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 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-39- 0.09% |
$4.92K - $5.27K
|
45.7K
$5.9M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-39- 97.5% |
$4.92K - $5.27K
|
1
$129
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-40- 1.22% |
$5.04K - $5.4K
|
3.25K
$419K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-40- 0.83% |
$5.04K - $5.4K
|
4.76K
$615K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-40- 1.85% |
$5.04K - $5.4K
|
2.13K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.39% |
$5.04K - $5.4K
|
2.85K
$367K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-41- 0.58% |
$5.17K - $5.54K
|
7.01K
$905K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-41- 2.29% |
$5.17K - $5.54K
|
1.75K
$226K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-41- 0.26% |
$5.17K - $5.54K
|
15.9K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-43- 2.42% |
$5.42K - $5.81K
|
1.73K
$223K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-44- 0.53% |
$5.55K - $5.94K
|
8.22K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-45- 0.74% |
$5.67K - $6.08K
|
6.01K
$775K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-45- 0.46% |
$5.67K - $6.08K
|
9.77K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-45- 1.05% |
$5.67K - $6.08K
|
4.26K
$549K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-45- 0.68% |
$5.67K - $6.08K
|
6.59K
$851K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-45- 1.32% |
$5.67K - $6.08K
|
3.37K
$435K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-45- 0.02% |
$5.67K - $6.08K
|
182K
$23.5M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-48- 0.46% |
$6.05K - $6.48K
|
10.4K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-49- 2.33% |
$6.18K - $6.62K
|
2.05K
$265K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-50- 1.89% |
$6.31K - $6.75K
|
2.6K
$335K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-50- 3.07% |
$6.31K - $6.75K
|
1.58K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-50- 0.89% |
$6.31K - $6.75K
|
5.6K
$722K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-52- 0.73% |
$6.56K - $7.02K
|
7.05K
$910K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.74% |
$6.56K - $7.02K
|
7.01K
$905K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-53- 1.26% |
$6.68K - $7.16K
|
4.16K
$537K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-53- 2.2% |
$6.68K - $7.16K
|
2.36K
$304K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-53- 2.23% |
$6.68K - $7.16K
|
2.32K
$299K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-55- 0.95% |
$6.94K - $7.43K
|
5.75K
$742K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-55- 0.95% |
$6.94K - $7.43K
|
5.73K
$739K
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-55- 5.21% |
$6.94K - $7.43K
|
1K
$129K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-56- 1.33% |
$7.06K - $7.56K
|
4.14K
$535K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-60- 2.87% |
$7.57K - $8.1K
|
2.03K
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-61- 0.84% |
$7.69K - $8.24K
|
7.24K
$934K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-61- 2.36% |
$7.69K - $8.24K
|
2.52K
$326K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-62- 1.53% |
$7.82K - $8.37K
|
4K
$516K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-62- 1.92% |
$7.82K - $8.37K
|
3.17K
$409K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-62- 1.22% |
$7.82K - $8.37K
|
5.03K
$648K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-63- 0.85% |
$7.94K - $8.51K
|
7.33K
$945K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-65- 16.37% |
$8.2K - $8.78K
|
332
$42.8K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-66- 3.51% |
$8.32K - $8.91K
|
1.82K
$234K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-68- 0.01% |
$8.58K - $9.18K
|
1.04M
$135M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-72- 0.38% |
$9.08K - $9.72K
|
18.9K
$2.44M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-72- 0.56% |
$9.08K - $9.72K
|
12.8K
$1.65M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-73- 1.12% |
$9.21K - $9.86K
|
6.44K
$831K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-73- 4.12% |
$9.21K - $9.86K
|
1.7K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-74- 0.55% |
$9.33K - $9.99K
|
13.5K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-75- 2.37% |
$9.46K - $10.1K
|
3.09K
$398K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-76- 4.04% |
$9.58K - $10.3K
|
1.8K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-76- 98.7% |
$9.58K - $10.3K
|
1
$129
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-76- 1.84% |
$9.58K - $10.3K
|
4.05K
$523K
|