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 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-176- 1.08% |
$22.3K - $23.7K
|
16.2K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-178- 4.94% |
$22.5K - $24K
|
3.43K
$458K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-178- 0.98% |
$22.5K - $24K
|
18K
$2.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-180- 0.56% |
$22.8K - $24.3K
|
31.8K
$4.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-183- 2.3% |
$23.2K - $24.7K
|
7.79K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-185- 5.75% |
$23.4K - $24.9K
|
3.04K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-186- 6.51% |
$23.6K - $25.1K
|
2.67K
$357K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-188- 1.99% |
$23.8K - $25.3K
|
9.27K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-192- 1.56% |
$24.3K - $25.9K
|
12.1K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-195- 1.35% |
$24.7K - $26.3K
|
14.2K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-196- 0.32% |
$24.8K - $26.4K
|
61.1K
$8.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-197- 2.84% |
$25K - $26.5K
|
6.73K
$901K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-203- 4.83% |
$25.7K - $27.4K
|
4K
$535K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-204- 9.27% |
$25.8K - $27.5K
|
2K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-206- 7.52% |
$26.1K - $27.8K
|
2.54K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-207- 2.9% |
$26.2K - $27.9K
|
6.93K
$927K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-210- 4.74% |
$26.6K - $28.3K
|
4.22K
$564K
|
|
|
Feb 06, 2025
Q4 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-215- 0.27% |
$27.2K - $29K
|
78.5K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-216- 3.45% |
$27.4K - $29.1K
|
6.04K
$807K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-218- 0.72% |
$27.6K - $29.4K
|
30.1K
$4.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-219- 0.91% |
$27.7K - $29.5K
|
23.7K
$3.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-220- 0.78% |
$27.9K - $29.6K
|
28.1K
$3.75M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-222- 6.3% |
$28.1K - $29.9K
|
3.3K
$442K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-223- 2.76% |
$28.2K - $30K
|
7.87K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-228- 8.64% |
$28.9K - $30.7K
|
2.41K
$322K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-229- 1.28% |
$29K - $30.9K
|
17.6K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-233- 3.06% |
$29.5K - $31.4K
|
7.39K
$988K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-235- 10.24% |
$29.8K - $31.7K
|
2.06K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-236- 2.77% |
$29.9K - $31.8K
|
8.3K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-237- 14.42% |
$30K - $31.9K
|
1.41K
$188K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-242- 4.03% |
$30.7K - $32.6K
|
5.77K
$772K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-245- 1.73% |
$31K - $33K
|
13.9K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-255- 2.29% |
$32.3K - $34.4K
|
10.9K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-257- 2.28% |
$32.6K - $34.6K
|
11K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-260- 12.23% |
$32.9K - $35K
|
1.87K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-265- 1.87% |
$33.6K - $35.7K
|
13.9K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-271- 12.15% |
$34.3K - $36.5K
|
1.96K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-274- 0.68% |
$34.7K - $36.9K
|
39.8K
$5.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-276- 1.61% |
$35K - $37.2K
|
16.9K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-279- 10.78% |
$35.3K - $37.6K
|
2.31K
$309K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-279- 6.24% |
$35.3K - $37.6K
|
4.19K
$561K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-283- 5.72% |
$35.9K - $38.1K
|
4.67K
$624K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-290- 4.29% |
$36.7K - $39.1K
|
6.47K
$866K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-292- 1.62% |
$37K - $39.3K
|
17.7K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-298- 0.83% |
$37.8K - $40.2K
|
35.5K
$4.75M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-301- 14.97% |
$38.1K - $40.6K
|
1.71K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-302- 1.46% |
$38.3K - $40.7K
|
20.4K
$2.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-302- 4.52% |
$38.3K - $40.7K
|
6.39K
$854K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-303- 1.92% |
$38.4K - $40.8K
|
15.4K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-305- 13.62% |
$38.6K - $41.1K
|
1.93K
$259K
|