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 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-287- 14.67% |
$32.9K - $34.9K
|
1.67K
$223K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-290- 1.17% |
$33.3K - $35.2K
|
24.4K
$3.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-290- 9.58% |
$33.3K - $35.2K
|
2.74K
$366K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-292- 7.9% |
$33.5K - $35.5K
|
3.4K
$455K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-295- 5.06% |
$33.8K - $35.8K
|
5.53K
$739K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-297- 2.21% |
$34.1K - $36.1K
|
13.2K
$1.76M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-300- 1.38% |
$34.4K - $36.5K
|
21.4K
$2.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-300- 1.67% |
$34.4K - $36.5K
|
17.6K
$2.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-300- 8.33% |
$34.4K - $36.5K
|
3.3K
$441K
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-300- 17.75% |
$34.4K - $36.5K
|
1.39K
$186K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-301- 0.55% |
$34.5K - $36.6K
|
54.7K
$7.31M
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-301- 8.92% |
$34.5K - $36.6K
|
3.07K
$410K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-302- 6.42% |
$34.6K - $36.7K
|
4.4K
$588K
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-304- 3.4% |
$34.9K - $36.9K
|
8.64K
$1.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-314- 7.41% |
$36K - $38.2K
|
3.92K
$524K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-315- 3.61% |
$36.1K - $38.3K
|
8.41K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-318- 0.67% |
$36.5K - $38.6K
|
47.2K
$6.31M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-325- 2.55% |
$37.3K - $39.5K
|
12.4K
$1.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-326- 7.63% |
$37.4K - $39.6K
|
3.95K
$528K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-329- 0.15% |
$37.7K - $40K
|
219K
$29.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-333- 1.1% |
$38.2K - $40.5K
|
29.9K
$3.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-346- 2.01% |
$39.7K - $42K
|
16.9K
$2.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-353- 2.29% |
$40.5K - $42.9K
|
15.1K
$2.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-355- 15.64% |
$40.7K - $43.1K
|
1.92K
$256K
|
|
|
Jul 29, 2024
Q2 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-368- 4.21% |
$42.2K - $44.7K
|
8.37K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-372- 8.25% |
$42.7K - $45.2K
|
4.14K
$553K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-373- 66.61% |
$42.8K - $45.3K
|
187
$25K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-375- 4.59% |
$43K - $45.6K
|
7.8K
$1.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-376- 1.84% |
$43.1K - $45.7K
|
20.1K
$2.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-380- 0.83% |
$43.6K - $46.2K
|
45.2K
$6.03M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-384- 15.88% |
$44K - $46.7K
|
2.03K
$272K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-397- 5.27% |
$45.5K - $48.2K
|
7.13K
$953K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-400- 12.57% |
$45.9K - $48.6K
|
2.78K
$372K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-401- 8.77% |
$46K - $48.7K
|
4.17K
$557K
|
|
|
Jul 10, 2024
Q2 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-411- 1.62% |
$47.1K - $49.9K
|
25K
$3.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-419- 0.45% |
$48.1K - $50.9K
|
93.4K
$12.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-426- 0.4% |
$48.9K - $51.8K
|
107K
$14.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-430- 11.77% |
$49.3K - $52.2K
|
3.22K
$431K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-434- 0.5% |
$49.8K - $52.7K
|
86.7K
$11.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-435- 6.94% |
$49.9K - $52.9K
|
5.84K
$780K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-441- 12.06% |
$50.6K - $53.6K
|
3.22K
$430K
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-443- 1.8% |
$50.8K - $53.8K
|
24.2K
$3.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-444- 2.7% |
$50.9K - $54K
|
16K
$2.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-453- 1.71% |
$52K - $55K
|
26.1K
$3.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-454- 2.75% |
$52.1K - $55.2K
|
16.1K
$2.15M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-458- 13.61% |
$52.5K - $55.7K
|
2.91K
$388K
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-459- 13.69% |
$52.7K - $55.8K
|
2.89K
$387K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-470- 2.37% |
$53.9K - $57.1K
|
19.4K
$2.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-470- 11.82% |
$53.9K - $57.1K
|
3.51K
$468K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-478- 5.52% |
$54.8K - $58.1K
|
8.18K
$1.09M
|