Purchases and Sales Made in Q4 2024 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.22MNew |
$915M - $973M
|
7.22M
$956M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
608KNew |
$77M - $81.9M
|
608K
$80.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
438K+ 168.96% |
$55.4M - $59M
|
696K
$92.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
411K+ 17578.5% |
$52.1M - $55.4M
|
414K
$54.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
386K+ 13081.41% |
$48.9M - $52M
|
389K
$51.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
222KNew |
$28.1M - $29.9M
|
222K
$29.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
199K+ 13.89% |
$25.2M - $26.8M
|
1.63M
$216M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
180K+ 8.3% |
$22.8M - $24.2M
|
2.34M
$310M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
126KNew |
$15.9M - $16.9M
|
126K
$16.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
107KNew |
$13.5M - $14.4M
|
107K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
104K+ 22.49% |
$13.1M - $14M
|
565K
$74.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
101KNew |
$12.8M - $13.6M
|
101K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
94.8KNew |
$12M - $12.8M
|
94.8K
$12.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
88.7KNew |
$11.2M - $12M
|
88.7K
$11.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
88.5K+ 207.53% |
$11.2M - $11.9M
|
131K
$17.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
83.4KNew |
$10.6M - $11.2M
|
83.4K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
73.6KNew |
$9.33M - $9.92M
|
73.6K
$9.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
58.8KNew |
$7.45M - $7.93M
|
58.8K
$7.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
54.9KNew |
$6.95M - $7.39M
|
54.9K
$7.26M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
49.7K+ 9.01% |
$6.29M - $6.69M
|
601K
$79.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
43KNew |
$5.44M - $5.79M
|
43K
$5.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
40.8KNew |
$5.17M - $5.5M
|
40.8K
$5.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
39.7K+ 63.98% |
$5.03M - $5.35M
|
102K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
37.3KNew |
$4.73M - $5.03M
|
37.3K
$4.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
31.2K+ 349.22% |
$3.95M - $4.2M
|
40.1K
$5.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
30.3K+ 4.68% |
$3.84M - $4.09M
|
678K
$89.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
28.8K+ 170.46% |
$3.65M - $3.89M
|
45.8K
$6.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
27.5K+ 40.4% |
$3.48M - $3.7M
|
95.5K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
27.3K+ 3.05% |
$3.46M - $3.68M
|
923K
$122M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
25.7K+ 4.6% |
$3.26M - $3.47M
|
585K
$77.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24.6K+ 68.16% |
$3.12M - $3.32M
|
60.8K
$8.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24.2K+ 337.06% |
$3.06M - $3.26M
|
31.4K
$4.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
23.5KNew |
$2.98M - $3.17M
|
23.5K
$3.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
22.2K+ 5.15% |
$2.81M - $2.99M
|
454K
$60M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.9KNew |
$2.65M - $2.82M
|
20.9K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
20.3KNew |
$2.57M - $2.73M
|
20.3K
$2.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
19.8K+ 6.55% |
$2.51M - $2.66M
|
322K
$42.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
19.4KNew |
$2.46M - $2.62M
|
19.4K
$2.57M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
19.4KNew |
$2.45M - $2.61M
|
19.4K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.1K+ 1.07% |
$2.42M - $2.57M
|
1.8M
$239M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
18.8K+ 50.19% |
$2.38M - $2.53M
|
56.2K
$7.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18K+ 170.59% |
$2.28M - $2.43M
|
28.6K
$3.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
17.8KNew |
$2.26M - $2.4M
|
17.8K
$2.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
17.6KNew |
$2.22M - $2.37M
|
17.6K
$2.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
17.4KNew |
$2.2M - $2.34M
|
17.4K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 1.68% |
$2.15M - $2.28M
|
1.02M
$136M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
16.9K+ 8.29% |
$2.14M - $2.27M
|
220K
$29.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
16.8K+ 105.0% |
$2.13M - $2.26M
|
32.8K
$4.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16.7K+ 187.69% |
$2.11M - $2.25M
|
25.6K
$3.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
16.1KNew |
$2.04M - $2.17M
|
16.1K
$2.13M
|