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 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.17K- 8.55% |
$147K - $157K
|
12.5K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.17K- 17.82% |
$148K - $158K
|
5.4K
$696K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.2K- 11.18% |
$151K - $162K
|
9.52K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.2K- 1.55% |
$151K - $162K
|
76.3K
$9.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.24K- 8.0% |
$157K - $168K
|
14.3K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.25K- 20.33% |
$158K - $169K
|
4.9K
$632K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.25K- 38.31% |
$158K - $169K
|
2.02K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-1.27K- 2.6% |
$160K - $172K
|
47.7K
$6.15M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1.28K- 11.21% |
$161K - $173K
|
10.1K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.29K- 6.06% |
$163K - $174K
|
20K
$2.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.3K- 1.76% |
$164K - $176K
|
72.6K
$9.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.3K- 1.22% |
$164K - $176K
|
105K
$13.6M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.32K- 9.98% |
$166K - $178K
|
11.9K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.32K- 37.6% |
$167K - $179K
|
2.2K
$283K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.36K- 7.72% |
$172K - $184K
|
16.3K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1.38K- 14.77% |
$173K - $186K
|
7.93K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.38K- 1.1% |
$174K - $187K
|
124K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.38K- 37.98% |
$175K - $187K
|
2.26K
$292K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.39K- 3.16% |
$175K - $188K
|
42.6K
$5.5M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.4K- 2.99% |
$177K - $189K
|
45.5K
$5.87M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.42K- 3.79% |
$179K - $192K
|
36K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-1.43K- 20.81% |
$180K - $193K
|
5.44K
$701K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.43K- 5.9% |
$180K - $193K
|
22.8K
$2.94M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-1.43K- 71.86% |
$180K - $193K
|
560
$72.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.44K- 80.11% |
$182K - $195K
|
358
$46.2K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.44K- 90.75% |
$182K - $195K
|
147
$19K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.45K- 4.93% |
$182K - $195K
|
27.8K
$3.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.45K- 2.91% |
$183K - $196K
|
48.3K
$6.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.47K- 9.29% |
$185K - $198K
|
14.3K
$1.85M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.47K- 8.65% |
$185K - $199K
|
15.5K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.48K- 2.87% |
$186K - $199K
|
49.8K
$6.43M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.49K- 24.97% |
$188K - $202K
|
4.49K
$579K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.49K- 11.39% |
$188K - $202K
|
11.6K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.5K- 7.98% |
$189K - $203K
|
17.3K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.52K- 2.85% |
$192K - $205K
|
51.9K
$6.7M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-1.56K- 23.05% |
$197K - $211K
|
5.21K
$672K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.56K- 2.26% |
$197K - $211K
|
67.4K
$8.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.57K- 45.83% |
$198K - $212K
|
1.85K
$239K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.57K- 1.07% |
$198K - $212K
|
146K
$18.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.57K- 33.7% |
$198K - $212K
|
3.1K
$399K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-1.58K- 21.11% |
$199K - $213K
|
5.9K
$762K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.59K- 28.08% |
$200K - $214K
|
4.06K
$524K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.6K- 3.68% |
$201K - $215K
|
41.7K
$5.38M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-1.6K- 5.61% |
$201K - $215K
|
26.8K
$3.46M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.61K- 6.7% |
$202K - $217K
|
22.3K
$2.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.61K- 5.87% |
$204K - $218K
|
25.9K
$3.34M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.62K- 9.44% |
$204K - $218K
|
15.5K
$2M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.62K- 3.38% |
$205K - $219K
|
46.3K
$5.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.63K- 21.26% |
$206K - $220K
|
6.04K
$780K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.64K- 0.27% |
$206K - $221K
|
607K
$78.3M
|