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 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-3.73K- 15.06% |
$410K - $451K
|
21K
$2.71M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.81K- 52.28% |
$419K - $461K
|
3.48K
$449K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.82K- 2.84% |
$420K - $462K
|
130K
$16.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-3.83K- 6.63% |
$422K - $464K
|
54K
$6.97M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-3.87K- 10.25% |
$425K - $468K
|
33.8K
$4.37M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.94K- 5.25% |
$433K - $477K
|
71.2K
$9.18M
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-4.03K- 17.9% |
$443K - $487K
|
18.5K
$2.38M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.1K- 19.75% |
$451K - $496K
|
16.7K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.17K- 4.01% |
$459K - $505K
|
99.9K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.21K- 31.96% |
$463K - $510K
|
8.97K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.22K- 5.07% |
$464K - $511K
|
79.1K
$10.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-4.29K- 56.2% |
$471K - $519K
|
3.34K
$431K
|
|
|
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
$376K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.35K- 59.19% |
$479K - $526K
|
3K
$387K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.43K- 1.66% |
$488K - $536K
|
263K
$34M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-4.55K- 4.9% |
$501K - $551K
|
88.2K
$11.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-4.56K- 3.83% |
$502K - $552K
|
115K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.58KClosed |
$504K - $554K
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-4.59K- 7.89% |
$505K - $555K
|
53.6K
$6.91M
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-4.67K- 12.66% |
$514K - $565K
|
32.2K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.7K- 0.95% |
$517K - $569K
|
489K
$63.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.71K- 60.9% |
$518K - $570K
|
3.02K
$390K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.98K- 1.09% |
$548K - $602K
|
450K
$58M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.99K- 6.2% |
$548K - $603K
|
75.4K
$9.73M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.09K- 3.31% |
$559K - $615K
|
149K
$19.2M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.09K- 24.15% |
$560K - $616K
|
16K
$2.06M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-5.1K- 4.81% |
$561K - $617K
|
101K
$13M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5.11K- 29.91% |
$562K - $618K
|
12K
$1.54M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.13K- 14.32% |
$564K - $620K
|
30.7K
$3.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.16K- 21.1% |
$567K - $624K
|
19.3K
$2.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-5.17K- 14.35% |
$569K - $626K
|
30.9K
$3.98M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-5.31K- 37.3% |
$584K - $642K
|
8.92K
$1.15M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.4K- 52.46% |
$594K - $654K
|
4.9K
$632K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-5.43K- 17.16% |
$597K - $657K
|
26.2K
$3.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.45K- 48.04% |
$600K - $660K
|
5.9K
$761K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
SELL
|
- |
-5.49K- 4.09% |
$604K - $664K
|
129K
$16.6M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-5.58K- 22.73% |
$613K - $675K
|
19K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.63K- 2.68% |
$619K - $681K
|
205K
$26.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5.8K- 72.32% |
$638K - $702K
|
2.22K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.8K- 3.92% |
$638K - $702K
|
142K
$18.4M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-5.9K- 3.57% |
$649K - $713K
|
159K
$20.5M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-6.03K- 2.39% |
$664K - $730K
|
246K
$31.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-6.1K- 6.73% |
$671K - $738K
|
84.6K
$10.9M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-6.22K- 51.3% |
$684K - $752K
|
5.9K
$761K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-6.26K- 44.54% |
$688K - $757K
|
7.79K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-6.26K- 2.07% |
$689K - $758K
|
296K
$38.2M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-6.44K- 5.18% |
$709K - $780K
|
118K
$15.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-6.47K- 4.02% |
$711K - $783K
|
154K
$19.9M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.67K- 3.66% |
$734K - $807K
|
176K
$22.7M
|