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
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
886+ 8.29% |
$112K - $119K
|
11.6K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
876+ 3.2% |
$111K - $118K
|
28.2K
$3.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
873+ 12.65% |
$111K - $118K
|
7.78K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
861New |
$109K - $116K
|
861
$115K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
844+ 8.6% |
$107K - $114K
|
10.7K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
830+ 2.36% |
$105K - $112K
|
36K
$4.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
822+ 14.02% |
$104K - $111K
|
6.68K
$895K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
814+ 3.07% |
$103K - $110K
|
27.3K
$3.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
814+ 2.67% |
$103K - $110K
|
31.3K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
804+ 7.13% |
$102K - $108K
|
12.1K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
800+ 5.56% |
$101K - $108K
|
15.2K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
798+ 23.94% |
$101K - $108K
|
4.13K
$553K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
794+ 1.35% |
$101K - $107K
|
59.8K
$8.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
789+ 7.83% |
$100K - $106K
|
10.9K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
781+ 74.81% |
$98.9K - $105K
|
1.83K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
775+ 11.5% |
$98.2K - $104K
|
7.51K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
769+ 4.74% |
$97.4K - $104K
|
17K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
759+ 1.51% |
$96.2K - $102K
|
50.9K
$6.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
750+ 61.27% |
$95K - $101K
|
1.97K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
740+ 15.74% |
$93.7K - $99.7K
|
5.44K
$729K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
717+ 0.57% |
$90.8K - $96.6K
|
125K
$16.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
713+ 1.3% |
$90.3K - $96.1K
|
55.7K
$7.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
700+ 2.81% |
$88.7K - $94.3K
|
25.6K
$3.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
693+ 0.34% |
$87.8K - $93.4K
|
206K
$27.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
692+ 1.33% |
$87.7K - $93.2K
|
52.8K
$7.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
649+ 0.67% |
$82.2K - $87.4K
|
97.6K
$13.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
639+ 13.27% |
$80.9K - $86.1K
|
5.46K
$731K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
637+ 23.73% |
$80.7K - $85.8K
|
3.32K
$445K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
637+ 28.35% |
$80.7K - $85.8K
|
2.88K
$386K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
627+ 1.55% |
$79.4K - $84.5K
|
41K
$5.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
621+ 0.95% |
$78.7K - $83.7K
|
66.1K
$8.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
612+ 2.18% |
$77.5K - $82.5K
|
28.6K
$3.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
605+ 4.88% |
$76.6K - $81.5K
|
13K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
599+ 0.68% |
$75.9K - $80.7K
|
88.6K
$11.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
596+ 2.31% |
$75.5K - $80.3K
|
26.4K
$3.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
595New |
$75.4K - $80.2K
|
595
$79.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
590+ 32.05% |
$74.7K - $79.5K
|
2.43K
$326K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
586+ 34.8% |
$74.2K - $79K
|
2.27K
$304K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
570+ 5.0% |
$72.2K - $76.8K
|
12K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
554+ 20.69% |
$70.2K - $74.6K
|
3.23K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
548+ 2.71% |
$69.4K - $73.8K
|
20.8K
$2.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
546+ 6.02% |
$69.2K - $73.6K
|
9.61K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
538+ 3.41% |
$68.2K - $72.5K
|
16.3K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
537+ 1.92% |
$68K - $72.4K
|
28.6K
$3.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
535+ 3.08% |
$67.8K - $72.1K
|
17.9K
$2.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
532+ 3.26% |
$67.4K - $71.7K
|
16.8K
$2.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
518+ 2.94% |
$65.6K - $69.8K
|
18.1K
$2.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
511+ 3.16% |
$64.7K - $68.9K
|
16.7K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
500+ 14.04% |
$63.3K - $67.4K
|
4.06K
$544K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
497+ 4.14% |
$63K - $67K
|
12.5K
$1.67M
|