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 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-38- 1.36% |
$4.48K - $4.87K
|
2.75K
$369K
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-39- 1.46% |
$4.6K - $5K
|
2.64K
$354K
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-40- 2.17% |
$4.72K - $5.13K
|
1.8K
$241K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-42- 2.4% |
$4.95K - $5.38K
|
1.71K
$229K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-42- 0.8% |
$4.95K - $5.38K
|
5.18K
$694K
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-42- 1.17% |
$4.95K - $5.38K
|
3.56K
$477K
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-43- 0.52% |
$5.07K - $5.51K
|
8.3K
$1.11M
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-45- 0.46% |
$5.31K - $5.77K
|
9.64K
$1.29M
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-46- 0.88% |
$5.42K - $5.9K
|
5.19K
$695K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-46- 24.6% |
$5.42K - $5.9K
|
141
$18.9K
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-48- 0.54% |
$5.66K - $6.15K
|
8.77K
$1.18M
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-50- 0.23% |
$5.9K - $6.41K
|
21.4K
$2.86M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-50- 45.05% |
$5.9K - $6.41K
|
61
$8.18K
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50- 15.34% |
$5.9K - $6.41K
|
276
$37K
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-51- 1.15% |
$6.01K - $6.54K
|
4.38K
$587K
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-51- 2.55% |
$6.01K - $6.54K
|
1.95K
$261K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-51- 6.01% |
$6.01K - $6.54K
|
798
$107K
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-53- 1.36% |
$6.25K - $6.79K
|
3.84K
$514K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-55- 3.86% |
$6.48K - $7.05K
|
1.37K
$184K
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-55- 0.48% |
$6.48K - $7.05K
|
11.4K
$1.53M
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-55- 2.53% |
$6.48K - $7.05K
|
2.12K
$284K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-55- 6.72% |
$6.48K - $7.05K
|
764
$102K
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-56- 1.45% |
$6.6K - $7.18K
|
3.82K
$511K
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-57- 0.8% |
$6.72K - $7.31K
|
7.08K
$949K
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-60- 0.59% |
$7.07K - $7.69K
|
10.2K
$1.37M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-60- 35.5% |
$7.07K - $7.69K
|
109
$14.6K
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-60- 0.97% |
$7.07K - $7.69K
|
6.15K
$825K
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-61- 2.18% |
$7.19K - $7.82K
|
2.74K
$368K
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-61- 3.19% |
$7.19K - $7.82K
|
1.85K
$248K
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-61- 0.21% |
$7.19K - $7.82K
|
29.5K
$3.96M
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-62- 1.33% |
$7.31K - $7.95K
|
4.6K
$617K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-64- 0.32% |
$7.55K - $8.2K
|
19.9K
$2.67M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-70- 0.93% |
$8.25K - $8.97K
|
7.42K
$994K
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-71- 0.3% |
$8.37K - $9.1K
|
24K
$3.21M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-73- 15.73% |
$8.61K - $9.36K
|
391
$52.4K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-74- 0.83% |
$8.72K - $9.49K
|
8.81K
$1.18M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-75- 0.97% |
$8.84K - $9.62K
|
7.62K
$1.02M
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-75- 3.26% |
$8.84K - $9.62K
|
2.23K
$298K
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-77- 1.95% |
$9.08K - $9.87K
|
3.88K
$520K
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-79- 0.61% |
$9.31K - $10.1K
|
13K
$1.74M
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-79- 1.8% |
$9.31K - $10.1K
|
4.32K
$579K
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-80- 2.43% |
$9.43K - $10.3K
|
3.21K
$430K
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-83- 0.5% |
$9.79K - $10.6K
|
16.7K
$2.23M
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-85- 2.91% |
$10K - $10.9K
|
2.84K
$381K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-85- 3.18% |
$10K - $10.9K
|
2.59K
$347K
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-86- 0.53% |
$10.1K - $11K
|
16.2K
$2.17M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-87- 3.22% |
$10.3K - $11.2K
|
2.61K
$350K
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-87- 1.55% |
$10.3K - $11.2K
|
5.52K
$740K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-87- 1.93% |
$10.3K - $11.2K
|
4.43K
$594K
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-87- 2.86% |
$10.3K - $11.2K
|
2.96K
$397K
|