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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
87.2K+ 64.91% |
$11M - $11.8M
|
222K
$26.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
60.3KNew |
$7.6M - $8.14M
|
60.3K
$7.28M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
59.3K+ 12965.21% |
$7.47M - $8M
|
59.7K
$7.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
58.5K+ 13.26% |
$7.37M - $7.89M
|
499K
$60.3M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
54KNew |
$6.81M - $7.29M
|
54K
$6.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
39K+ 2226.23% |
$4.92M - $5.27M
|
40.8K
$4.93M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
20.9KNew |
$2.63M - $2.82M
|
20.9K
$2.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
20.2K+ 2.53% |
$2.54M - $2.72M
|
817K
$98.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20K+ 1.11% |
$2.52M - $2.69M
|
1.82M
$220M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
18.3K+ 14.61% |
$2.31M - $2.48M
|
144K
$17.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
16K+ 6.35% |
$2.01M - $2.16M
|
267K
$32.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.8K+ 106046.15% |
$1.74M - $1.86M
|
13.8K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.49K+ 13.31% |
$1.2M - $1.28M
|
80.8K
$9.76M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.4K+ 29.16% |
$1.19M - $1.27M
|
41.6K
$5.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.7K+ 87.56% |
$971K - $1.04M
|
16.5K
$1.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
7.68K+ 3.22% |
$969K - $1.04M
|
246K
$29.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
7.43K+ 2.66% |
$936K - $1M
|
287K
$34.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
6.97K+ 4.51% |
$879K - $942K
|
161K
$19.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
6.66K+ 23.98% |
$839K - $899K
|
34.4K
$4.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6.51K+ 10.65% |
$821K - $880K
|
67.7K
$8.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.91K+ 33.0% |
$746K - $799K
|
23.8K
$2.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
5.74KNew |
$724K - $776K
|
5.74K
$694K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.61K+ 47.88% |
$708K - $758K
|
17.3K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5.43KNew |
$685K - $733K
|
5.43K
$656K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5.28K+ 13.56% |
$666K - $714K
|
44.3K
$5.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
5.22K+ 5.88% |
$658K - $705K
|
94K
$11.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
5.17K+ 16.32% |
$651K - $698K
|
36.8K
$4.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
4.97KNew |
$627K - $671K
|
4.97K
$601K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
4.62K+ 8.19% |
$583K - $624K
|
61.1K
$7.38M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.55K+ 8.86% |
$574K - $615K
|
56K
$6.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
4.52K+ 16.58% |
$571K - $611K
|
31.8K
$3.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
4.52K+ 26.95% |
$570K - $610K
|
21.3K
$2.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.28K+ 39.33% |
$539K - $578K
|
15.1K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
4.2K+ 10.55% |
$529K - $567K
|
44K
$5.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.15K+ 3.46% |
$524K - $561K
|
124K
$15M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.96KNew |
$500K - $535K
|
3.96K
$479K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3.86K+ 4.33% |
$487K - $521K
|
93.1K
$11.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
3.81K+ 7.85% |
$480K - $514K
|
52.3K
$6.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.8K+ 7.2% |
$479K - $513K
|
56.6K
$6.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.55K+ 0.78% |
$447K - $479K
|
457K
$55.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.52K+ 3.13% |
$444K - $475K
|
116K
$14M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.35K+ 9.18% |
$423K - $453K
|
39.8K
$4.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.28KNew |
$414K - $444K
|
3.28K
$397K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.25K+ 20.25% |
$410K - $439K
|
19.3K
$2.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
3.12K+ 41.04% |
$393K - $421K
|
10.7K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.05KNew |
$384K - $412K
|
3.05K
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.98K+ 1.35% |
$376K - $403K
|
223K
$27M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.96KNew |
$373K - $400K
|
2.96K
$358K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.72KNew |
$343K - $368K
|
2.72K
$329K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 9.98% |
$333K - $356K
|
29.1K
$3.51M
|