$672K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-636- 3.97% |
$69.9K - $76.9K
|
15.4K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-647- 10.63% |
$71.2K - $78.3K
|
5.44K
$686K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-648- 0.22% |
$71.3K - $78.4K
|
288K
$36.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-652- 10.0% |
$71.7K - $78.9K
|
5.87K
$740K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-652- 17.0% |
$71.7K - $78.9K
|
3.18K
$401K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-664- 3.57% |
$73K - $80.3K
|
18K
$2.26M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-673- 24.94% |
$74K - $81.4K
|
2.03K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-681- 48.54% |
$74.9K - $82.4K
|
722
$91.1K
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-684- 6.44% |
$75.2K - $82.8K
|
9.93K
$1.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-688- 3.88% |
$75.7K - $83.2K
|
17.1K
$2.15M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-690- 13.04% |
$75.9K - $83.5K
|
4.6K
$580K
|