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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$118 - $128
|
3.38K
$452K
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
1New |
$118 - $128
|
1
$134
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 0.43% |
$118 - $128
|
234
$31.4K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.44% |
$118 - $128
|
229
$30.7K
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$118 - $128
|
2.09K
$280K
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 10.0% |
$118 - $128
|
11
$1.47K
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.02% |
$118 - $128
|
4.43K
$593K
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
SELL
|
- |
-2- 0.02% |
$236 - $256
|
11.1K
$1.49M
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3- 5.45% |
$354 - $385
|
52
$6.97K
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-3- 0.17% |
$354 - $385
|
1.76K
$236K
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4- 0.02% |
$472 - $513
|
18.6K
$2.5M
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4- 0.01% |
$472 - $513
|
59.5K
$7.98M
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-4- 0.12% |
$472 - $513
|
3.22K
$432K
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-5- 0.22% |
$590 - $641
|
2.31K
$310K
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-5- 1.93% |
$590 - $641
|
254
$34K
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-6- 0.07% |
$707 - $769
|
8.62K
$1.16M
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-8- 0.84% |
$943 - $1.03K
|
945
$127K
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-8- 0.26% |
$943 - $1.03K
|
3.07K
$411K
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.01% |
$943 - $1.03K
|
125K
$16.7M
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-8- 0.07% |
$943 - $1.03K
|
10.9K
$1.46M
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-8- 0.38% |
$943 - $1.03K
|
2.09K
$281K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11- 0.14% |
$1.3K - $1.41K
|
7.9K
$1.06M
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-11- 0.05% |
$1.3K - $1.41K
|
22K
$2.95M
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-13- 14.61% |
$1.53K - $1.67K
|
76
$10.2K
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-13- 0.56% |
$1.53K - $1.67K
|
2.3K
$308K
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-14- 0.66% |
$1.65K - $1.79K
|
2.12K
$284K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-15- 0.42% |
$1.77K - $1.92K
|
3.53K
$473K
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15- 0.2% |
$1.77K - $1.92K
|
7.51K
$1.01M
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-17- 0.47% |
$2K - $2.18K
|
3.61K
$484K
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-18- 0.22% |
$2.12K - $2.31K
|
8.25K
$1.11M
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-21- 0.41% |
$2.48K - $2.69K
|
5.11K
$684K
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-21- 0.47% |
$2.48K - $2.69K
|
4.47K
$599K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-23- 79.31% |
$2.71K - $2.95K
|
6
$804
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-24- 0.97% |
$2.83K - $3.08K
|
2.45K
$329K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-25- 0.41% |
$2.95K - $3.2K
|
6.1K
$818K
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-26- 0.21% |
$3.07K - $3.33K
|
12.6K
$1.68M
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-29- 0.27% |
$3.42K - $3.72K
|
10.7K
$1.43M
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-30- 0.66% |
$3.54K - $3.85K
|
4.54K
$609K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-30- 1.39% |
$3.54K - $3.85K
|
2.13K
$285K
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-30- 1.14% |
$3.54K - $3.85K
|
2.61K
$349K
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-30- 0.93% |
$3.54K - $3.85K
|
3.19K
$427K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-31- 5.49% |
$3.65K - $3.97K
|
534
$71.6K
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-33- 6.55% |
$3.89K - $4.23K
|
471
$63.1K
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-33- 0.53% |
$3.89K - $4.23K
|
6.21K
$832K
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-34- 1.96% |
$4.01K - $4.36K
|
1.7K
$228K
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-34- 0.14% |
$4.01K - $4.36K
|
25.1K
$3.36M
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-34- 0.36% |
$4.01K - $4.36K
|
9.34K
$1.25M
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-36- 0.42% |
$4.24K - $4.62K
|
8.52K
$1.14M
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-36- 0.46% |
$4.24K - $4.62K
|
7.76K
$1.04M
|