Purchases and Sales Made in Q1 2024 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.75KNew |
$193K - $212K
|
1.75K
$231K
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1.75KNew |
$193K - $212K
|
1.75K
$231K
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1.75KNew |
$192K - $212K
|
1.75K
$230K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.75KNew |
$192K - $212K
|
1.75K
$230K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.75K+ 10.6% |
$192K - $211K
|
18.2K
$2.4M
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.74K+ 5.13% |
$192K - $211K
|
35.7K
$4.71M
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.74KNew |
$191K - $210K
|
1.74K
$229K
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.74KNew |
$191K - $210K
|
1.74K
$229K
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.73KNew |
$190K - $209K
|
1.73K
$228K
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.72K+ 2.21% |
$189K - $208K
|
79.6K
$10.5M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.71KNew |
$188K - $207K
|
1.71K
$226K
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.71KNew |
$188K - $207K
|
1.71K
$225K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.71K+ 2.76% |
$188K - $206K
|
63.6K
$8.37M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.71K+ 246.18% |
$188K - $206K
|
2.4K
$316K
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.71KNew |
$188K - $206K
|
1.71K
$225K
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.7KNew |
$186K - $205K
|
1.7K
$223K
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.69KNew |
$186K - $205K
|
1.69K
$223K
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
1.69KNew |
$186K - $204K
|
1.69K
$222K
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
1.69KNew |
$186K - $204K
|
1.69K
$222K
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
1.69KNew |
$185K - $204K
|
1.69K
$222K
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.69KNew |
$185K - $204K
|
1.69K
$222K
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.67KNew |
$184K - $203K
|
1.67K
$220K
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.67KNew |
$183K - $202K
|
1.67K
$220K
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.66KNew |
$182K - $200K
|
1.66K
$218K
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.66K+ 12.11% |
$182K - $200K
|
15.3K
$2.02M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.65KNew |
$182K - $200K
|
1.65K
$218K
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
BUY
|
- |
1.55K+ 8.91% |
$171K - $188K
|
19K
$2.5M
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.55K+ 10.85% |
$170K - $187K
|
15.8K
$2.08M
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.51K+ 42.36% |
$166K - $183K
|
5.08K
$668K
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 27.56% |
$165K - $181K
|
6.93K
$913K
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.46K+ 42.85% |
$161K - $177K
|
4.87K
$641K
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.46K+ 0.56% |
$160K - $176K
|
260K
$34.3M
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.45K+ 0.48% |
$160K - $176K
|
301K
$39.7M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.42K+ 1.23% |
$156K - $172K
|
117K
$15.4M
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.39K+ 0.65% |
$153K - $168K
|
216K
$28.5M
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.38K+ 1022.96% |
$152K - $167K
|
1.52K
$200K
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.37K+ 2.53% |
$151K - $166K
|
55.6K
$7.33M
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 8.32% |
$151K - $166K
|
17.9K
$2.35M
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.35KNew |
$149K - $163K
|
1.35K
$178K
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.34K+ 55.84% |
$148K - $163K
|
3.75K
$494K
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
1.33KNew |
$146K - $161K
|
1.33K
$175K
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.29K+ 1.91% |
$142K - $156K
|
68.8K
$9.06M
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.28K+ 38.52% |
$140K - $155K
|
4.59K
$605K
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.26K+ 1.25% |
$138K - $152K
|
102K
$13.4M
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.21K+ 1.59% |
$133K - $146K
|
77.2K
$10.2M
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.21K+ 13.63% |
$133K - $146K
|
10.1K
$1.33M
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.19K+ 8.21% |
$131K - $144K
|
15.7K
$2.07M
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.14K+ 2.15% |
$126K - $138K
|
54.4K
$7.16M
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.14K+ 3.28% |
$126K - $138K
|
36.1K
$4.75M
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.13K+ 3.28% |
$124K - $137K
|
35.6K
$4.69M
|