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 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.88K+ 95.33% |
$457K - $497K
|
7.94K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
3.86K+ 1.63% |
$455K - $495K
|
241K
$32M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.84K+ 22.03% |
$453K - $493K
|
21.3K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.76KNew |
$444K - $482K
|
3.76K
$501K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.71K+ 5.54% |
$438K - $476K
|
70.8K
$9.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.65KNew |
$430K - $468K
|
3.65K
$485K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
3.63K+ 124.4% |
$427K - $465K
|
6.54K
$870K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.6KNew |
$424K - $461K
|
3.6K
$479K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.58K+ 198.61% |
$422K - $459K
|
5.39K
$717K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.51K+ 20.43% |
$414K - $450K
|
20.7K
$2.75M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
3.45KNew |
$407K - $442K
|
3.45K
$459K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.43K+ 38.63% |
$404K - $439K
|
12.3K
$1.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.3K+ 152.54% |
$389K - $423K
|
5.47K
$727K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.3KNew |
$389K - $423K
|
3.3K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
3.28K+ 2.4% |
$386K - $420K
|
140K
$18.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.26KNew |
$384K - $418K
|
3.26K
$434K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.23K+ 20.07% |
$380K - $413K
|
19.3K
$2.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.21K+ 1.22% |
$379K - $412K
|
267K
$35.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.19K+ 0.2% |
$376K - $409K
|
1.59M
$211M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.15K+ 9.88% |
$372K - $404K
|
35.1K
$4.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.09K+ 5.46% |
$365K - $397K
|
59.8K
$7.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.08K+ 131.08% |
$363K - $395K
|
5.43K
$722K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
3.08K+ 4.32% |
$363K - $394K
|
74.3K
$9.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.04K+ 1.5% |
$358K - $389K
|
205K
$27.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.01K+ 19.08% |
$355K - $386K
|
18.8K
$2.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.99K+ 11.25% |
$353K - $384K
|
29.6K
$3.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.97K+ 391.7% |
$351K - $381K
|
3.73K
$497K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.96K+ 3.57% |
$349K - $380K
|
86.1K
$11.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
2.9KNew |
$342K - $372K
|
2.9K
$386K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.84K+ 3.52% |
$335K - $364K
|
83.6K
$11.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.83K+ 114.02% |
$334K - $363K
|
5.31K
$707K
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.83KNew |
$333K - $362K
|
2.83K
$376K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.83KNew |
$333K - $362K
|
2.83K
$376K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
2.82K+ 75.65% |
$332K - $361K
|
6.54K
$871K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2.81KNew |
$331K - $360K
|
2.81K
$373K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.8K+ 8.94% |
$330K - $359K
|
34.1K
$4.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.79K+ 1.07% |
$328K - $357K
|
264K
$35.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.75K+ 5.82% |
$324K - $352K
|
49.9K
$6.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.74KNew |
$323K - $351K
|
2.74K
$364K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.73K+ 13.1% |
$322K - $350K
|
23.6K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.71KNew |
$319K - $347K
|
2.71K
$360K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.64K+ 87.69% |
$311K - $339K
|
5.66K
$752K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.6K+ 3.2% |
$306K - $333K
|
83.8K
$11.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
2.59KNew |
$305K - $332K
|
2.59K
$345K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.59K+ 1.58% |
$305K - $332K
|
167K
$22.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.58KNew |
$304K - $331K
|
2.58K
$344K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
2.58K+ 22.42% |
$304K - $330K
|
14.1K
$1.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.57K+ 10.1% |
$303K - $330K
|
28K
$3.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.54K+ 14.72% |
$299K - $326K
|
19.8K
$2.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.52KNew |
$297K - $323K
|
2.52K
$336K
|