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 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.32K- 93.06% |
$496K - $525K
|
322
$45.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-4.36K- 12.99% |
$500K - $530K
|
29.2K
$4.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-4.42K- 13.56% |
$506K - $536K
|
28.1K
$3.95M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.46K- 2.29% |
$512K - $542K
|
190K
$26.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.5K- 6.9% |
$516K - $546K
|
60.7K
$8.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-4.51K- 7.44% |
$518K - $548K
|
56.2K
$7.88M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-4.53K- 15.58% |
$520K - $550K
|
24.5K
$3.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-4.55K- 40.39% |
$522K - $553K
|
6.72K
$943K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-4.57K- 2.23% |
$524K - $555K
|
200K
$28.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-4.61K- 67.1% |
$529K - $560K
|
2.26K
$317K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-4.67K- 5.67% |
$535K - $567K
|
77.6K
$10.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.77K- 4.08% |
$548K - $580K
|
112K
$15.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.87K- 5.35% |
$559K - $592K
|
86.1K
$12.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.9K- 59.82% |
$562K - $595K
|
3.29K
$461K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-5.02K- 4.93% |
$575K - $609K
|
96.6K
$13.6M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.02K- 5.67% |
$576K - $610K
|
83.4K
$11.7M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.07K- 3.91% |
$582K - $617K
|
125K
$17.5M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.13K- 8.16% |
$588K - $623K
|
57.7K
$8.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.16K- 47.6% |
$592K - $627K
|
5.68K
$796K
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-5.21K- 2.15% |
$597K - $633K
|
237K
$33.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.48K- 71.56% |
$628K - $666K
|
2.18K
$305K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.56K- 0.35% |
$638K - $675K
|
1.58M
$222M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-5.64K- 14.52% |
$647K - $685K
|
33.2K
$4.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.64K- 76.63% |
$647K - $686K
|
1.72K
$241K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-5.72K- 2.45% |
$656K - $695K
|
228K
$32M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.74K- 6.64% |
$658K - $697K
|
80.6K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.74K- 5.63% |
$659K - $698K
|
96.3K
$13.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.82K- 3.91% |
$667K - $707K
|
143K
$20M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.97K- 34.71% |
$685K - $726K
|
11.2K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-6K- 23.63% |
$688K - $729K
|
19.4K
$2.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-6K- 19.03% |
$688K - $729K
|
25.5K
$3.58M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-6.08K- 45.19% |
$697K - $739K
|
7.37K
$1.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-6.15K- 63.0% |
$706K - $748K
|
3.62K
$507K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.6K- 11.37% |
$757K - $802K
|
51.4K
$7.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-6.63K- 41.74% |
$760K - $805K
|
9.25K
$1.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6.89K- 3.3% |
$790K - $837K
|
202K
$28.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-6.9K- 1.44% |
$791K - $838K
|
471K
$66M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.12K- 27.35% |
$817K - $865K
|
18.9K
$2.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.12K- 11.73% |
$817K - $866K
|
53.6K
$7.51M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-7.31K- 13.86% |
$839K - $889K
|
45.5K
$6.38M
|
|
|
Jul 01, 2024
Q2 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-7.33K- 40.32% |
$841K - $890K
|
10.8K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-7.49K- 2.77% |
$859K - $910K
|
262K
$36.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.57K- 11.91% |
$868K - $920K
|
56K
$7.85M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-8.12K- 75.09% |
$931K - $986K
|
2.69K
$378K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.21K- 2.13% |
$941K - $997K
|
378K
$53M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.22K- 19.28% |
$943K - $999K
|
34.4K
$4.83M
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-8.27K- 3.29% |
$948K - $1M
|
243K
$34.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-8.33K- 5.46% |
$956K - $1.01M
|
144K
$20.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.42K- 3.48% |
$965K - $1.02M
|
233K
$32.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.45K- 9.53% |
$969K - $1.03M
|
80.2K
$11.2M
|