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 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
835K+ 486.7% |
$95.8M - $102M
|
1.01M
$135M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
545KNew |
$62.5M - $66.2M
|
545K
$72.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
360K+ 6282.78% |
$41.3M - $43.8M
|
366K
$48.9M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
234K+ 30.29% |
$26.9M - $28.4M
|
1.01M
$135M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
229K+ 4.58% |
$26.2M - $27.8M
|
5.22M
$698M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
182KNew |
$20.9M - $22.2M
|
182K
$24.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
181K+ 17.19% |
$20.8M - $22M
|
1.23M
$165M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
153K+ 7.39% |
$17.6M - $18.6M
|
2.23M
$298M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
143KNew |
$16.4M - $17.4M
|
143K
$19.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
130K+ 6.49% |
$14.9M - $15.7M
|
2.13M
$284M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
98.4KNew |
$11.3M - $12M
|
98.4K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
95.7K+ 10.21% |
$11M - $11.6M
|
1.03M
$138M
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
80.2KNew |
$9.2M - $9.75M
|
80.2K
$10.7M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78.4K+ 38.97% |
$8.99M - $9.52M
|
279K
$37.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
69.6K+ 209.06% |
$7.99M - $8.46M
|
103K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
64.5KNew |
$7.39M - $7.83M
|
64.5K
$8.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
59.8K+ 1.21% |
$6.86M - $7.27M
|
5M
$668M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
57.9K+ 55.07% |
$6.64M - $7.03M
|
163K
$21.8M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
56.3K+ 12.48% |
$6.46M - $6.85M
|
508K
$67.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
55.1KNew |
$6.33M - $6.7M
|
55.1K
$7.37M
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
54.3KNew |
$6.23M - $6.6M
|
54.3K
$7.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
52.5K+ 118.31% |
$6.03M - $6.38M
|
96.9K
$13M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
52.3K+ 8.72% |
$6M - $6.35M
|
652K
$87.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
50.5K+ 32.79% |
$5.79M - $6.13M
|
204K
$27.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49K+ 10.08% |
$5.62M - $5.95M
|
535K
$71.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
45.7K+ 98.98% |
$5.24M - $5.55M
|
91.9K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
44.5K+ 258.42% |
$5.11M - $5.41M
|
61.8K
$8.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
43.8KNew |
$5.02M - $5.32M
|
43.8K
$5.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.2K+ 0.34% |
$4.26M - $4.52M
|
11M
$1.47B
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
37.1K+ 446.74% |
$4.25M - $4.5M
|
45.4K
$6.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
36.7K+ 550.2% |
$4.21M - $4.46M
|
43.3K
$5.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
36.3KNew |
$4.16M - $4.41M
|
36.3K
$4.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
36K+ 27.08% |
$4.13M - $4.37M
|
169K
$22.6M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
35.7K+ 19.2% |
$4.1M - $4.34M
|
222K
$29.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34.4K+ 10.38% |
$3.95M - $4.18M
|
366K
$48.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
34.1K+ 135.46% |
$3.91M - $4.14M
|
59.3K
$7.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
32.9K+ 26.13% |
$3.77M - $3.99M
|
159K
$21.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
31.8K+ 23.4% |
$3.65M - $3.86M
|
168K
$22.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
31.4K+ 1.81% |
$3.6M - $3.82M
|
1.77M
$236M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30.4K+ 130.24% |
$3.49M - $3.69M
|
53.7K
$7.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
30.4K+ 5.57% |
$3.48M - $3.69M
|
575K
$76.9M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
29.9KNew |
$3.43M - $3.63M
|
29.9K
$3.99M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.4K+ 7.65% |
$3.38M - $3.58M
|
415K
$55.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.4K+ 6.22% |
$3.37M - $3.57M
|
502K
$67.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
28.3K+ 910.93% |
$3.25M - $3.44M
|
31.5K
$4.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.1K+ 0.84% |
$3.11M - $3.3M
|
3.25M
$435M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26.1K+ 3.04% |
$2.99M - $3.17M
|
882K
$118M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
26KNew |
$2.98M - $3.16M
|
26K
$3.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
25.5K+ 3.33% |
$2.93M - $3.1M
|
792K
$106M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.4K+ 5.19% |
$2.68M - $2.84M
|
473K
$63.2M
|