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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.14K- 5.33% |
$130K - $138K
|
20.2K
$2.55M
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-1.14K- 2.57% |
$131K - $138K
|
43.1K
$5.44M
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.14K- 4.15% |
$131K - $139K
|
26.3K
$3.32M
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.15K- 3.96% |
$132K - $140K
|
27.9K
$3.52M
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.15K- 0.33% |
$132K - $140K
|
347K
$43.8M
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-1.16K- 36.86% |
$133K - $141K
|
1.98K
$250K
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-1.19K- 11.64% |
$136K - $144K
|
8.99K
$1.13M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.19K- 13.04% |
$136K - $144K
|
7.91K
$998K
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.19K- 31.39% |
$137K - $145K
|
2.6K
$328K
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.2K- 1.42% |
$138K - $146K
|
83.4K
$10.5M
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.2K- 0.71% |
$138K - $146K
|
168K
$21.2M
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.21K- 25.4% |
$139K - $147K
|
3.56K
$449K
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.24K- 4.89% |
$142K - $150K
|
24.1K
$3.03M
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.24K- 3.81% |
$142K - $151K
|
31.3K
$3.95M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.24K- 1.69% |
$142K - $151K
|
72.1K
$9.1M
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.24K- 35.13% |
$142K - $151K
|
2.29K
$289K
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.25K- 6.78% |
$143K - $151K
|
17.1K
$2.16M
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-1.26K- 0.61% |
$144K - $153K
|
206K
$25.9M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.26K- 6.9% |
$144K - $153K
|
17K
$2.14M
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.26K- 2.56% |
$145K - $154K
|
48.1K
$6.07M
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.27K- 7.1% |
$145K - $154K
|
16.6K
$2.09M
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.3K- 10.36% |
$149K - $158K
|
11.2K
$1.42M
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.3K- 9.64% |
$149K - $158K
|
12.2K
$1.53M
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-1.31K- 5.51% |
$151K - $160K
|
22.5K
$2.84M
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.35K- 7.18% |
$155K - $164K
|
17.4K
$2.2M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.39K- 2.39% |
$159K - $169K
|
56.7K
$7.15M
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.43K- 3.8% |
$164K - $174K
|
36.2K
$4.57M
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.43K- 2.78% |
$164K - $174K
|
50.1K
$6.31M
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.43K- 7.18% |
$164K - $174K
|
18.5K
$2.34M
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.44K- 19.68% |
$165K - $175K
|
5.87K
$740K
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.44K- 19.68% |
$165K - $175K
|
5.87K
$740K
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.45K- 3.01% |
$167K - $176K
|
46.8K
$5.9M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.46K- 8.51% |
$167K - $177K
|
15.7K
$1.98M
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-1.46K- 0.76% |
$167K - $177K
|
191K
$24.1M
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.46K- 30.0% |
$167K - $177K
|
3.41K
$430K
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.47K- 15.17% |
$168K - $178K
|
8.2K
$1.03M
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.49K- 2.27% |
$171K - $181K
|
64K
$8.07M
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.51K- 39.23% |
$174K - $184K
|
2.34K
$296K
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.53K- 41.16% |
$175K - $185K
|
2.18K
$275K
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-1.54K- 0.53% |
$177K - $187K
|
287K
$36.2M
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.55K- 2.05% |
$178K - $188K
|
73.9K
$9.32M
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.57K- 10.41% |
$180K - $191K
|
13.5K
$1.7M
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.63K- 7.59% |
$187K - $198K
|
19.8K
$2.5M
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.63K- 2.57% |
$187K - $199K
|
62.1K
$7.83M
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.64K- 4.72% |
$188K - $199K
|
33K
$4.17M
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.66K- 16.8% |
$190K - $201K
|
8.21K
$1.03M
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.66K- 10.8% |
$191K - $202K
|
13.7K
$1.73M
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.67K- 1.66% |
$191K - $202K
|
98.6K
$12.4M
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-1.67K- 43.05% |
$192K - $203K
|
2.21K
$279K
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.7K- 5.21% |
$195K - $206K
|
30.9K
$3.89M
|