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 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-27- 0.81% |
$3.1K - $3.28K
|
3.29K
$415K
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-30- 0.17% |
$3.44K - $3.65K
|
17.6K
$2.23M
|
|
Aug 07, 2024
Q2 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-30- 1.06% |
$3.44K - $3.65K
|
2.79K
$352K
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-34- 1.02% |
$3.9K - $4.13K
|
3.31K
$417K
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-37- 2.02% |
$4.24K - $4.5K
|
1.79K
$226K
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-40- 2.08% |
$4.59K - $4.86K
|
1.88K
$237K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-40- 0.65% |
$4.59K - $4.86K
|
6.15K
$776K
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-41- 13.36% |
$4.7K - $4.98K
|
266
$33.5K
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-42- 0.33% |
$4.82K - $5.1K
|
12.6K
$1.59M
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-42- 0.11% |
$4.82K - $5.1K
|
37.6K
$4.74M
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-42- 0.09% |
$4.82K - $5.1K
|
45.7K
$5.76M
|
|
Jul 22, 2024
Q2 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-43- 0.81% |
$4.93K - $5.22K
|
5.24K
$661K
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-43- 0.86% |
$4.93K - $5.22K
|
4.98K
$628K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-44- 1.47% |
$5.05K - $5.35K
|
2.94K
$371K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-44- 2.07% |
$5.05K - $5.35K
|
2.08K
$262K
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-45- 0.23% |
$5.16K - $5.47K
|
19.4K
$2.45M
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-45- 1.65% |
$5.16K - $5.47K
|
2.68K
$338K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-45- 0.44% |
$5.16K - $5.47K
|
10.1K
$1.28M
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-50- 2.13% |
$5.74K - $6.08K
|
2.3K
$290K
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-51- 2.24% |
$5.85K - $6.2K
|
2.22K
$280K
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-52- 1.32% |
$5.96K - $6.32K
|
3.89K
$491K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-53- 0.04% |
$6.08K - $6.44K
|
151K
$19M
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-54- 1.44% |
$6.19K - $6.56K
|
3.69K
$465K
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-55- 0.25% |
$6.31K - $6.68K
|
22K
$2.77M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-56- 2.54% |
$6.42K - $6.8K
|
2.15K
$271K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-59- 3.07% |
$6.77K - $7.17K
|
1.86K
$235K
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-59- 0.63% |
$6.77K - $7.17K
|
9.38K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-59- 1.76% |
$6.77K - $7.17K
|
3.3K
$416K
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-60- 3.28% |
$6.88K - $7.29K
|
1.77K
$223K
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-61- 0.27% |
$7K - $7.41K
|
22.9K
$2.89M
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-61- 0.32% |
$7K - $7.41K
|
19.2K
$2.42M
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-62- 1.38% |
$7.11K - $7.53K
|
4.43K
$558K
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-62- 2.87% |
$7.11K - $7.53K
|
2.1K
$265K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-64- 0.7% |
$7.34K - $7.78K
|
9.14K
$1.15M
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-65- 1.62% |
$7.46K - $7.9K
|
3.96K
$499K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-69- 12.9% |
$7.91K - $8.38K
|
466
$58.8K
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-70- 1.37% |
$8.03K - $8.51K
|
5.03K
$634K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-70- 8.28% |
$8.03K - $8.51K
|
775
$97.7K
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-71- 3.77% |
$8.14K - $8.63K
|
1.81K
$229K
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-71- 0.17% |
$8.14K - $8.63K
|
42.6K
$5.37M
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-75- 1.32% |
$8.6K - $9.11K
|
5.61K
$707K
|
|
Aug 12, 2024
Q2 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-75- 1.29% |
$8.6K - $9.11K
|
5.75K
$725K
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-75- 0.14% |
$8.6K - $9.11K
|
53.5K
$6.74M
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-77- 0.52% |
$8.83K - $9.36K
|
14.7K
$1.86M
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-78- 0.45% |
$8.95K - $9.48K
|
17.2K
$2.16M
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-79- 3.56% |
$9.06K - $9.6K
|
2.14K
$270K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-80- 2.77% |
$9.18K - $9.72K
|
2.81K
$354K
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-80- 1.75% |
$9.18K - $9.72K
|
4.48K
$565K
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-82- 0.13% |
$9.41K - $9.96K
|
63.2K
$7.98M
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-82- 0.23% |
$9.41K - $9.96K
|
36.1K
$4.56M
|