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 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-59.9K- 83.1% |
$6.87M - $7.28M
|
12.2K
$1.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-60.1K- 12.04% |
$6.89M - $7.3M
|
439K
$61.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-64.2K- 1.4% |
$7.37M - $7.8M
|
4.54M
$636M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-65.5K- 82.82% |
$7.51M - $7.96M
|
13.6K
$1.91M
|
|
|
Jan 10, 2025
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-67K- 26.64% |
$7.69M - $8.15M
|
185K
$25.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-67.4K- 6.74% |
$7.73M - $8.19M
|
933K
$131M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-72K- 3.92% |
$8.26M - $8.75M
|
1.77M
$248M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-82.5K- 3.91% |
$9.46M - $10M
|
2.03M
$284M
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-86.3K- 43.72% |
$9.9M - $10.5M
|
111K
$15.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-94.7K- 34.13% |
$10.9M - $11.5M
|
183K
$25.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-95K- 2.35% |
$10.9M - $11.5M
|
3.95M
$554M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-96.9K- 64.43% |
$11.1M - $11.8M
|
53.5K
$7.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-97.4K- 18.9% |
$11.2M - $11.8M
|
418K
$58.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-98.2K- 87.08% |
$11.3M - $11.9M
|
14.6K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-98.5K- 1.03% |
$11.3M - $12M
|
9.45M
$1.32B
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-98.5K- 1.03% |
$11.3M - $12M
|
9.45M
$1.32B
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-127K- 21.79% |
$14.6M - $15.4M
|
456K
$63.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-133K- 3.94% |
$15.3M - $16.2M
|
3.25M
$456M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-142KClosed |
$16.3M - $17.2M
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-148K- 59.93% |
$16.9M - $17.9M
|
98.6K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-201K- 6.47% |
$23M - $24.4M
|
2.91M
$408M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-243K- 9.67% |
$27.8M - $29.5M
|
2.27M
$318M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-303K- 3.1% |
$34.7M - $36.8M
|
9.45M
$1.32B
|