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 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
201+ 7.89% |
$25.5K - $27.1K
|
2.75K
$369K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
200+ 10.91% |
$25.3K - $26.9K
|
2.03K
$273K
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
200+ 2.76% |
$25.3K - $26.9K
|
7.44K
$997K
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
198+ 0.51% |
$25.1K - $26.7K
|
38.9K
$5.22M
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
198+ 1.95% |
$25.1K - $26.7K
|
10.4K
$1.39M
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
198+ 0.8% |
$25.1K - $26.7K
|
24.9K
$3.34M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
195+ 7.12% |
$24.7K - $26.3K
|
2.93K
$393K
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
195+ 0.71% |
$24.7K - $26.3K
|
27.8K
$3.73M
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
192+ 314.75% |
$24.3K - $25.9K
|
253
$33.9K
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
189+ 9.91% |
$23.9K - $25.5K
|
2.1K
$281K
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
187+ 0.54% |
$23.7K - $25.2K
|
34.5K
$4.63M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
186+ 3.8% |
$23.6K - $25.1K
|
5.09K
$682K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
184+ 9.42% |
$23.3K - $24.8K
|
2.14K
$287K
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
184+ 41.91% |
$23.3K - $24.8K
|
623
$83.5K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
184New |
$23.3K - $24.8K
|
184
$24.7K
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
182+ 0.38% |
$23.1K - $24.5K
|
48K
$6.43M
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
178+ 7.39% |
$22.5K - $24K
|
2.59K
$347K
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
177+ 1.52% |
$22.4K - $23.8K
|
11.8K
$1.58M
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
175+ 7.19% |
$22.2K - $23.6K
|
2.61K
$350K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
174+ 10.89% |
$22K - $23.4K
|
1.77K
$238K
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
174+ 9.27% |
$22K - $23.4K
|
2.05K
$275K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
173+ 53.73% |
$21.9K - $23.3K
|
495
$66.4K
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
172+ 1.39% |
$21.8K - $23.2K
|
12.5K
$1.68M
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
169+ 2.48% |
$21.4K - $22.8K
|
6.99K
$936K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
167New |
$21.2K - $22.5K
|
167
$22.4K
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
164+ 0.72% |
$20.8K - $22.1K
|
22.8K
$3.06M
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
160+ 3.6% |
$20.3K - $21.6K
|
4.6K
$617K
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
160+ 7.32% |
$20.3K - $21.6K
|
2.35K
$314K
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
155+ 5.65% |
$19.6K - $20.9K
|
2.9K
$389K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
151+ 8.84% |
$19.1K - $20.3K
|
1.86K
$249K
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
150+ 3.33% |
$19K - $20.2K
|
4.66K
$625K
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
150+ 6.65% |
$19K - $20.2K
|
2.41K
$323K
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
149+ 2.7% |
$18.9K - $20.1K
|
5.68K
$761K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
147New |
$18.6K - $19.8K
|
147
$19.7K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
145+ 1.02% |
$18.4K - $19.5K
|
14.4K
$1.93M
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
141+ 1.96% |
$17.9K - $19K
|
7.32K
$982K
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
138+ 0.9% |
$17.5K - $18.6K
|
15.5K
$2.08M
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
137New |
$17.4K - $18.5K
|
137
$18.4K
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
136+ 0.53% |
$17.2K - $18.3K
|
25.8K
$3.46M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
133+ 3.94% |
$16.8K - $17.9K
|
3.51K
$470K
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
133+ 1.19% |
$16.8K - $17.9K
|
11.3K
$1.52M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
130+ 0.78% |
$16.5K - $17.5K
|
16.8K
$2.25M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
128+ 0.37% |
$16.2K - $17.2K
|
34.5K
$4.62M
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
126+ 0.07% |
$16K - $17K
|
189K
$25.3M
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
126+ 1.48% |
$16K - $17K
|
8.61K
$1.15M
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
125+ 3.1% |
$15.8K - $16.8K
|
4.15K
$556K
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
123+ 1.35% |
$15.6K - $16.6K
|
9.24K
$1.24M
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
120+ 4.59% |
$15.2K - $16.2K
|
2.73K
$366K
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
120+ 4.59% |
$15.2K - $16.2K
|
2.73K
$366K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
112+ 4.58% |
$14.2K - $15.1K
|
2.56K
$343K
|