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 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-8.88K- 23.01% |
$977K - $1.07M
|
29.7K
$3.75M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-8.89K- 4.16% |
$978K - $1.08M
|
205K
$25.8M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-8.93K- 1.6% |
$982K - $1.08M
|
548K
$69.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9.08K- 5.08% |
$999K - $1.1M
|
170K
$21.4M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.15K- 3.45% |
$1.01M - $1.11M
|
256K
$32.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-9.15K- 11.69% |
$1.01M - $1.11M
|
69.2K
$8.72M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-9.26K- 11.17% |
$1.02M - $1.12M
|
73.6K
$9.28M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-9.58K- 77.45% |
$1.05M - $1.16M
|
2.79K
$352K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-9.89K- 91.99% |
$1.09M - $1.2M
|
861
$109K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10.1K- 6.29% |
$1.11M - $1.22M
|
150K
$19M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-10.5K- 99.12% |
$1.15M - $1.27M
|
93
$11.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-10.7K- 51.38% |
$1.18M - $1.3M
|
10.2K
$1.28M
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-10.8K- 14.1% |
$1.19M - $1.31M
|
65.9K
$8.31M
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-10.9K- 8.58% |
$1.2M - $1.32M
|
116K
$14.7M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-11K- 86.62% |
$1.21M - $1.33M
|
1.69K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11K- 1.04% |
$1.21M - $1.33M
|
1.05M
$133M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-11.1K- 44.82% |
$1.22M - $1.34M
|
13.7K
$1.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.4K- 0.28% |
$1.25M - $1.38M
|
4.05M
$510M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-11.9K- 1.17% |
$1.31M - $1.44M
|
1.01M
$127M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-11.9K- 34.83% |
$1.31M - $1.44M
|
22.3K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-12.2K- 4.32% |
$1.34M - $1.47M
|
270K
$34M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.5K- 8.79% |
$1.37M - $1.51M
|
130K
$16.3M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.9K- 1.27% |
$1.42M - $1.56M
|
1M
$126M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-13K- 16.84% |
$1.43M - $1.58M
|
64.4K
$8.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-13.1K- 20.28% |
$1.44M - $1.59M
|
51.6K
$6.51M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-13.5K- 12.83% |
$1.49M - $1.64M
|
91.9K
$11.6M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-13.8K- 2.69% |
$1.52M - $1.67M
|
499K
$62.9M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-13.8K- 77.57% |
$1.52M - $1.67M
|
4K
$504K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-13.8K- 11.67% |
$1.52M - $1.67M
|
105K
$13.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-13.9K- 14.47% |
$1.53M - $1.68M
|
82.3K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-14.3K- 15.17% |
$1.58M - $1.73M
|
80.2K
$10.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.6K- 41.65% |
$1.6M - $1.76M
|
20.4K
$2.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-15.4K- 33.18% |
$1.69M - $1.86M
|
31K
$3.91M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-16.4K- 50.08% |
$1.8M - $1.98M
|
16.3K
$2.06M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-16.4K- 5.89% |
$1.8M - $1.98M
|
262K
$33.1M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-17.2K- 7.12% |
$1.89M - $2.08M
|
224K
$28.3M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17.3K- 2.56% |
$1.9M - $2.09M
|
657K
$82.8M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-18.1K- 29.36% |
$1.99M - $2.19M
|
43.6K
$5.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.6K- 2.35% |
$2.05M - $2.25M
|
773K
$97.5M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-18.6K- 88.36% |
$2.05M - $2.26M
|
2.46K
$310K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-19.8K- 6.62% |
$2.18M - $2.4M
|
279K
$35.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-19.9K- 51.67% |
$2.18M - $2.4M
|
18.6K
$2.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.9K- 2.51% |
$2.19M - $2.41M
|
771K
$97.2M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-21.4K- 14.82% |
$2.35M - $2.59M
|
123K
$15.5M
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-21.7K- 84.77% |
$2.39M - $2.63M
|
3.91K
$492K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-21.9K- 9.13% |
$2.41M - $2.65M
|
218K
$27.5M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-22.9K- 72.66% |
$2.52M - $2.77M
|
8.63K
$1.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-23.7K- 0.7% |
$2.61M - $2.87M
|
3.38M
$427M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-23.8K- 26.39% |
$2.62M - $2.88M
|
66.5K
$8.38M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24.8K- 1.11% |
$2.73M - $3M
|
2.21M
$279M
|