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 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.3K+ 10.14% |
$149K - $157K
|
14.1K
$1.89M
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.27K+ 0.94% |
$146K - $155K
|
137K
$18.4M
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 14.59% |
$145K - $154K
|
9.94K
$1.34M
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.26K+ 2.72% |
$144K - $153K
|
47.5K
$6.39M
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
BUY
|
- |
1.24K+ 3.06% |
$142K - $151K
|
41.8K
$5.63M
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.23K+ 1.41% |
$141K - $149K
|
88.3K
$11.9M
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.21K+ 6.69% |
$139K - $147K
|
19.3K
$2.6M
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.18K+ 11.55% |
$136K - $144K
|
11.4K
$1.54M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.18K+ 39.2% |
$135K - $143K
|
4.18K
$562K
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.15K+ 2.02% |
$132K - $140K
|
58K
$7.8M
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.12K+ 8.68% |
$129K - $137K
|
14.1K
$1.89M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.11K+ 8.84% |
$127K - $135K
|
13.6K
$1.83M
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 1.57% |
$125K - $132K
|
70.7K
$9.5M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.08K+ 1.75% |
$124K - $131K
|
62.5K
$8.4M
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 7.73% |
$122K - $129K
|
14.8K
$1.99M
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.05K+ 2.37% |
$120K - $128K
|
45.4K
$6.11M
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
1.05K+ 0.5% |
$120K - $127K
|
211K
$28.4M
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.05K+ 13.48% |
$120K - $127K
|
8.81K
$1.19M
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.03K+ 9.88% |
$118K - $126K
|
11.5K
$1.54M
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.03K+ 9.88% |
$118K - $126K
|
11.5K
$1.54M
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.03K+ 7.58% |
$118K - $125K
|
14.6K
$1.96M
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
1.03K+ 1.41% |
$118K - $125K
|
74K
$9.95M
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
996+ 17.61% |
$114K - $121K
|
6.65K
$894K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
990+ 5.55% |
$114K - $120K
|
18.8K
$2.53M
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
988+ 4.17% |
$113K - $120K
|
24.7K
$3.32M
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
975+ 35.94% |
$112K - $118K
|
3.69K
$496K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
966+ 4.58% |
$111K - $117K
|
22.1K
$2.97M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
961+ 2.69% |
$110K - $117K
|
36.7K
$4.94M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
958+ 2.06% |
$110K - $116K
|
47.6K
$6.39M
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
939New |
$108K - $114K
|
939
$126K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
937+ 3.98% |
$107K - $114K
|
24.5K
$3.29M
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
917+ 6.46% |
$105K - $111K
|
15.1K
$2.03M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
912+ 5.38% |
$105K - $111K
|
17.9K
$2.4M
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
903+ 13.64% |
$104K - $110K
|
7.53K
$1.01M
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
902+ 34.05% |
$103K - $110K
|
3.55K
$477K
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
892+ 1.11% |
$102K - $108K
|
81.2K
$10.9M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
888+ 22.07% |
$102K - $108K
|
4.91K
$660K
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
881+ 14.25% |
$101K - $107K
|
7.07K
$950K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
877+ 33.4% |
$101K - $107K
|
3.5K
$471K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
868+ 3.95% |
$99.6K - $105K
|
22.8K
$3.07M
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
868+ 1.43% |
$99.6K - $105K
|
61.6K
$8.28M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
863+ 5.94% |
$99K - $105K
|
15.4K
$2.07M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
859+ 24.93% |
$98.5K - $104K
|
4.3K
$579K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
852+ 2.78% |
$97.7K - $104K
|
31.5K
$4.24M
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
843+ 8.47% |
$96.7K - $102K
|
10.8K
$1.45M
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
835+ 17.71% |
$95.8K - $101K
|
5.55K
$746K
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
806+ 2.4% |
$92.5K - $97.9K
|
34.4K
$4.63M
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
BUY
|
- |
786+ 7.6% |
$90.2K - $95.5K
|
11.1K
$1.5M
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
779+ 12.27% |
$89.4K - $94.7K
|
7.13K
$958K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
776New |
$89K - $94.3K
|
776
$104K
|