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 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.03K- 3.3% |
$130K - $138K
|
30.1K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.04K- 12.04% |
$131K - $139K
|
7.56K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.04K- 4.06% |
$132K - $140K
|
24.6K
$3.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.04K- 1.61% |
$132K - $141K
|
63.6K
$8.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.05K- 37.38% |
$133K - $141K
|
1.76K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.05K- 11.27% |
$133K - $141K
|
8.26K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.05K- 1.3% |
$133K - $142K
|
79.7K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.06K- 0.71% |
$134K - $143K
|
147K
$19.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.07K- 6.72% |
$135K - $144K
|
14.8K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.07K- 1.69% |
$135K - $144K
|
62.2K
$8.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 4.19% |
$136K - $144K
|
24.5K
$3.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.09K- 38.25% |
$138K - $146K
|
1.75K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 18.0% |
$140K - $149K
|
5.03K
$672K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.11K- 2.47% |
$141K - $150K
|
44K
$5.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.12K- 3.35% |
$142K - $151K
|
32.5K
$4.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.13K- 4.47% |
$143K - $152K
|
24.2K
$3.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.14K- 1.68% |
$144K - $153K
|
66.4K
$8.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.14K- 1.8% |
$145K - $154K
|
62.5K
$8.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.15K- 29.58% |
$146K - $155K
|
2.74K
$366K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.19K- 4.51% |
$151K - $160K
|
25.2K
$3.37M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.19K- 0.87% |
$151K - $161K
|
136K
$18.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.21K- 0.73% |
$154K - $164K
|
164K
$22M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-1.22K- 1.92% |
$154K - $164K
|
62.3K
$8.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-1.24K- 4.96% |
$156K - $166K
|
23.7K
$3.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.24K- 5.38% |
$158K - $168K
|
21.9K
$2.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.26K- 1.49% |
$160K - $170K
|
83.5K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.3K- 21.3% |
$165K - $175K
|
4.8K
$642K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.31K- 34.79% |
$166K - $177K
|
2.46K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.37K- 1.5% |
$173K - $184K
|
89.6K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.38K- 56.32% |
$175K - $186K
|
1.07K
$143K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.41K- 3.92% |
$178K - $189K
|
34.4K
$4.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.41K- 1.55% |
$178K - $190K
|
89.2K
$11.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.43K- 1.5% |
$182K - $193K
|
94.2K
$12.6M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.47K- 0.69% |
$186K - $197K
|
212K
$28.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.51K- 3.14% |
$191K - $203K
|
46.6K
$6.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.54K- 50.0% |
$195K - $207K
|
1.54K
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.54K- 20.94% |
$195K - $207K
|
5.81K
$777K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.54K- 5.98% |
$195K - $208K
|
24.2K
$3.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.55K- 1.36% |
$196K - $209K
|
112K
$15M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.55K- 4.85% |
$196K - $209K
|
30.4K
$4.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.56K- 2.39% |
$197K - $210K
|
63.5K
$8.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-1.6K- 0.83% |
$202K - $215K
|
191K
$25.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-1.61K- 25.2% |
$204K - $217K
|
4.78K
$639K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.61K- 19.28% |
$204K - $217K
|
6.76K
$904K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.68K- 1.17% |
$213K - $226K
|
142K
$19M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.68K- 0.31% |
$213K - $226K
|
540K
$72.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.69K- 0.85% |
$214K - $227K
|
198K
$26.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.72K- 5.28% |
$218K - $232K
|
30.9K
$4.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 2.92% |
$220K - $234K
|
57.8K
$7.73M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.75K- 1.56% |
$222K - $236K
|
111K
$14.8M
|