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 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-89- 2.29% |
$10.5K - $11.4K
|
3.79K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-90- 1.86% |
$10.6K - $11.5K
|
4.74K
$627K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-92- 1.83% |
$10.8K - $11.8K
|
4.93K
$653K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-95- 0.94% |
$11.2K - $12.2K
|
10K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-95- 1.08% |
$11.2K - $12.2K
|
8.7K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-97- 4.0% |
$11.4K - $12.4K
|
2.33K
$308K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-98- 3.25% |
$11.6K - $12.6K
|
2.92K
$386K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-100- 7.14% |
$11.8K - $12.8K
|
1.3K
$172K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 1.62% |
$11.8K - $12.8K
|
6.09K
$806K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-100- 18.8% |
$11.8K - $12.8K
|
432
$57.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-105- 0.41% |
$12.4K - $13.5K
|
25.6K
$3.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-105- 2.75% |
$12.4K - $13.5K
|
3.71K
$491K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-105- 0.26% |
$12.4K - $13.5K
|
40.4K
$5.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-105- 0.6% |
$12.4K - $13.5K
|
17.3K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-105- 3.96% |
$12.4K - $13.5K
|
2.55K
$337K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-107- 0.62% |
$12.6K - $13.7K
|
17.1K
$2.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-107- 3.84% |
$12.6K - $13.7K
|
2.68K
$354K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-108- 0.31% |
$12.7K - $13.8K
|
34.4K
$4.55M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-109- 0.57% |
$12.9K - $14K
|
19K
$2.52M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-111- 1.58% |
$13.1K - $14.2K
|
6.91K
$914K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-112- 0.17% |
$13.2K - $14.4K
|
67.6K
$8.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-114- 1.24% |
$13.4K - $14.6K
|
9.05K
$1.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-116- 2.07% |
$13.7K - $14.9K
|
5.48K
$726K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-119- 1.34% |
$14K - $15.3K
|
8.75K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-120- 0.25% |
$14.1K - $15.4K
|
47.4K
$6.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-121- 4.12% |
$14.3K - $15.5K
|
2.82K
$373K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-121- 0.59% |
$14.3K - $15.5K
|
20.3K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-121- 0.39% |
$14.3K - $15.5K
|
30.9K
$4.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-125- 2.59% |
$14.7K - $16K
|
4.69K
$621K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-125- 1.47% |
$14.7K - $16K
|
8.39K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-126- 0.41% |
$14.9K - $16.2K
|
30.7K
$4.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-130- 4.69% |
$15.3K - $16.7K
|
2.64K
$349K
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
SELL
|
- |
-130- 1.53% |
$15.3K - $16.7K
|
8.36K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-130- 8.78% |
$15.3K - $16.7K
|
1.35K
$179K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-132- 0.72% |
$15.6K - $16.9K
|
18.3K
$2.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-132- 4.42% |
$15.6K - $16.9K
|
2.86K
$378K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-134- 3.74% |
$15.8K - $17.2K
|
3.45K
$457K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-138- 1.54% |
$16.3K - $17.7K
|
8.8K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-139- 0.85% |
$16.4K - $17.8K
|
16.3K
$2.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-140- 2.36% |
$16.5K - $17.9K
|
5.8K
$767K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-140- 3.02% |
$16.5K - $17.9K
|
4.5K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-140- 3.8% |
$16.5K - $17.9K
|
3.54K
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-144- 0.85% |
$17K - $18.5K
|
16.7K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-146- 1.34% |
$17.2K - $18.7K
|
10.7K
$1.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-148- 0.11% |
$17.4K - $19K
|
129K
$17M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-148- 5.71% |
$17.4K - $19K
|
2.45K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-150- 5.56% |
$17.7K - $19.2K
|
2.55K
$337K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-150- 6.14% |
$17.7K - $19.2K
|
2.29K
$304K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-150- 4.22% |
$17.7K - $19.2K
|
3.4K
$450K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-151- 0.97% |
$17.8K - $19.4K
|
15.4K
$2.04M
|