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 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-747- 27.67% |
$85.7K - $90.8K
|
1.95K
$263K
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-748- 2.4% |
$85.8K - $90.9K
|
30.4K
$4.08M
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-750- 87.11% |
$86K - $91.1K
|
111
$14.9K
|
|
Jul 18, 2024
Q2 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-752- 1.39% |
$86.3K - $91.4K
|
53.3K
$7.16M
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-761- 50.0% |
$87.3K - $92.5K
|
761
$102K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-770- 2.58% |
$88.3K - $93.6K
|
29.1K
$3.92M
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-772- 1.06% |
$88.6K - $93.8K
|
72K
$9.68M
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-790- 6.04% |
$90.6K - $96K
|
12.3K
$1.65M
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-798- 6.48% |
$91.5K - $97K
|
11.5K
$1.55M
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-806- 1.22% |
$92.5K - $97.9K
|
65.1K
$8.75M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-807- 0.77% |
$92.6K - $98.1K
|
103K
$13.9M
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-814- 2.65% |
$93.4K - $98.9K
|
29.9K
$4.01M
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-831- 11.02% |
$95.3K - $101K
|
6.71K
$902K
|
|
Aug 12, 2024
Q2 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-844- 10.43% |
$96.8K - $103K
|
7.25K
$974K
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-851- 1.04% |
$97.6K - $103K
|
81.3K
$10.9M
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-853- 2.45% |
$97.8K - $104K
|
33.9K
$4.56M
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-856- 30.97% |
$98.2K - $104K
|
1.91K
$257K
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-859- 3.84% |
$98.5K - $104K
|
21.5K
$2.89M
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
SELL
|
- |
-874- 11.07% |
$100K - $106K
|
7.02K
$944K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-881- 1.1% |
$101K - $107K
|
78.9K
$10.6M
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-903- 6.1% |
$104K - $110K
|
13.9K
$1.87M
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-904- 6.05% |
$104K - $110K
|
14K
$1.89M
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-905- 2.2% |
$104K - $110K
|
40.3K
$5.42M
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-907- 2.97% |
$104K - $110K
|
29.6K
$3.98M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-934- 2.77% |
$107K - $113K
|
32.8K
$4.41M
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-944- 1.74% |
$108K - $115K
|
53.3K
$7.17M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-949- 53.31% |
$109K - $115K
|
831
$112K
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-953- 4.9% |
$109K - $116K
|
18.5K
$2.48M
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-960- 13.43% |
$110K - $117K
|
6.19K
$832K
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-986- 3.26% |
$113K - $120K
|
29.2K
$3.93M
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-992- 14.29% |
$114K - $121K
|
5.95K
$800K
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-996- 18.81% |
$114K - $121K
|
4.3K
$578K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1K- 1.46% |
$115K - $122K
|
67.7K
$9.1M
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.01K- 55.83% |
$116K - $123K
|
800
$108K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.02K- 0.72% |
$117K - $124K
|
141K
$19M
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.04K- 9.69% |
$119K - $126K
|
9.69K
$1.3M
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.05K- 1.04% |
$120K - $127K
|
99.8K
$13.4M
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.05K- 3.39% |
$121K - $128K
|
29.9K
$4.03M
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-1.06K- 5.72% |
$122K - $129K
|
17.5K
$2.35M
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.06K- 4.36% |
$122K - $129K
|
23.3K
$3.14M
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.08K- 13.17% |
$124K - $131K
|
7.12K
$957K
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.08K- 17.7% |
$124K - $131K
|
5.03K
$676K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.08K- 79.76% |
$124K - $132K
|
275
$37K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.1K- 0.57% |
$126K - $134K
|
191K
$25.7M
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.1K- 5.18% |
$126K - $134K
|
20.2K
$2.71M
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-1.1K- 2.07% |
$126K - $134K
|
52.1K
$7.01M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.1K- 1.06% |
$126K - $134K
|
103K
$13.9M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.12K- 5.19% |
$128K - $136K
|
20.4K
$2.74M
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-1.14K- 20.03% |
$130K - $138K
|
4.53K
$609K
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.14K- 5.33% |
$130K - $138K
|
20.2K
$2.72M
|