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
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.44KNew |
$307K - $329K
|
2.44K
$294K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.39K+ 9.43% |
$301K - $322K
|
27.7K
$3.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.29KNew |
$289K - $310K
|
2.29K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
2.23K+ 13.86% |
$282K - $302K
|
18.3K
$2.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
2.09KNew |
$263K - $282K
|
2.09K
$252K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.02K+ 77.98% |
$254K - $273K
|
4.61K
$557K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.01K+ 118.06% |
$253K - $271K
|
3.71K
$448K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.01KNew |
$253K - $271K
|
2.01K
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.81K+ 39.9% |
$228K - $244K
|
6.33K
$765K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.77K+ 1.55% |
$223K - $239K
|
116K
$14M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.74K+ 7.34% |
$220K - $235K
|
25.5K
$3.08M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.72K+ 84.11% |
$217K - $232K
|
3.77K
$455K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.63KNew |
$206K - $220K
|
1.63K
$197K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.57K+ 12.38% |
$198K - $212K
|
14.3K
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.45K+ 11.83% |
$183K - $196K
|
13.7K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.45K+ 6.08% |
$182K - $195K
|
25.3K
$3.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.34K+ 11.26% |
$169K - $181K
|
13.2K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.27K+ 4.33% |
$161K - $172K
|
30.7K
$3.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.25K+ 4.58% |
$158K - $169K
|
28.6K
$3.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.25K+ 159.41% |
$158K - $169K
|
2.04K
$246K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.25K+ 1.57% |
$157K - $168K
|
80.5K
$9.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.24K+ 3.49% |
$157K - $168K
|
36.8K
$4.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.19K+ 6.18% |
$149K - $160K
|
20.4K
$2.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.18K+ 4.13% |
$149K - $160K
|
29.8K
$3.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.15KNew |
$145K - $156K
|
1.15K
$139K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.06K+ 13.34% |
$133K - $143K
|
8.97K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.01K+ 4.29% |
$127K - $136K
|
24.5K
$2.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
974+ 37.52% |
$123K - $132K
|
3.57K
$431K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
966+ 3.75% |
$122K - $130K
|
26.7K
$3.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
923+ 5.48% |
$116K - $125K
|
17.8K
$2.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
913+ 1.52% |
$115K - $123K
|
61K
$7.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
787+ 0.56% |
$99.2K - $106K
|
141K
$17M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
686+ 1.71% |
$86.5K - $92.7K
|
40.8K
$4.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
678+ 3.23% |
$85.5K - $91.6K
|
21.6K
$2.62M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
673+ 3.47% |
$84.9K - $90.9K
|
20K
$2.42M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
661+ 4.71% |
$83.4K - $89.3K
|
14.7K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
657+ 0.32% |
$82.9K - $88.7K
|
209K
$25.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
613+ 10.9% |
$77.3K - $82.8K
|
6.24K
$754K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
594+ 12.68% |
$74.9K - $80.2K
|
5.28K
$638K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
572+ 11.58% |
$72.1K - $77.3K
|
5.51K
$666K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
554+ 8.83% |
$69.9K - $74.8K
|
6.83K
$825K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
549+ 1.01% |
$69.2K - $74.1K
|
55K
$6.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
549+ 3.85% |
$69.2K - $74.1K
|
14.8K
$1.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
540+ 7.3% |
$68.1K - $72.9K
|
7.94K
$959K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
537New |
$67.7K - $72.5K
|
537
$64.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
523+ 10.25% |
$66K - $70.6K
|
5.63K
$680K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
516+ 4.37% |
$65.1K - $69.7K
|
12.3K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
516+ 3.34% |
$65.1K - $69.7K
|
16K
$1.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
460+ 4.02% |
$58K - $62.1K
|
11.9K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
453+ 1.61% |
$57.1K - $61.2K
|
28.7K
$3.47M
|