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 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-603- 14.73% |
$76K - $81.4K
|
3.49K
$490K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-603- 8.2% |
$76K - $81.4K
|
6.75K
$946K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-611- 16.1% |
$77.1K - $82.5K
|
3.19K
$447K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-618- 16.62% |
$77.9K - $83.5K
|
3.1K
$435K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-623- 53.34% |
$78.6K - $84.1K
|
545
$76.4K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-630- 1.44% |
$79.4K - $85.1K
|
43K
$6.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-632- 17.7% |
$79.7K - $85.4K
|
2.94K
$412K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-635- 4.0% |
$80.1K - $85.8K
|
15.2K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-637- 21.66% |
$80.3K - $86K
|
2.3K
$323K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-644- 8.07% |
$81.2K - $87K
|
7.34K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-663- 14.52% |
$83.6K - $89.5K
|
3.9K
$548K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-670- 0.63% |
$84.5K - $90.5K
|
106K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-674- 2.67% |
$85K - $91K
|
24.5K
$3.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-675- 8.68% |
$85.1K - $91.2K
|
7.1K
$996K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-680- 13.12% |
$85.8K - $91.8K
|
4.5K
$631K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-680- 3.15% |
$85.8K - $91.8K
|
20.9K
$2.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-690- 4.3% |
$87K - $93.2K
|
15.4K
$2.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-705- 2.25% |
$88.9K - $95.2K
|
30.6K
$4.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-705- 1.98% |
$88.9K - $95.2K
|
34.8K
$4.88M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-710- 0.24% |
$89.5K - $95.9K
|
292K
$41M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-733- 21.41% |
$92.4K - $99K
|
2.69K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-751- 1.44% |
$94.7K - $101K
|
51.3K
$7.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-752- 32.54% |
$94.8K - $102K
|
1.56K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-752- 2.47% |
$94.8K - $102K
|
29.6K
$4.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-754- 6.51% |
$95.1K - $102K
|
10.8K
$1.52M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-789- 30.09% |
$99.5K - $107K
|
1.83K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-795- 10.6% |
$100K - $107K
|
6.71K
$941K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-818- 64.77% |
$103K - $110K
|
445
$62.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-818- 5.39% |
$103K - $110K
|
14.4K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-830- 1.2% |
$105K - $112K
|
68.1K
$9.55M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-844- 6.36% |
$106K - $114K
|
12.4K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-845- 29.88% |
$107K - $114K
|
1.98K
$278K
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-850- 1.36% |
$107K - $115K
|
61.8K
$8.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-854- 6.3% |
$108K - $115K
|
12.7K
$1.78M
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-854- 6.3% |
$108K - $115K
|
12.7K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-858- 7.36% |
$108K - $116K
|
10.8K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-865- 6.69% |
$109K - $117K
|
12.1K
$1.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-866- 33.28% |
$109K - $117K
|
1.74K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-882- 8.22% |
$111K - $119K
|
9.85K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-891- 7.34% |
$112K - $120K
|
11.2K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-933- 1.83% |
$118K - $126K
|
49.9K
$7.01M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-937- 3.85% |
$118K - $127K
|
23.4K
$3.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-950- 27.93% |
$120K - $128K
|
2.45K
$344K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-951- 11.11% |
$120K - $128K
|
7.61K
$1.07M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-957- 10.59% |
$121K - $129K
|
8.08K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-964- 2.58% |
$122K - $130K
|
36.4K
$5.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-969- 1.38% |
$122K - $131K
|
69K
$9.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-986- 16.78% |
$124K - $133K
|
4.89K
$686K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-991- 6.34% |
$125K - $134K
|
14.6K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1K- 9.66% |
$126K - $135K
|
9.37K
$1.31M
|