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
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.75K- 3.1% |
$201K - $213K
|
54.7K
$7.36M
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.79K- 12.42% |
$205K - $218K
|
12.6K
$1.7M
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.83K- 9.96% |
$209K - $222K
|
16.5K
$2.22M
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.83K- 25.92% |
$210K - $222K
|
5.22K
$702K
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.85K- 51.96% |
$212K - $225K
|
1.71K
$230K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.85K- 12.17% |
$213K - $225K
|
13.4K
$1.8M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.91K- 15.08% |
$219K - $231K
|
10.7K
$1.44M
|
|
Aug 07, 2024
Q2 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-1.92K- 2.89% |
$220K - $233K
|
64.5K
$8.67M
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.95K- 1.95% |
$224K - $237K
|
97.9K
$13.2M
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.97K- 82.08% |
$226K - $239K
|
430
$57.8K
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.98K- 42.39% |
$228K - $241K
|
2.7K
$363K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.04K- 38.29% |
$234K - $248K
|
3.28K
$441K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.05K- 6.4% |
$235K - $249K
|
29.9K
$4.02M
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-2.08K- 29.97% |
$238K - $252K
|
4.86K
$653K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.11K- 4.73% |
$242K - $256K
|
42.5K
$5.71M
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-2.11K- 12.84% |
$242K - $256K
|
14.3K
$1.93M
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.12K- 3.44% |
$243K - $258K
|
59.5K
$8.01M
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-2.13K- 2.19% |
$245K - $259K
|
95.2K
$12.8M
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.15K- 13.64% |
$246K - $261K
|
13.6K
$1.83M
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.16K- 7.64% |
$247K - $262K
|
26.1K
$3.5M
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 27.85% |
$248K - $262K
|
5.59K
$752K
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-2.16K- 12.76% |
$248K - $263K
|
14.8K
$1.99M
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.19K- 18.89% |
$251K - $266K
|
9.39K
$1.26M
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.19K- 1.31% |
$251K - $266K
|
165K
$22.2M
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-2.2K- 48.41% |
$253K - $268K
|
2.35K
$316K
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2.26K- 1.07% |
$260K - $275K
|
209K
$28.1M
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-2.27K- 35.85% |
$261K - $276K
|
4.07K
$547K
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.28K- 4.42% |
$262K - $277K
|
49.4K
$6.64M
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.38K- 1.54% |
$273K - $289K
|
152K
$20.4M
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-2.39K- 46.35% |
$274K - $291K
|
2.77K
$372K
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-2.44K- 4.53% |
$280K - $297K
|
51.5K
$6.93M
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.46K- 50.39% |
$282K - $299K
|
2.42K
$326K
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.48K- 9.98% |
$285K - $301K
|
22.4K
$3.01M
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.51K- 33.34% |
$288K - $305K
|
5.02K
$675K
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.57K- 1.15% |
$295K - $312K
|
221K
$29.7M
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-2.57K- 13.56% |
$295K - $312K
|
16.4K
$2.2M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.58K- 17.89% |
$296K - $314K
|
11.8K
$1.59M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-2.63K- 3.31% |
$302K - $319K
|
76.8K
$10.3M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.64K- 7.99% |
$303K - $321K
|
30.4K
$4.09M
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.65K- 4.42% |
$304K - $322K
|
57.4K
$7.72M
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-2.69K- 7.95% |
$309K - $327K
|
31.2K
$4.19M
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.71K- 45.72% |
$311K - $329K
|
3.22K
$433K
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 2.15% |
$315K - $334K
|
125K
$16.8M
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.78K- 5.64% |
$319K - $338K
|
46.6K
$6.26M
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-2.82K- 15.68% |
$323K - $342K
|
15.2K
$2.04M
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.82K- 1.61% |
$324K - $343K
|
173K
$23.2M
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-2.82K- 12.82% |
$324K - $343K
|
19.2K
$2.58M
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.83K- 1.29% |
$325K - $344K
|
216K
$29M
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.86K- 41.52% |
$328K - $348K
|
4.03K
$542K
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-2.86K- 15.5% |
$328K - $348K
|
15.6K
$2.1M
|