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 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.72K- 12.65% |
$203K - $220K
|
11.9K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.75K- 4.65% |
$206K - $224K
|
35.8K
$4.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.76K- 6.73% |
$208K - $226K
|
24.4K
$3.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.83K- 3.48% |
$216K - $235K
|
50.8K
$6.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.86K- 8.45% |
$220K - $239K
|
20.2K
$2.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.86K- 3.72% |
$220K - $239K
|
48.2K
$6.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.87K- 7.46% |
$220K - $239K
|
23.1K
$2.98M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.89K- 6.05% |
$222K - $242K
|
29.3K
$3.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.9K- 5.0% |
$224K - $244K
|
36.1K
$4.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.94K- 40.85% |
$229K - $249K
|
2.81K
$363K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.97K- 18.36% |
$232K - $252K
|
8.76K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.97K- 12.54% |
$232K - $253K
|
13.7K
$1.77M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.98K- 1.59% |
$233K - $253K
|
123K
$15.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2K- 6.02% |
$235K - $256K
|
31.1K
$4.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-2.02K- 48.41% |
$238K - $258K
|
2.15K
$277K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.08K- 23.67% |
$245K - $266K
|
6.69K
$863K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.11K- 15.81% |
$248K - $270K
|
11.2K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.11K- 36.52% |
$249K - $271K
|
3.67K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.12K- 11.85% |
$250K - $272K
|
15.8K
$2.04M
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.14K- 5.09% |
$253K - $275K
|
39.9K
$5.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.15K- 7.36% |
$253K - $276K
|
27.1K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.15K- 7.07% |
$253K - $276K
|
28.2K
$3.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-2.21K- 45.59% |
$261K - $284K
|
2.64K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.24K- 2.24% |
$264K - $287K
|
97.5K
$12.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.24K- 4.01% |
$265K - $288K
|
53.8K
$6.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.3K- 1.83% |
$272K - $295K
|
123K
$15.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.32K- 5.42% |
$273K - $297K
|
40.5K
$5.22M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.38K- 36.46% |
$281K - $305K
|
4.15K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.4K- 59.64% |
$283K - $308K
|
1.63K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.42K- 33.09% |
$285K - $310K
|
4.89K
$631K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.45K- 2.62% |
$289K - $314K
|
91K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-2.45K- 2.35% |
$289K - $314K
|
102K
$13.1M
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.46K- 16.47% |
$291K - $316K
|
12.5K
$1.61M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.47K- 7.18% |
$292K - $317K
|
32K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.48K- 42.86% |
$293K - $318K
|
3.31K
$427K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.57K- 17.39% |
$303K - $329K
|
12.2K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.58K- 2.63% |
$304K - $330K
|
95.3K
$12.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-2.58K- 1.13% |
$304K - $330K
|
225K
$29.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-2.66K- 36.63% |
$314K - $341K
|
4.61K
$594K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.75K- 1.36% |
$324K - $353K
|
199K
$25.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.75K- 60.4% |
$324K - $353K
|
1.8K
$233K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.8K- 3.78% |
$330K - $359K
|
71.2K
$9.19M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.81K- 20.51% |
$332K - $361K
|
10.9K
$1.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.87K- 4.63% |
$338K - $367K
|
59K
$7.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.96K- 5.5% |
$349K - $379K
|
50.8K
$6.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.98K- 3.02% |
$351K - $382K
|
95.6K
$12.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-3.02K- 6.11% |
$356K - $387K
|
46.3K
$5.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.05K- 25.2% |
$359K - $391K
|
9.05K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.12K- 9.91% |
$368K - $400K
|
28.3K
$3.66M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.15K- 9.98% |
$371K - $404K
|
28.4K
$3.66M
|