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 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
728+ 2.94% |
$80.1K - $88.1K
|
25.5K
$3.36M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
724+ 21.94% |
$79.6K - $87.6K
|
4.02K
$530K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
709+ 30.59% |
$78K - $85.8K
|
3.03K
$399K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
701+ 2.0% |
$77.1K - $84.8K
|
35.8K
$4.71M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
701+ 12.41% |
$77.1K - $84.8K
|
6.35K
$836K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
701+ 8.54% |
$77.1K - $84.8K
|
8.91K
$1.17M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
695+ 7.5% |
$76.4K - $84.1K
|
9.96K
$1.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
690+ 1.2% |
$75.9K - $83.5K
|
58.1K
$7.65M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
682+ 3.88% |
$75K - $82.5K
|
18.2K
$2.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
676+ 2.6% |
$74.3K - $81.8K
|
26.7K
$3.51M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
675+ 14.05% |
$74.2K - $81.7K
|
5.48K
$722K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
673+ 12.21% |
$74K - $81.4K
|
6.18K
$814K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
672+ 1.43% |
$73.9K - $81.3K
|
47.5K
$6.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
660+ 0.44% |
$72.6K - $79.9K
|
149K
$19.7M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
657+ 1.01% |
$72.3K - $79.5K
|
65.9K
$8.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
655+ 2.5% |
$72K - $79.2K
|
26.8K
$3.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
650+ 15.65% |
$71.5K - $78.6K
|
4.8K
$633K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
649+ 5.56% |
$71.4K - $78.5K
|
12.3K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
626+ 7.78% |
$68.8K - $75.7K
|
8.68K
$1.14M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
622+ 43.83% |
$68.4K - $75.3K
|
2.04K
$269K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
617+ 3.08% |
$67.9K - $74.7K
|
20.6K
$2.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
590+ 3.55% |
$64.9K - $71.4K
|
17.2K
$2.27M
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
578+ 2.16% |
$63.6K - $69.9K
|
27.4K
$3.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
575+ 5.79% |
$63.2K - $69.6K
|
10.5K
$1.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
575+ 23.85% |
$63.2K - $69.6K
|
2.99K
$393K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
569+ 4.13% |
$62.6K - $68.8K
|
14.3K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
564+ 0.4% |
$62K - $68.2K
|
142K
$18.7M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
558+ 0.76% |
$61.4K - $67.5K
|
74.1K
$9.76M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
558New |
$61.4K - $67.5K
|
558
$73.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
546New |
$60K - $66.1K
|
546
$71.9K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
542New |
$59.6K - $65.6K
|
542
$71.4K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
532New |
$58.5K - $64.4K
|
532
$70.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
517+ 2.44% |
$56.9K - $62.6K
|
21.7K
$2.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
515+ 1.78% |
$56.6K - $62.3K
|
29.5K
$3.89M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
500+ 2.45% |
$55K - $60.5K
|
20.9K
$2.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
500+ 9.61% |
$55K - $60.5K
|
5.71K
$751K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
491+ 2.93% |
$54K - $59.4K
|
17.2K
$2.27M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
480+ 21.62% |
$52.8K - $58.1K
|
2.7K
$356K
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
474+ 1.9% |
$52.1K - $57.3K
|
25.4K
$3.35M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
468New |
$51.5K - $56.6K
|
468
$61.6K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
462+ 0.36% |
$50.8K - $55.9K
|
129K
$17M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
457+ 1.08% |
$50.3K - $55.3K
|
42.9K
$5.65M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
452+ 4.61% |
$49.7K - $54.7K
|
10.3K
$1.35M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
451+ 15.26% |
$49.6K - $54.6K
|
3.41K
$449K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
440+ 0.47% |
$48.4K - $53.2K
|
94.4K
$12.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
438+ 0.9% |
$48.2K - $53K
|
49.4K
$6.5M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
427+ 5.13% |
$47K - $51.7K
|
8.76K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
426+ 0.94% |
$46.9K - $51.5K
|
45.7K
$6.02M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
425+ 1.97% |
$46.7K - $51.4K
|
22K
$2.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
423+ 1.13% |
$46.5K - $51.2K
|
38K
$5M
|