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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-44K- 1.35% |
$5.18M - $5.63M
|
3.21M
$414M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-44.9K- 88.91% |
$5.29M - $5.76M
|
5.6K
$723K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-45.2K- 6.94% |
$5.33M - $5.8M
|
607K
$78.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-46K- 50.03% |
$5.42M - $5.89M
|
45.9K
$5.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-47.6K- 1.28% |
$5.61M - $6.1M
|
3.69M
$476M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-52K- 12.24% |
$6.13M - $6.66M
|
373K
$48.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-53.4K- 45.95% |
$6.29M - $6.84M
|
62.8K
$8.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-60K- 32.81% |
$7.07M - $7.69M
|
123K
$15.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-61.9K- 62.77% |
$7.3M - $7.94M
|
36.7K
$4.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-90.3K- 19.18% |
$10.6M - $11.6M
|
381K
$49.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-106K- 43.65% |
$12.5M - $13.6M
|
137K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-112K- 11.16% |
$13.2M - $14.4M
|
895K
$115M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-132K- 85.22% |
$15.6M - $17M
|
22.9K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-153K- 94.07% |
$18.1M - $19.7M
|
9.67K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-363K- 99.19% |
$42.8M - $46.5M
|
2.95K
$381K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-398K- 99.46% |
$46.9M - $51M
|
2.15K
$277K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-434K- 62.61% |
$51.1M - $55.6M
|
259K
$33.4M
|