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 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
490+ 6.94% |
$56.2K - $59.5K
|
7.55K
$1.02M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
482+ 8.58% |
$55.3K - $58.6K
|
6.1K
$820K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
480+ 10.56% |
$55.1K - $58.3K
|
5.03K
$676K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
468+ 6.98% |
$53.7K - $56.9K
|
7.18K
$965K
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
467+ 2.2% |
$53.6K - $56.7K
|
21.6K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
466+ 11.67% |
$53.5K - $56.6K
|
4.46K
$600K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
463+ 4.12% |
$53.1K - $56.3K
|
11.7K
$1.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
450+ 2.69% |
$51.6K - $54.7K
|
17.2K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
450+ 23.78% |
$51.6K - $54.7K
|
2.34K
$315K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
447+ 25.73% |
$51.3K - $54.3K
|
2.18K
$294K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
445New |
$51K - $54.1K
|
445
$59.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
443+ 3.8% |
$50.8K - $53.8K
|
12.1K
$1.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
442+ 8.54% |
$50.7K - $53.7K
|
5.62K
$755K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
441+ 1.61% |
$50.6K - $53.6K
|
27.9K
$3.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
439+ 2.68% |
$50.4K - $53.3K
|
16.8K
$2.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
425+ 1.12% |
$48.8K - $51.6K
|
38.5K
$5.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
425+ 24.44% |
$48.8K - $51.6K
|
2.16K
$291K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
423+ 0.6% |
$48.5K - $51.4K
|
70.9K
$9.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
423+ 1.41% |
$48.5K - $51.4K
|
30.4K
$4.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
422+ 5.59% |
$48.4K - $51.3K
|
7.97K
$1.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
420New |
$48.2K - $51K
|
420
$56.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
419+ 20.18% |
$48.1K - $50.9K
|
2.5K
$335K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
419+ 10.01% |
$48.1K - $50.9K
|
4.61K
$619K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
418+ 16.18% |
$47.9K - $50.8K
|
3K
$404K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
417+ 2.04% |
$47.8K - $50.7K
|
20.8K
$2.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
417New |
$47.8K - $50.7K
|
417
$56.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
415+ 11.46% |
$47.6K - $50.4K
|
4.04K
$543K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
414+ 1.31% |
$47.5K - $50.3K
|
32K
$4.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
413+ 0.55% |
$47.4K - $50.2K
|
75.1K
$10.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
405+ 430.85% |
$46.5K - $49.2K
|
499
$67.1K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
400+ 10.0% |
$45.9K - $48.6K
|
4.4K
$592K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
400+ 7.73% |
$45.9K - $48.6K
|
5.58K
$750K
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
400New |
$45.9K - $48.6K
|
400
$53.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
395+ 5.54% |
$45.3K - $48K
|
7.53K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
390+ 1.95% |
$44.7K - $47.4K
|
20.4K
$2.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
371+ 0.4% |
$42.6K - $45.1K
|
94K
$12.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
364+ 2.19% |
$41.8K - $44.2K
|
17K
$2.29M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
361+ 3.78% |
$41.4K - $43.9K
|
9.92K
$1.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
360+ 0.91% |
$41.3K - $43.7K
|
40K
$5.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
358+ 0.17% |
$41.1K - $43.5K
|
217K
$29.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
356+ 4.61% |
$40.8K - $43.3K
|
8.08K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
355+ 0.99% |
$40.7K - $43.1K
|
36.1K
$4.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
353+ 1.17% |
$40.5K - $42.9K
|
30.5K
$4.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
348+ 216.15% |
$39.9K - $42.3K
|
509
$68.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
345+ 22.0% |
$39.6K - $41.9K
|
1.91K
$257K
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
344+ 2.4% |
$39.5K - $41.8K
|
14.7K
$1.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
344+ 10.58% |
$39.5K - $41.8K
|
3.6K
$483K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
343+ 7.47% |
$39.3K - $41.7K
|
4.94K
$664K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
342+ 12.05% |
$39.2K - $41.6K
|
3.18K
$428K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
334+ 12.09% |
$38.3K - $40.6K
|
3.1K
$416K
|