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
|
True Private Wealth Advisors
|
SELL
|
- |
-428- 2.12% |
$50.5K - $54.9K
|
19.7K
$2.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-429- 15.07% |
$50.6K - $55K
|
2.42K
$320K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-438- 1.78% |
$51.6K - $56.2K
|
24.2K
$3.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-440- 3.54% |
$51.9K - $56.4K
|
12K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-445- 24.54% |
$52.5K - $57K
|
1.37K
$181K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-451- 2.81% |
$53.2K - $57.8K
|
15.6K
$2.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-456- 0.63% |
$53.8K - $58.5K
|
72.4K
$9.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-457- 1.42% |
$53.9K - $58.6K
|
31.8K
$4.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-460- 9.25% |
$54.2K - $59K
|
4.51K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-462- 4.92% |
$54.5K - $59.2K
|
8.93K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-465- 1.14% |
$54.8K - $59.6K
|
40.4K
$5.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-466- 3.18% |
$54.9K - $59.7K
|
14.2K
$1.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-475- 0.2% |
$56K - $60.9K
|
233K
$30.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-479- 1.33% |
$56.5K - $61.4K
|
35.6K
$4.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-487- 1.4% |
$57.4K - $62.4K
|
34.3K
$4.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-498- 0.74% |
$58.7K - $63.8K
|
66.9K
$8.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-501- 6.26% |
$59.1K - $64.2K
|
7.5K
$992K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-505- 4.6% |
$59.5K - $64.7K
|
10.5K
$1.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-509- 1.95% |
$60K - $65.3K
|
25.6K
$3.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-530- 9.48% |
$62.5K - $67.9K
|
5.06K
$669K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-535- 9.29% |
$63.1K - $68.6K
|
5.22K
$691K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-535- 2.99% |
$63.1K - $68.6K
|
17.4K
$2.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-556- 4.27% |
$65.6K - $71.3K
|
12.5K
$1.65M
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-560- 0.75% |
$66K - $71.8K
|
74.2K
$9.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-568- 2.03% |
$67K - $72.8K
|
27.3K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-572- 1.67% |
$67.4K - $73.3K
|
33.6K
$4.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-581- 2.21% |
$68.5K - $74.5K
|
25.7K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-584- 5.07% |
$68.9K - $74.9K
|
10.9K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-600- 75.0% |
$70.7K - $76.9K
|
200
$26.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-600- 7.14% |
$70.7K - $76.9K
|
7.81K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-609- 9.04% |
$71.8K - $78.1K
|
6.13K
$811K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-622- 5.46% |
$73.3K - $79.7K
|
10.8K
$1.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-635- 0.76% |
$74.9K - $81.4K
|
82.8K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-646- 5.61% |
$76.2K - $82.8K
|
10.9K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-650- 24.89% |
$76.6K - $83.3K
|
1.96K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-654- 0.33% |
$77.1K - $83.8K
|
195K
$25.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-664- 4.73% |
$78.3K - $85.1K
|
13.4K
$1.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-675- 28.88% |
$79.6K - $86.5K
|
1.66K
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-677- 35.39% |
$79.8K - $86.8K
|
1.24K
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-678- 6.82% |
$79.9K - $86.9K
|
9.27K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-692- 3.54% |
$81.6K - $88.7K
|
18.8K
$2.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-696- 0.62% |
$82.1K - $89.2K
|
112K
$14.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-711- 4.18% |
$83.8K - $91.2K
|
16.3K
$2.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-716- 1.64% |
$84.4K - $91.8K
|
42.8K
$5.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-719- 3.16% |
$84.8K - $92.2K
|
22K
$2.92M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-728- 16.07% |
$85.8K - $93.3K
|
3.8K
$503K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-740- 4.8% |
$87.2K - $94.9K
|
14.7K
$1.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-751- 20.11% |
$88.5K - $96.3K
|
2.98K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-752- 1.91% |
$88.7K - $96.4K
|
38.6K
$5.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-765- 24.06% |
$90.2K - $98.1K
|
2.42K
$320K
|