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 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
200New |
$22.9K - $24.3K
|
200
$26.7K
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
200+ 8.14% |
$22.9K - $24.3K
|
2.66K
$355K
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
200+ 1.06% |
$22.9K - $24.3K
|
19.2K
$2.56M
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
200+ 0.84% |
$22.9K - $24.3K
|
23.9K
$3.19M
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
199+ 10.53% |
$22.8K - $24.2K
|
2.09K
$279K
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
196+ 7.83% |
$22.5K - $23.8K
|
2.7K
$361K
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
193+ 2.78% |
$22.1K - $23.5K
|
7.15K
$955K
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
191+ 4.42% |
$21.9K - $23.2K
|
4.52K
$603K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
191+ 4.11% |
$21.9K - $23.2K
|
4.84K
$647K
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
191+ 3.9% |
$21.9K - $23.2K
|
5.09K
$680K
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
191+ 3.9% |
$21.9K - $23.2K
|
5.09K
$680K
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
BUY
|
- |
190+ 1.0% |
$21.8K - $23.1K
|
19.2K
$2.57M
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
187+ 0.51% |
$21.5K - $22.7K
|
37K
$4.95M
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
182+ 0.27% |
$20.9K - $22.1K
|
67.4K
$9M
|
|
Aug 08, 2024
Q2 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
174+ 0.64% |
$20K - $21.1K
|
27.6K
$3.68M
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
173+ 0.32% |
$19.8K - $21K
|
53.8K
$7.19M
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
172+ 0.99% |
$19.7K - $20.9K
|
17.6K
$2.35M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
169+ 19.16% |
$19.4K - $20.5K
|
1.05K
$140K
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
164+ 4.89% |
$18.8K - $19.9K
|
3.52K
$470K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
161+ 1.87% |
$18.5K - $19.6K
|
8.79K
$1.17M
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
156+ 0.58% |
$17.9K - $19K
|
27K
$3.61M
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
155+ 11.0% |
$17.8K - $18.8K
|
1.56K
$209K
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
154+ 7.79% |
$17.7K - $18.7K
|
2.13K
$285K
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
154+ 1.44% |
$17.7K - $18.7K
|
10.9K
$1.45M
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
152+ 3.16% |
$17.4K - $18.5K
|
4.96K
$662K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
150+ 882.35% |
$17.2K - $18.2K
|
167
$22.3K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
147New |
$16.9K - $17.9K
|
147
$19.6K
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
147+ 7.05% |
$16.9K - $17.9K
|
2.23K
$298K
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
143+ 0.94% |
$16.4K - $17.4K
|
15.3K
$2.05M
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
143+ 4.92% |
$16.4K - $17.4K
|
3.05K
$407K
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
140+ 0.54% |
$16.1K - $17K
|
25.9K
$3.47M
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
139+ 0.16% |
$15.9K - $16.9K
|
88.4K
$11.8M
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
137+ 2.5% |
$15.7K - $16.6K
|
5.62K
$750K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
136+ 19.77% |
$15.6K - $16.5K
|
824
$110K
|
|
Jul 17, 2024
Q2 2024
|
Community Trust & Investment CO
|
BUY
|
- |
134+ 2.9% |
$15.4K - $16.3K
|
4.75K
$635K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
134New |
$15.4K - $16.3K
|
134
$17.9K
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
133+ 0.61% |
$15.3K - $16.2K
|
22.1K
$2.95M
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
130+ 0.31% |
$14.9K - $15.8K
|
42.5K
$5.68M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
130+ 2.2% |
$14.9K - $15.8K
|
6.04K
$806K
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
130+ 1.6% |
$14.9K - $15.8K
|
8.27K
$1.11M
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
130+ 3.62% |
$14.9K - $15.8K
|
3.72K
$497K
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
129+ 6.9% |
$14.8K - $15.7K
|
2K
$267K
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
129+ 3.31% |
$14.8K - $15.7K
|
4.02K
$537K
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
124+ 0.51% |
$14.2K - $15.1K
|
24.6K
$3.28M
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
120+ 2.81% |
$13.8K - $14.6K
|
4.39K
$587K
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
116+ 0.64% |
$13.3K - $14.1K
|
18.4K
$2.45M
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
115+ 6.08% |
$13.2K - $14K
|
2.01K
$268K
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
113+ 6.82% |
$13K - $13.7K
|
1.77K
$237K
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
110+ 5.63% |
$12.6K - $13.4K
|
2.06K
$276K
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
110+ 11.17% |
$12.6K - $13.4K
|
1.1K
$146K
|