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 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.33K+ 185.61% |
$366K - $403K
|
5.12K
$646K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.3KNew |
$362K - $399K
|
3.3K
$416K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
3.29K+ 70.37% |
$362K - $399K
|
7.98K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.29KNew |
$361K - $397K
|
3.29K
$414K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.22K+ 102.84% |
$354K - $389K
|
6.35K
$800K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.14K+ 15.42% |
$346K - $380K
|
23.5K
$2.97M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.14K+ 17.08% |
$345K - $380K
|
21.5K
$2.71M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.13KNew |
$345K - $379K
|
3.13K
$395K
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3.12K+ 32.02% |
$344K - $378K
|
12.9K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
3.1K+ 11.81% |
$341K - $375K
|
29.3K
$3.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.1K+ 7.89% |
$341K - $375K
|
42.4K
$5.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.03K+ 27.13% |
$333K - $366K
|
14.2K
$1.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.03KNew |
$333K - $366K
|
3.03K
$382K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.02K+ 6.28% |
$332K - $365K
|
51.1K
$6.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.02K+ 76.74% |
$332K - $365K
|
6.95K
$877K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.02K+ 21.81% |
$332K - $365K
|
16.8K
$2.12M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.91K+ 12.73% |
$320K - $353K
|
25.8K
$3.25M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.91K+ 2.2% |
$320K - $352K
|
135K
$17.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.87K+ 10.41% |
$316K - $347K
|
30.4K
$3.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.83K+ 38.05% |
$311K - $342K
|
10.3K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.82K+ 56.52% |
$310K - $341K
|
7.8K
$983K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.81KNew |
$309K - $340K
|
2.81K
$354K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.81KNew |
$309K - $340K
|
2.81K
$354K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.79KNew |
$307K - $338K
|
2.79K
$352K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
2.76KNew |
$304K - $334K
|
2.76K
$348K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.74K+ 91.36% |
$301K - $331K
|
5.73K
$723K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.69K+ 48.87% |
$296K - $326K
|
8.2K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.63K+ 12.06% |
$289K - $318K
|
24.4K
$3.08M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.62K+ 3.09% |
$288K - $317K
|
87.6K
$11M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.6KNew |
$286K - $315K
|
2.6K
$328K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.54K+ 40.88% |
$279K - $307K
|
8.75K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.53K+ 2.49% |
$278K - $306K
|
104K
$13.2M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2.53K+ 2.66% |
$278K - $306K
|
97.4K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.52KNew |
$277K - $305K
|
2.52K
$318K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.52KNew |
$277K - $304K
|
2.52K
$317K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.52K+ 106.16% |
$277K - $304K
|
4.89K
$616K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.51K+ 3.55% |
$276K - $304K
|
73.4K
$9.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.51K+ 2.04% |
$276K - $304K
|
126K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.51KNew |
$276K - $304K
|
2.51K
$317K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.51K+ 232.47% |
$276K - $303K
|
3.58K
$452K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2.5K+ 67.82% |
$275K - $302K
|
6.18K
$780K
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.47K+ 7.55% |
$271K - $298K
|
35.1K
$4.43M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.47K+ 7.55% |
$271K - $298K
|
35.1K
$4.43M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.44K+ 3.18% |
$268K - $295K
|
79.2K
$9.99M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
2.42K+ 30.58% |
$266K - $293K
|
10.3K
$1.3M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.42K+ 15.82% |
$266K - $293K
|
17.7K
$2.23M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.42K+ 5.68% |
$266K - $292K
|
45K
$5.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.41K+ 43.08% |
$265K - $292K
|
8K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.38KNew |
$261K - $288K
|
2.38K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.37K+ 5.64% |
$261K - $287K
|
44.4K
$5.59M
|