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 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.95KNew |
$224K - $237K
|
1.95K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.95KNew |
$223K - $236K
|
1.95K
$245K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.92KNew |
$220K - $233K
|
1.92K
$242K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.92KNew |
$220K - $233K
|
1.92K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.91KNew |
$219K - $232K
|
1.91K
$240K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.9K+ 4.35% |
$218K - $231K
|
45.6K
$5.75M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.88K+ 1.57% |
$216K - $228K
|
122K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.87K+ 4.57% |
$214K - $227K
|
42.8K
$5.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.87K+ 4.28% |
$214K - $227K
|
45.5K
$5.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.87KNew |
$214K - $227K
|
1.87K
$235K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.83K+ 67.34% |
$210K - $223K
|
4.56K
$574K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.82K+ 2.74% |
$209K - $222K
|
68.4K
$8.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.82K+ 26.18% |
$209K - $221K
|
8.77K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.81K+ 2.34% |
$208K - $220K
|
79.2K
$9.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.8K+ 16.44% |
$206K - $219K
|
12.8K
$1.61M
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.79KNew |
$205K - $217K
|
1.79K
$226K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.79K+ 38.85% |
$205K - $217K
|
6.39K
$805K
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.78KNew |
$204K - $216K
|
1.78K
$224K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.77KNew |
$203K - $215K
|
1.77K
$224K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.77K+ 0.88% |
$203K - $215K
|
202K
$25.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.74K+ 5.5% |
$200K - $212K
|
33.4K
$4.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.74K+ 457.63% |
$199K - $211K
|
2.12K
$267K
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.73KNew |
$198K - $210K
|
1.73K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.73K+ 2.76% |
$198K - $210K
|
64.3K
$8.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.72KNew |
$197K - $209K
|
1.72K
$217K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.7KNew |
$195K - $207K
|
1.7K
$215K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.7KNew |
$195K - $207K
|
1.7K
$214K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.65K+ 19.08% |
$189K - $200K
|
10.3K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.63K+ 89.56% |
$187K - $198K
|
3.45K
$435K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.63K+ 57.87% |
$186K - $197K
|
4.43K
$559K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.62K+ 18.62% |
$186K - $197K
|
10.3K
$1.3M
|
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.62K+ 4.6% |
$185K - $196K
|
36.8K
$4.63M
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.62K+ 4.6% |
$185K - $196K
|
36.8K
$4.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.62K+ 11.39% |
$185K - $196K
|
15.8K
$1.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.61K+ 15.88% |
$185K - $196K
|
11.7K
$1.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.55K+ 1036.91% |
$177K - $188K
|
1.69K
$214K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.54K+ 22.03% |
$177K - $187K
|
8.54K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.54K+ 2.39% |
$177K - $187K
|
65.9K
$8.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.54K+ 21.67% |
$176K - $187K
|
8.63K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.5K+ 42.86% |
$172K - $182K
|
5K
$631K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.48K+ 4.85% |
$170K - $180K
|
31.9K
$4.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
1.47K+ 1.36% |
$169K - $178K
|
109K
$13.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.44KNew |
$165K - $174K
|
1.44K
$181K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.43K+ 17.92% |
$164K - $174K
|
9.44K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.43K+ 2.8% |
$164K - $174K
|
52.5K
$6.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.43K+ 3.2% |
$164K - $173K
|
46K
$5.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
1.42K+ 9.83% |
$163K - $173K
|
15.9K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 5.88% |
$163K - $173K
|
25.6K
$3.23M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.34K+ 14.59% |
$154K - $163K
|
10.5K
$1.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.31K+ 18.4% |
$150K - $159K
|
8.43K
$1.06M
|