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 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.4K- 0.1% |
$165K - $179K
|
1.46M
$197M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.42K- 0.94% |
$168K - $182K
|
149K
$20.1M
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.43K- 0.89% |
$169K - $183K
|
159K
$21.4M
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.43K- 2.68% |
$169K - $184K
|
52.1K
$7M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.44K- 2.69% |
$170K - $185K
|
52.1K
$7.01M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.47K- 7.98% |
$173K - $188K
|
16.9K
$2.27M
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.48K- 1.84% |
$174K - $189K
|
78.7K
$10.6M
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.48K- 10.66% |
$174K - $190K
|
12.4K
$1.67M
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.49K- 4.66% |
$176K - $191K
|
30.5K
$4.1M
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-1.5K- 5.56% |
$177K - $192K
|
25.5K
$3.43M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.51K- 17.37% |
$178K - $193K
|
7.18K
$965K
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-1.51K- 1.64% |
$178K - $194K
|
90.7K
$12.2M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.54K- 3.62% |
$181K - $197K
|
40.9K
$5.5M
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.55K- 91.2% |
$182K - $198K
|
149
$20K
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
SELL
|
- |
-1.56K- 0.67% |
$183K - $199K
|
232K
$31.2M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.56K- 2.92% |
$184K - $200K
|
51.8K
$6.96M
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.58K- 28.84% |
$187K - $203K
|
3.91K
$525K
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.61K- 90.02% |
$190K - $207K
|
179
$24.1K
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.63K- 32.0% |
$192K - $209K
|
3.46K
$465K
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.63K- 0.76% |
$192K - $209K
|
214K
$28.8M
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1.66K- 2.35% |
$196K - $213K
|
69.2K
$9.31M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.67K- 3.57% |
$197K - $214K
|
45.1K
$6.06M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.72K- 12.65% |
$203K - $220K
|
11.9K
$1.6M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.75K- 4.65% |
$206K - $224K
|
35.8K
$4.82M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.76K- 6.73% |
$208K - $226K
|
24.4K
$3.28M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.83K- 3.48% |
$216K - $235K
|
50.8K
$6.83M
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.86K- 8.45% |
$220K - $239K
|
20.2K
$2.71M
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.86K- 3.72% |
$220K - $239K
|
48.2K
$6.48M
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.87K- 7.46% |
$220K - $239K
|
23.1K
$3.11M
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.89K- 6.05% |
$222K - $242K
|
29.3K
$3.94M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.9K- 5.0% |
$224K - $244K
|
36.1K
$4.86M
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.94K- 40.85% |
$229K - $249K
|
2.81K
$378K
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.97K- 18.36% |
$232K - $252K
|
8.76K
$1.18M
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.97K- 12.54% |
$232K - $253K
|
13.7K
$1.85M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.98K- 1.59% |
$233K - $253K
|
123K
$16.5M
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2K- 6.02% |
$235K - $256K
|
31.1K
$4.19M
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-2.02K- 48.41% |
$238K - $258K
|
2.15K
$289K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.08K- 23.67% |
$245K - $266K
|
6.69K
$900K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.11K- 15.81% |
$248K - $270K
|
11.2K
$1.51M
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.11K- 36.52% |
$249K - $271K
|
3.67K
$493K
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.12K- 11.85% |
$250K - $272K
|
15.8K
$2.12M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.15K- 7.36% |
$253K - $276K
|
27.1K
$3.64M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.15K- 7.07% |
$253K - $276K
|
28.2K
$3.8M
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-2.21K- 45.59% |
$261K - $284K
|
2.64K
$355K
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.24K- 2.24% |
$264K - $287K
|
97.5K
$13.1M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.24K- 4.01% |
$265K - $288K
|
53.8K
$7.23M
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.3K- 1.83% |
$272K - $295K
|
123K
$16.6M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.32K- 5.42% |
$273K - $297K
|
40.5K
$5.44M
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.38K- 36.46% |
$281K - $305K
|
4.15K
$558K
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.4K- 59.64% |
$283K - $308K
|
1.63K
$219K
|