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 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-226- 4.6% |
$28.5K - $30.5K
|
4.69K
$605K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-228- 0.79% |
$28.8K - $30.8K
|
28.7K
$3.7M
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-229- 4.99% |
$28.9K - $30.9K
|
4.36K
$562K
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-230- 10.71% |
$29K - $31.1K
|
1.92K
$247K
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-230- 3.32% |
$29K - $31.1K
|
6.7K
$864K
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-232- 4.62% |
$29.3K - $31.3K
|
4.79K
$618K
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-232- 11.27% |
$29.3K - $31.3K
|
1.83K
$236K
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-237- 44.89% |
$29.9K - $32K
|
291
$37.5K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-240- 0.98% |
$30.3K - $32.4K
|
24.3K
$3.14M
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-241- 1.23% |
$30.4K - $32.5K
|
19.3K
$2.49M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-244- 1.81% |
$30.8K - $33K
|
13.2K
$1.71M
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-245- 0.82% |
$30.9K - $33.1K
|
29.8K
$3.84M
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-247- 0.39% |
$31.1K - $33.4K
|
63.8K
$8.23M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-250- 10.56% |
$31.5K - $33.8K
|
2.12K
$273K
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-250- 12.5% |
$31.5K - $33.8K
|
1.75K
$226K
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-251- 1.55% |
$31.7K - $33.9K
|
15.9K
$2.06M
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-252- 1.84% |
$31.8K - $34K
|
13.5K
$1.74M
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-253Closed |
$31.9K - $34.2K
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-255- 2.46% |
$32.2K - $34.4K
|
10.1K
$1.3M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-258- 8.23% |
$32.5K - $34.8K
|
2.88K
$371K
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-259- 3.29% |
$32.7K - $35K
|
7.61K
$982K
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-260- 0.3% |
$32.8K - $35.1K
|
87.5K
$11.3M
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-266- 13.09% |
$33.5K - $35.9K
|
1.77K
$228K
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-267- 2.05% |
$33.7K - $36.1K
|
12.8K
$1.65M
|
|
May 14, 2025
Q1 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-267- 0.86% |
$33.7K - $36.1K
|
30.9K
$3.99M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-268- 1.5% |
$33.8K - $36.2K
|
17.6K
$2.27M
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-268- 1.14% |
$33.8K - $36.2K
|
23.3K
$3.01M
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-269- 14.42% |
$33.9K - $36.3K
|
1.6K
$206K
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-270- 2.74% |
$34K - $36.5K
|
9.57K
$1.24M
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-271- 0.39% |
$34.2K - $36.6K
|
69.8K
$9.01M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-271- 6.43% |
$34.2K - $36.6K
|
3.94K
$509K
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-273- 0.81% |
$34.4K - $36.9K
|
33.3K
$4.3M
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-275- 0.15% |
$34.7K - $37.1K
|
189K
$24.3M
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-275- 0.14% |
$34.7K - $37.1K
|
190K
$24.5M
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-276- 3.58% |
$34.8K - $37.3K
|
7.43K
$959K
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-282- 10.35% |
$35.6K - $38.1K
|
2.44K
$315K
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-284- 1.66% |
$35.8K - $38.4K
|
16.8K
$2.17M
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-285- 1.6% |
$35.9K - $38.5K
|
17.5K
$2.26M
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-285- 1.52% |
$35.9K - $38.5K
|
18.5K
$2.39M
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-287- 5.55% |
$36.2K - $38.8K
|
4.88K
$630K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-293- 0.22% |
$37K - $39.6K
|
136K
$17.5M
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-295- 6.33% |
$37.2K - $39.8K
|
4.36K
$563K
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-297- 6.15% |
$37.5K - $40.1K
|
4.53K
$585K
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-299- 0.52% |
$37.7K - $40.4K
|
57.5K
$7.42M
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-300- 6.99% |
$37.8K - $40.5K
|
3.99K
$515K
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-300- 1.24% |
$37.8K - $40.5K
|
23.8K
$3.07M
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-307- 5.64% |
$38.7K - $41.5K
|
5.14K
$663K
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-310- 2.11% |
$39.1K - $41.9K
|
14.4K
$1.85M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-321- 33.79% |
$40.5K - $43.4K
|
629
$81.2K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-322- 52.27% |
$40.6K - $43.5K
|
294
$37.9K
|