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
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
157+ 7.91% |
$18.5K - $20.1K
|
2.14K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
153+ 6.05% |
$18K - $19.6K
|
2.68K
$359K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
145+ 2.6% |
$17.1K - $18.6K
|
5.73K
$767K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
145+ 1.16% |
$17.1K - $18.6K
|
12.6K
$1.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
144+ 3.23% |
$17K - $18.5K
|
4.6K
$616K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
144+ 3.35% |
$17K - $18.5K
|
4.45K
$595K
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
142+ 62.56% |
$16.7K - $18.2K
|
369
$49.4K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
142+ 62.56% |
$16.7K - $18.2K
|
369
$49.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
141+ 0.57% |
$16.6K - $18.1K
|
24.7K
$3.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
140+ 0.5% |
$16.5K - $17.9K
|
28.3K
$3.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
139+ 2.79% |
$16.4K - $17.8K
|
5.12K
$685K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
136+ 1.12% |
$16K - $17.4K
|
12.3K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
131+ 26.25% |
$15.4K - $16.8K
|
630
$84.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
131+ 0.66% |
$15.4K - $16.8K
|
20K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
131+ 2.84% |
$15.4K - $16.8K
|
4.75K
$635K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
129+ 5.77% |
$15.2K - $16.5K
|
2.36K
$316K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
124+ 43.66% |
$14.6K - $15.9K
|
408
$54.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
121+ 0.85% |
$14.3K - $15.5K
|
14.4K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
121+ 1.14% |
$14.3K - $15.5K
|
10.7K
$1.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
119+ 3.5% |
$14K - $15.3K
|
3.52K
$471K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
117New |
$13.8K - $15K
|
117
$15.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
115+ 1.61% |
$13.6K - $14.7K
|
7.24K
$968K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
115+ 1.73% |
$13.6K - $14.7K
|
6.78K
$907K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
115+ 2.17% |
$13.6K - $14.7K
|
5.41K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
114+ 0.87% |
$13.4K - $14.6K
|
13.3K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
111+ 0.38% |
$13.1K - $14.2K
|
29.4K
$3.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
110New |
$13K - $14.1K
|
110
$14.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
110+ 5.13% |
$13K - $14.1K
|
2.26K
$302K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
107+ 2.73% |
$12.6K - $13.7K
|
4.03K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
100+ 4.92% |
$11.8K - $12.8K
|
2.13K
$285K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
99+ 0.85% |
$11.7K - $12.7K
|
11.7K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
98+ 0.66% |
$11.6K - $12.6K
|
14.9K
$1.99M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
98+ 4.69% |
$11.6K - $12.6K
|
2.19K
$292K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
96New |
$11.3K - $12.3K
|
96
$12.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
95+ 4.88% |
$11.2K - $12.2K
|
2.04K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
95+ 4.22% |
$11.2K - $12.2K
|
2.35K
$314K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
92+ 1.96% |
$10.8K - $11.8K
|
4.8K
$642K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
91+ 1.03% |
$10.7K - $11.7K
|
8.89K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
87+ 2.16% |
$10.3K - $11.2K
|
4.11K
$550K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
87+ 3.1% |
$10.3K - $11.2K
|
2.89K
$387K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
85+ 0.6% |
$10K - $10.9K
|
14.2K
$1.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
84+ 1.98% |
$9.9K - $10.8K
|
4.32K
$577K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
84+ 2.55% |
$9.9K - $10.8K
|
3.37K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
83+ 1.72% |
$9.79K - $10.6K
|
4.9K
$655K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
81+ 3.52% |
$9.55K - $10.4K
|
2.38K
$318K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
80+ 0.78% |
$9.43K - $10.3K
|
10.3K
$1.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
80+ 0.9% |
$9.43K - $10.3K
|
8.93K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
80+ 4.56% |
$9.43K - $10.3K
|
1.83K
$245K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
79+ 0.47% |
$9.31K - $10.1K
|
17K
$2.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
79+ 3.59% |
$9.31K - $10.1K
|
2.28K
$305K
|