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 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.04MNew |
$123M - $134M
|
1.04M
$140M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
552K+ 101.25% |
$65.1M - $70.8M
|
1.1M
$147M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
461KNew |
$54.4M - $59.2M
|
461K
$61.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
398K+ 18516.91% |
$46.9M - $51M
|
400K
$53.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
371K+ 6189.24% |
$43.7M - $47.5M
|
377K
$50.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
331K+ 3.01% |
$39M - $42.4M
|
11.3M
$1.51B
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
234KNew |
$27.6M - $30M
|
234K
$31.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
230K+ 2.43% |
$27.1M - $29.5M
|
9.68M
$1.29B
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
209KNew |
$24.6M - $26.7M
|
209K
$27.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
197K+ 15.95% |
$23.2M - $25.3M
|
1.43M
$191M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
187K+ 49.45% |
$22M - $23.9M
|
565K
$75.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
185K+ 8.78% |
$21.8M - $23.8M
|
2.3M
$307M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
176K+ 3.37% |
$20.7M - $22.5M
|
5.4M
$721M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
171K+ 4879.57% |
$20.2M - $21.9M
|
175K
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
151K+ 3630.5% |
$17.8M - $19.4M
|
155K
$20.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
148K+ 19.85% |
$17.5M - $19M
|
895K
$120M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
145KNew |
$17.1M - $18.6M
|
145K
$19.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
141K+ 162.1% |
$16.6M - $18M
|
227K
$30.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
121K+ 6.85% |
$14.3M - $15.5M
|
1.89M
$253M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
107K+ 4.78% |
$12.6M - $13.7M
|
2.33M
$312M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
99K+ 761.15% |
$11.7M - $12.7M
|
112K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
96.9KNew |
$11.4M - $12.4M
|
96.9K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
96.9KNew |
$11.4M - $12.4M
|
96.9K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
95K+ 737.45% |
$11.2M - $12.2M
|
108K
$14.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
94.2KNew |
$11.1M - $12.1M
|
94.2K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
91.2KNew |
$10.8M - $11.7M
|
91.2K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
86.8K+ 2.67% |
$10.2M - $11.1M
|
3.34M
$446M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
83.2K+ 14.46% |
$9.81M - $10.7M
|
659K
$88M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
81.7K+ 73.55% |
$9.63M - $10.5M
|
193K
$25.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
79.2K+ 16.28% |
$9.34M - $10.2M
|
566K
$75.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
73K+ 1.85% |
$8.61M - $9.36M
|
4.03M
$538M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
67.2K+ 3926.64% |
$7.93M - $8.62M
|
68.9K
$9.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
61.3KNew |
$7.23M - $7.86M
|
61.3K
$8.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
60KNew |
$7.07M - $7.69M
|
60K
$8.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
58.3K+ 1052.64% |
$6.87M - $7.47M
|
63.8K
$8.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
58.3KNew |
$6.87M - $7.47M
|
58.3K
$7.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
57.6KNew |
$6.79M - $7.38M
|
57.6K
$7.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
49.2KNew |
$5.8M - $6.31M
|
49.2K
$6.57M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
48.7K+ 40.24% |
$5.75M - $6.25M
|
170K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.8K+ 2.07% |
$5.52M - $6.01M
|
2.31M
$309M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
46.8K+ 6.95% |
$5.52M - $6M
|
720K
$96.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
45.9K+ 1186.93% |
$5.41M - $5.88M
|
49.7K
$6.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
BUY
|
- |
45.3K+ 316.17% |
$5.34M - $5.81M
|
59.6K
$7.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
44.5KNew |
$5.25M - $5.7M
|
44.5K
$5.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
43.9K+ 20.09% |
$5.17M - $5.62M
|
262K
$35M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
43.4K+ 8.55% |
$5.12M - $5.56M
|
551K
$73.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
42.9K+ 94.37% |
$5.06M - $5.5M
|
88.4K
$11.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
41.6KNew |
$4.91M - $5.33M
|
41.6K
$5.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
41.4K+ 218.62% |
$4.88M - $5.31M
|
60.4K
$8.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
38.7KNew |
$4.56M - $4.96M
|
38.7K
$5.16M
|