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 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.55K- 4.85% |
$196K - $209K
|
30.4K
$4.11M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.56K- 2.39% |
$197K - $210K
|
63.5K
$8.57M
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-1.6K- 0.83% |
$202K - $215K
|
191K
$25.8M
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-1.61K- 25.2% |
$204K - $217K
|
4.78K
$645K
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.61K- 19.28% |
$204K - $217K
|
6.76K
$912K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.68K- 1.17% |
$213K - $226K
|
142K
$19.2M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.68K- 0.31% |
$213K - $226K
|
540K
$72.9M
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.69K- 0.85% |
$214K - $227K
|
198K
$26.7M
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.72K- 5.28% |
$218K - $232K
|
30.9K
$4.17M
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 2.92% |
$220K - $234K
|
57.8K
$7.81M
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.75K- 1.56% |
$222K - $236K
|
111K
$14.9M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 5.89% |
$224K - $238K
|
28.2K
$3.81M
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-1.78K- 2.73% |
$226K - $240K
|
63.6K
$8.59M
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.82K- 1.19% |
$230K - $245K
|
151K
$20.4M
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.82K- 4.02% |
$230K - $245K
|
43.4K
$5.85M
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.85K- 2.51% |
$234K - $249K
|
71.6K
$9.67M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.86K- 1.25% |
$236K - $251K
|
148K
$19.9M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.86K- 2.25% |
$236K - $251K
|
80.9K
$10.9M
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.88K- 0.21% |
$238K - $253K
|
893K
$121M
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-1.89K- 3.25% |
$240K - $255K
|
56.4K
$7.62M
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-1.92K- 30.87% |
$243K - $258K
|
4.29K
$579K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.92K- 4.97% |
$243K - $258K
|
36.7K
$4.95M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.92K- 11.6% |
$243K - $259K
|
14.6K
$1.98M
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.93K- 46.33% |
$245K - $260K
|
2.24K
$302K
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.97K- 0.74% |
$250K - $265K
|
265K
$35.8M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2K- 22.63% |
$253K - $269K
|
6.84K
$924K
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-2.01K- 0.83% |
$254K - $270K
|
239K
$32.2M
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.01K- 54.76% |
$254K - $271K
|
1.66K
$224K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.02K- 4.31% |
$256K - $272K
|
44.8K
$6.05M
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.08K- 0.13% |
$263K - $280K
|
1.6M
$216M
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-2.12K- 9.8% |
$268K - $285K
|
19.5K
$2.63M
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.16K- 1.78% |
$274K - $291K
|
119K
$16.1M
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.19K- 0.87% |
$278K - $295K
|
249K
$33.7M
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.19K- 1.83% |
$278K - $295K
|
118K
$15.9M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.2K- 7.77% |
$278K - $296K
|
26K
$3.52M
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.21K- 1.52% |
$280K - $297K
|
143K
$19.3M
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-2.27K- 7.39% |
$287K - $306K
|
28.4K
$3.84M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.27K- 1.6% |
$288K - $306K
|
140K
$18.9M
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.33K- 13.7% |
$295K - $314K
|
14.7K
$1.98M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.36K- 3.26% |
$299K - $318K
|
70.1K
$9.46M
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.47K- 2.97% |
$312K - $332K
|
80.5K
$10.9M
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-2.47K- 1.28% |
$313K - $333K
|
190K
$25.7M
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.5K- 1.17% |
$317K - $337K
|
212K
$28.6M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.54K- 2.1% |
$322K - $343K
|
119K
$16M
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.56K- 5.52% |
$324K - $345K
|
43.8K
$5.91M
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-2.6K- 1.61% |
$329K - $350K
|
158K
$21.4M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.64K- 4.23% |
$334K - $355K
|
59.7K
$8.06M
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-2.67K- 31.81% |
$338K - $360K
|
5.73K
$773K
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.71K- 12.28% |
$344K - $366K
|
19.4K
$2.62M
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.72K- 17.68% |
$345K - $367K
|
12.7K
$1.71M
|