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 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
23.3K+ 180.84% |
$2.67M - $2.83M
|
36.2K
$4.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
23.3K+ 6.43% |
$2.67M - $2.83M
|
385K
$48.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
22.8K+ 3.4% |
$2.61M - $2.77M
|
693K
$87.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.1K+ 4.76% |
$2.54M - $2.69M
|
486K
$61.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
22KNew |
$2.52M - $2.67M
|
22K
$2.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
20.8K+ 7.75% |
$2.38M - $2.52M
|
289K
$36.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
20.7K+ 12.4% |
$2.38M - $2.52M
|
188K
$23.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
18.3K+ 12.24% |
$2.1M - $2.22M
|
168K
$21.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
17.8K+ 18.88% |
$2.04M - $2.16M
|
112K
$14.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17.8KNew |
$2.04M - $2.16M
|
17.8K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.6K+ 66.67% |
$2.02M - $2.14M
|
44.1K
$5.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
17.6K+ 9.86% |
$2.02M - $2.14M
|
196K
$24.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
17.5K+ 14.83% |
$2.01M - $2.13M
|
136K
$17.1M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
16.7K+ 4.17% |
$1.92M - $2.03M
|
417K
$52.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.6K+ 2.53% |
$1.91M - $2.02M
|
673K
$84.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
16.6K+ 4.15% |
$1.91M - $2.02M
|
417K
$52.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.5K+ 11.9% |
$1.89M - $2M
|
155K
$19.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
16.3K+ 13.56% |
$1.87M - $1.98M
|
136K
$17.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
15.4K+ 7.81% |
$1.77M - $1.87M
|
213K
$26.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
15.4K+ 14.68% |
$1.76M - $1.87M
|
120K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
14.5K+ 89.0% |
$1.66M - $1.76M
|
30.8K
$3.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
14.2K+ 7491.58% |
$1.63M - $1.73M
|
14.4K
$1.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14K+ 1.81% |
$1.6M - $1.7M
|
785K
$99M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
13.9K+ 10.38% |
$1.59M - $1.69M
|
148K
$18.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.7K+ 45.76% |
$1.57M - $1.66M
|
43.5K
$5.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.2K+ 5.18% |
$1.52M - $1.61M
|
269K
$33.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
13K+ 168.76% |
$1.49M - $1.58M
|
20.7K
$2.62M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
12.8KNew |
$1.46M - $1.55M
|
12.8K
$1.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
12.7K+ 5.23% |
$1.45M - $1.54M
|
254K
$32.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12.6K+ 42.5% |
$1.45M - $1.53M
|
42.4K
$5.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
12.6K+ 10.64% |
$1.44M - $1.53M
|
131K
$16.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.3K+ 4.13% |
$1.41M - $1.5M
|
311K
$39.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.1K+ 6.27% |
$1.39M - $1.47M
|
205K
$25.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
12K+ 85.65% |
$1.37M - $1.45M
|
25.9K
$3.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.9K+ 3.71% |
$1.37M - $1.45M
|
333K
$42M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
11.8K+ 17.43% |
$1.35M - $1.43M
|
79.5K
$10M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
11.6KNew |
$1.33M - $1.41M
|
11.6K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
11.5K+ 8.25% |
$1.32M - $1.4M
|
151K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 9.5% |
$1.3M - $1.38M
|
131K
$16.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
11.3KNew |
$1.29M - $1.37M
|
11.3K
$1.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.1K+ 11.81% |
$1.28M - $1.35M
|
106K
$13.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
10.6K+ 237.8% |
$1.21M - $1.28M
|
15K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
10.5KNew |
$1.21M - $1.28M
|
10.5K
$1.33M
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
10.3KNew |
$1.18M - $1.25M
|
10.3K
$1.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
10K+ 41.86% |
$1.15M - $1.22M
|
34K
$4.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
9.76K+ 7.61% |
$1.12M - $1.19M
|
138K
$17.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.75K+ 3.7% |
$1.12M - $1.18M
|
273K
$34.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
9.69KNew |
$1.11M - $1.18M
|
9.69K
$1.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9.62KNew |
$1.1M - $1.17M
|
9.62K
$1.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
9.55KNew |
$1.09M - $1.16M
|
9.55K
$1.2M
|