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 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-4.21K- 8.74% |
$534K - $568K
|
44K
$5.9M
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-4.35K- 6.79% |
$552K - $587K
|
59.8K
$8.01M
|
|
Feb 13, 2025
Q4 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-4.61K- 3.3% |
$584K - $621K
|
135K
$18.1M
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.71K- 3.6% |
$596K - $634K
|
126K
$16.9M
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-4.81K- 1.08% |
$609K - $648K
|
442K
$59.3M
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-4.84K- 7.8% |
$614K - $653K
|
57.2K
$7.67M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.87K- 67.19% |
$616K - $656K
|
2.38K
$319K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4.9K- 9.64% |
$620K - $660K
|
45.9K
$6.15M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-5.07K- 3.02% |
$643K - $683K
|
163K
$21.8M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.09K- 15.93% |
$645K - $686K
|
26.9K
$3.6M
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.14K- 3.91% |
$651K - $692K
|
126K
$16.9M
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.16K- 3.93% |
$654K - $695K
|
126K
$16.9M
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-5.17K- 1.76% |
$655K - $696K
|
288K
$38.6M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.17K- 6.25% |
$655K - $696K
|
77.5K
$10.4M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.17K- 64.96% |
$655K - $696K
|
2.79K
$374K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.06K- 3.68% |
$768K - $817K
|
159K
$21.3M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.14K- 3.16% |
$777K - $827K
|
188K
$25.2M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.22K- 1.89% |
$788K - $838K
|
324K
$43.4M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-6.29K- 1.6% |
$797K - $847K
|
387K
$51.9M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7K- 2.99% |
$887K - $943K
|
227K
$30.4M
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-7.38K- 79.82% |
$935K - $995K
|
1.87K
$250K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.82K- 9.32% |
$991K - $1.05M
|
76.1K
$10.2M
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-8.02K- 20.4% |
$1.02M - $1.08M
|
31.3K
$4.19M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-8.14K- 21.07% |
$1.03M - $1.1M
|
30.5K
$4.09M
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.26K- 26.51% |
$1.05M - $1.11M
|
22.9K
$3.07M
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-8.98K- 14.97% |
$1.14M - $1.21M
|
51K
$6.84M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.02K- 1.49% |
$1.14M - $1.21M
|
598K
$80.1M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-9.14K- 4.3% |
$1.16M - $1.23M
|
204K
$27.3M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-9.26K- 2.47% |
$1.17M - $1.25M
|
366K
$49.1M
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-9.44K- 16.66% |
$1.2M - $1.27M
|
47.3K
$6.33M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-9.45K- 19.77% |
$1.2M - $1.27M
|
38.4K
$5.14M
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10.1K- 6.34% |
$1.27M - $1.35M
|
149K
$19.9M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.1K- 0.99% |
$1.28M - $1.36M
|
1.01M
$135M
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10.7K- 11.75% |
$1.36M - $1.44M
|
80.5K
$10.8M
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-11.2K- 19.85% |
$1.42M - $1.52M
|
45.4K
$6.09M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.4K- 4.9% |
$1.45M - $1.54M
|
221K
$29.7M
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-12.1K- 41.47% |
$1.54M - $1.64M
|
17.1K
$2.3M
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-12.8K- 11.4% |
$1.62M - $1.72M
|
99.4K
$13.3M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-12.8K- 50.4% |
$1.62M - $1.73M
|
12.6K
$1.69M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13K- 99.9% |
$1.64M - $1.75M
|
13
$1.74K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-13K- 2.84% |
$1.64M - $1.75M
|
443K
$59.4M
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-13.2K- 12.4% |
$1.67M - $1.78M
|
93.3K
$12.5M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-14.1K- 8.77% |
$1.79M - $1.9M
|
147K
$19.7M
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-14.1K- 43.81% |
$1.79M - $1.91M
|
18.1K
$2.43M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14.5K- 8.69% |
$1.84M - $1.95M
|
152K
$20.4M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.2K- 37.53% |
$1.92M - $2.05M
|
25.3K
$3.39M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-15.3K- 10.32% |
$1.94M - $2.06M
|
133K
$17.8M
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-16K- 98.73% |
$2.03M - $2.16M
|
205
$27.5K
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-16.1K- 77.4% |
$2.04M - $2.17M
|
4.71K
$631K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.3K- 8.66% |
$2.07M - $2.2M
|
172K
$23.1M
|