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
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-309- 6.95% |
$39.1K - $41.6K
|
4.14K
$554K
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-309- 1.17% |
$39.1K - $41.6K
|
26.1K
$3.5M
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-312- 0.55% |
$39.5K - $42K
|
56.5K
$7.55M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-315- 1.43% |
$39.9K - $42.4K
|
21.7K
$2.91M
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-317- 2.94% |
$40.2K - $42.7K
|
10.5K
$1.4M
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-323- 1.62% |
$40.9K - $43.5K
|
19.6K
$2.63M
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-326- 0.6% |
$41.3K - $43.9K
|
53.6K
$7.17M
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-327- 10.66% |
$41.4K - $44.1K
|
2.74K
$367K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-334- 1.16% |
$42.3K - $45K
|
28.5K
$3.81M
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-335- 14.38% |
$42.4K - $45.1K
|
2K
$267K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-339- 19.91% |
$42.9K - $45.7K
|
1.36K
$182K
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-346- 2.93% |
$43.8K - $46.6K
|
11.5K
$1.53M
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-349- 1.45% |
$44.2K - $47K
|
23.7K
$3.17M
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-352- 0.52% |
$44.6K - $47.4K
|
67.4K
$9.02M
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-354- 10.27% |
$44.8K - $47.7K
|
3.09K
$414K
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-359- 16.5% |
$45.5K - $48.4K
|
1.82K
$243K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-362- 92.58% |
$45.9K - $48.8K
|
29
$3.88K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-369- 2.71% |
$46.7K - $49.7K
|
13.3K
$1.77M
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-372- 16.73% |
$47.1K - $50.1K
|
1.85K
$248K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-374- 1.47% |
$47.4K - $50.4K
|
25.1K
$3.36M
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-374- 16.35% |
$47.4K - $50.4K
|
1.91K
$256K
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-377- 2.08% |
$47.8K - $50.8K
|
17.8K
$2.38M
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-378- 16.57% |
$47.9K - $50.9K
|
1.9K
$255K
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-399- 0.45% |
$50.5K - $53.8K
|
87.7K
$11.7M
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-402- 4.57% |
$50.9K - $54.2K
|
8.4K
$1.12M
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-405- 23.46% |
$51.3K - $54.6K
|
1.32K
$177K
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-407- 2.01% |
$51.6K - $54.8K
|
19.9K
$2.66M
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-410- 1.86% |
$51.9K - $55.2K
|
21.6K
$2.89M
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-413- 10.71% |
$52.3K - $55.6K
|
3.44K
$461K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-423- 9.19% |
$53.6K - $57K
|
4.18K
$559K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-425- 14.59% |
$53.8K - $57.3K
|
2.49K
$333K
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-429- 17.45% |
$54.3K - $57.8K
|
2.03K
$272K
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-432- 12.15% |
$54.7K - $58.2K
|
3.13K
$418K
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-449- 13.01% |
$56.9K - $60.5K
|
3K
$401K
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-449- 13.63% |
$56.9K - $60.5K
|
2.85K
$381K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-453- 9.71% |
$57.4K - $61K
|
4.21K
$564K
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-455- 2.69% |
$57.6K - $61.3K
|
16.5K
$2.2M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-490- 6.2% |
$62.1K - $66K
|
7.41K
$992K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-491- 16.83% |
$62.2K - $66.2K
|
2.43K
$325K
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-500- 25.5% |
$63.3K - $67.4K
|
1.46K
$195K
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-500- 20.14% |
$63.3K - $67.4K
|
1.98K
$265K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-500Closed |
$63.3K - $67.4K
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-505- 0.52% |
$64K - $68K
|
97K
$13M
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-509- 0.7% |
$64.5K - $68.6K
|
71.9K
$9.62M
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-537- 0.72% |
$68K - $72.4K
|
73.7K
$9.86M
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-537- 15.03% |
$68K - $72.4K
|
3.04K
$406K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-538- 0.28% |
$68.2K - $72.5K
|
195K
$26.1M
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-539- 3.32% |
$68.3K - $72.6K
|
15.7K
$2.1M
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-557- 1.12% |
$70.6K - $75.1K
|
49K
$6.55M
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-565- 1.64% |
$71.6K - $76.1K
|
33.9K
$4.53M
|