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 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6.18K+ 3.84% |
$680K - $748K
|
167K
$21.1M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.17KNew |
$678K - $746K
|
6.17K
$777K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
6.05K+ 14.64% |
$665K - $732K
|
47.4K
$5.97M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
6.03K+ 80.89% |
$663K - $730K
|
13.5K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.02K+ 4.74% |
$662K - $728K
|
133K
$16.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
6.01K+ 22.22% |
$661K - $727K
|
33K
$4.17M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
5.94K+ 5.5% |
$654K - $719K
|
114K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.83K+ 66.97% |
$641K - $705K
|
14.5K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
5.82KNew |
$640K - $704K
|
5.82K
$734K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
5.79K+ 5.05% |
$637K - $700K
|
120K
$15.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
5.78K+ 10.74% |
$635K - $699K
|
59.6K
$7.51M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.73K+ 3.45% |
$630K - $693K
|
172K
$21.7M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.72K+ 3.94% |
$629K - $692K
|
151K
$19.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
5.57K+ 13.66% |
$612K - $673K
|
46.3K
$5.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.29KNew |
$582K - $641K
|
5.29K
$668K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.29K+ 175.71% |
$582K - $640K
|
8.3K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
5.28K+ 8.64% |
$581K - $639K
|
66.5K
$8.38M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
5.27K+ 3.04% |
$580K - $638K
|
179K
$22.6M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
5.13KNew |
$565K - $621K
|
5.13K
$647K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
5.13KNew |
$564K - $620K
|
5.13K
$647K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.12K+ 15.97% |
$563K - $619K
|
37.1K
$4.68M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.09K+ 3.81% |
$560K - $616K
|
139K
$17.5M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
5.07K+ 13.07% |
$557K - $613K
|
43.9K
$5.53M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
5.05K+ 7.73% |
$556K - $611K
|
70.4K
$8.88M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.99K+ 40.73% |
$549K - $604K
|
17.2K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.72K+ 207.83% |
$519K - $571K
|
6.99K
$882K
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
4.72K+ 1.99% |
$519K - $571K
|
242K
$30.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
4.68KNew |
$515K - $566K
|
4.68K
$590K
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
4.57K+ 3.39% |
$503K - $553K
|
139K
$17.6M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.53KNew |
$499K - $548K
|
4.53K
$572K
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
4.51K+ 8.41% |
$496K - $546K
|
58.1K
$7.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.39K+ 3.56% |
$482K - $531K
|
127K
$16.1M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
4.27K+ 2.36% |
$469K - $516K
|
185K
$23.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.23K+ 3.42% |
$465K - $512K
|
128K
$16.2M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4.18K+ 100.89% |
$460K - $506K
|
8.32K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.98KNew |
$437K - $481K
|
3.98K
$501K
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.94K+ 6.64% |
$434K - $477K
|
63.3K
$7.99M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.91K+ 0.16% |
$430K - $473K
|
2.51M
$316M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.85K+ 155.03% |
$424K - $466K
|
6.34K
$800K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
3.81K+ 7.72% |
$419K - $461K
|
53.2K
$6.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
3.78K+ 28.09% |
$416K - $457K
|
17.2K
$2.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.71KNew |
$407K - $448K
|
3.71K
$467K
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.68K+ 13.71% |
$405K - $445K
|
30.5K
$3.85M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3.64K+ 69.28% |
$400K - $440K
|
8.88K
$1.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.56K+ 1.55% |
$391K - $430K
|
234K
$29.5M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.55KNew |
$390K - $429K
|
3.55K
$447K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.54K+ 3.66% |
$390K - $429K
|
100K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.44KNew |
$379K - $416K
|
3.44K
$434K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.35K+ 17.66% |
$368K - $405K
|
22.3K
$2.81M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.34K+ 7.79% |
$368K - $405K
|
46.3K
$5.84M
|