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
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.62K- 1.95% |
$544K - $592K
|
232K
$30.9M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-4.63K- 2.47% |
$546K - $594K
|
183K
$24.4M
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.71K- 5.47% |
$555K - $604K
|
81.4K
$10.8M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-4.72K- 6.08% |
$556K - $605K
|
72.9K
$9.7M
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.73K- 57.6% |
$557K - $606K
|
3.48K
$463K
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-4.74K- 0.6% |
$559K - $608K
|
788K
$105M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.91K- 2.84% |
$578K - $629K
|
168K
$22.4M
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.01K- 2.68% |
$591K - $643K
|
182K
$24.2M
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-5.04K- 6.5% |
$594K - $646K
|
72.4K
$9.64M
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-5.37K- 65.47% |
$633K - $688K
|
2.83K
$377K
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-5.41K- 3.26% |
$638K - $693K
|
161K
$21.4M
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-5.55K- 12.87% |
$654K - $711K
|
37.6K
$5M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-5.55K- 2.11% |
$654K - $712K
|
257K
$34.2M
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-5.58K- 10.27% |
$658K - $715K
|
48.8K
$6.49M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.7K- 0.44% |
$672K - $730K
|
1.28M
$171M
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-5.79K- 11.23% |
$682K - $742K
|
45.8K
$6.09M
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-5.9K- 16.31% |
$695K - $756K
|
30.3K
$4.03M
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-6.23K- 2.17% |
$734K - $798K
|
281K
$37.3M
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-6.24K- 1.3% |
$735K - $799K
|
472K
$62.8M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.25K- 1.25% |
$737K - $802K
|
495K
$65.8M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-6.35K- 3.32% |
$749K - $814K
|
185K
$24.6M
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-6.52K- 20.77% |
$768K - $836K
|
24.9K
$3.31M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.66K- 4.3% |
$786K - $854K
|
148K
$19.8M
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-6.79K- 30.04% |
$800K - $870K
|
15.8K
$2.1M
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-7.29K- 2.82% |
$860K - $935K
|
251K
$33.5M
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-7.72K- 5.35% |
$910K - $990K
|
137K
$18.2M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.76K- 3.95% |
$915K - $995K
|
188K
$25.1M
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-7.84K- 32.59% |
$924K - $1.01M
|
16.2K
$2.16M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.15K- 43.25% |
$961K - $1.04M
|
10.7K
$1.42M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.22K- 0.28% |
$969K - $1.05M
|
2.9M
$386M
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-8.47K- 12.59% |
$998K - $1.09M
|
58.8K
$7.82M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-8.67K- 3.93% |
$1.02M - $1.11M
|
212K
$28.2M
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-8.7K- 3.93% |
$1.03M - $1.12M
|
213K
$28.3M
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-8.75K- 19.21% |
$1.03M - $1.12M
|
36.8K
$4.9M
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-8.97K- 6.27% |
$1.06M - $1.15M
|
134K
$17.9M
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-9.04K- 20.65% |
$1.07M - $1.16M
|
34.7K
$4.62M
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-9.4K- 22.56% |
$1.11M - $1.21M
|
32.3K
$4.29M
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-9.56K- 0.59% |
$1.13M - $1.23M
|
1.6M
$213M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-10.4K- 99.92% |
$1.22M - $1.33M
|
8
$1.06K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-10.4K- 6.16% |
$1.22M - $1.33M
|
158K
$21M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.7K- 1.12% |
$1.26M - $1.37M
|
937K
$125M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.7K- 8.72% |
$1.26M - $1.37M
|
112K
$14.9M
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-11K- 11.67% |
$1.29M - $1.41M
|
83K
$11M
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-11.2K- 2.9% |
$1.32M - $1.44M
|
375K
$49.9M
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-11.2K- 6.62% |
$1.33M - $1.44M
|
159K
$21.1M
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-11.8K- 23.16% |
$1.4M - $1.52M
|
39.3K
$5.23M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-12.1K- 64.23% |
$1.43M - $1.56M
|
6.76K
$900K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.6K- 11.31% |
$1.48M - $1.61M
|
98.4K
$13.1M
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-13K- 11.24% |
$1.54M - $1.67M
|
103K
$13.7M
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-13.2K- 6.41% |
$1.55M - $1.69M
|
192K
$25.6M
|