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 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
265+ 1.18% |
$31.2K - $34K
|
22.8K
$3.03M
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
264+ 0.41% |
$31.1K - $33.8K
|
65.4K
$8.7M
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
263+ 7.95% |
$31K - $33.7K
|
3.57K
$475K
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
260+ 11.07% |
$30.7K - $33.3K
|
2.61K
$347K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
253+ 0.43% |
$29.8K - $32.4K
|
58.9K
$7.84M
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
252+ 1.67% |
$29.7K - $32.3K
|
15.4K
$2.04M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
246+ 5.52% |
$29K - $31.5K
|
4.7K
$625K
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
236+ 1.85% |
$27.8K - $30.3K
|
13K
$1.73M
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
236+ 7.96% |
$27.8K - $30.3K
|
3.2K
$426K
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
233+ 0.24% |
$27.5K - $29.9K
|
96.9K
$12.9M
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
230+ 0.66% |
$27.1K - $29.5K
|
35.2K
$4.68M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
229New |
$27K - $29.4K
|
229
$30.5K
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
225+ 6.05% |
$26.5K - $28.8K
|
3.94K
$525K
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
224+ 6.57% |
$26.4K - $28.7K
|
3.63K
$483K
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
224+ 1.09% |
$26.4K - $28.7K
|
20.7K
$2.76M
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
221+ 4.47% |
$26.1K - $28.3K
|
5.17K
$688K
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
220+ 2.87% |
$25.9K - $28.2K
|
7.88K
$1.05M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
217+ 2.65% |
$25.6K - $27.8K
|
8.39K
$1.12M
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
216+ 9.85% |
$25.5K - $27.7K
|
2.41K
$321K
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
215+ 0.22% |
$25.3K - $27.6K
|
98.6K
$13.1M
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
215+ 5.21% |
$25.3K - $27.6K
|
4.34K
$578K
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
215+ 6.34% |
$25.3K - $27.6K
|
3.61K
$480K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
211+ 10.16% |
$24.9K - $27.1K
|
2.29K
$304K
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
206+ 0.43% |
$24.3K - $26.4K
|
48.2K
$6.42M
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
203+ 0.28% |
$23.9K - $26K
|
73.6K
$9.79M
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
201+ 10.78% |
$23.7K - $25.8K
|
2.07K
$275K
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
200+ 2.27% |
$23.6K - $25.6K
|
9.02K
$1.2M
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$23.6K - $25.6K
|
200
$26.6K
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
199+ 5.61% |
$23.5K - $25.5K
|
3.75K
$498K
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
198+ 11.5% |
$23.3K - $25.4K
|
1.92K
$255K
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
197+ 5.71% |
$23.2K - $25.3K
|
3.65K
$485K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
197+ 0.36% |
$23.2K - $25.3K
|
54.8K
$7.29M
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
197+ 0.49% |
$23.2K - $25.3K
|
40.2K
$5.35M
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
193+ 2.47% |
$22.8K - $24.7K
|
7.99K
$1.06M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
192+ 1.37% |
$22.6K - $24.6K
|
14.2K
$1.9M
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
182+ 2.71% |
$21.5K - $23.3K
|
6.89K
$917K
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
181+ 0.76% |
$21.3K - $23.2K
|
24K
$3.2M
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
180+ 23.2% |
$21.2K - $23.1K
|
956
$127K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
177+ 2.24% |
$20.9K - $22.7K
|
8.09K
$1.08M
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
176+ 0.39% |
$20.8K - $22.6K
|
45.6K
$6.07M
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
175+ 3.96% |
$20.6K - $22.4K
|
4.59K
$611K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
174+ 1.74% |
$20.5K - $22.3K
|
10.2K
$1.35M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
168+ 4.16% |
$19.8K - $21.5K
|
4.2K
$559K
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
166+ 1.85% |
$19.6K - $21.3K
|
9.16K
$1.22M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
163+ 1.45% |
$19.2K - $20.9K
|
11.4K
$1.52M
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
160+ 9.12% |
$18.9K - $20.5K
|
1.91K
$255K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
159+ 2.35% |
$18.7K - $20.4K
|
6.91K
$920K
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
157+ 7.91% |
$18.5K - $20.1K
|
2.14K
$285K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
153+ 6.05% |
$18K - $19.6K
|
2.68K
$357K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
145+ 2.6% |
$17.1K - $18.6K
|
5.73K
$762K
|