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
|
Curran Financial Partners, LLC
|
BUY
|
- |
24.6K+ 56.31% |
$3.1M - $3.32M
|
68.3K
$8.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
24.5K+ 2.65% |
$3.09M - $3.31M
|
947K
$122M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.9K+ 4.63% |
$3.02M - $3.23M
|
540K
$69.7M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.6K+ 65.7% |
$2.97M - $3.18M
|
59.5K
$7.67M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
23K+ 93.42% |
$2.9M - $3.11M
|
47.7K
$6.15M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
21.7K+ 314.45% |
$2.74M - $2.93M
|
28.6K
$3.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
21KNew |
$2.65M - $2.83M
|
21K
$2.71M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
20.9KNew |
$2.63M - $2.82M
|
20.9K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20.6K+ 75.49% |
$2.59M - $2.78M
|
47.8K
$6.16M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20.3K+ 6.33% |
$2.55M - $2.74M
|
340K
$43.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
20.2K+ 2.53% |
$2.54M - $2.72M
|
817K
$105M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
20.1KNew |
$2.54M - $2.72M
|
20.1K
$2.6M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20K+ 270.39% |
$2.53M - $2.71M
|
27.5K
$3.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20K+ 1.11% |
$2.52M - $2.69M
|
1.82M
$235M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
19.9K+ 3.4% |
$2.51M - $2.68M
|
604K
$78M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
19.6K+ 31.41% |
$2.47M - $2.65M
|
82K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.5K+ 0.96% |
$2.46M - $2.64M
|
2.06M
$265M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
18.7K+ 16.64% |
$2.36M - $2.53M
|
131K
$16.9M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
18.6K+ 634.55% |
$2.35M - $2.51M
|
21.5K
$2.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
18.3K+ 14.61% |
$2.31M - $2.48M
|
144K
$18.6M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.3K+ 6.58% |
$2.31M - $2.48M
|
297K
$38.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
18K+ 2.66% |
$2.27M - $2.43M
|
695K
$89.7M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17.4K+ 43.36% |
$2.2M - $2.35M
|
57.6K
$7.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.8K+ 1.96% |
$2.12M - $2.27M
|
876K
$113M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.6K+ 24.59% |
$2.1M - $2.25M
|
84.3K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.2K+ 7.35% |
$2.05M - $2.19M
|
237K
$30.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
16K+ 6.35% |
$2.01M - $2.16M
|
267K
$34.5M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.8K+ 3.38% |
$1.99M - $2.13M
|
484K
$62.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
15.6K+ 903.3% |
$1.97M - $2.11M
|
17.3K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
15.6K+ 416.71% |
$1.97M - $2.1M
|
19.3K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
14.9K+ 68.73% |
$1.88M - $2.02M
|
36.7K
$4.73M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
14.9K+ 32.17% |
$1.88M - $2.01M
|
61.1K
$7.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
14.6K+ 10.59% |
$1.84M - $1.98M
|
153K
$19.7M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14K+ 13.78% |
$1.77M - $1.89M
|
116K
$14.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.8K+ 106046.15% |
$1.74M - $1.86M
|
13.8K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
13.7KNew |
$1.72M - $1.85M
|
13.7K
$1.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
13.3K+ 11.83% |
$1.68M - $1.8M
|
126K
$16.2M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
13.1K+ 2.16% |
$1.66M - $1.77M
|
621K
$80.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.1K+ 4.6% |
$1.65M - $1.77M
|
298K
$38.5M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
12.7KNew |
$1.6M - $1.71M
|
12.7K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$1.59M - $1.7M
|
12.6K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
12.5KNew |
$1.58M - $1.69M
|
12.5K
$1.61M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
12.3K+ 1.9% |
$1.55M - $1.66M
|
657K
$84.7M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
12.1K+ 638.63% |
$1.53M - $1.63M
|
14K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.9K+ 0.22% |
$1.5M - $1.6M
|
5.47M
$706M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.8K+ 18.51% |
$1.48M - $1.59M
|
75.2K
$9.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11.3K+ 32.64% |
$1.42M - $1.52M
|
45.8K
$5.91M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.7K+ 100.29% |
$1.35M - $1.44M
|
21.4K
$2.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.7K+ 8.01% |
$1.34M - $1.44M
|
144K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
10.5K+ 13.91% |
$1.33M - $1.42M
|
86.2K
$11.1M
|