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 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
544+ 28.41% |
$64.1K - $69.7K
|
2.46K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
542+ 7.31% |
$63.9K - $69.5K
|
7.96K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
539+ 5.56% |
$63.5K - $69.1K
|
10.2K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
530+ 3.38% |
$62.5K - $67.9K
|
16.2K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
529+ 4.08% |
$62.4K - $67.8K
|
13.5K
$1.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
524+ 0.79% |
$61.8K - $67.2K
|
66.5K
$8.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
516+ 6.38% |
$60.8K - $66.2K
|
8.6K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
504+ 7.55% |
$59.4K - $64.6K
|
7.18K
$966K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
500New |
$59K - $64.1K
|
500
$67.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
492+ 0.82% |
$58K - $63.1K
|
60.3K
$8.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
491+ 0.3% |
$57.9K - $62.9K
|
166K
$22.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
491+ 0.65% |
$57.9K - $62.9K
|
75.5K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
491+ 16.21% |
$57.9K - $62.9K
|
3.52K
$473K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
484+ 7.17% |
$57.1K - $62K
|
7.23K
$973K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
481+ 4.45% |
$56.7K - $61.7K
|
11.3K
$1.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
480+ 0.16% |
$56.6K - $61.5K
|
293K
$39.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
475+ 21.56% |
$56K - $60.9K
|
2.68K
$360K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
474+ 1.69% |
$55.9K - $60.8K
|
28.5K
$3.84M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
468+ 1.73% |
$55.2K - $60K
|
27.5K
$3.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
467+ 1.8% |
$55.1K - $59.9K
|
26.4K
$3.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
465+ 4.83% |
$54.8K - $59.6K
|
10.1K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
465+ 1.69% |
$54.8K - $59.6K
|
28K
$3.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
464+ 1.41% |
$54.7K - $59.5K
|
33.3K
$4.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
463+ 7.67% |
$54.6K - $59.4K
|
6.5K
$874K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
463+ 0.82% |
$54.6K - $59.4K
|
56.7K
$7.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
459+ 23.23% |
$54.1K - $58.8K
|
2.44K
$327K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
456+ 21.31% |
$53.8K - $58.5K
|
2.6K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
452+ 11.54% |
$53.3K - $57.9K
|
4.37K
$588K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
449+ 9.96% |
$52.9K - $57.6K
|
4.96K
$667K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
444+ 8.84% |
$52.3K - $56.9K
|
5.46K
$735K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
440+ 20.21% |
$51.9K - $56.4K
|
2.62K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
437+ 17.65% |
$51.5K - $56K
|
2.91K
$392K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
432+ 2.62% |
$50.9K - $55.4K
|
16.9K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
418+ 1.14% |
$49.3K - $53.6K
|
37.2K
$5M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
416+ 19.14% |
$49K - $53.3K
|
2.59K
$348K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
416+ 23.46% |
$49K - $53.3K
|
2.19K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
413+ 0.9% |
$48.7K - $52.9K
|
46.1K
$6.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
406+ 1.1% |
$47.9K - $52K
|
37.4K
$5.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
404+ 5.48% |
$47.6K - $51.8K
|
7.78K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
402+ 4.07% |
$47.4K - $51.5K
|
10.3K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
400+ 0.69% |
$47.2K - $51.3K
|
58.4K
$7.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
400+ 9.79% |
$47.2K - $51.3K
|
4.49K
$603K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
400+ 48.54% |
$47.2K - $51.3K
|
1.22K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
399New |
$47K - $51.2K
|
399
$53.6K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
396+ 6.74% |
$46.7K - $50.8K
|
6.27K
$843K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
395+ 3.38% |
$46.6K - $50.6K
|
12.1K
$1.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
394+ 8.75% |
$46.5K - $50.5K
|
4.9K
$659K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
384+ 152.38% |
$45.3K - $49.2K
|
636
$85.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
383+ 1.44% |
$45.2K - $49.1K
|
27K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
381+ 10.88% |
$44.9K - $48.8K
|
3.88K
$522K
|