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 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.8K+ 100.34% |
$212K - $230K
|
3.58K
$477K
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.79K+ 1.89% |
$212K - $230K
|
96.8K
$12.9M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.79K+ 1.85% |
$211K - $229K
|
98.7K
$13.1M
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.78KNew |
$210K - $229K
|
1.78K
$237K
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.77KNew |
$209K - $227K
|
1.77K
$236K
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.75K+ 2.32% |
$206K - $224K
|
77.1K
$10.3M
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.75K+ 26.33% |
$206K - $224K
|
8.4K
$1.12M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.75K+ 43.63% |
$206K - $224K
|
5.75K
$765K
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.75K+ 3.67% |
$206K - $224K
|
49.3K
$6.56M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.74K+ 16.8% |
$205K - $223K
|
12.1K
$1.61M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.69KNew |
$199K - $216K
|
1.69K
$225K
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
1.69KNew |
$199K - $216K
|
1.69K
$224K
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.69KNew |
$199K - $216K
|
1.69K
$224K
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.69KNew |
$199K - $216K
|
1.69K
$224K
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.68KNew |
$199K - $216K
|
1.68K
$224K
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
1.68KNew |
$198K - $215K
|
1.68K
$223K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.67KNew |
$197K - $214K
|
1.67K
$222K
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.67K+ 285.93% |
$197K - $214K
|
2.25K
$299K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.65K+ 3.14% |
$195K - $212K
|
54.2K
$7.21M
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.65KNew |
$194K - $211K
|
1.65K
$219K
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.65KNew |
$194K - $211K
|
1.65K
$219K
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1.64KNew |
$194K - $211K
|
1.64K
$219K
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.64KNew |
$194K - $211K
|
1.64K
$219K
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
1.64KNew |
$194K - $211K
|
1.64K
$219K
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.64KNew |
$193K - $210K
|
1.64K
$218K
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.63K+ 18.81% |
$193K - $209K
|
10.3K
$1.37M
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1.63K+ 16.29% |
$192K - $209K
|
11.6K
$1.55M
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.62KNew |
$191K - $208K
|
1.62K
$216K
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.62KNew |
$191K - $207K
|
1.62K
$215K
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.62KNew |
$190K - $207K
|
1.62K
$215K
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.61K+ 57.72% |
$190K - $206K
|
4.39K
$585K
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.61KNew |
$189K - $206K
|
1.61K
$214K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.6K+ 266.67% |
$189K - $205K
|
2.2K
$293K
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.6KNew |
$189K - $205K
|
1.6K
$213K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.6K+ 28.31% |
$188K - $205K
|
7.24K
$964K
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.6K+ 1.51% |
$188K - $204K
|
107K
$14.2M
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.59KNew |
$188K - $204K
|
1.59K
$212K
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
1.58KNew |
$186K - $202K
|
1.58K
$210K
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.57KNew |
$185K - $201K
|
1.57K
$209K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.57K+ 1.98% |
$185K - $201K
|
80.7K
$10.7M
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.57KNew |
$185K - $201K
|
1.57K
$209K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.56K+ 2.42% |
$184K - $200K
|
66K
$8.78M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.56K+ 2.49% |
$183K - $199K
|
64.1K
$8.52M
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.54K+ 100.0% |
$181K - $197K
|
3.07K
$409K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.52K+ 7.59% |
$180K - $195K
|
21.6K
$2.88M
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.52K+ 20.07% |
$179K - $194K
|
9.07K
$1.21M
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
1.51K+ 7.19% |
$178K - $193K
|
22.4K
$2.99M
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.47K+ 0.88% |
$173K - $188K
|
169K
$22.5M
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.47K+ 14.21% |
$173K - $188K
|
11.8K
$1.57M
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.46K+ 3.92% |
$172K - $188K
|
38.8K
$5.16M
|