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 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.66K- 25.76% |
$293K - $322K
|
7.67K
$967K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-2.66K- 31.34% |
$293K - $322K
|
5.83K
$736K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.67K- 4.21% |
$294K - $323K
|
60.7K
$7.66M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.71K- 8.31% |
$298K - $328K
|
29.9K
$3.77M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.72K- 24.21% |
$299K - $329K
|
8.53K
$1.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.76K- 8.03% |
$303K - $334K
|
31.6K
$3.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.81K- 0.42% |
$309K - $340K
|
667K
$84.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.84K- 7.81% |
$313K - $344K
|
33.6K
$4.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.87K- 11.66% |
$315K - $347K
|
21.7K
$2.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-2.9K- 16.57% |
$319K - $351K
|
14.6K
$1.84M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.91K- 1.47% |
$320K - $352K
|
195K
$24.6M
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-2.92K- 1.73% |
$321K - $353K
|
166K
$20.9M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.92K- 12.75% |
$321K - $353K
|
20K
$2.52M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.94K- 8.52% |
$323K - $355K
|
31.5K
$3.98M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.05K- 30.7% |
$336K - $370K
|
6.89K
$869K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.07K- 28.93% |
$338K - $372K
|
7.55K
$952K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.1K- 23.56% |
$340K - $374K
|
10K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.11K- 1.46% |
$342K - $376K
|
209K
$26.4M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-3.11K- 46.01% |
$342K - $377K
|
3.65K
$461K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.15K- 29.03% |
$346K - $381K
|
7.7K
$971K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-3.16K- 3.71% |
$348K - $382K
|
82.1K
$10.4M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.16K- 15.5% |
$348K - $382K
|
17.2K
$2.17M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3.17K- 4.18% |
$348K - $383K
|
72.7K
$9.17M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.18K- 1.59% |
$350K - $385K
|
197K
$24.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.3K- 4.48% |
$363K - $400K
|
70.4K
$8.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.38K- 8.85% |
$372K - $409K
|
34.8K
$4.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-3.43K- 9.25% |
$377K - $415K
|
33.6K
$4.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-3.46K- 13.01% |
$381K - $419K
|
23.1K
$2.92M
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-3.54K- 8.55% |
$389K - $428K
|
37.9K
$4.78M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.58K- 97.07% |
$394K - $433K
|
108
$13.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-3.6K- 10.95% |
$396K - $436K
|
29.3K
$3.69M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.61K- 34.41% |
$397K - $437K
|
6.89K
$869K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.67K- 2.97% |
$403K - $443K
|
120K
$15.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3.71K- 22.38% |
$408K - $449K
|
12.9K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.81K- 52.28% |
$419K - $461K
|
3.48K
$439K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.82K- 2.84% |
$420K - $462K
|
130K
$16.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-3.83K- 6.63% |
$422K - $464K
|
54K
$6.81M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-3.87K- 10.25% |
$425K - $468K
|
33.8K
$4.27M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.94K- 5.25% |
$433K - $477K
|
71.2K
$8.98M
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-4.03K- 17.9% |
$443K - $487K
|
18.5K
$2.33M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.1K- 19.75% |
$451K - $496K
|
16.7K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.17K- 4.01% |
$459K - $505K
|
99.9K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.21K- 31.96% |
$463K - $510K
|
8.97K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.22K- 5.07% |
$464K - $511K
|
79.1K
$9.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-4.29K- 56.2% |
$471K - $519K
|
3.34K
$421K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.32KClosed |
$476K - $523K
|
0
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-4.34K- 59.82% |
$477K - $525K
|
2.91K
$367K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.35K- 59.19% |
$479K - $526K
|
3K
$378K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.43K- 1.66% |
$488K - $536K
|
263K
$33.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-4.55K- 4.9% |
$501K - $551K
|
88.2K
$11.1M
|