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 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.44K+ 1.86% |
$183K - $194K
|
78.9K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.42K+ 6.27% |
$180K - $191K
|
24.1K
$3.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.39KNew |
$176K - $187K
|
1.39K
$186K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.37K+ 44.09% |
$174K - $185K
|
4.48K
$600K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.34K+ 0.62% |
$170K - $181K
|
219K
$29.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.31K+ 1.41% |
$166K - $177K
|
94.6K
$12.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.31K+ 28.08% |
$166K - $177K
|
5.98K
$801K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.3K+ 50.06% |
$164K - $175K
|
3.89K
$520K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.29K+ 32.97% |
$163K - $174K
|
5.2K
$696K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.25K+ 2.63% |
$158K - $168K
|
48.7K
$6.52M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.24K+ 63.83% |
$158K - $168K
|
3.19K
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
1.24K+ 4.08% |
$157K - $167K
|
31.7K
$4.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.23KNew |
$156K - $166K
|
1.23K
$165K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.21K+ 2.83% |
$154K - $163K
|
44K
$5.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.21KNew |
$153K - $163K
|
1.21K
$162K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.21K+ 7.48% |
$153K - $163K
|
17.3K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.2K+ 4.98% |
$152K - $161K
|
25.2K
$3.38M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.19K+ 9.67% |
$151K - $160K
|
13.5K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.18K+ 3.94% |
$150K - $159K
|
31.1K
$4.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.18K+ 3.17% |
$149K - $159K
|
38.4K
$5.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.18K+ 0.3% |
$149K - $159K
|
398K
$53.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.17K+ 11.13% |
$148K - $157K
|
11.7K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.17KNew |
$148K - $157K
|
1.17K
$156K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.15K+ 1.7% |
$146K - $155K
|
68.9K
$9.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.14K+ 64.43% |
$145K - $154K
|
2.91K
$390K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.14K+ 4.63% |
$144K - $153K
|
25.7K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.13K+ 48.12% |
$143K - $152K
|
3.47K
$465K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.11K+ 1.33% |
$141K - $150K
|
84.9K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.08K+ 12.94% |
$137K - $145K
|
9.42K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.08K+ 1.99% |
$137K - $145K
|
55.2K
$7.4M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
1.07K+ 2.33% |
$135K - $143K
|
46.8K
$6.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 1.5% |
$131K - $139K
|
70K
$9.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.02K+ 4.78% |
$129K - $138K
|
22.4K
$3M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.01K+ 1.39% |
$128K - $137K
|
73.9K
$9.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.01K+ 3.85% |
$128K - $137K
|
27.4K
$3.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.01K+ 1.43% |
$128K - $136K
|
71.8K
$9.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1K+ 44.62% |
$127K - $135K
|
3.25K
$436K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
994+ 21.56% |
$126K - $134K
|
5.61K
$751K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
989New |
$125K - $133K
|
989
$132K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
984+ 10.82% |
$125K - $133K
|
10.1K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
966+ 5.72% |
$122K - $130K
|
17.9K
$2.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
951+ 3.59% |
$120K - $128K
|
27.5K
$3.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
950New |
$120K - $128K
|
950
$127K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
938+ 47.21% |
$119K - $126K
|
2.93K
$392K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
930+ 16.59% |
$118K - $125K
|
6.54K
$876K
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
917+ 13.09% |
$116K - $124K
|
7.92K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
914+ 0.44% |
$116K - $123K
|
207K
$27.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
913+ 8.14% |
$116K - $123K
|
12.1K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
900+ 32.81% |
$114K - $121K
|
3.64K
$488K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
892+ 0.65% |
$113K - $120K
|
138K
$18.5M
|