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 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.1K+ 6.4% |
$1.33M - $1.46M
|
201K
$25.4M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.9K+ 1.93% |
$1.31M - $1.44M
|
630K
$79.4M
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
11.7KNew |
$1.28M - $1.41M
|
11.7K
$1.47M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
11.5K+ 1.84% |
$1.27M - $1.4M
|
640K
$80.8M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
11.4K+ 14.39% |
$1.26M - $1.38M
|
90.9K
$11.5M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
11.4K+ 1261.44% |
$1.26M - $1.38M
|
12.3K
$1.55M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11.4K+ 13.81% |
$1.25M - $1.37M
|
93.6K
$11.8M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.1K+ 5.97% |
$1.22M - $1.34M
|
197K
$24.9M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.8KNew |
$1.19M - $1.31M
|
10.8K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.7K+ 0.59% |
$1.18M - $1.3M
|
1.84M
$232M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
10.7K+ 631.76% |
$1.18M - $1.29M
|
12.4K
$1.56M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10.5K+ 3.85% |
$1.15M - $1.27M
|
282K
$35.6M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.3K+ 63.59% |
$1.13M - $1.24M
|
26.4K
$3.33M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
10.1K+ 4.08% |
$1.12M - $1.23M
|
259K
$32.6M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
9.84K+ 9.73% |
$1.08M - $1.19M
|
111K
$14M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.78K+ 113.83% |
$1.08M - $1.18M
|
18.4K
$2.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9.49K+ 192.32% |
$1.04M - $1.15M
|
14.4K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
9.17KNew |
$1.01M - $1.11M
|
9.17K
$1.16M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.88K+ 35.7% |
$977K - $1.07M
|
33.8K
$4.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
8.88K+ 5.97% |
$977K - $1.07M
|
158K
$19.9M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.58K+ 87.7% |
$944K - $1.04M
|
18.4K
$2.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
8.48K+ 7.16% |
$933K - $1.03M
|
127K
$16M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
8.39KNew |
$922K - $1.01M
|
8.39K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8.38K+ 1.63% |
$922K - $1.01M
|
522K
$65.8M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
8.21K+ 37.32% |
$903K - $993K
|
30.2K
$3.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
8.12K+ 49.88% |
$893K - $982K
|
24.4K
$3.08M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.07K+ 10.3% |
$887K - $976K
|
86.4K
$10.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
7.98K+ 21.85% |
$877K - $965K
|
44.5K
$5.61M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
7.9K+ 2.01% |
$869K - $956K
|
400K
$50.5M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
7.71K+ 4.89% |
$848K - $933K
|
165K
$20.8M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7.41K+ 217.98% |
$815K - $896K
|
10.8K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.4K+ 15.26% |
$814K - $896K
|
55.9K
$7.05M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.31KNew |
$804K - $884K
|
7.31K
$921K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
7.27K+ 14.42% |
$800K - $880K
|
57.7K
$7.28M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
7.15K+ 15.73% |
$786K - $865K
|
52.6K
$6.63M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.05KNew |
$775K - $853K
|
7.05K
$889K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.02KNew |
$772K - $849K
|
7.02K
$885K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.01KNew |
$771K - $848K
|
7.01K
$884K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7K+ 91.56% |
$770K - $847K
|
14.6K
$1.85M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.92KNew |
$761K - $837K
|
6.92K
$873K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6.86K+ 69.48% |
$754K - $830K
|
16.7K
$2.11M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6.77K+ 5.25% |
$745K - $819K
|
136K
$17.1M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.76K+ 3.65% |
$744K - $818K
|
192K
$24.2M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
6.73KNew |
$740K - $815K
|
6.73K
$849K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.52K+ 7.24% |
$717K - $788K
|
96.5K
$12.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6.48K+ 2.94% |
$713K - $784K
|
227K
$28.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
6.39K+ 188.94% |
$703K - $773K
|
9.77K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.37KNew |
$700K - $770K
|
6.37K
$803K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.36K+ 14.1% |
$700K - $770K
|
51.5K
$6.49M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.21K+ 12.48% |
$683K - $751K
|
55.9K
$7.05M
|