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 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
307+ 1.35% |
$38.7K - $41.5K
|
23.1K
$2.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
305+ 1.26% |
$38.5K - $41.2K
|
24.6K
$3.17M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
305+ 9.48% |
$38.5K - $41.2K
|
3.52K
$455K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
303+ 1.06% |
$38.2K - $40.9K
|
28.9K
$3.73M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
300+ 15.03% |
$37.8K - $40.5K
|
2.3K
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
295+ 5.41% |
$37.2K - $39.8K
|
5.75K
$742K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
295+ 1.34% |
$37.2K - $39.8K
|
22.4K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
295+ 1.55% |
$37.2K - $39.8K
|
19.3K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
292+ 2.31% |
$36.8K - $39.4K
|
12.9K
$1.67M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
289+ 34.4% |
$36.4K - $39K
|
1.13K
$146K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
286+ 0.14% |
$36.1K - $38.6K
|
206K
$26.6M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
281+ 2.66% |
$35.4K - $38K
|
10.8K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
278+ 2.46% |
$35.1K - $37.5K
|
11.6K
$1.49M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
277+ 2.07% |
$34.9K - $37.4K
|
13.6K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
277+ 0.18% |
$34.9K - $37.4K
|
151K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
277+ 0.15% |
$34.9K - $37.4K
|
185K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
274+ 0.25% |
$34.6K - $37K
|
111K
$14.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
273+ 6.75% |
$34.4K - $36.9K
|
4.32K
$557K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
273+ 1.29% |
$34.4K - $36.9K
|
21.5K
$2.77M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
266+ 0.96% |
$33.5K - $35.9K
|
28K
$3.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
263+ 0.89% |
$33.2K - $35.5K
|
29.8K
$3.85M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
263+ 5.14% |
$33.2K - $35.5K
|
5.38K
$694K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
261+ 15.64% |
$32.9K - $35.3K
|
1.93K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
256+ 13.59% |
$32.3K - $34.6K
|
2.14K
$276K
|
|
|
Apr 11, 2025
Q1 2025
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
255+ 0.43% |
$32.2K - $34.4K
|
59.1K
$7.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
250+ 1.46% |
$31.5K - $33.8K
|
17.4K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
248+ 1.43% |
$31.3K - $33.5K
|
17.6K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
247+ 11.71% |
$31.1K - $33.4K
|
2.36K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
238+ 8.7% |
$30K - $32.1K
|
2.97K
$384K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
238+ 2.94% |
$30K - $32.1K
|
8.33K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
235+ 4.91% |
$29.6K - $31.7K
|
5.02K
$648K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
229+ 1.06% |
$28.9K - $30.9K
|
21.8K
$2.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
225+ 2.19% |
$28.4K - $30.4K
|
10.5K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
214+ 5.33% |
$27K - $28.9K
|
4.23K
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
213+ 2.78% |
$26.9K - $28.8K
|
7.86K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
211+ 29.14% |
$26.6K - $28.5K
|
935
$121K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
206New |
$26K - $27.8K
|
206
$26.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
204+ 4.15% |
$25.7K - $27.6K
|
5.12K
$660K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
204+ 1.26% |
$25.7K - $27.6K
|
16.3K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
204+ 5.83% |
$25.7K - $27.6K
|
3.7K
$478K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
203+ 6.37% |
$25.6K - $27.4K
|
3.39K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
200+ 10.68% |
$25.2K - $27K
|
2.07K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
197+ 4.51% |
$24.8K - $26.6K
|
4.57K
$589K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
196+ 0.36% |
$24.7K - $26.5K
|
55.3K
$7.14M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
196+ 1.78% |
$24.7K - $26.5K
|
11.2K
$1.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
193+ 1.84% |
$24.3K - $26.1K
|
10.7K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
190+ 0.71% |
$24K - $25.7K
|
27.1K
$3.49M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
188+ 2.9% |
$23.7K - $25.4K
|
6.67K
$861K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
180+ 4.8% |
$22.7K - $24.3K
|
3.93K
$507K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
180+ 1.68% |
$22.7K - $24.3K
|
10.9K
$1.41M
|