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 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.62K- 90.55% |
$178K - $196K
|
169
$21.3K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.62K- 23.73% |
$178K - $196K
|
5.22K
$658K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.63K- 16.98% |
$179K - $197K
|
7.96K
$1M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.68K- 13.25% |
$185K - $203K
|
11K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.72K- 37.57% |
$189K - $208K
|
2.85K
$360K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.72K- 37.49% |
$189K - $208K
|
2.87K
$362K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.73K- 29.23% |
$190K - $209K
|
4.18K
$527K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.74K- 17.57% |
$191K - $210K
|
8.14K
$1.03M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.74KClosed |
$191K - $211K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.75K- 4.71% |
$192K - $211K
|
35.3K
$4.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.77K- 8.13% |
$195K - $214K
|
20K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.81K- 24.23% |
$199K - $219K
|
5.66K
$713K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.81K- 30.03% |
$199K - $219K
|
4.22K
$532K
|
|
|
May 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-1.86K- 18.68% |
$204K - $225K
|
8.09K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.86K- 0.83% |
$204K - $225K
|
223K
$28.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.87K- 2.94% |
$205K - $226K
|
61.7K
$7.78M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.89K- 15.05% |
$208K - $228K
|
10.7K
$1.34M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.89K- 20.53% |
$208K - $228K
|
7.31K
$921K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.89K- 2.38% |
$208K - $229K
|
77.3K
$9.75M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.89K- 15.0% |
$208K - $229K
|
10.7K
$1.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.9K- 4.17% |
$209K - $230K
|
43.7K
$5.51M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.92K- 5.24% |
$211K - $232K
|
34.7K
$4.37M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.92K- 7.18% |
$211K - $232K
|
24.8K
$3.13M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.95K- 35.83% |
$214K - $235K
|
3.49K
$439K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.95K- 26.91% |
$214K - $236K
|
5.29K
$668K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.95K- 27.43% |
$215K - $236K
|
5.16K
$651K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.97K- 1.68% |
$217K - $238K
|
116K
$14.6M
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-2K- 2.28% |
$220K - $242K
|
85.7K
$10.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2.08K- 17.66% |
$229K - $252K
|
9.69K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.09K- 32.95% |
$230K - $253K
|
4.25K
$536K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-2.12K- 1.0% |
$233K - $256K
|
210K
$26.5M
|
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-2.13K- 15.86% |
$234K - $257K
|
11.3K
$1.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.14K- 3.84% |
$235K - $259K
|
53.6K
$6.75M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.19K- 22.24% |
$241K - $265K
|
7.65K
$965K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.2K- 3.9% |
$242K - $267K
|
54.3K
$6.84M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
SELL
|
- |
-2.24K- 0.95% |
$246K - $271K
|
234K
$29.6M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.26K- 9.3% |
$249K - $274K
|
22K
$2.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.27K- 31.73% |
$249K - $274K
|
4.87K
$615K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-2.3K- 2.16% |
$253K - $279K
|
104K
$13.1M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.37K- 33.42% |
$261K - $287K
|
4.73K
$596K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.43K- 4.79% |
$267K - $294K
|
48.2K
$6.08M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.45K- 5.52% |
$269K - $296K
|
41.9K
$5.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-2.51K- 2.98% |
$276K - $304K
|
81.6K
$10.3M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-2.54K- 5.89% |
$279K - $307K
|
40.6K
$5.12M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.54K- 3.27% |
$279K - $307K
|
75.2K
$9.48M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-2.6K- 6.12% |
$286K - $315K
|
40K
$5.04M
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-2.63K- 44.13% |
$289K - $318K
|
3.33K
$419K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-2.64K- 45.65% |
$290K - $319K
|
3.14K
$396K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-2.65K- 6.21% |
$291K - $320K
|
40K
$5.04M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.65K- 8.73% |
$291K - $320K
|
27.7K
$3.49M
|