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 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.16K- 7.41% |
$136K - $148K
|
14.4K
$1.94M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.16K- 9.16% |
$136K - $148K
|
11.5K
$1.54M
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.18K- 1.86% |
$139K - $151K
|
62K
$8.31M
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.19K- 9.94% |
$140K - $153K
|
10.8K
$1.45M
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.2K- 3.88% |
$141K - $154K
|
29.7K
$3.99M
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.21K- 3.32% |
$143K - $155K
|
35.2K
$4.72M
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.22K- 1.85% |
$143K - $156K
|
64.7K
$8.67M
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.23K- 4.92% |
$145K - $158K
|
23.8K
$3.19M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.26K- 4.18% |
$148K - $161K
|
28.8K
$3.86M
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.26K- 1.93% |
$149K - $162K
|
64.1K
$8.6M
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1.28K- 8.2% |
$151K - $164K
|
14.3K
$1.92M
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.28K- 0.95% |
$151K - $164K
|
134K
$18M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.3K- 2.42% |
$153K - $166K
|
52.2K
$7M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.3K- 2.52% |
$153K - $166K
|
50.1K
$6.72M
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.3K- 2.71% |
$154K - $167K
|
46.8K
$6.27M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.32K- 3.88% |
$155K - $169K
|
32.6K
$4.37M
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.33K- 1.39% |
$156K - $170K
|
93.9K
$12.6M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.33K- 2.17% |
$157K - $171K
|
60K
$8.04M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.38K- 3.81% |
$163K - $177K
|
34.9K
$4.68M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.4K- 0.1% |
$165K - $179K
|
1.46M
$196M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.42K- 0.94% |
$168K - $182K
|
149K
$20M
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.43K- 0.89% |
$169K - $183K
|
159K
$21.4M
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.43K- 2.68% |
$169K - $184K
|
52.1K
$6.98M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.44K- 2.69% |
$170K - $185K
|
52.1K
$6.99M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.47K- 7.98% |
$173K - $188K
|
16.9K
$2.26M
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.48K- 1.84% |
$174K - $189K
|
78.7K
$10.6M
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.48K- 10.66% |
$174K - $190K
|
12.4K
$1.66M
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.49K- 4.66% |
$176K - $191K
|
30.5K
$4.09M
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-1.5K- 5.56% |
$177K - $192K
|
25.5K
$3.42M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.51K- 17.37% |
$178K - $193K
|
7.18K
$962K
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-1.51K- 1.64% |
$178K - $194K
|
90.7K
$12.2M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.54K- 3.62% |
$181K - $197K
|
40.9K
$5.49M
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.55K- 91.2% |
$182K - $198K
|
149
$20K
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
SELL
|
- |
-1.56K- 0.67% |
$183K - $199K
|
232K
$31.1M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.56K- 2.92% |
$184K - $200K
|
51.8K
$6.94M
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.58K- 28.84% |
$187K - $203K
|
3.91K
$523K
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.61K- 90.02% |
$190K - $207K
|
179
$24K
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.63K- 32.0% |
$192K - $209K
|
3.46K
$464K
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.63K- 0.76% |
$192K - $209K
|
214K
$28.7M
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1.66K- 2.35% |
$196K - $213K
|
69.2K
$9.28M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.67K- 3.57% |
$197K - $214K
|
45.1K
$6.04M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.72K- 12.65% |
$203K - $220K
|
11.9K
$1.59M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.75K- 4.65% |
$206K - $224K
|
35.8K
$4.8M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.76K- 6.73% |
$208K - $226K
|
24.4K
$3.27M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.83K- 3.48% |
$216K - $235K
|
50.8K
$6.81M
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.86K- 8.45% |
$220K - $239K
|
20.2K
$2.7M
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.86K- 3.72% |
$220K - $239K
|
48.2K
$6.46M
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.87K- 7.46% |
$220K - $239K
|
23.1K
$3.1M
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.89K- 6.05% |
$222K - $242K
|
29.3K
$3.92M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.9K- 5.0% |
$224K - $244K
|
36.1K
$4.84M
|