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 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
775+ 10.23% |
$88.9K - $94.2K
|
8.35K
$1.12M
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
774+ 22.5% |
$88.8K - $94K
|
4.21K
$563K
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
771+ 1.44% |
$88.4K - $93.7K
|
54.3K
$7.26M
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
759+ 9.82% |
$87.1K - $92.2K
|
8.49K
$1.13M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
753+ 2.02% |
$86.4K - $91.5K
|
38K
$5.08M
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
751New |
$86.1K - $91.3K
|
751
$100K
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
751+ 26.57% |
$86.1K - $91.3K
|
3.58K
$478K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
748+ 1.44% |
$85.8K - $90.9K
|
52.6K
$7.03M
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
748+ 0.45% |
$85.8K - $90.9K
|
168K
$22.5M
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
744+ 0.05% |
$85.3K - $90.4K
|
1.61M
$215M
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
730+ 1.97% |
$83.7K - $88.7K
|
37.9K
$5.06M
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
728+ 2.81% |
$83.5K - $88.5K
|
26.7K
$3.56M
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
727+ 14.97% |
$83.4K - $88.3K
|
5.59K
$746K
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
727+ 3.14% |
$83.4K - $88.3K
|
23.9K
$3.19M
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
710+ 6.99% |
$81.4K - $86.3K
|
10.9K
$1.45M
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
709+ 0.6% |
$81.3K - $86.2K
|
118K
$15.8M
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
705+ 0.53% |
$80.9K - $85.7K
|
134K
$18M
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
690+ 29.3% |
$79.1K - $83.8K
|
3.05K
$407K
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
687+ 0.43% |
$78.8K - $83.5K
|
160K
$21.4M
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
684+ 13.48% |
$78.5K - $83.1K
|
5.76K
$770K
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
661+ 1.4% |
$75.8K - $80.3K
|
48K
$6.42M
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
652+ 12.29% |
$74.8K - $79.2K
|
5.96K
$796K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
646+ 3.6% |
$74.1K - $78.5K
|
18.6K
$2.49M
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
645+ 1.88% |
$74K - $78.4K
|
35K
$4.67M
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
628+ 6.47% |
$72K - $76.3K
|
10.3K
$1.38M
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
617+ 3.94% |
$70.8K - $75K
|
16.3K
$2.18M
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
600+ 3.6% |
$68.8K - $72.9K
|
17.3K
$2.31M
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
597+ 35.66% |
$68.5K - $72.5K
|
2.27K
$303K
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
584+ 18.72% |
$67K - $71K
|
3.7K
$495K
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
572+ 15.25% |
$65.6K - $69.5K
|
4.32K
$578K
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
572+ 17.9% |
$65.6K - $69.5K
|
3.77K
$503K
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
570+ 29.07% |
$65.4K - $69.3K
|
2.53K
$338K
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
569+ 4064.29% |
$65.3K - $69.1K
|
583
$77.9K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
567+ 1.92% |
$65K - $68.9K
|
30.1K
$4.02M
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
559New |
$64.1K - $67.9K
|
559
$74.7K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
554+ 15.46% |
$63.5K - $67.3K
|
4.14K
$553K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
550+ 4.07% |
$63.1K - $66.8K
|
14.1K
$1.88M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
539New |
$61.8K - $65.5K
|
539
$72K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
539+ 4.9% |
$61.8K - $65.5K
|
11.5K
$1.54M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
537+ 1.04% |
$61.6K - $65.3K
|
52K
$6.94M
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
535+ 19.81% |
$61.4K - $65K
|
3.24K
$432K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
526New |
$60.3K - $63.9K
|
526
$70.3K
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
524+ 5.43% |
$60.1K - $63.7K
|
10.2K
$1.36M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
521+ 3.75% |
$59.8K - $63.3K
|
14.4K
$1.93M
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
507+ 1.08% |
$58.2K - $61.6K
|
47.2K
$6.31M
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
506+ 12.24% |
$58K - $61.5K
|
4.64K
$620K
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
504+ 12.89% |
$57.8K - $61.2K
|
4.42K
$590K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
500+ 13.96% |
$57.4K - $60.8K
|
4.08K
$545K
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
495+ 20.82% |
$56.8K - $60.1K
|
2.87K
$384K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
491+ 0.69% |
$56.3K - $59.7K
|
71.4K
$9.54M
|