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 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-707- 15.08% |
$77.8K - $85.5K
|
3.98K
$502K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-723- 0.19% |
$79.5K - $87.5K
|
390K
$49.1M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-730- 6.13% |
$80.3K - $88.3K
|
11.2K
$1.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-731- 1.98% |
$80.4K - $88.4K
|
36.2K
$4.57M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-735- 7.41% |
$80.8K - $88.9K
|
9.18K
$1.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-736- 0.36% |
$80.9K - $89K
|
204K
$25.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-740- 10.01% |
$81.4K - $89.5K
|
6.66K
$839K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-743- 0.55% |
$81.7K - $89.9K
|
134K
$16.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-749- 4.34% |
$82.4K - $90.6K
|
16.5K
$2.08M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-750- 1.13% |
$82.5K - $90.7K
|
65.5K
$8.26M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-761- 1.33% |
$83.7K - $92.1K
|
56.5K
$7.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-765- 46.45% |
$84.1K - $92.6K
|
882
$111K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-766- 24.84% |
$84.2K - $92.7K
|
2.32K
$292K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-767- 26.38% |
$84.4K - $92.8K
|
2.14K
$270K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-776- 9.44% |
$85.3K - $93.9K
|
7.45K
$939K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-777- 1.49% |
$85.5K - $94K
|
51.4K
$6.49M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-780- 20.32% |
$85.8K - $94.4K
|
3.06K
$386K
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-782- 11.84% |
$86K - $94.6K
|
5.82K
$734K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-793- 2.08% |
$87.2K - $95.9K
|
37.3K
$4.7M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-795- 0.89% |
$87.4K - $96.2K
|
88.5K
$11.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-803- 12.19% |
$88.3K - $97.2K
|
5.79K
$730K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-803- 5.63% |
$88.3K - $97.2K
|
13.5K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-817- 21.24% |
$89.9K - $98.8K
|
3.03K
$382K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-820- 4.92% |
$90.2K - $99.2K
|
15.8K
$2M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-821- 5.73% |
$90.3K - $99.3K
|
13.5K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-830- 8.95% |
$91.3K - $100K
|
8.45K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-833- 5.05% |
$91.6K - $101K
|
15.7K
$1.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-841- 1.79% |
$92.5K - $102K
|
46.2K
$5.82M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-850- 1.25% |
$93.5K - $103K
|
66.9K
$8.44M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-856- 1.13% |
$94.1K - $104K
|
74.6K
$9.41M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-875- 2.92% |
$96.2K - $106K
|
29.1K
$3.67M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-913- 3.64% |
$100K - $110K
|
24.2K
$3.05M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-919- 10.63% |
$101K - $111K
|
7.73K
$974K
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-920- 25.86% |
$101K - $111K
|
2.64K
$333K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-933- 20.66% |
$103K - $113K
|
3.58K
$452K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-935- 4.81% |
$103K - $113K
|
18.5K
$2.33M
|
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-941- 5.35% |
$103K - $114K
|
16.6K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-942- 19.62% |
$104K - $114K
|
3.86K
$487K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-954- 8.6% |
$105K - $115K
|
10.1K
$1.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-964- 16.56% |
$106K - $117K
|
4.86K
$613K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-975- 8.22% |
$107K - $118K
|
10.9K
$1.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-980- 3.86% |
$108K - $119K
|
24.4K
$3.08M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-983- 12.55% |
$108K - $119K
|
6.85K
$864K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-989- 26.44% |
$109K - $120K
|
2.75K
$347K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.01K- 6.17% |
$111K - $122K
|
15.4K
$1.94M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.01K- 1.05% |
$112K - $123K
|
95.7K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.02K- 3.33% |
$112K - $123K
|
29.6K
$3.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.03K- 34.63% |
$113K - $124K
|
1.94K
$245K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.03K- 9.62% |
$113K - $124K
|
9.67K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.04K- 0.49% |
$114K - $125K
|
212K
$26.7M
|