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 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
109+ 6.83% |
$13.7K - $14.7K
|
1.71K
$220K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
108+ 0.72% |
$13.6K - $14.6K
|
15.1K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
108+ 4.3% |
$13.6K - $14.6K
|
2.62K
$338K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
107+ 0.48% |
$13.5K - $14.5K
|
22.5K
$2.91M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
106+ 3.22% |
$13.4K - $14.3K
|
3.4K
$439K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
105New |
$13.2K - $14.2K
|
105
$13.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
102+ 1.95% |
$12.9K - $13.8K
|
5.33K
$688K
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
100+ 0.23% |
$12.6K - $13.5K
|
43.1K
$5.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$12.6K - $13.5K
|
100
$12.9K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
95+ 3.9% |
$12K - $12.8K
|
2.53K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
95+ 2.4% |
$12K - $12.8K
|
4.06K
$524K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
90+ 39.3% |
$11.3K - $12.2K
|
319
$41.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
88+ 4.09% |
$11.1K - $11.9K
|
2.24K
$289K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
86+ 1.23% |
$10.8K - $11.6K
|
7.08K
$914K
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
85+ 1.5% |
$10.7K - $11.5K
|
5.76K
$743K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
85+ 0.23% |
$10.7K - $11.5K
|
37.1K
$4.78M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
84New |
$10.6K - $11.3K
|
84
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
84+ 0.9% |
$10.6K - $11.3K
|
9.39K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
83+ 0.7% |
$10.5K - $11.2K
|
12K
$1.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
82+ 16.57% |
$10.3K - $11.1K
|
577
$74.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
80+ 7.46% |
$10.1K - $10.8K
|
1.15K
$149K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
80+ 4.08% |
$10.1K - $10.8K
|
2.04K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
79+ 3.39% |
$9.96K - $10.7K
|
2.41K
$311K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
78+ 2.3% |
$9.84K - $10.5K
|
3.47K
$448K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
77+ 2.81% |
$9.71K - $10.4K
|
2.82K
$363K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
76+ 0.05% |
$9.58K - $10.3K
|
164K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
75+ 0.96% |
$9.46K - $10.1K
|
7.88K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
71+ 0.42% |
$8.95K - $9.59K
|
16.8K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
70+ 0.97% |
$8.83K - $9.45K
|
7.32K
$944K
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
68+ 4.28% |
$8.58K - $9.18K
|
1.66K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
68+ 1.34% |
$8.58K - $9.18K
|
5.15K
$665K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
66+ 3.63% |
$8.32K - $8.91K
|
1.89K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
65+ 3.48% |
$8.2K - $8.78K
|
1.94K
$250K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
64+ 2.45% |
$8.07K - $8.64K
|
2.67K
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
64+ 2.68% |
$8.07K - $8.64K
|
2.46K
$317K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
62+ 3.5% |
$7.82K - $8.37K
|
1.84K
$237K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
59New |
$7.44K - $7.97K
|
59
$7.61K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
57+ 4.38% |
$7.19K - $7.7K
|
1.36K
$175K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
57+ 1.89% |
$7.19K - $7.7K
|
3.08K
$397K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
57+ 2.07% |
$7.19K - $7.7K
|
2.81K
$362K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
56+ 1.09% |
$7.06K - $7.56K
|
5.18K
$668K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
55+ 2.29% |
$6.94K - $7.43K
|
2.46K
$318K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
55+ 0.22% |
$6.94K - $7.43K
|
24.5K
$3.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
51+ 2.6% |
$6.43K - $6.89K
|
2.01K
$259K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
51+ 1.1% |
$6.43K - $6.89K
|
4.67K
$602K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
51+ 0.3% |
$6.43K - $6.89K
|
17.2K
$2.22M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
51+ 1.87% |
$6.43K - $6.89K
|
2.78K
$359K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
51+ 1.87% |
$6.43K - $6.89K
|
2.78K
$359K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
50+ 4.14% |
$6.31K - $6.75K
|
1.26K
$162K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
50+ 1.88% |
$6.31K - $6.75K
|
2.71K
$350K
|