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 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.67K+ 19.88% |
$211K - $225K
|
10.1K
$1.33M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.67K+ 3.22% |
$211K - $225K
|
53.4K
$7.07M
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
1.66KNew |
$210K - $224K
|
1.66K
$220K
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.63K+ 7.28% |
$206K - $219K
|
23.9K
$3.17M
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.62K+ 47.69% |
$205K - $219K
|
5.02K
$665K
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.6KNew |
$203K - $216K
|
1.6K
$212K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.59K+ 15.45% |
$202K - $215K
|
11.9K
$1.58M
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
1.59KNew |
$201K - $214K
|
1.59K
$210K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.59K+ 5.37% |
$201K - $214K
|
31.2K
$4.13M
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$201K - $214K
|
1.59K
$210K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.59KNew |
$201K - $214K
|
1.59K
$210K
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.57KNew |
$199K - $212K
|
1.57K
$208K
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.56K+ 0.94% |
$197K - $210K
|
168K
$22.2M
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.56K+ 1.66% |
$197K - $210K
|
95.5K
$12.6M
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.53K+ 3.68% |
$194K - $206K
|
43.1K
$5.71M
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.51K+ 7.5% |
$192K - $204K
|
21.7K
$2.87M
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.48K+ 2.01% |
$187K - $199K
|
75.1K
$9.93M
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.47K+ 7.47% |
$187K - $199K
|
21.2K
$2.81M
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.47K+ 5.15% |
$186K - $198K
|
30K
$3.97M
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.44K+ 1.86% |
$183K - $194K
|
78.9K
$10.4M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.42K+ 6.27% |
$180K - $191K
|
24.1K
$3.18M
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.39KNew |
$176K - $187K
|
1.39K
$184K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.37K+ 44.09% |
$174K - $185K
|
4.48K
$592K
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.34K+ 0.62% |
$170K - $181K
|
219K
$29M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.31K+ 1.41% |
$166K - $177K
|
94.6K
$12.5M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.31K+ 28.08% |
$166K - $177K
|
5.98K
$791K
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.3K+ 50.06% |
$164K - $175K
|
3.89K
$514K
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.29K+ 32.97% |
$163K - $174K
|
5.2K
$687K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.24K+ 63.83% |
$158K - $168K
|
3.19K
$422K
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
1.24K+ 4.08% |
$157K - $167K
|
31.7K
$4.19M
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.21K+ 2.83% |
$154K - $163K
|
44K
$5.82M
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.21KNew |
$153K - $163K
|
1.21K
$160K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.21K+ 7.48% |
$153K - $163K
|
17.3K
$2.3M
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.19K+ 9.67% |
$151K - $160K
|
13.5K
$1.78M
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.18K+ 3.94% |
$150K - $159K
|
31.1K
$4.12M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.18K+ 0.3% |
$149K - $159K
|
398K
$52.7M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.17K+ 11.13% |
$148K - $157K
|
11.7K
$1.54M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.17KNew |
$148K - $157K
|
1.17K
$155K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.15K+ 1.7% |
$146K - $155K
|
68.9K
$9.12M
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.14K+ 64.43% |
$145K - $154K
|
2.91K
$385K
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.14K+ 4.63% |
$144K - $153K
|
25.7K
$3.39M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.11K+ 1.33% |
$141K - $150K
|
84.9K
$11.2M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.08K+ 12.94% |
$137K - $145K
|
9.42K
$1.25M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.08K+ 1.99% |
$137K - $145K
|
55.2K
$7.31M
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
1.07K+ 2.33% |
$135K - $143K
|
46.8K
$6.2M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 1.5% |
$131K - $139K
|
70K
$9.26M
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.02K+ 4.78% |
$129K - $138K
|
22.4K
$2.96M
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.01K+ 1.39% |
$128K - $137K
|
73.9K
$9.77M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.01K+ 1.43% |
$128K - $136K
|
71.8K
$9.5M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
994+ 21.56% |
$126K - $134K
|
5.61K
$742K
|