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 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
48+ 0.29% |
$6.05K - $6.48K
|
16.4K
$2.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
46+ 0.66% |
$5.8K - $6.21K
|
7.04K
$908K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
43+ 0.69% |
$5.42K - $5.81K
|
6.31K
$814K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
42+ 0.35% |
$5.3K - $5.67K
|
12.2K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
42+ 0.35% |
$5.3K - $5.67K
|
12.2K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
41+ 2.08% |
$5.17K - $5.54K
|
2.01K
$259K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
41+ 1.26% |
$5.17K - $5.54K
|
3.31K
$427K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
41+ 0.07% |
$5.17K - $5.54K
|
55.3K
$7.13M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
41+ 0.66% |
$5.17K - $5.54K
|
6.21K
$802K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
39+ 0.76% |
$4.92K - $5.27K
|
5.16K
$666K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
38+ 0.91% |
$4.79K - $5.13K
|
4.23K
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
35+ 0.14% |
$4.41K - $4.73K
|
25.6K
$3.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
33+ 0.65% |
$4.16K - $4.46K
|
5.11K
$659K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
32+ 0.46% |
$4.04K - $4.32K
|
7.03K
$907K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
31New |
$3.91K - $4.19K
|
31
$4K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
31+ 0.75% |
$3.91K - $4.19K
|
4.18K
$540K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
30+ 0.39% |
$3.78K - $4.05K
|
7.82K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
26New |
$3.28K - $3.51K
|
26
$3.35K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
26+ 0.73% |
$3.28K - $3.51K
|
3.59K
$464K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
26+ 0.65% |
$3.28K - $3.51K
|
4K
$516K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
25+ 0.62% |
$3.15K - $3.38K
|
4.03K
$520K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
24+ 0.66% |
$3.03K - $3.24K
|
3.67K
$474K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
23New |
$2.9K - $3.11K
|
23
$2.97K
|
|
|
Apr 30, 2025
Q1 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
23+ 0.25% |
$2.9K - $3.11K
|
9.08K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
23+ 2.2% |
$2.9K - $3.11K
|
1.07K
$138K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
21+ 0.16% |
$2.65K - $2.84K
|
13.2K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
21+ 0.43% |
$2.65K - $2.84K
|
4.89K
$630K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21+ 0.18% |
$2.65K - $2.84K
|
11.9K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
20+ 0.94% |
$2.52K - $2.7K
|
2.16K
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
20+ 0.64% |
$2.52K - $2.7K
|
3.14K
$405K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
20+ 0.34% |
$2.52K - $2.7K
|
5.94K
$767K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
20+ 0.59% |
$2.52K - $2.7K
|
3.38K
$437K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20+ 3.66% |
$2.52K - $2.7K
|
566
$73K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
19+ 0.3% |
$2.4K - $2.57K
|
6.34K
$817K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
19+ 0.62% |
$2.4K - $2.57K
|
3.1K
$400K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
18+ 0.17% |
$2.27K - $2.43K
|
10.6K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
18+ 0.95% |
$2.27K - $2.43K
|
1.9K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
18+ 0.65% |
$2.27K - $2.43K
|
2.81K
$362K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
17+ 0.66% |
$2.14K - $2.3K
|
2.61K
$336K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
17+ 0.5% |
$2.14K - $2.3K
|
3.4K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
17+ 0.35% |
$2.14K - $2.3K
|
4.83K
$623K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
17+ 0.11% |
$2.14K - $2.3K
|
14.9K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
17+ 0.54% |
$2.14K - $2.3K
|
3.14K
$405K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
16+ 0.65% |
$2.02K - $2.16K
|
2.48K
$320K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
16+ 0.2% |
$2.02K - $2.16K
|
7.85K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
16+ 0.29% |
$2.02K - $2.16K
|
5.6K
$723K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.72% |
$1.89K - $2.03K
|
2.09K
$269K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
14+ 0.63% |
$1.77K - $1.89K
|
2.22K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
14+ 0.88% |
$1.77K - $1.89K
|
1.61K
$208K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
13+ 0.35% |
$1.64K - $1.76K
|
3.78K
$488K
|