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 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.19K- 0.87% |
$278K - $295K
|
249K
$33.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.19K- 1.83% |
$278K - $295K
|
118K
$15.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.2K- 7.77% |
$278K - $296K
|
26K
$3.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.21K- 1.52% |
$280K - $297K
|
143K
$19.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-2.27K- 7.39% |
$287K - $306K
|
28.4K
$3.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.27K- 1.6% |
$288K - $306K
|
140K
$18.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.33K- 13.7% |
$295K - $314K
|
14.7K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.36K- 3.26% |
$299K - $318K
|
70.1K
$9.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.47K- 2.97% |
$312K - $332K
|
80.5K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-2.47K- 1.28% |
$313K - $333K
|
190K
$25.5M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.5K- 1.17% |
$317K - $337K
|
212K
$28.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.54K- 2.1% |
$322K - $343K
|
119K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.56K- 5.52% |
$324K - $345K
|
43.8K
$5.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-2.6K- 1.61% |
$329K - $350K
|
158K
$21.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.64K- 4.23% |
$334K - $355K
|
59.7K
$8M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-2.67K- 31.81% |
$338K - $360K
|
5.73K
$768K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.71K- 12.28% |
$344K - $366K
|
19.4K
$2.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.72K- 17.68% |
$345K - $367K
|
12.7K
$1.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.81K- 25.8% |
$356K - $379K
|
8.09K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.84K- 1.44% |
$359K - $382K
|
193K
$25.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 4.86% |
$363K - $386K
|
56.1K
$7.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.88K- 12.55% |
$364K - $387K
|
20K
$2.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-2.89K- 1.38% |
$366K - $389K
|
206K
$27.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.96K- 21.11% |
$375K - $399K
|
11.1K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2.96K- 38.19% |
$375K - $399K
|
4.8K
$643K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.98K- 3.07% |
$377K - $401K
|
93.8K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.98K- 1.87% |
$377K - $401K
|
156K
$21M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.2K- 19.76% |
$406K - $432K
|
13K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.23K- 1.75% |
$410K - $436K
|
182K
$24.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.25K- 5.05% |
$412K - $438K
|
61.1K
$8.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.28K- 0.86% |
$416K - $442K
|
377K
$50.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.3K- 2.22% |
$418K - $444K
|
145K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.32K- 1.63% |
$420K - $447K
|
200K
$26.8M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.56K- 2.58% |
$451K - $479K
|
134K
$18M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.61K- 1.48% |
$457K - $486K
|
241K
$32.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.7K- 8.64% |
$468K - $498K
|
39.1K
$5.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-3.73K- 1.45% |
$472K - $502K
|
253K
$33.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.73K- 21.55% |
$472K - $502K
|
13.6K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.75K- 3.4% |
$474K - $505K
|
106K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.81K- 13.58% |
$483K - $514K
|
24.3K
$3.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-3.85K- 2.87% |
$488K - $519K
|
130K
$17.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.89K- 4.08% |
$493K - $525K
|
91.4K
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.9K- 11.76% |
$494K - $526K
|
29.3K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-3.93K- 6.04% |
$498K - $530K
|
61.2K
$8.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.96K- 11.23% |
$501K - $533K
|
31.3K
$4.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.97K- 7.39% |
$503K - $535K
|
49.8K
$6.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-4.06K- 2.97% |
$514K - $547K
|
132K
$17.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-4.1K- 55.09% |
$519K - $552K
|
3.34K
$448K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.1K- 14.63% |
$520K - $553K
|
23.9K
$3.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-4.16K- 46.49% |
$527K - $561K
|
4.79K
$643K
|