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 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-4.56K- 3.83% |
$502K - $552K
|
115K
$14.4M
|
|
|
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
$6.76M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.7K- 0.95% |
$517K - $569K
|
489K
$61.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.71K- 60.9% |
$518K - $570K
|
3.02K
$381K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.98K- 1.09% |
$548K - $602K
|
450K
$56.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.99K- 6.2% |
$548K - $603K
|
75.4K
$9.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.09K- 3.31% |
$559K - $615K
|
149K
$18.8M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.09K- 24.15% |
$560K - $616K
|
16K
$2.02M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-5.1K- 4.81% |
$561K - $617K
|
101K
$12.7M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5.11K- 29.91% |
$562K - $618K
|
12K
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.13K- 14.32% |
$564K - $620K
|
30.7K
$3.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.16K- 21.1% |
$567K - $624K
|
19.3K
$2.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-5.17K- 14.35% |
$569K - $626K
|
30.9K
$3.89M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-5.31K- 37.3% |
$584K - $642K
|
8.92K
$1.13M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.4K- 52.46% |
$594K - $654K
|
4.9K
$617K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-5.43K- 17.16% |
$597K - $657K
|
26.2K
$3.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.45K- 48.04% |
$600K - $660K
|
5.9K
$744K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
SELL
|
- |
-5.49K- 4.09% |
$604K - $664K
|
129K
$16.3M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-5.58K- 22.73% |
$613K - $675K
|
19K
$2.39M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.63K- 2.68% |
$619K - $681K
|
205K
$25.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5.8K- 72.32% |
$638K - $702K
|
2.22K
$280K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.8K- 3.92% |
$638K - $702K
|
142K
$17.9M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-5.9K- 3.57% |
$649K - $713K
|
159K
$20.1M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-6.03K- 2.39% |
$664K - $730K
|
246K
$31M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-6.1K- 6.73% |
$671K - $738K
|
84.6K
$10.7M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-6.22K- 51.3% |
$684K - $752K
|
5.9K
$744K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-6.26K- 44.54% |
$688K - $757K
|
7.79K
$983K
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-6.26K- 2.07% |
$689K - $758K
|
296K
$37.3M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-6.44K- 5.18% |
$709K - $780K
|
118K
$14.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-6.47K- 4.02% |
$711K - $783K
|
154K
$19.5M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.67K- 3.66% |
$734K - $807K
|
176K
$22.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-6.68K- 3.13% |
$735K - $808K
|
207K
$26.1M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.72K- 4.54% |
$739K - $813K
|
141K
$17.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-6.81K- 8.17% |
$749K - $824K
|
76.6K
$9.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-6.84K- 61.99% |
$752K - $828K
|
4.19K
$529K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-6.98K- 28.99% |
$767K - $844K
|
17.1K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7K- 10.05% |
$769K - $846K
|
62.6K
$7.89M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-7.04K- 3.63% |
$775K - $852K
|
187K
$23.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-7.25K- 67.44% |
$797K - $877K
|
3.5K
$441K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-7.26K- 2.04% |
$798K - $878K
|
348K
$43.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-7.34K- 28.83% |
$808K - $889K
|
18.1K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.5K- 34.25% |
$825K - $907K
|
14.4K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-7.61K- 8.66% |
$837K - $921K
|
80.3K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-7.93K- 3.85% |
$873K - $960K
|
198K
$25M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.1K- 11.78% |
$891K - $980K
|
60.7K
$7.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-8.14K- 4.05% |
$895K - $985K
|
193K
$24.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.24K- 6.44% |
$906K - $997K
|
120K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.33K- 47.38% |
$916K - $1.01M
|
9.25K
$1.17M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-8.72K- 9.97% |
$958K - $1.05M
|
78.7K
$9.93M
|