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 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
53+ 0.77% |
$6.71K - $7.14K
|
6.97K
$934K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
52+ 0.75% |
$6.59K - $7.01K
|
6.99K
$937K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
51+ 0.76% |
$6.46K - $6.87K
|
6.74K
$904K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
51+ 1.31% |
$6.46K - $6.87K
|
3.94K
$528K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
51+ 2.41% |
$6.46K - $6.87K
|
2.17K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
49+ 1.14% |
$6.21K - $6.6K
|
4.36K
$584K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
49+ 0.41% |
$6.21K - $6.6K
|
12.1K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
48+ 0.09% |
$6.08K - $6.47K
|
55.2K
$7.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
47+ 1.99% |
$5.95K - $6.33K
|
2.41K
$323K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
47+ 1.62% |
$5.95K - $6.33K
|
2.94K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
47+ 0.43% |
$5.95K - $6.33K
|
10.9K
$1.46M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
45+ 0.35% |
$5.7K - $6.06K
|
12.9K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
45+ 0.05% |
$5.7K - $6.06K
|
96.9K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
44+ 0.19% |
$5.57K - $5.93K
|
23.8K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
44+ 0.02% |
$5.57K - $5.93K
|
182K
$24.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
43+ 1.53% |
$5.45K - $5.79K
|
2.86K
$383K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
40+ 0.16% |
$5.07K - $5.39K
|
25.8K
$3.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
40+ 2.09% |
$5.07K - $5.39K
|
1.95K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
40New |
$5.07K - $5.39K
|
40
$5.36K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
40+ 0.02% |
$5.07K - $5.39K
|
218K
$29.2M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
38+ 0.19% |
$4.81K - $5.12K
|
19.8K
$2.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
37+ 0.42% |
$4.69K - $4.99K
|
8.79K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
37+ 0.51% |
$4.69K - $4.99K
|
7.3K
$979K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
36New |
$4.56K - $4.85K
|
36
$4.83K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
33+ 0.15% |
$4.18K - $4.45K
|
22.1K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
33+ 0.75% |
$4.18K - $4.45K
|
4.43K
$594K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
32+ 0.74% |
$4.05K - $4.31K
|
4.35K
$583K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
32+ 0.02% |
$4.05K - $4.31K
|
129K
$17.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
30+ 0.28% |
$3.8K - $4.04K
|
10.7K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
30+ 12.24% |
$3.8K - $4.04K
|
275
$36.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
30+ 0.02% |
$3.8K - $4.04K
|
136K
$18.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
29+ 0.73% |
$3.67K - $3.91K
|
3.98K
$533K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
28+ 0.67% |
$3.55K - $3.77K
|
4.23K
$567K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
28+ 1.29% |
$3.55K - $3.77K
|
2.2K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
28+ 0.51% |
$3.55K - $3.77K
|
5.51K
$739K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.96% |
$3.42K - $3.64K
|
2.85K
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.35% |
$3.29K - $3.5K
|
7.4K
$992K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
24+ 0.35% |
$3.04K - $3.23K
|
6.91K
$927K
|
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
24+ 1.16% |
$3.04K - $3.23K
|
2.1K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24+ 0.79% |
$3.04K - $3.23K
|
3.07K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
24+ 3.43% |
$3.04K - $3.23K
|
724
$97.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23+ 0.18% |
$2.91K - $3.1K
|
13.1K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
22New |
$2.79K - $2.96K
|
22
$2.95K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
21New |
$2.66K - $2.83K
|
21
$2.82K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
20+ 1.08% |
$2.53K - $2.69K
|
1.87K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
20+ 0.59% |
$2.53K - $2.69K
|
3.39K
$454K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
19+ 0.56% |
$2.41K - $2.56K
|
3.4K
$455K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
19+ 1.06% |
$2.41K - $2.56K
|
1.82K
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
19+ 0.76% |
$2.41K - $2.56K
|
2.51K
$336K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
18+ 0.32% |
$2.28K - $2.43K
|
5.58K
$749K
|