Purchases and Sales Made in Q1 2025 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.54MNew |
$194M - $208M
|
1.54M
$199M
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1.26MNew |
$159M - $170M
|
1.26M
$162M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
810K+ 75.51% |
$102M - $109M
|
1.88M
$243M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
372K+ 10.8% |
$46.9M - $50.3M
|
3.82M
$492M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
298K+ 39.85% |
$37.6M - $40.3M
|
1.05M
$135M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
269K+ 26.24% |
$33.9M - $36.3M
|
1.29M
$167M
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
212KNew |
$26.8M - $28.7M
|
212K
$27.4M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
183K+ 41.19% |
$23M - $24.7M
|
626K
$80.7M
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
153KNew |
$19.3M - $20.7M
|
153K
$19.8M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
152KNew |
$19.1M - $20.5M
|
152K
$19.6M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
151K+ 1.55% |
$19M - $20.4M
|
9.9M
$1.28B
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
147K+ 6.27% |
$18.5M - $19.8M
|
2.49M
$321M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
142K+ 6.5% |
$17.9M - $19.2M
|
2.33M
$301M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
133K+ 822.6% |
$16.8M - $18M
|
149K
$19.3M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
132K+ 92.72% |
$16.6M - $17.8M
|
273K
$35.3M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
117K+ 2.07% |
$14.8M - $15.8M
|
5.76M
$743M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
115K+ 2.3% |
$14.6M - $15.6M
|
5.13M
$662M
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
95K+ 4.18% |
$12M - $12.8M
|
2.37M
$306M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
90.6K+ 1.25% |
$11.4M - $12.2M
|
7.31M
$943M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
87.2K+ 64.91% |
$11M - $11.8M
|
222K
$28.6M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
76.1K+ 4.92% |
$9.6M - $10.3M
|
1.62M
$209M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
68.5K+ 344.51% |
$8.64M - $9.25M
|
88.4K
$11.4M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
66.3K+ 71.63% |
$8.36M - $8.95M
|
159K
$20.5M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
64.6K+ 2.14% |
$8.15M - $8.73M
|
3.08M
$398M
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
61.8K+ 2276.02% |
$7.79M - $8.35M
|
64.5K
$8.32M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
60.3KNew |
$7.6M - $8.14M
|
60.3K
$7.78M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
59.3K+ 12965.21% |
$7.47M - $8M
|
59.7K
$7.7M
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
58.9K+ 61.66% |
$7.42M - $7.95M
|
154K
$19.9M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
58.5K+ 13.26% |
$7.37M - $7.89M
|
499K
$64.4M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
55.6K+ 62.69% |
$7.01M - $7.5M
|
144K
$18.6M
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
54.4K+ 1555.99% |
$6.86M - $7.34M
|
57.9K
$7.47M
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
54KNew |
$6.81M - $7.29M
|
54K
$6.96M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
52.8KNew |
$6.66M - $7.13M
|
52.8K
$6.81M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
52.4K+ 7.2% |
$6.61M - $7.08M
|
781K
$101M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
51.6K+ 100.98% |
$6.5M - $6.96M
|
103K
$13.2M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
48K+ 1200.0% |
$6.05M - $6.48M
|
52K
$6.71M
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
46.8K+ 23.13% |
$5.9M - $6.32M
|
249K
$32.1M
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
46.4K+ 7.72% |
$5.85M - $6.27M
|
647K
$83.5M
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
43.6KNew |
$5.5M - $5.89M
|
43.6K
$5.62M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
42.4K+ 7.1% |
$5.35M - $5.73M
|
640K
$82.6M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
42.3K+ 11.07% |
$5.33M - $5.71M
|
424K
$54.8M
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
41.4K+ 41.69% |
$5.23M - $5.6M
|
141K
$18.2M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
40.2K+ 4.38% |
$5.07M - $5.42M
|
958K
$124M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
39K+ 2226.23% |
$4.92M - $5.27M
|
40.8K
$5.26M
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
31.9K+ 33.6% |
$4.02M - $4.3M
|
127K
$16.3M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.9K+ 5.5% |
$3.77M - $4.04M
|
573K
$73.9M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28.2K+ 60.82% |
$3.55M - $3.81M
|
74.5K
$9.61M
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
27.2KNew |
$3.42M - $3.67M
|
27.2K
$3.5M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
27.1K+ 10.21% |
$3.42M - $3.66M
|
292K
$37.7M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.7K+ 5.08% |
$3.24M - $3.47M
|
532K
$68.7M
|