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 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
$26.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-276- 3.58% |
$34.8K - $37.3K
|
7.43K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-282- 10.35% |
$35.6K - $38.1K
|
2.44K
$343K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-284- 1.66% |
$35.8K - $38.4K
|
16.8K
$2.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-285- 1.6% |
$35.9K - $38.5K
|
17.5K
$2.46M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-285- 1.52% |
$35.9K - $38.5K
|
18.5K
$2.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-287- 5.55% |
$36.2K - $38.8K
|
4.88K
$685K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-293- 0.22% |
$37K - $39.6K
|
136K
$19M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-295- 6.33% |
$37.2K - $39.8K
|
4.36K
$612K
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-297- 6.15% |
$37.5K - $40.1K
|
4.53K
$636K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-299- 0.52% |
$37.7K - $40.4K
|
57.5K
$8.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-300- 6.99% |
$37.8K - $40.5K
|
3.99K
$560K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-300- 1.24% |
$37.8K - $40.5K
|
23.8K
$3.34M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-307- 5.64% |
$38.7K - $41.5K
|
5.14K
$720K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-310- 2.11% |
$39.1K - $41.9K
|
14.4K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-321- 33.79% |
$40.5K - $43.4K
|
629
$88.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-322- 52.27% |
$40.6K - $43.5K
|
294
$41.2K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-325- 14.76% |
$41K - $43.9K
|
1.88K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-327- 1.84% |
$41.2K - $44.2K
|
17.5K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-329- 5.38% |
$41.5K - $44.4K
|
5.78K
$811K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-330- 0.86% |
$41.6K - $44.6K
|
38K
$5.33M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-331- 10.71% |
$41.7K - $44.7K
|
2.76K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-334- 27.11% |
$42.1K - $45.1K
|
898
$126K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-336- 6.15% |
$42.4K - $45.4K
|
5.13K
$719K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-337- 16.85% |
$42.5K - $45.5K
|
1.66K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-345- 1.0% |
$43.5K - $46.6K
|
34K
$4.77M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-360- 7.23% |
$45.4K - $48.6K
|
4.62K
$648K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-361- 2.01% |
$45.5K - $48.8K
|
17.6K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-361- 4.93% |
$45.5K - $48.8K
|
6.96K
$976K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-364- 0.58% |
$45.9K - $49.2K
|
61.9K
$8.68M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-366- 14.4% |
$46.2K - $49.4K
|
2.18K
$305K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-367- 0.13% |
$46.3K - $49.6K
|
288K
$40.4M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-369- 2.71% |
$46.5K - $49.8K
|
13.3K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-370- 3.7% |
$46.7K - $50K
|
9.63K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-375- 3.48% |
$47.3K - $50.6K
|
10.4K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-381- 14.96% |
$48K - $51.5K
|
2.17K
$304K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-382- 4.6% |
$48.2K - $51.6K
|
7.92K
$1.11M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-384- 5.15% |
$48.4K - $51.9K
|
7.08K
$992K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-386- 8.96% |
$48.7K - $52.1K
|
3.92K
$550K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-390- 2.22% |
$49.2K - $52.7K
|
17.2K
$2.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-391- 12.0% |
$49.3K - $52.8K
|
2.87K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-393- 2.27% |
$49.6K - $53.1K
|
17K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-395- 5.27% |
$49.8K - $53.3K
|
7.1K
$996K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-396- 48.12% |
$49.9K - $53.5K
|
427
$59.9K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-396- 9.05% |
$49.9K - $53.5K
|
3.98K
$558K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-397- 2.29% |
$50.1K - $53.6K
|
17K
$2.38M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-399- 8.98% |
$50.3K - $53.9K
|
4.04K
$567K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-399- 39.58% |
$50.3K - $53.9K
|
609
$85.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 9.64% |
$50.4K - $54K
|
3.75K
$526K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-402- 0.2% |
$50.7K - $54.3K
|
198K
$27.8M
|