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 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.36K+ 0.66% |
$160K - $174K
|
206K
$27.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.36K+ 0.2% |
$160K - $174K
|
670K
$90.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.35K+ 6.52% |
$160K - $173K
|
22.1K
$2.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.35K+ 5.29% |
$160K - $173K
|
26.9K
$3.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.32K+ 12.3% |
$156K - $169K
|
12.1K
$1.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.32K+ 12.72% |
$156K - $169K
|
11.7K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.31K+ 1.71% |
$154K - $168K
|
78.1K
$10.5M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 5.3% |
$153K - $167K
|
25.8K
$3.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.29K+ 15.49% |
$152K - $166K
|
9.64K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.29K+ 1.93% |
$152K - $165K
|
67.7K
$9.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.28K+ 46.86% |
$151K - $164K
|
4.02K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.28K+ 1.56% |
$150K - $164K
|
82.8K
$11.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.27KNew |
$150K - $163K
|
1.27K
$171K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.25K+ 553.1% |
$147K - $160K
|
1.48K
$198K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.24K+ 22.55% |
$147K - $159K
|
6.76K
$908K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.24K+ 2.0% |
$147K - $159K
|
63.3K
$8.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.23K+ 4.12% |
$145K - $158K
|
31.1K
$4.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.23K+ 14.26% |
$144K - $157K
|
9.82K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.21K+ 16.98% |
$143K - $155K
|
8.34K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.21K+ 1.19% |
$143K - $155K
|
102K
$13.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.2KNew |
$141K - $154K
|
1.2K
$161K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.2K+ 4.0% |
$141K - $154K
|
31.1K
$4.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.2K+ 52.6% |
$141K - $153K
|
3.47K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.17K+ 3.24% |
$138K - $150K
|
37.3K
$5.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.16K+ 43.87% |
$136K - $148K
|
3.79K
$510K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 1.63% |
$136K - $148K
|
71.8K
$9.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
1.15K+ 59.28% |
$136K - $147K
|
3.09K
$415K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.13K+ 13.25% |
$134K - $145K
|
9.68K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.13K+ 7.05% |
$133K - $144K
|
17.1K
$2.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.1K+ 35.11% |
$130K - $141K
|
4.23K
$569K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.09K+ 0.5% |
$129K - $140K
|
218K
$29.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.09K+ 3.65% |
$129K - $140K
|
31K
$4.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.08K+ 35.47% |
$127K - $139K
|
4.13K
$555K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.07K+ 0.75% |
$126K - $137K
|
144K
$19.3M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.06K+ 48.74% |
$125K - $136K
|
3.24K
$435K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.04KNew |
$123K - $134K
|
1.04K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.03K+ 5.39% |
$121K - $132K
|
20K
$2.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.02K+ 1.55% |
$120K - $130K
|
66.6K
$8.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.01K+ 33.02% |
$119K - $129K
|
4.06K
$546K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1KNew |
$118K - $128K
|
1K
$134K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
990+ 1.93% |
$117K - $127K
|
52.3K
$7.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
990+ 1.45% |
$117K - $127K
|
69.4K
$9.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
988+ 5.53% |
$116K - $127K
|
18.9K
$2.54M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
967+ 5.79% |
$114K - $124K
|
17.7K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
964+ 51.41% |
$114K - $124K
|
2.84K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
948+ 21.12% |
$112K - $122K
|
5.44K
$731K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
941+ 12.47% |
$111K - $121K
|
8.49K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
919+ 18.05% |
$108K - $118K
|
6.01K
$808K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
905+ 18.26% |
$107K - $116K
|
5.86K
$788K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
903+ 18.3% |
$106K - $116K
|
5.84K
$785K
|