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 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
491+ 1.51% |
$62.2K - $66.2K
|
33K
$4.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
486+ 0.7% |
$61.6K - $65.5K
|
69.7K
$9.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
481New |
$60.9K - $64.8K
|
481
$64.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
480New |
$60.8K - $64.7K
|
480
$64.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
470+ 1.02% |
$59.5K - $63.3K
|
46.4K
$6.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
469+ 0.68% |
$59.4K - $63.2K
|
69.9K
$9.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
466+ 29.03% |
$59K - $62.8K
|
2.07K
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
463+ 0.96% |
$58.7K - $62.4K
|
48.7K
$6.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
463+ 3.03% |
$58.7K - $62.4K
|
15.8K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
460+ 5.5% |
$58.3K - $62K
|
8.82K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
454+ 0.23% |
$57.5K - $61.2K
|
198K
$26.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
448+ 1.09% |
$56.8K - $60.4K
|
41.4K
$5.55M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
447+ 3.09% |
$56.6K - $60.2K
|
14.9K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
445+ 1.49% |
$56.4K - $60K
|
30.4K
$4.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
437+ 2.77% |
$55.4K - $58.9K
|
16.2K
$2.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
436+ 4.02% |
$55.2K - $58.7K
|
11.3K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
432+ 105.88% |
$54.7K - $58.2K
|
840
$113K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
431+ 7.58% |
$54.6K - $58.1K
|
6.12K
$820K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
431+ 3.42% |
$54.6K - $58.1K
|
13K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
431+ 12.99% |
$54.6K - $58.1K
|
3.75K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
425New |
$53.8K - $57.3K
|
425
$57K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
423+ 5.22% |
$53.6K - $57K
|
8.52K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
420New |
$53.2K - $56.6K
|
420
$56.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
416New |
$52.7K - $56.1K
|
416
$55.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
413+ 11.07% |
$52.3K - $55.6K
|
4.15K
$556K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
410+ 2.0% |
$51.9K - $55.2K
|
21K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
410+ 3.4% |
$51.9K - $55.2K
|
12.5K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
410+ 5.2% |
$51.9K - $55.2K
|
8.29K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
408+ 8.07% |
$51.7K - $55K
|
5.47K
$733K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
405+ 1.97% |
$51.3K - $54.6K
|
21K
$2.81M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
404+ 1.05% |
$51.2K - $54.4K
|
39K
$5.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
404+ 7.73% |
$51.2K - $54.4K
|
5.63K
$754K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
394+ 2.95% |
$49.9K - $53.1K
|
13.7K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
393+ 25.06% |
$49.8K - $53K
|
1.96K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
386New |
$48.9K - $52K
|
386
$51.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
386New |
$48.9K - $52K
|
386
$51.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
384+ 3.22% |
$48.6K - $51.7K
|
12.3K
$1.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
380New |
$48.1K - $51.2K
|
380
$50.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
377+ 5.18% |
$47.8K - $50.8K
|
7.65K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
376+ 2.0% |
$47.6K - $50.7K
|
19.2K
$2.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
372+ 1488.0% |
$47.1K - $50.1K
|
397
$53.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
365+ 1.96% |
$46.2K - $49.2K
|
19K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
363+ 8.85% |
$46K - $48.9K
|
4.46K
$598K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
359+ 2.33% |
$45.5K - $48.4K
|
15.8K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
357+ 9.05% |
$45.2K - $48.1K
|
4.3K
$577K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
357+ 1.37% |
$45.2K - $48.1K
|
26.3K
$3.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
352+ 28.27% |
$44.6K - $47.4K
|
1.6K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
350New |
$44.3K - $47.2K
|
350
$46.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
339+ 12.06% |
$42.9K - $45.7K
|
3.15K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
338+ 0.58% |
$42.8K - $45.5K
|
59K
$7.91M
|