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 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
661+ 4.71% |
$83.4K - $89.3K
|
14.7K
$1.89M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
660+ 1736.84% |
$83.2K - $89.1K
|
698
$90.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
657+ 0.32% |
$82.9K - $88.7K
|
209K
$26.9M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
643+ 4.32% |
$81.1K - $86.8K
|
15.5K
$2M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
627+ 7.06% |
$79.1K - $84.7K
|
9.51K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
622+ 32.82% |
$78.4K - $84K
|
2.52K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
621+ 26.29% |
$78.3K - $83.9K
|
2.98K
$385K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
617+ 23.68% |
$77.8K - $83.3K
|
3.22K
$416K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
613+ 10.9% |
$77.3K - $82.8K
|
6.24K
$805K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
609+ 1.01% |
$76.8K - $82.3K
|
61K
$7.87M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
605+ 1.33% |
$76.3K - $81.7K
|
46.1K
$5.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
600+ 9.27% |
$75.7K - $81K
|
7.07K
$913K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
600+ 645.16% |
$75.7K - $81K
|
693
$89.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
594+ 12.68% |
$74.9K - $80.2K
|
5.28K
$681K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
594+ 17.78% |
$74.9K - $80.2K
|
3.94K
$508K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
591+ 31.86% |
$74.5K - $79.8K
|
2.45K
$316K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
580+ 30.13% |
$73.1K - $78.3K
|
2.51K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
575+ 24.51% |
$72.5K - $77.7K
|
2.92K
$377K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
572+ 11.58% |
$72.1K - $77.3K
|
5.51K
$711K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
572+ 2.03% |
$72.1K - $77.3K
|
28.8K
$3.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
568+ 1.42% |
$71.6K - $76.7K
|
40.7K
$5.25M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
565+ 15.63% |
$71.3K - $76.3K
|
4.18K
$539K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
557+ 0.25% |
$70.2K - $75.2K
|
220K
$28.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
554+ 8.83% |
$69.9K - $74.8K
|
6.83K
$881K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
550New |
$69.4K - $74.3K
|
550
$71K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
549+ 3.85% |
$69.2K - $74.1K
|
14.8K
$1.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
549+ 1.01% |
$69.2K - $74.1K
|
55K
$7.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
540+ 7.3% |
$68.1K - $72.9K
|
7.94K
$1.02M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
537New |
$67.7K - $72.5K
|
537
$69.3K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
533+ 9.8% |
$67.2K - $72K
|
5.97K
$770K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
526+ 15.84% |
$66.3K - $71K
|
3.85K
$496K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
523+ 10.25% |
$66K - $70.6K
|
5.63K
$726K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
520+ 2.87% |
$65.6K - $70.2K
|
18.7K
$2.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
516+ 4.37% |
$65.1K - $69.7K
|
12.3K
$1.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
516+ 3.34% |
$65.1K - $69.7K
|
16K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
512+ 0.33% |
$64.6K - $69.2K
|
157K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
510New |
$64.3K - $68.9K
|
510
$65.8K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
508+ 7.11% |
$64.1K - $68.6K
|
7.65K
$987K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
505+ 6.17% |
$63.7K - $68.2K
|
8.69K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
500New |
$63.1K - $67.5K
|
500
$64.5K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
498+ 5.78% |
$62.8K - $67.3K
|
9.11K
$1.18M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
496+ 12.0% |
$62.6K - $67K
|
4.63K
$597K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
494+ 2.09% |
$62.3K - $66.7K
|
24.2K
$3.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
492+ 2.52% |
$62K - $66.4K
|
20K
$2.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
490+ 0.33% |
$61.8K - $66.2K
|
147K
$19M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
470+ 5.91% |
$59.3K - $63.5K
|
8.42K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
467+ 112.8% |
$58.9K - $63.1K
|
881
$114K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
460+ 4.02% |
$58K - $62.1K
|
11.9K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
458+ 4.54% |
$57.8K - $61.9K
|
10.5K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
455+ 12.28% |
$57.4K - $61.5K
|
4.16K
$537K
|