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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-150- 0.86% |
$18.9K - $20.3K
|
17.3K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-150- 89.82% |
$18.9K - $20.3K
|
17
$2.19K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-151- 0.47% |
$19K - $20.4K
|
31.7K
$4.08M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-152- 2.16% |
$19.2K - $20.5K
|
6.9K
$890K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-153- 0.92% |
$19.3K - $20.7K
|
16.4K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-156- 6.94% |
$19.7K - $21.1K
|
2.09K
$270K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-160- 8.86% |
$20.2K - $21.6K
|
1.65K
$212K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-162- 1.85% |
$20.4K - $21.9K
|
8.58K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-163- 0.12% |
$20.6K - $22K
|
138K
$17.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-163- 0.67% |
$20.6K - $22K
|
24.1K
$3.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-163- 53.44% |
$20.6K - $22K
|
142
$18.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-164- 2.96% |
$20.7K - $22.1K
|
5.37K
$693K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-171- 0.14% |
$21.6K - $23.1K
|
122K
$15.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-175- 1.99% |
$22.1K - $23.6K
|
8.61K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-175- 3.71% |
$22.1K - $23.6K
|
4.54K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-179- 43.03% |
$22.6K - $24.2K
|
237
$30.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-181- 7.59% |
$22.8K - $24.4K
|
2.2K
$284K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-184- 29.53% |
$23.2K - $24.9K
|
439
$56.6K
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-184- 8.86% |
$23.2K - $24.9K
|
1.89K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-187- 10.74% |
$23.6K - $25.3K
|
1.55K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-189- 9.02% |
$23.8K - $25.5K
|
1.91K
$246K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-190- 0.43% |
$24K - $25.7K
|
43.8K
$5.65M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-191- 1.39% |
$24.1K - $25.8K
|
13.5K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-191- 5.51% |
$24.1K - $25.8K
|
3.27K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-193- 5.53% |
$24.3K - $26.1K
|
3.3K
$426K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-194- 3.69% |
$24.5K - $26.2K
|
5.06K
$653K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-196- 88.29% |
$24.7K - $26.5K
|
26
$3.35K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-197- 3.41% |
$24.8K - $26.6K
|
5.57K
$719K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-198- 1.42% |
$25K - $26.7K
|
13.7K
$1.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-199- 0.35% |
$25.1K - $26.9K
|
56.2K
$7.25M
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-199- 5.31% |
$25.1K - $26.9K
|
3.55K
$458K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-200- 8.25% |
$25.2K - $27K
|
2.22K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-200- 7.19% |
$25.2K - $27K
|
2.58K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-200- 0.77% |
$25.2K - $27K
|
25.6K
$3.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-201- 0.43% |
$25.3K - $27.1K
|
47.1K
$6.07M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-203- 0.18% |
$25.6K - $27.4K
|
113K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-208- 1.23% |
$26.2K - $28.1K
|
16.7K
$2.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-209- 3.39% |
$26.4K - $28.2K
|
5.96K
$769K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-209- 5.96% |
$26.4K - $28.2K
|
3.3K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-213- 0.54% |
$26.9K - $28.8K
|
38.9K
$5.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-219- 11.73% |
$27.6K - $29.6K
|
1.65K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-219- 3.25% |
$27.6K - $29.6K
|
6.53K
$842K
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-220- 0.3% |
$27.7K - $29.7K
|
73.5K
$9.48M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-220- 4.77% |
$27.7K - $29.7K
|
4.39K
$566K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-222- 3.48% |
$28K - $30K
|
6.16K
$795K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-222- 2.9% |
$28K - $30K
|
7.45K
$961K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-223- 7.35% |
$28.1K - $30.1K
|
2.81K
$363K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-224- 5.9% |
$28.2K - $30.3K
|
3.57K
$461K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-224- 9.7% |
$28.2K - $30.3K
|
2.09K
$269K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-224- 0.42% |
$28.2K - $30.3K
|
53.3K
$6.88M
|