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 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-16.6K- 13.44% |
$2.1M - $2.23M
|
107K
$14.3M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16.6K- 70.37% |
$2.1M - $2.24M
|
6.99K
$937K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-16.6K- 16.31% |
$2.1M - $2.24M
|
85.1K
$11.4M
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-16.7K- 54.81% |
$2.12M - $2.25M
|
13.8K
$1.85M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.3K- 97.89% |
$2.2M - $2.34M
|
373
$50K
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-17.6K- 7.79% |
$2.22M - $2.36M
|
208K
$27.9M
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-18.4K- 49.98% |
$2.33M - $2.47M
|
18.4K
$2.46M
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-18.8K- 19.28% |
$2.38M - $2.53M
|
78.8K
$10.6M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19K- 2.04% |
$2.41M - $2.56M
|
915K
$123M
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-19.8K- 17.12% |
$2.5M - $2.66M
|
95.7K
$12.8M
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-19.8K- 26.67% |
$2.51M - $2.67M
|
54.5K
$7.3M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-19.8K- 14.44% |
$2.51M - $2.67M
|
117K
$15.7M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-21.3K- 2.27% |
$2.7M - $2.87M
|
918K
$123M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-21.4K- 84.23% |
$2.71M - $2.88M
|
4K
$536K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21.6K- 3.82% |
$2.73M - $2.9M
|
543K
$72.8M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-22.6K- 19.35% |
$2.87M - $3.05M
|
94.3K
$12.6M
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-22.7K- 92.82% |
$2.87M - $3.05M
|
1.75K
$235K
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-23K- 26.85% |
$2.91M - $3.1M
|
62.7K
$8.4M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-23.1K- 8.28% |
$2.93M - $3.11M
|
256K
$34.3M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-23.5K- 39.84% |
$2.98M - $3.17M
|
35.5K
$4.76M
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-24.6K- 41.89% |
$3.12M - $3.32M
|
34.2K
$4.58M
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-25.6K- 96.07% |
$3.24M - $3.44M
|
1.05K
$140K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-28.9K- 94.43% |
$3.66M - $3.9M
|
1.71K
$229K
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-29.2K- 86.23% |
$3.7M - $3.93M
|
4.66K
$625K
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-30.1K- 11.5% |
$3.82M - $4.06M
|
232K
$31.1M
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-30.9K- 43.49% |
$3.92M - $4.17M
|
40.2K
$5.39M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.9K- 5.99% |
$4.17M - $4.43M
|
516K
$69.2M
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-32.9K- 72.85% |
$4.17M - $4.43M
|
12.3K
$1.64M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-33K- 2.26% |
$4.19M - $4.45M
|
1.43M
$192M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-36.8K- 1.0% |
$4.67M - $4.96M
|
3.65M
$489M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-38.9K- 99.44% |
$4.93M - $5.24M
|
219
$29.4K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39.9K- 2.52% |
$5.06M - $5.38M
|
1.55M
$207M
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-41.4K- 68.55% |
$5.24M - $5.58M
|
19K
$2.54M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-41.4K- 46.91% |
$5.25M - $5.58M
|
46.9K
$6.29M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-46K- 92.55% |
$5.83M - $6.2M
|
3.71K
$497K
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-55.4K- 13.52% |
$7.01M - $7.46M
|
354K
$47.5M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-60.7K- 6.79% |
$7.7M - $8.18M
|
834K
$112M
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-70.4K- 52.28% |
$8.92M - $9.49M
|
64.3K
$8.61M
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-88.1K- 38.73% |
$11.2M - $11.9M
|
139K
$18.7M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-95K- 88.06% |
$12M - $12.8M
|
12.9K
$1.73M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-99.5K- 88.83% |
$12.6M - $13.4M
|
12.5K
$1.68M
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-106K- 47.27% |
$13.4M - $14.3M
|
118K
$15.8M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-146K- 6.25% |
$18.5M - $19.6M
|
2.19M
$293M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-173K- 3.45% |
$22M - $23.4M
|
4.85M
$651M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-188K- 20.07% |
$23.8M - $25.3M
|
749K
$100M
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-265K- 99.22% |
$33.6M - $35.7M
|
2.09K
$281K
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-383K- 98.51% |
$48.6M - $51.7M
|
5.8K
$778K
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-535K- 48.75% |
$67.8M - $72.1M
|
562K
$75.4M
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-730K- 53.28% |
$92.5M - $98.4M
|
640K
$85.8M
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-3.17M- 97.19% |
$401M - $427M
|
91.7K
$12.3M
|