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
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.12K- 11.85% |
$250K - $272K
|
15.8K
$2.1M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.15K- 7.36% |
$253K - $276K
|
27.1K
$3.6M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.15K- 7.07% |
$253K - $276K
|
28.2K
$3.76M
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-2.21K- 45.59% |
$261K - $284K
|
2.64K
$352K
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.24K- 2.24% |
$264K - $287K
|
97.5K
$13M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.24K- 4.01% |
$265K - $288K
|
53.8K
$7.15M
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.3K- 1.83% |
$272K - $295K
|
123K
$16.4M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.32K- 5.42% |
$273K - $297K
|
40.5K
$5.38M
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.38K- 36.46% |
$281K - $305K
|
4.15K
$552K
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.4K- 59.64% |
$283K - $308K
|
1.63K
$216K
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.42K- 33.09% |
$285K - $310K
|
4.89K
$651K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.45K- 2.62% |
$289K - $314K
|
91K
$12.1M
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-2.45K- 2.35% |
$289K - $314K
|
102K
$13.5M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.47K- 7.18% |
$292K - $317K
|
32K
$4.25M
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.48K- 42.86% |
$293K - $318K
|
3.31K
$441K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.57K- 17.39% |
$303K - $329K
|
12.2K
$1.62M
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.58K- 2.63% |
$304K - $330K
|
95.3K
$12.7M
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-2.58K- 1.13% |
$304K - $330K
|
225K
$30M
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-2.66K- 36.63% |
$314K - $341K
|
4.61K
$613K
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.75K- 1.36% |
$324K - $353K
|
199K
$26.5M
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.75K- 60.4% |
$324K - $353K
|
1.8K
$240K
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.8K- 3.78% |
$330K - $359K
|
71.2K
$9.48M
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.81K- 20.51% |
$332K - $361K
|
10.9K
$1.45M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.87K- 4.63% |
$338K - $367K
|
59K
$7.85M
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.96K- 5.5% |
$349K - $379K
|
50.8K
$6.76M
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.98K- 3.02% |
$351K - $382K
|
95.6K
$12.7M
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-3.02K- 6.11% |
$356K - $387K
|
46.3K
$6.17M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.05K- 25.2% |
$359K - $391K
|
9.05K
$1.2M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.12K- 9.91% |
$368K - $400K
|
28.3K
$3.77M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.15K- 9.98% |
$371K - $404K
|
28.4K
$3.78M
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.24K- 9.62% |
$382K - $416K
|
30.5K
$4.06M
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.26K- 2.42% |
$385K - $418K
|
131K
$17.5M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.41K- 4.77% |
$402K - $437K
|
68K
$9.05M
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.44K- 11.77% |
$405K - $441K
|
25.8K
$3.43M
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-3.44K- 6.6% |
$405K - $441K
|
48.7K
$6.48M
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-3.44K- 17.74% |
$406K - $441K
|
16K
$2.12M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.45K- 23.91% |
$407K - $442K
|
11K
$1.46M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.57K- 22.56% |
$421K - $457K
|
12.3K
$1.63M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.62K- 2.38% |
$427K - $464K
|
148K
$19.8M
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-3.71K- 1.86% |
$438K - $476K
|
196K
$26.1M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.72K- 1.33% |
$438K - $477K
|
276K
$36.7M
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-3.74K- 7.01% |
$440K - $479K
|
49.5K
$6.59M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.83K- 2.27% |
$451K - $491K
|
165K
$21.9M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.89K- 5.53% |
$459K - $499K
|
66.5K
$8.86M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.91K- 7.51% |
$460K - $501K
|
48.1K
$6.4M
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.91K- 8.07% |
$461K - $501K
|
44.5K
$5.92M
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-3.91K- 20.33% |
$461K - $501K
|
15.3K
$2.04M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.04K- 10.66% |
$476K - $518K
|
33.8K
$4.5M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.47K- 48.92% |
$527K - $573K
|
4.67K
$621K
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.55K- 21.08% |
$536K - $583K
|
17K
$2.26M
|