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 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
948+ 21.12% |
$112K - $122K
|
5.44K
$723K
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
941+ 12.47% |
$111K - $121K
|
8.49K
$1.13M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
919+ 18.05% |
$108K - $118K
|
6.01K
$800K
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
905+ 18.26% |
$107K - $116K
|
5.86K
$780K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
903+ 18.3% |
$106K - $116K
|
5.84K
$777K
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
892+ 2.62% |
$105K - $114K
|
35K
$4.65M
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
884+ 21.74% |
$104K - $113K
|
4.95K
$659K
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
877+ 5.92% |
$103K - $112K
|
15.7K
$2.09M
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
860+ 17.2% |
$101K - $110K
|
5.86K
$780K
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
848+ 1.18% |
$100K - $109K
|
72.8K
$9.69M
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
845+ 1.34% |
$99.6K - $108K
|
64.1K
$8.53M
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
818+ 0.51% |
$96.4K - $105K
|
161K
$21.4M
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
794+ 6.22% |
$93.6K - $102K
|
13.6K
$1.8M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
794+ 3.97% |
$93.6K - $102K
|
20.8K
$2.77M
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
793+ 7.31% |
$93.5K - $102K
|
11.6K
$1.55M
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
787+ 4.06% |
$92.8K - $101K
|
20.2K
$2.69M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
776+ 0.65% |
$91.5K - $99.5K
|
121K
$16.1M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
767+ 2.52% |
$90.4K - $98.3K
|
31.2K
$4.15M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
757+ 2.0% |
$89.3K - $97K
|
38.6K
$5.13M
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
750New |
$88.4K - $96.1K
|
750
$99.8K
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
746+ 0.5% |
$88K - $95.6K
|
149K
$19.8M
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
741+ 2.48% |
$87.4K - $95K
|
30.6K
$4.07M
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
739+ 7.66% |
$87.1K - $94.7K
|
10.4K
$1.38M
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
736+ 1.2% |
$86.8K - $94.4K
|
62.3K
$8.29M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
722+ 1.12% |
$85.1K - $92.6K
|
65.1K
$8.66M
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
721+ 6.63% |
$85K - $92.4K
|
11.6K
$1.54M
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
711+ 28.28% |
$83.8K - $91.2K
|
3.23K
$429K
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
709+ 3.99% |
$83.6K - $90.9K
|
18.5K
$2.46M
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
706+ 18.95% |
$83.2K - $90.5K
|
4.43K
$590K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
705+ 3.55% |
$83.1K - $90.4K
|
20.5K
$2.73M
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
702+ 24.42% |
$82.8K - $90K
|
3.58K
$476K
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
700+ 0.35% |
$82.5K - $89.7K
|
200K
$26.6M
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
695+ 14.15% |
$81.9K - $89.1K
|
5.61K
$746K
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
685+ 8.13% |
$80.8K - $87.8K
|
9.12K
$1.21M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
675+ 0.55% |
$79.6K - $86.5K
|
123K
$16.3M
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
674+ 61.55% |
$79.5K - $86.4K
|
1.77K
$235K
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
663+ 13.19% |
$78.2K - $85K
|
5.69K
$757K
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
663+ 3.06% |
$78.2K - $85K
|
22.3K
$2.97M
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
644+ 3.76% |
$75.9K - $82.6K
|
17.8K
$2.37M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
641+ 3.81% |
$75.6K - $82.2K
|
17.5K
$2.33M
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
632+ 0.41% |
$74.5K - $81K
|
156K
$20.8M
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
631+ 2.43% |
$74.4K - $80.9K
|
26.6K
$3.54M
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
625+ 4.13% |
$73.7K - $80.1K
|
15.8K
$2.1M
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
624+ 14.81% |
$73.6K - $80K
|
4.84K
$644K
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
607+ 14.04% |
$71.6K - $77.8K
|
4.93K
$656K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
604+ 4.51% |
$71.2K - $77.4K
|
14K
$1.86M
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
600New |
$70.7K - $76.9K
|
600
$79.8K
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
576+ 2.61% |
$67.9K - $73.8K
|
22.6K
$3.01M
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
571+ 1.21% |
$67.3K - $73.2K
|
47.8K
$6.36M
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
568+ 7.54% |
$67K - $72.8K
|
8.1K
$1.08M
|