Purchases and Sales Made in Q3 2024 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
79+ 0.2% |
$9.31K - $10.1K
|
38.7K
$5.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
75New |
$8.84K - $9.62K
|
75
$10.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
75+ 2.64% |
$8.84K - $9.62K
|
2.92K
$391K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
72+ 0.03% |
$8.49K - $9.23K
|
273K
$36.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
64+ 1.35% |
$7.55K - $8.2K
|
4.82K
$646K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
63+ 2.88% |
$7.43K - $8.08K
|
2.25K
$301K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
60+ 2.06% |
$7.07K - $7.69K
|
2.97K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
60+ 0.65% |
$7.07K - $7.69K
|
9.31K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
59+ 2.6% |
$6.96K - $7.56K
|
2.33K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
56+ 0.15% |
$6.6K - $7.18K
|
37.1K
$4.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
55+ 0.22% |
$6.48K - $7.05K
|
25.6K
$3.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
55+ 8.12% |
$6.48K - $7.05K
|
732
$98.1K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
55+ 0.25% |
$6.48K - $7.05K
|
22K
$2.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
54+ 9.71% |
$6.37K - $6.92K
|
610
$81.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
52+ 0.29% |
$6.13K - $6.67K
|
17.8K
$2.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
52+ 2.55% |
$6.13K - $6.67K
|
2.09K
$280K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
51+ 0.23% |
$6.01K - $6.54K
|
22.5K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
50+ 1.14% |
$5.9K - $6.41K
|
4.44K
$596K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
49+ 0.16% |
$5.78K - $6.28K
|
30.4K
$4.08M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
48+ 1.52% |
$5.66K - $6.15K
|
3.2K
$429K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
48+ 0.19% |
$5.66K - $6.15K
|
26K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
48+ 0.43% |
$5.66K - $6.15K
|
11.1K
$1.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
47+ 0.41% |
$5.54K - $6.03K
|
11.5K
$1.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
46+ 0.67% |
$5.42K - $5.9K
|
6.94K
$930K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
46+ 0.55% |
$5.42K - $5.9K
|
8.4K
$1.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
43+ 1.21% |
$5.07K - $5.51K
|
3.59K
$481K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
42+ 0.39% |
$4.95K - $5.38K
|
10.8K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
42+ 0.94% |
$4.95K - $5.38K
|
4.5K
$603K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
41New |
$4.83K - $5.26K
|
41
$5.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
41+ 0.07% |
$4.83K - $5.26K
|
55.2K
$7.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
40+ 0.78% |
$4.72K - $5.13K
|
5.18K
$695K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
40+ 1.64% |
$4.72K - $5.13K
|
2.48K
$333K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
39+ 1.8% |
$4.6K - $5K
|
2.2K
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
39New |
$4.6K - $5K
|
39
$5.23K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
38+ 1.08% |
$4.48K - $4.87K
|
3.56K
$477K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
38New |
$4.48K - $4.87K
|
38
$5.09K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
37+ 1.0% |
$4.36K - $4.74K
|
3.73K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
36+ 1.99% |
$4.24K - $4.62K
|
1.84K
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
35+ 0.02% |
$4.13K - $4.49K
|
198K
$26.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
35+ 0.09% |
$4.13K - $4.49K
|
38.6K
$5.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
35+ 0.57% |
$4.13K - $4.49K
|
6.14K
$823K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
34+ 1.26% |
$4.01K - $4.36K
|
2.73K
$366K
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
33+ 0.28% |
$3.89K - $4.23K
|
11.9K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
31+ 0.11% |
$3.65K - $3.97K
|
29.1K
$3.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
30+ 0.37% |
$3.54K - $3.85K
|
8.06K
$1.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
30+ 1.6% |
$3.54K - $3.85K
|
1.91K
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
30+ 0.69% |
$3.54K - $3.85K
|
4.4K
$589K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
29+ 0.52% |
$3.42K - $3.72K
|
5.65K
$757K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
29+ 0.35% |
$3.42K - $3.72K
|
8.24K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
28+ 12.56% |
$3.3K - $3.59K
|
251
$33.6K
|