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
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4.37KNew |
$501K - $531K
|
4.37K
$583K
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
4.32K+ 1.43% |
$496K - $525K
|
306K
$40.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.18K+ 3.77% |
$480K - $508K
|
115K
$15.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.16KNew |
$477K - $506K
|
4.16K
$556K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
4.15KNew |
$476K - $504K
|
4.15K
$554K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.11K+ 0.75% |
$472K - $500K
|
552K
$73.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.07KNew |
$467K - $494K
|
4.07K
$543K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.03K+ 4.43% |
$463K - $490K
|
95K
$12.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.01K+ 6.03% |
$460K - $487K
|
70.5K
$9.42M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
4.01K+ 5.07% |
$460K - $487K
|
83.1K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.99K+ 17.17% |
$458K - $485K
|
27.2K
$3.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.99K+ 8.4% |
$457K - $484K
|
51.4K
$6.87M
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
3.98K+ 5.63% |
$457K - $484K
|
74.8K
$10M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.98K+ 25.13% |
$457K - $484K
|
19.8K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.88K+ 6.95% |
$445K - $471K
|
59.7K
$7.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.87K+ 20.84% |
$444K - $470K
|
22.5K
$3M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.83K+ 3.45% |
$439K - $465K
|
115K
$15.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.82K+ 74.5% |
$439K - $465K
|
8.96K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
3.81KNew |
$437K - $463K
|
3.81K
$509K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.8K+ 1.46% |
$435K - $461K
|
264K
$35.3M
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
3.73KNew |
$427K - $453K
|
3.73K
$498K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.58K+ 3313.89% |
$411K - $435K
|
3.69K
$493K
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.54K+ 4.58% |
$406K - $430K
|
80.7K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.39K+ 2.4% |
$388K - $411K
|
144K
$19.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.38KNew |
$388K - $411K
|
3.38K
$452K
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.37K+ 3.3% |
$386K - $409K
|
105K
$14.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.28K+ 22.41% |
$376K - $399K
|
17.9K
$2.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
3.28K+ 6.05% |
$376K - $399K
|
57.5K
$7.69M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
3.24KNew |
$372K - $394K
|
3.24K
$433K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.17KNew |
$363K - $385K
|
3.17K
$423K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.16K+ 17.75% |
$363K - $384K
|
21K
$2.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
3.15K+ 10.74% |
$362K - $383K
|
32.5K
$4.34M
|
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
3.11KNew |
$357K - $378K
|
3.11K
$416K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.07K+ 2.56% |
$352K - $373K
|
123K
$16.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
3.01KNew |
$346K - $366K
|
3.01K
$403K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.97K+ 40.07% |
$341K - $361K
|
10.4K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.96K+ 10.83% |
$340K - $360K
|
30.3K
$4.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.96KNew |
$339K - $359K
|
2.96K
$395K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.88KNew |
$330K - $349K
|
2.88K
$384K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.86K+ 3.35% |
$328K - $347K
|
88.3K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.84K+ 60.17% |
$325K - $344K
|
7.55K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.77K+ 61.04% |
$317K - $336K
|
7.3K
$975K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.76K+ 16.01% |
$316K - $335K
|
20K
$2.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.74K+ 7.49% |
$315K - $333K
|
39.4K
$5.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.74K+ 17.23% |
$314K - $333K
|
18.6K
$2.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.72K+ 7.86% |
$312K - $330K
|
37.3K
$4.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.71KNew |
$311K - $330K
|
2.71K
$363K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.7K+ 6.08% |
$310K - $328K
|
47.2K
$6.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.69K+ 15.99% |
$309K - $327K
|
19.5K
$2.61M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
2.69K+ 17.65% |
$308K - $326K
|
17.9K
$2.39M
|