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 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.51K+ 33.46% |
$444K - $473K
|
14K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.5KNew |
$443K - $471K
|
3.5K
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3.48K+ 5.29% |
$441K - $469K
|
69.2K
$9.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
3.4KNew |
$431K - $458K
|
3.4K
$450K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.37K+ 35.0% |
$427K - $455K
|
13K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.36K+ 2.13% |
$426K - $453K
|
161K
$21.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
3.34KNew |
$423K - $450K
|
3.34K
$442K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.3K+ 6.61% |
$418K - $445K
|
53.2K
$7.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.28K+ 2.67% |
$415K - $441K
|
126K
$16.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
3.26KNew |
$413K - $439K
|
3.26K
$431K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
3.22KNew |
$408K - $434K
|
3.22K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
3.22KNew |
$407K - $433K
|
3.22K
$425K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.18K+ 23.26% |
$402K - $428K
|
16.8K
$2.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.17K+ 22.23% |
$401K - $427K
|
17.4K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.16K+ 8.04% |
$400K - $426K
|
42.4K
$5.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.14K+ 6.98% |
$398K - $423K
|
48.1K
$6.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.12K+ 53.87% |
$396K - $421K
|
8.92K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.12KNew |
$395K - $420K
|
3.12K
$413K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.09K+ 1.83% |
$391K - $416K
|
172K
$22.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.09K+ 4.06% |
$391K - $416K
|
79K
$10.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.08KNew |
$391K - $415K
|
3.08K
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
3.07K+ 59.88% |
$389K - $413K
|
8.19K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.05K+ 9.27% |
$386K - $410K
|
35.9K
$4.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 12.56% |
$385K - $409K
|
27.2K
$3.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
3.02K+ 104.21% |
$383K - $407K
|
5.92K
$784K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.95KNew |
$374K - $398K
|
2.95K
$391K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.95K+ 13.84% |
$373K - $397K
|
24.2K
$3.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
2.94K+ 2.04% |
$373K - $397K
|
147K
$19.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.93K+ 9.33% |
$372K - $395K
|
34.4K
$4.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.92K+ 18.68% |
$370K - $394K
|
18.6K
$2.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.85K+ 7.36% |
$361K - $384K
|
41.6K
$5.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.85K+ 35.83% |
$361K - $384K
|
10.8K
$1.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.83K+ 14.01% |
$358K - $381K
|
23K
$3.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.81K+ 5.32% |
$356K - $379K
|
55.7K
$7.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.76K+ 13.52% |
$350K - $372K
|
23.2K
$3.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.74K+ 2.23% |
$346K - $369K
|
125K
$16.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
2.7K+ 5.89% |
$342K - $364K
|
48.5K
$6.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.68KNew |
$340K - $362K
|
2.68K
$355K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.67K+ 106.17% |
$338K - $359K
|
5.18K
$686K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.66K+ 29.8% |
$337K - $359K
|
11.6K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.66K+ 89.62% |
$337K - $358K
|
5.62K
$744K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
2.65KNew |
$336K - $357K
|
2.65K
$351K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.61K+ 8.78% |
$331K - $352K
|
32.4K
$4.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.59K+ 0.69% |
$328K - $349K
|
375K
$49.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.57K+ 202.2% |
$326K - $347K
|
3.85K
$509K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.57KNew |
$326K - $347K
|
2.57K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.51KNew |
$318K - $338K
|
2.51K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.5K+ 95.64% |
$317K - $337K
|
5.12K
$677K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.47K+ 12.81% |
$313K - $333K
|
21.8K
$2.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
2.47KNew |
$312K - $332K
|
2.47K
$326K
|