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 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.9K+ 5.67% |
$696K - $756K
|
110K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
5.85K+ 8.97% |
$689K - $750K
|
71K
$9.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
5.84K+ 216.98% |
$689K - $749K
|
8.53K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.78K+ 2.08% |
$681K - $741K
|
283K
$37.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.75K+ 12.22% |
$678K - $737K
|
52.8K
$7.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
5.71K+ 32.59% |
$673K - $731K
|
23.2K
$3.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.66K+ 116.88% |
$667K - $725K
|
10.5K
$1.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.63KNew |
$663K - $721K
|
5.63K
$749K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.56K+ 26.5% |
$655K - $713K
|
26.5K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
5.55K+ 4.22% |
$654K - $711K
|
137K
$18.2M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
5.53K+ 9.18% |
$652K - $709K
|
65.7K
$8.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.52K+ 11.66% |
$651K - $708K
|
52.9K
$7.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
5.51K+ 28.44% |
$650K - $707K
|
24.9K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.48K+ 44.85% |
$646K - $703K
|
17.7K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.41K+ 0.85% |
$638K - $694K
|
640K
$85.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
5.31K+ 8.54% |
$626K - $681K
|
67.5K
$8.98M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.31KNew |
$625K - $680K
|
5.31K
$706K
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
5.28K+ 78.62% |
$623K - $677K
|
12K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
5.24KNew |
$617K - $671K
|
5.24K
$697K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.21K+ 102.46% |
$614K - $668K
|
10.3K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
5.02K+ 3.05% |
$592K - $643K
|
170K
$22.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
5.01K+ 31.39% |
$591K - $642K
|
21K
$2.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.01K+ 5.67% |
$591K - $642K
|
93.3K
$12.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.95K+ 4.74% |
$583K - $634K
|
109K
$14.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.89K+ 197.1% |
$577K - $627K
|
7.37K
$981K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.87K+ 6.12% |
$574K - $624K
|
84.4K
$11.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.83K+ 6.8% |
$570K - $619K
|
75.9K
$10.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
4.72K+ 2.6% |
$556K - $604K
|
186K
$24.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.64K+ 2.43% |
$547K - $595K
|
196K
$26M
|
|
|
Nov 13, 2024
Q3 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
4.54K+ 7.9% |
$536K - $583K
|
62.1K
$8.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.44K+ 288.32% |
$524K - $570K
|
5.98K
$796K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.38K+ 17.11% |
$516K - $561K
|
30K
$3.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
4.35K+ 19.05% |
$513K - $558K
|
27.2K
$3.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.33K+ 7.13% |
$510K - $555K
|
65K
$8.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
4.27KNew |
$503K - $547K
|
4.27K
$568K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4.22K+ 12.03% |
$497K - $540K
|
39.3K
$5.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.21K+ 66.3% |
$497K - $540K
|
10.6K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.21KNew |
$497K - $540K
|
4.21K
$561K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.19KNew |
$494K - $538K
|
4.19K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
4.18K+ 9.08% |
$492K - $535K
|
50.1K
$6.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.15KNew |
$490K - $532K
|
4.15K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.14K+ 5.13% |
$488K - $530K
|
84.8K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
4.13KNew |
$487K - $529K
|
4.13K
$549K
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
4.1K+ 122.69% |
$483K - $525K
|
7.44K
$990K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.08K+ 194.23% |
$480K - $522K
|
6.17K
$821K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.03K+ 34.33% |
$475K - $516K
|
15.8K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
4.03KNew |
$475K - $516K
|
4.03K
$536K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
4K+ 211.42% |
$472K - $513K
|
5.89K
$784K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.95KNew |
$465K - $506K
|
3.95K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.94K+ 5.59% |
$465K - $505K
|
74.4K
$9.9M
|