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
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.86K- 41.52% |
$328K - $348K
|
4.03K
$508K
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-2.86K- 15.5% |
$328K - $348K
|
15.6K
$1.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.88K- 38.46% |
$330K - $349K
|
4.6K
$580K
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.89K- 0.98% |
$331K - $351K
|
293K
$36.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3K- 49.05% |
$344K - $365K
|
3.12K
$393K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.02K- 30.08% |
$347K - $367K
|
7.02K
$885K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.15K- 0.81% |
$361K - $383K
|
387K
$48.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.24K- 7.73% |
$371K - $393K
|
38.7K
$4.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.28K- 4.74% |
$376K - $398K
|
65.9K
$8.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.28K- 4.93% |
$376K - $398K
|
63.2K
$7.97M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.45K- 28.01% |
$396K - $419K
|
8.87K
$1.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.45K- 10.63% |
$396K - $419K
|
29K
$3.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.5K- 10.77% |
$402K - $426K
|
29K
$3.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.71K- 4.84% |
$426K - $451K
|
72.9K
$9.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-3.71K- 9.79% |
$426K - $451K
|
34.2K
$4.31M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.74K- 5.2% |
$429K - $454K
|
68.1K
$8.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.83K- 18.03% |
$439K - $465K
|
17.4K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.89K- 5.28% |
$446K - $472K
|
69.7K
$8.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-3.98K- 13.39% |
$456K - $483K
|
25.7K
$3.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.98K- 57.75% |
$457K - $484K
|
2.91K
$367K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.01K- 3.47% |
$460K - $487K
|
112K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.08K- 0.32% |
$468K - $495K
|
1.29M
$163M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-4.1K- 2.02% |
$470K - $498K
|
199K
$25.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-4.14K- 5.07% |
$475K - $503K
|
77.5K
$9.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.17K- 45.09% |
$479K - $507K
|
5.08K
$641K
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-4.27K- 2.3% |
$489K - $518K
|
181K
$22.8M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-4.27K- 2.3% |
$489K - $518K
|
181K
$22.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.27K- 3.19% |
$490K - $519K
|
130K
$16.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.32K- 93.06% |
$496K - $525K
|
322
$40.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-4.36K- 12.99% |
$500K - $530K
|
29.2K
$3.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-4.42K- 13.56% |
$506K - $536K
|
28.1K
$3.55M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.46K- 2.29% |
$512K - $542K
|
190K
$24M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.5K- 6.9% |
$516K - $546K
|
60.7K
$7.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-4.51K- 7.44% |
$518K - $548K
|
56.2K
$7.09M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-4.53K- 15.58% |
$520K - $550K
|
24.5K
$3.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-4.55K- 40.39% |
$522K - $553K
|
6.72K
$848K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-4.57K- 2.23% |
$524K - $555K
|
200K
$25.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-4.61K- 67.1% |
$529K - $560K
|
2.26K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-4.67K- 5.67% |
$535K - $567K
|
77.6K
$9.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.77K- 4.08% |
$548K - $580K
|
112K
$14.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.87K- 5.35% |
$559K - $592K
|
86.1K
$10.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.9K- 59.82% |
$562K - $595K
|
3.29K
$415K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-5.02K- 4.93% |
$575K - $609K
|
96.6K
$12.2M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.02K- 5.67% |
$576K - $610K
|
83.4K
$10.5M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.07K- 3.91% |
$582K - $617K
|
125K
$15.7M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.13K- 8.16% |
$588K - $623K
|
57.7K
$7.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.16K- 47.6% |
$592K - $627K
|
5.68K
$716K
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-5.21K- 2.15% |
$597K - $633K
|
237K
$29.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.48K- 71.56% |
$628K - $666K
|
2.18K
$275K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.56K- 0.35% |
$638K - $675K
|
1.58M
$200M
|