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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
164+ 0.72% |
$20.8K - $22.1K
|
22.8K
$3.02M
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
155+ 5.65% |
$19.6K - $20.9K
|
2.9K
$384K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
151+ 8.84% |
$19.1K - $20.3K
|
1.86K
$246K
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
150+ 3.33% |
$19K - $20.2K
|
4.66K
$617K
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
150+ 6.65% |
$19K - $20.2K
|
2.41K
$318K
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
149+ 2.7% |
$18.9K - $20.1K
|
5.68K
$751K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
145+ 1.02% |
$18.4K - $19.5K
|
14.4K
$1.9M
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
138+ 0.9% |
$17.5K - $18.6K
|
15.5K
$2.05M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
136+ 0.53% |
$17.2K - $18.3K
|
25.8K
$3.42M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
133+ 3.94% |
$16.8K - $17.9K
|
3.51K
$464K
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
133+ 1.19% |
$16.8K - $17.9K
|
11.3K
$1.5M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
130+ 0.78% |
$16.5K - $17.5K
|
16.8K
$2.22M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
128+ 0.37% |
$16.2K - $17.2K
|
34.5K
$4.56M
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
126+ 0.07% |
$16K - $17K
|
189K
$25M
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
126+ 1.48% |
$16K - $17K
|
8.61K
$1.14M
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
123+ 1.35% |
$15.6K - $16.6K
|
9.24K
$1.22M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
112+ 4.58% |
$14.2K - $15.1K
|
2.56K
$338K
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
112+ 0.75% |
$14.2K - $15.1K
|
15K
$1.98M
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
110+ 1.79% |
$13.9K - $14.8K
|
6.26K
$829K
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
100+ 0.63% |
$12.7K - $13.5K
|
16.1K
$2.13M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 2.54% |
$12.7K - $13.5K
|
4.04K
$535K
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
100+ 2.88% |
$12.7K - $13.5K
|
3.57K
$472K
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
100+ 4.21% |
$12.7K - $13.5K
|
2.48K
$328K
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
99+ 3.13% |
$12.5K - $13.3K
|
3.27K
$432K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
96+ 6.68% |
$12.2K - $12.9K
|
1.53K
$203K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
96+ 2.51% |
$12.2K - $12.9K
|
3.93K
$519K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
96+ 2.17% |
$12.2K - $12.9K
|
4.52K
$599K
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
95+ 2.07% |
$12K - $12.8K
|
4.69K
$620K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
92+ 49.2% |
$11.7K - $12.4K
|
279
$36.9K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
92+ 1.02% |
$11.7K - $12.4K
|
9.14K
$1.21M
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
92+ 2.24% |
$11.7K - $12.4K
|
4.2K
$556K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
88+ 93.62% |
$11.1K - $11.9K
|
182
$24.1K
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
86+ 0.25% |
$10.9K - $11.6K
|
34.8K
$4.61M
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
85+ 0.05% |
$10.8K - $11.5K
|
186K
$24.6M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
82New |
$10.4K - $11K
|
82
$10.9K
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
81+ 0.67% |
$10.3K - $10.9K
|
12.1K
$1.6M
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
79+ 5.03% |
$10K - $10.6K
|
1.65K
$218K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
77New |
$9.75K - $10.4K
|
77
$10.2K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
76+ 1.89% |
$9.63K - $10.2K
|
4.09K
$542K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75+ 1.86% |
$9.5K - $10.1K
|
4.11K
$544K
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
72+ 0.63% |
$9.12K - $9.7K
|
11.5K
$1.53M
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
71+ 1.95% |
$8.99K - $9.57K
|
3.72K
$492K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
71New |
$8.99K - $9.57K
|
71
$9.39K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
67+ 0.39% |
$8.49K - $9.03K
|
17.1K
$2.27M
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
65+ 120.37% |
$8.23K - $8.76K
|
119
$15.7K
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
63+ 0.49% |
$7.98K - $8.49K
|
13K
$1.73M
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
61+ 1.3% |
$7.73K - $8.22K
|
4.76K
$629K
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
61+ 0.97% |
$7.73K - $8.22K
|
6.34K
$839K
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
59+ 0.6% |
$7.47K - $7.95K
|
9.81K
$1.3M
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
59+ 0.01% |
$7.47K - $7.95K
|
1.04M
$138M
|