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 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1+ 0.02% |
$127 - $135
|
5.15K
$622K
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1+ 0.05% |
$127 - $135
|
1.87K
$226K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.85% |
$127 - $135
|
118
$14.3K
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
1+ 0.04% |
$127 - $135
|
2.53K
$306K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1+ 0.71% |
$127 - $135
|
142
$17.2K
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1+ 0.03% |
$127 - $135
|
3.35K
$405K
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1+ 0.06% |
$127 - $135
|
1.63K
$197K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-1- 0.01% |
$127 - $135
|
8.76K
$1.06M
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1- 0.04% |
$127 - $135
|
2.44K
$294K
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1- 0.03% |
$127 - $135
|
3.2K
$387K
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-1- 2.56% |
$127 - $135
|
38
$4.59K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1- -0.0% |
$127 - $135
|
203K
$24.5M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2- 0.09% |
$253 - $269
|
2.22K
$268K
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-2- 0.13% |
$253 - $269
|
1.59K
$192K
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-3- 0.01% |
$380 - $404
|
53.6K
$6.47M
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-4- 0.08% |
$507 - $539
|
5K
$604K
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-4- 0.08% |
$507 - $539
|
4.98K
$602K
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4- 0.04% |
$507 - $539
|
10.1K
$1.23M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 0.56% |
$633 - $674
|
891
$108K
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.17% |
$633 - $674
|
2.89K
$349K
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5- 0.3% |
$633 - $674
|
1.64K
$198K
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
SELL
|
- |
-5- 0.08% |
$633 - $674
|
6.63K
$801K
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-5- 0.01% |
$633 - $674
|
52K
$6.29M
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6- 11.54% |
$760 - $808
|
46
$5.56K
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-6- 0.03% |
$760 - $808
|
21.3K
$2.57M
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-7- 0.15% |
$887 - $943
|
4.63K
$560K
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7- 0.09% |
$887 - $943
|
7.5K
$907K
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-8- 0.05% |
$1.01K - $1.08K
|
14.9K
$1.8M
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9- 0.88% |
$1.14K - $1.21K
|
1.01K
$122K
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-9- 0.16% |
$1.14K - $1.21K
|
5.65K
$683K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-10- 0.25% |
$1.27K - $1.35K
|
4.02K
$486K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-10- 0.25% |
$1.27K - $1.35K
|
4.01K
$485K
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-12- 0.01% |
$1.52K - $1.62K
|
107K
$12.9M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-12- 0.18% |
$1.52K - $1.62K
|
6.74K
$815K
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-12- 0.06% |
$1.52K - $1.62K
|
19.3K
$2.33M
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-13- 0.34% |
$1.65K - $1.75K
|
3.8K
$459K
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-13- 0.17% |
$1.65K - $1.75K
|
7.48K
$904K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-13- 0.74% |
$1.65K - $1.75K
|
1.75K
$211K
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-14- 5.74% |
$1.77K - $1.89K
|
230
$27.8K
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-14- 0.6% |
$1.77K - $1.89K
|
2.33K
$282K
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-15- 0.05% |
$1.9K - $2.02K
|
29.4K
$3.55M
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-15- 0.04% |
$1.9K - $2.02K
|
40.4K
$4.88M
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-16- 0.4% |
$2.03K - $2.16K
|
4.02K
$485K
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-17- 0.32% |
$2.15K - $2.29K
|
5.26K
$636K
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-18- 0.77% |
$2.28K - $2.43K
|
2.31K
$279K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-18- 0.12% |
$2.28K - $2.43K
|
15K
$1.81M
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-20- 1.21% |
$2.53K - $2.69K
|
1.63K
$197K
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-20- 1.22% |
$2.53K - $2.69K
|
1.62K
$196K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-22- 0.41% |
$2.79K - $2.96K
|
5.36K
$647K
|