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 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
377+ 0.59% |
$44.4K - $48.3K
|
64.4K
$8.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
368+ 46.94% |
$43.4K - $47.2K
|
1.15K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
365+ 1.34% |
$43K - $46.8K
|
27.6K
$3.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
358+ 1.65% |
$42.2K - $45.9K
|
22.1K
$2.97M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
356+ 352.48% |
$42K - $45.6K
|
457
$61.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
355+ 16.45% |
$41.9K - $45.5K
|
2.51K
$338K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
352New |
$41.5K - $45.1K
|
352
$47.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
351New |
$41.4K - $45K
|
351
$47.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
350+ 5.48% |
$41.3K - $44.9K
|
6.74K
$906K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
349+ 6.24% |
$41.1K - $44.7K
|
5.94K
$799K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
343+ 1.15% |
$40.4K - $44K
|
30.2K
$4.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
338+ 1.92% |
$39.9K - $43.3K
|
17.9K
$2.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
334+ 15.78% |
$39.4K - $42.8K
|
2.45K
$330K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
331+ 1.44% |
$39K - $42.4K
|
23.2K
$3.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
328+ 0.31% |
$38.7K - $42K
|
107K
$14.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
326+ 0.77% |
$38.4K - $41.8K
|
42.6K
$5.73M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
325+ 2.31% |
$38.3K - $41.7K
|
14.4K
$1.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
320+ 9.34% |
$37.7K - $41K
|
3.75K
$504K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
316+ 4.25% |
$37.3K - $40.5K
|
7.75K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
315+ 8.81% |
$37.1K - $40.4K
|
3.89K
$523K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
312+ 2.03% |
$36.8K - $40K
|
15.7K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
306+ 1.26% |
$36.1K - $39.2K
|
24.5K
$3.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
302+ 1.0% |
$35.6K - $38.7K
|
30.6K
$4.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
301+ 1.29% |
$35.5K - $38.6K
|
23.6K
$3.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
300+ 12.02% |
$35.4K - $38.5K
|
2.8K
$376K
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
300+ 1.26% |
$35.4K - $38.5K
|
24.1K
$3.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
300+ 1.17% |
$35.4K - $38.5K
|
25.8K
$3.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
299+ 0.07% |
$35.3K - $38.3K
|
456K
$61.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
297+ 8.35% |
$35K - $38.1K
|
3.86K
$518K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
295+ 10.27% |
$34.8K - $37.8K
|
3.17K
$426K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
295+ 0.03% |
$34.8K - $37.8K
|
934K
$126M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
293+ 0.54% |
$34.5K - $37.6K
|
55K
$7.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
288+ 1.61% |
$34K - $36.9K
|
18.2K
$2.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
285+ 5.44% |
$33.6K - $36.5K
|
5.53K
$743K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
284+ 7.19% |
$33.5K - $36.4K
|
4.23K
$569K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
275+ 15.54% |
$32.4K - $35.3K
|
2.05K
$275K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
274+ 9.31% |
$32.3K - $35.1K
|
3.22K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
273+ 0.03% |
$32.2K - $35K
|
1.01M
$135M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
270+ 6.75% |
$31.8K - $34.6K
|
4.27K
$574K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
269+ 13.77% |
$31.7K - $34.5K
|
2.22K
$299K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
269+ 0.63% |
$31.7K - $34.5K
|
42.8K
$5.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
269+ 13.77% |
$31.7K - $34.5K
|
2.22K
$299K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
267+ 0.23% |
$31.5K - $34.2K
|
115K
$15.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
265+ 1.09% |
$31.2K - $34K
|
24.7K
$3.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
265+ 1.18% |
$31.2K - $34K
|
22.8K
$3.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
264+ 0.41% |
$31.1K - $33.8K
|
65.4K
$8.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
263+ 7.95% |
$31K - $33.7K
|
3.57K
$480K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
260+ 11.07% |
$30.7K - $33.3K
|
2.61K
$351K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
253+ 0.43% |
$29.8K - $32.4K
|
58.9K
$7.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
252+ 1.67% |
$29.7K - $32.3K
|
15.4K
$2.07M
|