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 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.05K- 13.35% |
$115K - $127K
|
6.8K
$858K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.06K- 4.01% |
$116K - $128K
|
25.3K
$3.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.06K- 2.28% |
$117K - $129K
|
45.5K
$5.74M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.07K- 2.28% |
$117K - $129K
|
45.7K
$5.77M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.08K- 9.17% |
$119K - $131K
|
10.7K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.09K- 6.21% |
$120K - $132K
|
16.4K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.09K- 18.57% |
$120K - $132K
|
4.78K
$602K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-1.09K- 4.12% |
$120K - $132K
|
25.4K
$3.2M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.1K- 3.26% |
$120K - $132K
|
32.5K
$4.1M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.1K- 2.42% |
$121K - $134K
|
44.6K
$5.62M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.11K- 4.93% |
$122K - $134K
|
21.3K
$2.69M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.13K- 39.38% |
$124K - $137K
|
1.74K
$219K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-1.15K- 4.56% |
$126K - $139K
|
24K
$3.02M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.15K- 1.63% |
$126K - $139K
|
69.2K
$8.73M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-1.16K- 0.49% |
$127K - $140K
|
236K
$29.7M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-1.16K- 4.06% |
$128K - $141K
|
27.5K
$3.47M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.17K- 22.91% |
$129K - $142K
|
3.94K
$497K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.19K- 2.06% |
$131K - $144K
|
56.9K
$7.18M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.24K- 8.09% |
$136K - $149K
|
14K
$1.77M
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.24K- 3.53% |
$136K - $150K
|
33.8K
$4.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.24K- 8.17% |
$137K - $150K
|
14K
$1.76M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.25K- 41.46% |
$138K - $152K
|
1.77K
$223K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.26K- 19.32% |
$139K - $153K
|
5.27K
$665K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.27K- 3.02% |
$140K - $154K
|
40.9K
$5.16M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.29K- 1.12% |
$141K - $155K
|
113K
$14.3M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.29K- 2.68% |
$142K - $156K
|
46.7K
$5.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.31K- 16.8% |
$144K - $158K
|
6.47K
$816K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.32K- 4.79% |
$145K - $160K
|
26.3K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.33K- 0.6% |
$146K - $161K
|
220K
$27.7M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.33K- 43.79% |
$147K - $161K
|
1.71K
$216K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.34K- 21.12% |
$147K - $162K
|
5K
$631K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 9.22% |
$148K - $163K
|
13.2K
$1.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.36K- 4.17% |
$149K - $164K
|
31.1K
$3.92M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.36K- 27.24% |
$149K - $164K
|
3.63K
$457K
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.41K- 6.25% |
$155K - $171K
|
21.2K
$2.67M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.42K- 4.92% |
$156K - $171K
|
27.3K
$3.45M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.42K- 5.07% |
$156K - $172K
|
26.5K
$3.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.44K- 12.07% |
$158K - $174K
|
10.5K
$1.32M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.44K- 12.07% |
$158K - $174K
|
10.5K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.45K- 2.63% |
$159K - $175K
|
53.7K
$6.77M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.46K- 17.41% |
$161K - $177K
|
6.95K
$876K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.49K- 9.23% |
$164K - $181K
|
14.7K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.51K- 4.8% |
$166K - $182K
|
29.9K
$3.77M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.53K- 2.56% |
$168K - $185K
|
58K
$7.32M
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.53K- 5.69% |
$169K - $186K
|
25.4K
$3.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.56K- 14.65% |
$172K - $189K
|
9.1K
$1.15M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.57K- 5.41% |
$173K - $190K
|
27.4K
$3.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 2.65% |
$175K - $192K
|
58.4K
$7.36M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.61K- 3.29% |
$177K - $195K
|
47.5K
$5.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.62K- 3.81% |
$178K - $196K
|
40.8K
$5.14M
|