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
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.13K+ 18.27% |
$124K - $137K
|
7.31K
$973K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.12K+ 0.41% |
$123K - $136K
|
272K
$36.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
1.1K+ 1.87% |
$121K - $133K
|
59.7K
$7.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
BUY
|
- |
1.09K+ 23.43% |
$120K - $132K
|
5.75K
$765K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.09K+ 15.29% |
$119K - $131K
|
8.18K
$1.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.07K+ 6.97% |
$118K - $130K
|
16.5K
$2.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 1.46% |
$116K - $128K
|
73.2K
$9.75M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.06KNew |
$116K - $128K
|
1.06K
$140K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.05KNew |
$115K - $127K
|
1.05K
$140K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 6.47% |
$114K - $126K
|
17.1K
$2.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
1.03K+ 5.9% |
$113K - $124K
|
18.4K
$2.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
979+ 14.52% |
$108K - $118K
|
7.72K
$1.03M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
973+ 11.19% |
$107K - $118K
|
9.67K
$1.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
970+ 9.72% |
$107K - $117K
|
11K
$1.46M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
964+ 5.68% |
$106K - $117K
|
17.9K
$2.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
958+ 23.1% |
$105K - $116K
|
5.11K
$679K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
945New |
$104K - $114K
|
945
$126K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
943+ 14.09% |
$104K - $114K
|
7.64K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
939+ 36.17% |
$103K - $114K
|
3.54K
$470K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
929+ 2.08% |
$102K - $112K
|
45.6K
$6.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
923+ 3.17% |
$102K - $112K
|
30K
$3.99M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
921+ 36.56% |
$101K - $111K
|
3.44K
$458K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
914+ 24.47% |
$101K - $111K
|
4.65K
$619K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
902+ 2.07% |
$99.2K - $109K
|
44.5K
$5.93M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
902+ 20.42% |
$99.2K - $109K
|
5.32K
$708K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
900+ 900.0% |
$99K - $109K
|
1K
$133K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
900+ 31.33% |
$99K - $109K
|
3.77K
$502K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
900+ 9.63% |
$99K - $109K
|
10.2K
$1.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
898+ 3.88% |
$98.8K - $109K
|
24.1K
$3.2M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
898+ 11.52% |
$98.8K - $109K
|
8.7K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
880+ 8.46% |
$96.8K - $106K
|
11.3K
$1.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
879+ 5.47% |
$96.7K - $106K
|
17K
$2.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
872+ 2.25% |
$95.9K - $106K
|
39.7K
$5.28M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
872+ 5.19% |
$95.9K - $106K
|
17.7K
$2.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
868+ 13.25% |
$95.5K - $105K
|
7.42K
$987K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
861+ 0.72% |
$94.7K - $104K
|
120K
$16M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
857+ 0.8% |
$94.3K - $104K
|
108K
$14.4M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
852+ 2.09% |
$93.7K - $103K
|
41.6K
$5.53M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
844+ 3.77% |
$92.8K - $102K
|
23.2K
$3.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
843+ 2.09% |
$92.7K - $102K
|
41.2K
$5.48M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
836+ 3.94% |
$91.9K - $101K
|
22K
$2.93M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
830+ 2.36% |
$91.3K - $100K
|
36K
$4.79M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
825+ 11.19% |
$90.7K - $99.8K
|
8.2K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
795+ 13.49% |
$87.4K - $96.2K
|
6.69K
$890K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
783+ 3.21% |
$86.1K - $94.7K
|
25.2K
$3.35M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
781+ 6.02% |
$85.9K - $94.5K
|
13.7K
$1.83M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
767+ 4.54% |
$84.4K - $92.8K
|
17.7K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
762+ 20.06% |
$83.8K - $92.2K
|
4.56K
$607K
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
739+ 2.3% |
$81.3K - $89.4K
|
32.8K
$4.37M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
737New |
$81.1K - $89.2K
|
737
$98.1K
|