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 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
2.5K+ 18.23% |
$295K - $321K
|
16.2K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.48KNew |
$292K - $318K
|
2.48K
$330K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.43K+ 0.66% |
$286K - $311K
|
368K
$49M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.39K+ 6.5% |
$281K - $306K
|
39.1K
$5.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.37KNew |
$279K - $304K
|
2.37K
$315K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
2.35K+ 4.33% |
$277K - $302K
|
56.7K
$7.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.34KNew |
$276K - $300K
|
2.34K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.34K+ 3.7% |
$276K - $300K
|
65.5K
$8.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.3K+ 2.6% |
$271K - $294K
|
90.6K
$12.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.29K+ 8.58% |
$270K - $293K
|
29K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.28KNew |
$269K - $293K
|
2.28K
$304K
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.26K+ 0.35% |
$267K - $290K
|
647K
$86.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
2.26KNew |
$266K - $290K
|
2.26K
$301K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
2.26K+ 2.06% |
$266K - $289K
|
112K
$14.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.24K+ 20.9% |
$264K - $287K
|
13K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.23KNew |
$263K - $286K
|
2.23K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
2.22K+ 1.47% |
$262K - $285K
|
153K
$20.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
2.22K+ 5.08% |
$261K - $284K
|
45.8K
$6.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.22K+ 18.69% |
$261K - $284K
|
14.1K
$1.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.21K+ 406.45% |
$260K - $283K
|
2.75K
$366K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.19K+ 23.2% |
$258K - $281K
|
11.6K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.18K+ 48.2% |
$256K - $279K
|
6.69K
$890K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
2.15K+ 2.92% |
$254K - $276K
|
75.9K
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.14K+ 4.6% |
$252K - $274K
|
48.7K
$6.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.14K+ 3.71% |
$252K - $274K
|
59.7K
$7.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.09K+ 7.48% |
$246K - $267K
|
30K
$3.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.02K+ 1.43% |
$238K - $259K
|
143K
$19.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.01K+ 2.09% |
$237K - $258K
|
98.3K
$13.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2KNew |
$236K - $256K
|
2K
$266K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2K+ 10.34% |
$236K - $256K
|
21.3K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.98K+ 72.24% |
$233K - $254K
|
4.72K
$628K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.97KNew |
$232K - $253K
|
1.97K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.96K+ 1.51% |
$230K - $251K
|
132K
$17.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.95KNew |
$230K - $251K
|
1.95K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.95KNew |
$230K - $250K
|
1.95K
$259K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
1.94K+ 0.92% |
$229K - $249K
|
213K
$28.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.94K+ 8.86% |
$228K - $248K
|
23.8K
$3.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.92K+ 19.09% |
$227K - $247K
|
12K
$1.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.92K+ 13.08% |
$227K - $247K
|
16.6K
$2.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.91KNew |
$225K - $245K
|
1.91K
$254K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.88K+ 16.03% |
$222K - $241K
|
13.6K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.87KNew |
$221K - $240K
|
1.87K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1.87KNew |
$220K - $240K
|
1.87K
$249K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.85KNew |
$218K - $237K
|
1.85K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.85K+ 96.61% |
$218K - $237K
|
3.77K
$501K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.84KNew |
$217K - $236K
|
1.84K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.83K+ 6.97% |
$216K - $235K
|
28.1K
$3.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.82K+ 9.73% |
$215K - $234K
|
20.6K
$2.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.82KNew |
$215K - $233K
|
1.82K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.81K+ 7.58% |
$214K - $232K
|
25.7K
$3.42M
|