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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-479- 1.33% |
$56.5K - $61.4K
|
35.6K
$4.79M
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-487- 1.4% |
$57.4K - $62.4K
|
34.3K
$4.61M
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-498- 0.74% |
$58.7K - $63.8K
|
66.9K
$8.99M
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-501- 6.26% |
$59.1K - $64.2K
|
7.5K
$1.01M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-505- 4.6% |
$59.5K - $64.7K
|
10.5K
$1.41M
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-509- 1.95% |
$60K - $65.3K
|
25.6K
$3.44M
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-530- 9.48% |
$62.5K - $67.9K
|
5.06K
$680K
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-535- 9.29% |
$63.1K - $68.6K
|
5.22K
$702K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-535- 2.99% |
$63.1K - $68.6K
|
17.4K
$2.34M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-556- 4.27% |
$65.6K - $71.3K
|
12.5K
$1.67M
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-560- 0.75% |
$66K - $71.8K
|
74.2K
$9.98M
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-568- 2.03% |
$67K - $72.8K
|
27.3K
$3.68M
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-572- 1.67% |
$67.4K - $73.3K
|
33.6K
$4.52M
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-581- 2.21% |
$68.5K - $74.5K
|
25.7K
$3.46M
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-584- 5.07% |
$68.9K - $74.9K
|
10.9K
$1.47M
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-600- 75.0% |
$70.7K - $76.9K
|
200
$26.9K
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-600- 7.14% |
$70.7K - $76.9K
|
7.81K
$1.05M
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-609- 9.04% |
$71.8K - $78.1K
|
6.13K
$824K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-622- 5.46% |
$73.3K - $79.7K
|
10.8K
$1.45M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-635- 0.76% |
$74.9K - $81.4K
|
82.8K
$11.1M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-646- 5.61% |
$76.2K - $82.8K
|
10.9K
$1.46M
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-650- 24.89% |
$76.6K - $83.3K
|
1.96K
$264K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-654- 0.33% |
$77.1K - $83.8K
|
195K
$26.3M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-664- 4.73% |
$78.3K - $85.1K
|
13.4K
$1.8M
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-675- 28.88% |
$79.6K - $86.5K
|
1.66K
$223K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-677- 35.39% |
$79.8K - $86.8K
|
1.24K
$166K
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-678- 6.82% |
$79.9K - $86.9K
|
9.27K
$1.25M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-692- 3.54% |
$81.6K - $88.7K
|
18.8K
$2.53M
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-696- 0.62% |
$82.1K - $89.2K
|
112K
$15.1M
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-711- 4.18% |
$83.8K - $91.2K
|
16.3K
$2.19M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-716- 1.64% |
$84.4K - $91.8K
|
42.8K
$5.76M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-719- 3.16% |
$84.8K - $92.2K
|
22K
$2.96M
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-728- 16.07% |
$85.8K - $93.3K
|
3.8K
$511K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-740- 4.8% |
$87.2K - $94.9K
|
14.7K
$1.98M
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-751- 20.11% |
$88.5K - $96.3K
|
2.98K
$401K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-752- 1.91% |
$88.7K - $96.4K
|
38.6K
$5.19M
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-765- 24.06% |
$90.2K - $98.1K
|
2.42K
$325K
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-777- 1.42% |
$91.6K - $99.6K
|
53.9K
$7.25M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-778- 0.93% |
$91.7K - $99.7K
|
82.7K
$11.1M
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-783- 3.74% |
$92.3K - $100K
|
20.1K
$2.71M
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-786- 6.84% |
$92.7K - $101K
|
10.7K
$1.44M
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-790- 0.39% |
$93.1K - $101K
|
204K
$27.4M
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-793- 1.9% |
$93.5K - $102K
|
41K
$5.52M
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-796- 9.21% |
$93.8K - $102K
|
7.84K
$1.05M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-802- 3.07% |
$94.6K - $103K
|
25.3K
$3.4M
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-813- 2.8% |
$95.9K - $104K
|
28.2K
$3.8M
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-817- 7.95% |
$96.3K - $105K
|
9.46K
$1.27M
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-818- 18.58% |
$96.4K - $105K
|
3.58K
$482K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-822- 4.27% |
$96.9K - $105K
|
18.4K
$2.48M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-837- 2.51% |
$98.7K - $107K
|
32.6K
$4.38M
|