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 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-5.72K- 2.45% |
$656K - $695K
|
228K
$30.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.74K- 6.64% |
$658K - $697K
|
80.6K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.74K- 5.63% |
$659K - $698K
|
96.3K
$12.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.82K- 3.91% |
$667K - $707K
|
143K
$19.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.97K- 34.71% |
$685K - $726K
|
11.2K
$1.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-6K- 23.63% |
$688K - $729K
|
19.4K
$2.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-6K- 19.03% |
$688K - $729K
|
25.5K
$3.41M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-6.08K- 45.19% |
$697K - $739K
|
7.37K
$985K
|
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-6.15K- 63.0% |
$706K - $748K
|
3.62K
$483K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.6K- 11.37% |
$757K - $802K
|
51.4K
$6.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-6.63K- 41.74% |
$760K - $805K
|
9.25K
$1.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6.89K- 3.3% |
$790K - $837K
|
202K
$27M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-6.9K- 1.44% |
$791K - $838K
|
471K
$62.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.12K- 27.35% |
$817K - $865K
|
18.9K
$2.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.12K- 11.73% |
$817K - $866K
|
53.6K
$7.16M
|
|
|
Jul 01, 2024
Q2 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-7.33K- 40.32% |
$841K - $890K
|
10.8K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-7.49K- 2.77% |
$859K - $910K
|
262K
$35.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.57K- 11.91% |
$868K - $920K
|
56K
$7.48M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-8.12K- 75.09% |
$931K - $986K
|
2.69K
$360K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.21K- 2.13% |
$941K - $997K
|
378K
$50.5M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.22K- 19.28% |
$943K - $999K
|
34.4K
$4.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-8.27K- 3.29% |
$948K - $1M
|
243K
$32.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-8.33K- 5.46% |
$956K - $1.01M
|
144K
$19.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.42K- 3.48% |
$965K - $1.02M
|
233K
$31.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.45K- 9.53% |
$969K - $1.03M
|
80.2K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.61K- 4.2% |
$987K - $1.05M
|
196K
$26.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.62K- 5.7% |
$989K - $1.05M
|
142K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-9.46K- 38.84% |
$1.08M - $1.15M
|
14.9K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-9.77K- 53.2% |
$1.12M - $1.19M
|
8.59K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-9.87K- 13.86% |
$1.13M - $1.2M
|
61.3K
$8.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-10K- 8.14% |
$1.15M - $1.22M
|
113K
$15.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-10.3K- 9.02% |
$1.18M - $1.25M
|
104K
$13.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10.4K- 70.87% |
$1.19M - $1.26M
|
4.28K
$572K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-10.7K- 43.78% |
$1.22M - $1.3M
|
13.7K
$1.83M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-10.8K- 2.21% |
$1.24M - $1.31M
|
478K
$63.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-10.9K- 87.57% |
$1.25M - $1.32M
|
1.54K
$206K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-10.9K- 15.69% |
$1.25M - $1.32M
|
58.4K
$7.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.9K- 14.96% |
$1.25M - $1.32M
|
61.8K
$8.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11K- 6.4% |
$1.26M - $1.34M
|
161K
$21.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-11.2K- 18.78% |
$1.28M - $1.36M
|
48.4K
$6.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-12.9K- 16.07% |
$1.48M - $1.56M
|
67.3K
$8.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-13K- 29.73% |
$1.5M - $1.58M
|
30.8K
$4.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-13.3K- 6.11% |
$1.53M - $1.62M
|
205K
$27.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-14.4K- 6.11% |
$1.65M - $1.75M
|
221K
$29.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-14.8K- 22.77% |
$1.69M - $1.79M
|
50.1K
$6.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-14.9K- 7.54% |
$1.71M - $1.82M
|
183K
$24.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.6K- 6.21% |
$1.79M - $1.9M
|
236K
$31.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-16.6K- 22.03% |
$1.9M - $2.01M
|
58.6K
$7.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-18.9K- 28.21% |
$2.17M - $2.29M
|
48.1K
$6.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-19.7K- 7.08% |
$2.26M - $2.39M
|
259K
$34.6M
|