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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-77.5K- 8.66% |
$8.52M - $9.38M
|
817K
$115M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-81.9K- 84.69% |
$9.01M - $9.91M
|
14.8K
$2.09M
|
|
|
May 01, 2024
Q1 2024
|
Kinsale Capital Group, Inc.
|
SELL
|
- |
-90K- 49.84% |
$9.9M - $10.9M
|
90.6K
$12.8M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-90.3K- 2.35% |
$9.93M - $10.9M
|
3.75M
$531M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-98.7K- 38.28% |
$10.9M - $11.9M
|
159K
$22.5M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-104K- 84.99% |
$11.4M - $12.6M
|
18.3K
$2.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-105K- 4.97% |
$11.5M - $12.7M
|
2M
$282M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-106K- 12.1% |
$11.6M - $12.8M
|
767K
$108M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-119K- 19.65% |
$13.1M - $14.4M
|
486K
$68.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-119K- 51.36% |
$13.1M - $14.4M
|
113K
$15.9M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-133K- 11.75% |
$14.7M - $16.1M
|
1M
$142M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-134K- 65.1% |
$14.7M - $16.2M
|
71.6K
$10.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-139K- 66.6% |
$15.3M - $16.8M
|
69.6K
$9.84M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-205K- 5.97% |
$22.5M - $24.8M
|
3.23M
$456M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-228K- 2.04% |
$25.1M - $27.6M
|
11M
$1.55B
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-271K- 49.41% |
$29.8M - $32.8M
|
277K
$39.2M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-293K- 62.15% |
$32.3M - $35.5M
|
179K
$25.3M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-311K- 9.09% |
$34.2M - $37.6M
|
3.11M
$439M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-386K- 22.97% |
$42.4M - $46.7M
|
1.29M
$183M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-875K- 38.97% |
$96.3M - $106M
|
1.37M
$194M
|