Purchases and Sales Made in Q2 2024 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
334+ 12.09% |
$38.3K - $40.6K
|
3.1K
$391K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
330+ 67.48% |
$37.9K - $40.1K
|
819
$103K
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
328+ 3.39% |
$37.6K - $39.9K
|
9.99K
$1.26M
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
327+ 5.15% |
$37.5K - $39.7K
|
6.68K
$842K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
323+ 0.55% |
$37.1K - $39.2K
|
58.7K
$7.4M
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
316+ 1.45% |
$36.2K - $38.4K
|
22K
$2.78M
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
307New |
$35.2K - $37.3K
|
307
$38.7K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
307+ 15.04% |
$35.2K - $37.3K
|
2.35K
$296K
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
298+ 7.57% |
$34.2K - $36.2K
|
4.23K
$534K
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
291+ 12.21% |
$33.4K - $35.4K
|
2.68K
$337K
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
285+ 1.28% |
$32.7K - $34.6K
|
22.6K
$2.85M
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
279+ 2.35% |
$32K - $33.9K
|
12.1K
$1.53M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
275+ 2.03% |
$31.5K - $33.4K
|
13.8K
$1.74M
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
273+ 5.46% |
$31.3K - $33.2K
|
5.28K
$665K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
272+ 2.08% |
$31.2K - $33.1K
|
13.3K
$1.68M
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
272+ 0.21% |
$31.2K - $33.1K
|
131K
$16.5M
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
271+ 10.38% |
$31.1K - $32.9K
|
2.88K
$363K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
264+ 0.52% |
$30.3K - $32.1K
|
51.3K
$6.47M
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
261+ 1.53% |
$29.9K - $31.7K
|
17.3K
$2.18M
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
258+ 14.11% |
$29.6K - $31.3K
|
2.09K
$263K
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
255+ 15.37% |
$29.3K - $31K
|
1.91K
$241K
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
254+ 0.47% |
$29.1K - $30.9K
|
54.6K
$6.89M
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
252+ 0.74% |
$28.9K - $30.6K
|
34.1K
$4.3M
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
251+ 0.13% |
$28.8K - $30.5K
|
198K
$25M
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
241+ 6.64% |
$27.6K - $29.3K
|
3.87K
$488K
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
240+ 5.77% |
$27.5K - $29.2K
|
4.4K
$555K
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
237+ 2.26% |
$27.2K - $28.8K
|
10.7K
$1.35M
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
236+ 1.14% |
$27.1K - $28.7K
|
20.9K
$2.64M
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
236+ 1.54% |
$27.1K - $28.7K
|
15.6K
$1.96M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
235+ 5.57% |
$27K - $28.6K
|
4.45K
$562K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
233+ 3.32% |
$26.7K - $28.3K
|
7.24K
$913K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
227+ 1.34% |
$26K - $27.6K
|
17.2K
$2.17M
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
227+ 5.02% |
$26K - $27.6K
|
4.75K
$599K
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
227+ 1.95% |
$26K - $27.6K
|
11.9K
$1.5M
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
225+ 8.06% |
$25.8K - $27.3K
|
3.02K
$380K
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
225+ 8.79% |
$25.8K - $27.3K
|
2.79K
$351K
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
224+ 5.0% |
$25.7K - $27.2K
|
4.71K
$593K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
221+ 1.98% |
$25.4K - $26.9K
|
11.4K
$1.44M
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
218New |
$25K - $26.5K
|
218
$27.5K
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
216+ 3.31% |
$24.8K - $26.2K
|
6.74K
$850K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
214+ 46.22% |
$24.5K - $26K
|
677
$85.4K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
212+ 8.39% |
$24.3K - $25.8K
|
2.74K
$345K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
211+ 226.88% |
$24.2K - $25.6K
|
304
$38.3K
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
209+ 7.6% |
$24K - $25.4K
|
2.96K
$373K
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
208+ 4.45% |
$23.9K - $25.3K
|
4.88K
$616K
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
207+ 0.07% |
$23.7K - $25.2K
|
279K
$35.2M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
206+ 61.13% |
$23.6K - $25K
|
543
$68.5K
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
206+ 2.43% |
$23.6K - $25K
|
8.68K
$1.1M
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
205+ 1.4% |
$23.5K - $24.9K
|
14.8K
$1.87M
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
205+ 1.28% |
$23.5K - $24.9K
|
16.2K
$2.04M
|