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 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-62- 1.53% |
$7.82K - $8.37K
|
4K
$561K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-62- 1.92% |
$7.82K - $8.37K
|
3.17K
$445K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-62- 1.22% |
$7.82K - $8.37K
|
5.03K
$705K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-63- 0.85% |
$7.94K - $8.51K
|
7.33K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-65- 16.37% |
$8.2K - $8.78K
|
332
$46.6K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-66- 3.51% |
$8.32K - $8.91K
|
1.82K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-68- 0.01% |
$8.58K - $9.18K
|
1.04M
$146M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-72- 0.38% |
$9.08K - $9.72K
|
18.9K
$2.65M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-72- 0.56% |
$9.08K - $9.72K
|
12.8K
$1.8M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-73- 1.12% |
$9.21K - $9.86K
|
6.44K
$903K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-73- 4.12% |
$9.21K - $9.86K
|
1.7K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-74- 0.55% |
$9.33K - $9.99K
|
13.5K
$1.89M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-75- 2.37% |
$9.46K - $10.1K
|
3.09K
$433K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-76- 4.04% |
$9.58K - $10.3K
|
1.8K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-76- 98.7% |
$9.58K - $10.3K
|
1
$140
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-76- 1.84% |
$9.58K - $10.3K
|
4.05K
$568K
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-77- 4.25% |
$9.71K - $10.4K
|
1.73K
$243K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-79- 4.13% |
$9.96K - $10.7K
|
1.84K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-80- 2.66% |
$10.1K - $10.8K
|
2.93K
$411K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-81- 4.41% |
$10.2K - $10.9K
|
1.76K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-81- 1.61% |
$10.2K - $10.9K
|
4.94K
$693K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-82- 0.5% |
$10.3K - $11.1K
|
16.3K
$2.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-83- 2.18% |
$10.5K - $11.2K
|
3.72K
$522K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-84- 0.19% |
$10.6K - $11.3K
|
44.2K
$6.21M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-87- 0.13% |
$11K - $11.8K
|
67.3K
$9.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-88- 1.26% |
$11.1K - $11.9K
|
6.88K
$965K
|
|
|
Aug 06, 2025
Q1 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-89- 0.36% |
$11.2K - $12K
|
24.6K
$3.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-90- 0.61% |
$11.3K - $12.2K
|
14.8K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-94- 3.72% |
$11.9K - $12.7K
|
2.44K
$342K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-97- 2.9% |
$12.2K - $13.1K
|
3.24K
$455K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-98- 3.09% |
$12.4K - $13.2K
|
3.07K
$431K
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-98- 3.59% |
$12.4K - $13.2K
|
2.63K
$369K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-99- 0.9% |
$12.5K - $13.4K
|
10.9K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-100- 4.04% |
$12.6K - $13.5K
|
2.38K
$333K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-100- 1.63% |
$12.6K - $13.5K
|
6.02K
$844K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-100- 2.41% |
$12.6K - $13.5K
|
4.05K
$567K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-101- 0.43% |
$12.7K - $13.6K
|
23.6K
$3.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-106- 4.35% |
$13.4K - $14.3K
|
2.33K
$327K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-107- 3.62% |
$13.5K - $14.5K
|
2.85K
$399K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-108- 0.21% |
$13.6K - $14.6K
|
51.9K
$7.28M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-110- 0.62% |
$13.9K - $14.9K
|
17.5K
$2.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-111- 6.32% |
$14K - $15K
|
1.65K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-111- 2.55% |
$14K - $15K
|
4.24K
$595K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-111- 5.56% |
$14K - $15K
|
1.88K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-112- 0.14% |
$14.1K - $15.1K
|
80.4K
$11.3M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-115- 0.12% |
$14.5K - $15.5K
|
93.7K
$13.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-116- 3.41% |
$14.6K - $15.7K
|
3.28K
$460K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-119- 0.27% |
$15K - $16.1K
|
43.8K
$6.15M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-119- 1.6% |
$15K - $16.1K
|
7.32K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-122- 7.03% |
$15.4K - $16.5K
|
1.61K
$226K
|