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 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-478- 5.52% |
$54.8K - $58.1K
|
8.18K
$1.03M
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-480- 1.43% |
$55.1K - $58.3K
|
33K
$4.16M
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-480- 7.31% |
$55.1K - $58.3K
|
6.09K
$768K
|
|
Aug 13, 2024
Q2 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-483- 1.53% |
$55.4K - $58.7K
|
31K
$3.91M
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-483- 2.63% |
$55.4K - $58.7K
|
17.9K
$2.26M
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-496- 9.09% |
$56.9K - $60.3K
|
4.96K
$626K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-499- 10.46% |
$57.2K - $60.6K
|
4.27K
$539K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-500- 32.98% |
$57.4K - $60.8K
|
1.02K
$128K
|
|
Aug 14, 2024
Q2 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-501- 2.79% |
$57.5K - $60.9K
|
17.5K
$2.2M
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-503- 4.5% |
$57.7K - $61.1K
|
10.7K
$1.35M
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-504- 0.44% |
$57.8K - $61.2K
|
113K
$14.2M
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-507- 1.44% |
$58.2K - $61.6K
|
34.8K
$4.39M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-507- 0.77% |
$58.2K - $61.6K
|
65.4K
$8.25M
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-518- 1.88% |
$59.4K - $62.9K
|
27K
$3.4M
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-519- 12.21% |
$59.5K - $63.1K
|
3.73K
$470K
|
|
Aug 14, 2024
Q2 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-545- 12.9% |
$62.5K - $66.2K
|
3.68K
$464K
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-546- 1.52% |
$62.6K - $66.3K
|
35.4K
$4.47M
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-547- 5.77% |
$62.7K - $66.5K
|
8.93K
$1.13M
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-548- 8.21% |
$62.9K - $66.6K
|
6.13K
$773K
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-551- 1.68% |
$63.2K - $67K
|
32.3K
$4.07M
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-553- 1.93% |
$63.4K - $67.2K
|
28.1K
$3.54M
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-556- 3.22% |
$63.8K - $67.6K
|
16.7K
$2.1M
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-556- 6.98% |
$63.8K - $67.6K
|
7.41K
$935K
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-559- 20.89% |
$64.1K - $67.9K
|
2.12K
$267K
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
SELL
|
- |
-563- 0.24% |
$64.6K - $68.4K
|
234K
$29.5M
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-564- 6.39% |
$64.7K - $68.5K
|
8.26K
$1.04M
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-566- 17.33% |
$64.9K - $68.8K
|
2.7K
$340K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-566- 17.33% |
$64.9K - $68.8K
|
2.7K
$340K
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-575- 2.32% |
$66K - $69.9K
|
24.2K
$3.06M
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-578- 0.35% |
$66.3K - $70.2K
|
165K
$20.8M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-593- 0.88% |
$68K - $72.1K
|
67.1K
$8.46M
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-600- 13.04% |
$68.8K - $72.9K
|
4K
$504K
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-606- 1.92% |
$69.5K - $73.6K
|
30.9K
$3.9M
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-623- 10.03% |
$71.5K - $75.7K
|
5.59K
$705K
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-626- 3.38% |
$71.8K - $76.1K
|
17.9K
$2.25M
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-636- 4.65% |
$73K - $77.3K
|
13K
$1.64M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-649- 6.09% |
$74.4K - $78.9K
|
10K
$1.26M
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-655- 16.77% |
$75.1K - $79.6K
|
3.25K
$410K
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-656- 8.06% |
$75.2K - $79.7K
|
7.49K
$944K
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-668- 1.17% |
$76.6K - $81.2K
|
56.2K
$7.09M
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-675- 12.32% |
$77.4K - $82K
|
4.81K
$606K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-684- 1.95% |
$78.5K - $83.1K
|
34.5K
$4.35M
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-690- 28.13% |
$79.1K - $83.8K
|
1.76K
$222K
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-700- 5.74% |
$80.3K - $85.1K
|
11.5K
$1.45M
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-706- 0.95% |
$81K - $85.8K
|
73.4K
$9.26M
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-708- 13.57% |
$81.2K - $86K
|
4.51K
$569K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-715- 15.61% |
$82K - $86.9K
|
3.86K
$487K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-717- 4.67% |
$82.2K - $87.1K
|
14.6K
$1.85M
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-720- 1.75% |
$82.6K - $87.5K
|
40.5K
$5.11M
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-720- 15.73% |
$82.6K - $87.5K
|
3.86K
$486K
|