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 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.19K- 2.75% |
$276K - $296K
|
77.5K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.24K- 2.1% |
$282K - $302K
|
104K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-2.25K- 16.38% |
$284K - $304K
|
11.5K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.29K- 0.93% |
$288K - $309K
|
242K
$34M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.32K- 95.86% |
$292K - $313K
|
100
$14K
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.34K- 2.98% |
$295K - $316K
|
76.2K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.35K- 5.01% |
$296K - $318K
|
44.6K
$6.25M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.4K- 3.26% |
$303K - $324K
|
71.2K
$9.99M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.4K- 0.27% |
$303K - $325K
|
891K
$125M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.44K- 29.78% |
$308K - $329K
|
5.75K
$806K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.47K- 4.44% |
$311K - $333K
|
53.2K
$7.46M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.47K- 3.79% |
$312K - $334K
|
62.8K
$8.81M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-2.52K- 1.19% |
$318K - $340K
|
209K
$29.4M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.55K- 2.85% |
$322K - $345K
|
87K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.84K- 38.35% |
$359K - $384K
|
4.57K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.86K- 47.33% |
$360K - $386K
|
3.18K
$446K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-2.86K- 1.81% |
$361K - $387K
|
155K
$21.8M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.87K- 7.83% |
$362K - $388K
|
33.8K
$4.74M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.93K- 4.9% |
$370K - $396K
|
56.9K
$7.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.97K- 0.55% |
$375K - $401K
|
537K
$75.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-3.03K- 65.46% |
$382K - $410K
|
1.6K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-3.06K- 65.93% |
$386K - $413K
|
1.58K
$222K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.1K- 13.57% |
$390K - $418K
|
19.7K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.1K- 3.01% |
$391K - $419K
|
99.8K
$14M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.13K- 10.3% |
$395K - $423K
|
27.3K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.15K- 5.15% |
$397K - $425K
|
58K
$8.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-3.16K- 7.29% |
$399K - $427K
|
40.2K
$5.64M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.17K- 5.21% |
$399K - $427K
|
57.6K
$8.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.19K- 6.86% |
$403K - $431K
|
43.4K
$6.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-3.31K- 86.07% |
$418K - $447K
|
536
$75.2K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.42K- 2.02% |
$432K - $462K
|
166K
$23.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-3.52K- 0.8% |
$443K - $475K
|
439K
$61.5M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.55K- 64.07% |
$448K - $479K
|
1.99K
$279K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-3.59K- 2.65% |
$453K - $485K
|
132K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-3.63K- 28.83% |
$458K - $490K
|
8.96K
$1.26M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.65K- 2.24% |
$460K - $493K
|
159K
$22.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.69K- 22.63% |
$465K - $498K
|
12.6K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.75K- 4.65% |
$473K - $506K
|
76.8K
$10.8M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-3.79K- 4.43% |
$478K - $512K
|
81.8K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-3.96K- 8.65% |
$499K - $535K
|
41.8K
$5.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.99K- 14.58% |
$503K - $539K
|
23.4K
$3.28M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.99K- 5.13% |
$504K - $539K
|
73.9K
$10.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-4K- 27.02% |
$504K - $540K
|
10.8K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-4.03K- 25.58% |
$509K - $545K
|
11.7K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.06K- 2.74% |
$512K - $549K
|
144K
$20.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.12K- 8.56% |
$519K - $556K
|
44K
$6.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.13K- 49.99% |
$521K - $558K
|
4.13K
$580K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4.25K- 5.52% |
$536K - $574K
|
72.8K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.52K- 58.75% |
$571K - $611K
|
3.18K
$446K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-4.54K- 18.13% |
$573K - $614K
|
20.5K
$2.88M
|