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 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
334+ 7.89% |
$42.3K - $45K
|
4.57K
$612K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
334+ 1.96% |
$42.3K - $45K
|
17.4K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
328+ 4.51% |
$41.6K - $44.2K
|
7.59K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
322+ 14.1% |
$40.8K - $43.4K
|
2.61K
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
321+ 2.03% |
$40.7K - $43.3K
|
16.1K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
320New |
$40.5K - $43.1K
|
320
$42.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
307New |
$38.9K - $41.4K
|
307
$41.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
305New |
$38.6K - $41.1K
|
305
$40.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
302+ 0.89% |
$38.3K - $40.7K
|
34.1K
$4.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
300+ 15.35% |
$38K - $40.4K
|
2.25K
$302K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
300+ 5.13% |
$38K - $40.4K
|
6.15K
$824K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
299+ 6.93% |
$37.9K - $40.3K
|
4.62K
$618K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
298+ 7.92% |
$37.8K - $40.2K
|
4.06K
$544K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
297+ 0.54% |
$37.6K - $40K
|
55.1K
$7.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
294+ 0.94% |
$37.2K - $39.6K
|
31.5K
$4.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
292+ 1.06% |
$37K - $39.3K
|
27.8K
$3.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
292+ 0.66% |
$37K - $39.3K
|
44.8K
$6M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
284+ 3.83% |
$36K - $38.3K
|
7.7K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
283+ 5.85% |
$35.9K - $38.1K
|
5.12K
$686K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
280+ 1.03% |
$35.5K - $37.7K
|
27.4K
$3.66M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
277+ 2.02% |
$35.1K - $37.3K
|
14K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
274+ 11.18% |
$34.7K - $36.9K
|
2.73K
$365K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
272+ 4.01% |
$34.5K - $36.6K
|
7.05K
$945K
|
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
265+ 0.86% |
$33.6K - $35.7K
|
31.2K
$4.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
264New |
$33.4K - $35.6K
|
264
$35.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
262+ 0.91% |
$33.2K - $35.3K
|
29K
$3.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
258+ 2.22% |
$32.7K - $34.8K
|
11.9K
$1.59M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
254+ 1.57% |
$32.2K - $34.2K
|
16.5K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
254+ 7.22% |
$32.2K - $34.2K
|
3.77K
$506K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
254+ 4.59% |
$32.2K - $34.2K
|
5.79K
$775K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
251+ 2.44% |
$31.8K - $33.8K
|
10.6K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
249+ 2.13% |
$31.5K - $33.6K
|
11.9K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
248+ 1.57% |
$31.4K - $33.4K
|
16.1K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
248+ 2.13% |
$31.4K - $33.4K
|
11.9K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
235+ 7.94% |
$29.8K - $31.7K
|
3.19K
$428K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
228+ 9.43% |
$28.9K - $30.7K
|
2.65K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
224+ 4.54% |
$28.4K - $30.2K
|
5.15K
$690K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
221+ 0.65% |
$28K - $29.8K
|
34.3K
$4.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
220+ 8.0% |
$27.9K - $29.6K
|
2.97K
$398K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
220+ 2.51% |
$27.9K - $29.6K
|
8.99K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
220+ 0.93% |
$27.9K - $29.6K
|
23.8K
$3.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
211+ 44.8% |
$26.7K - $28.4K
|
682
$91.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
211+ 0.6% |
$26.7K - $28.4K
|
35.1K
$4.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
209+ 1.17% |
$26.5K - $28.2K
|
18.1K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
205+ 4.19% |
$26K - $27.6K
|
5.1K
$684K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
205+ 0.28% |
$26K - $27.6K
|
72.5K
$9.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
203+ 1.08% |
$25.7K - $27.4K
|
19.1K
$2.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
203+ 5.65% |
$25.7K - $27.4K
|
3.8K
$509K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
201+ 7.89% |
$25.5K - $27.1K
|
2.75K
$368K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
200+ 10.91% |
$25.3K - $26.9K
|
2.03K
$272K
|