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 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
35+ 2.04% |
$4.01K - $4.25K
|
1.75K
$234K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
35+ 1.52% |
$4.01K - $4.25K
|
2.34K
$312K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
35+ 1.39% |
$4.01K - $4.25K
|
2.56K
$342K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
34+ 0.86% |
$3.9K - $4.13K
|
4K
$534K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
32+ 0.86% |
$3.67K - $3.89K
|
3.77K
$503K
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
31+ 1.43% |
$3.56K - $3.77K
|
2.2K
$294K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
29+ 0.47% |
$3.33K - $3.52K
|
6.21K
$830K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
29+ 0.22% |
$3.33K - $3.52K
|
13.3K
$1.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
29+ 0.23% |
$3.33K - $3.52K
|
12.4K
$1.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29New |
$3.33K - $3.52K
|
29
$3.87K
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
BUY
|
- |
25+ 0.63% |
$2.87K - $3.04K
|
4.01K
$536K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25New |
$2.87K - $3.04K
|
25
$3.34K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
24+ 0.27% |
$2.75K - $2.92K
|
8.77K
$1.17M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
23+ 0.12% |
$2.64K - $2.79K
|
19.3K
$2.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
22+ 0.26% |
$2.52K - $2.67K
|
8.34K
$1.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
22+ 0.14% |
$2.52K - $2.67K
|
15.4K
$2.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
22+ 13.17% |
$2.52K - $2.67K
|
189
$25.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
21+ 0.63% |
$2.41K - $2.55K
|
3.36K
$449K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
21+ 6.09% |
$2.41K - $2.55K
|
366
$48.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
20+ 0.55% |
$2.29K - $2.43K
|
3.68K
$491K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
20+ 0.42% |
$2.29K - $2.43K
|
4.82K
$644K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
19+ 0.06% |
$2.18K - $2.31K
|
29.3K
$3.92M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
19+ 0.53% |
$2.18K - $2.31K
|
3.6K
$481K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
18+ 0.84% |
$2.06K - $2.19K
|
2.16K
$288K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
18+ 0.24% |
$2.06K - $2.19K
|
7.43K
$993K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
17+ 0.46% |
$1.95K - $2.07K
|
3.74K
$499K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
16+ 0.33% |
$1.84K - $1.94K
|
4.82K
$644K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
16+ 0.83% |
$1.84K - $1.94K
|
1.94K
$259K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
16+ 0.57% |
$1.84K - $1.94K
|
2.8K
$374K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
16+ 0.15% |
$1.84K - $1.94K
|
10.7K
$1.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
16+ 0.69% |
$1.84K - $1.94K
|
2.32K
$310K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
15+ 0.25% |
$1.72K - $1.82K
|
6.03K
$806K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
15+ 0.75% |
$1.72K - $1.82K
|
2.02K
$270K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
15+ 0.19% |
$1.72K - $1.82K
|
7.81K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
15+ 0.89% |
$1.72K - $1.82K
|
1.7K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
15+ 0.08% |
$1.72K - $1.82K
|
19K
$2.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
14+ 0.93% |
$1.61K - $1.7K
|
1.52K
$203K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
13+ 0.2% |
$1.49K - $1.58K
|
6.62K
$885K
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
BUY
|
- |
13+ 0.16% |
$1.49K - $1.58K
|
8K
$1.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
13+ 0.27% |
$1.49K - $1.58K
|
4.79K
$641K
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
12+ 0.68% |
$1.38K - $1.46K
|
1.76K
$236K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12New |
$1.38K - $1.46K
|
12
$1.6K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
12+ 0.38% |
$1.38K - $1.46K
|
3.16K
$422K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12+ 0.86% |
$1.38K - $1.46K
|
1.42K
$189K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
12+ 0.13% |
$1.38K - $1.46K
|
8.94K
$1.19M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
11+ 0.34% |
$1.26K - $1.34K
|
3.29K
$439K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
11+ 0.07% |
$1.26K - $1.34K
|
16.1K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
11+ 0.32% |
$1.26K - $1.34K
|
3.48K
$465K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 0.68% |
$1.15K - $1.22K
|
1.48K
$198K
|
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
10+ 0.46% |
$1.15K - $1.22K
|
2.16K
$289K
|