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 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.65K+ 42.98% |
$304K - $322K
|
8.82K
$1.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.65K+ 16.77% |
$304K - $322K
|
18.4K
$2.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.63K+ 35.24% |
$301K - $319K
|
10.1K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
2.62K+ 45.56% |
$301K - $318K
|
8.37K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.62K+ 86.33% |
$300K - $318K
|
5.64K
$751K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.61K+ 39.02% |
$299K - $317K
|
9.3K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
2.61KNew |
$299K - $317K
|
2.61K
$347K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.58K+ 19.14% |
$296K - $314K
|
16.1K
$2.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.55K+ 5.71% |
$292K - $309K
|
47.1K
$6.27M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.51KNew |
$288K - $305K
|
2.51K
$334K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.48KNew |
$285K - $302K
|
2.48K
$330K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.48K+ 2.51% |
$284K - $301K
|
101K
$13.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
2.47KNew |
$284K - $301K
|
2.47K
$329K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.43K+ 7.46% |
$279K - $295K
|
35K
$4.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.41K+ 5.36% |
$277K - $293K
|
47.4K
$6.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.4K+ 0.36% |
$275K - $291K
|
669K
$89M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.35K+ 18.97% |
$270K - $286K
|
14.8K
$1.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2.33K+ 26.28% |
$268K - $284K
|
11.2K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.33K+ 106.78% |
$267K - $283K
|
4.51K
$600K
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
2.3KNew |
$264K - $280K
|
2.3K
$306K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.27K+ 1.79% |
$261K - $276K
|
129K
$17.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.26K+ 1.02% |
$259K - $274K
|
224K
$29.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.25K+ 3.27% |
$258K - $273K
|
71.1K
$9.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.24KNew |
$257K - $273K
|
2.24K
$299K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.24KNew |
$256K - $272K
|
2.24K
$297K
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.19KNew |
$252K - $267K
|
2.19K
$292K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2.19K+ 1.7% |
$252K - $267K
|
132K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.18K+ 34.27% |
$250K - $265K
|
8.55K
$1.14M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.18KNew |
$249K - $264K
|
2.18K
$289K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.16K+ 0.84% |
$248K - $263K
|
261K
$34.7M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.14KNew |
$246K - $260K
|
2.14K
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.14K+ 33.6% |
$246K - $260K
|
8.51K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.13K+ 1301.22% |
$245K - $259K
|
2.3K
$306K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.13K+ 0.29% |
$244K - $258K
|
747K
$99.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.11KNew |
$242K - $257K
|
2.11K
$281K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.11K+ 2.89% |
$242K - $257K
|
75.4K
$10M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.11K+ 0.46% |
$242K - $256K
|
460K
$61.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
2.09K+ 359.45% |
$240K - $254K
|
2.67K
$356K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.06KNew |
$236K - $250K
|
2.06K
$274K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.05K+ 1.71% |
$235K - $249K
|
122K
$16.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
2.03K+ 4.88% |
$233K - $247K
|
43.6K
$5.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.03K+ 14.71% |
$233K - $247K
|
15.8K
$2.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.02K+ 12.54% |
$232K - $246K
|
18.2K
$2.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2K+ 103.15% |
$229K - $243K
|
3.94K
$524K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2KNew |
$229K - $243K
|
2K
$266K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2KNew |
$229K - $243K
|
2K
$266K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.99KNew |
$228K - $241K
|
1.99K
$264K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
BUY
|
- |
1.98K+ 10.42% |
$227K - $240K
|
20.9K
$2.79M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.95KNew |
$224K - $237K
|
1.95K
$260K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.95KNew |
$224K - $237K
|
1.95K
$260K
|