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 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.1K- 13.57% |
$390K - $418K
|
19.7K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.1K- 3.01% |
$391K - $419K
|
99.8K
$12.9M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.13K- 10.3% |
$395K - $423K
|
27.3K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.15K- 5.15% |
$397K - $425K
|
58K
$7.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-3.16K- 7.29% |
$399K - $427K
|
40.2K
$5.19M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.17K- 5.21% |
$399K - $427K
|
57.6K
$7.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.19K- 6.86% |
$403K - $431K
|
43.4K
$5.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-3.31K- 86.07% |
$418K - $447K
|
536
$69.2K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.42K- 2.02% |
$432K - $462K
|
166K
$21.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-3.52K- 0.8% |
$443K - $475K
|
439K
$56.6M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.55K- 64.07% |
$448K - $479K
|
1.99K
$257K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-3.59K- 2.65% |
$453K - $485K
|
132K
$17M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-3.63K- 28.83% |
$458K - $490K
|
8.96K
$1.16M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.65K- 2.24% |
$460K - $493K
|
159K
$20.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.69K- 22.63% |
$465K - $498K
|
12.6K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.75K- 4.65% |
$473K - $506K
|
76.8K
$9.91M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-3.79K- 4.43% |
$478K - $512K
|
81.8K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-3.96K- 8.65% |
$499K - $535K
|
41.8K
$5.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.99K- 14.58% |
$503K - $539K
|
23.4K
$3.01M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.99K- 5.13% |
$504K - $539K
|
73.9K
$9.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-4K- 27.02% |
$504K - $540K
|
10.8K
$1.39M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-4.03K- 25.58% |
$509K - $545K
|
11.7K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.06K- 2.74% |
$512K - $549K
|
144K
$18.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.12K- 8.56% |
$519K - $556K
|
44K
$5.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.13K- 49.99% |
$521K - $558K
|
4.13K
$533K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4.25K- 5.52% |
$536K - $574K
|
72.8K
$9.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.52K- 58.75% |
$571K - $611K
|
3.18K
$410K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-4.54K- 18.13% |
$573K - $614K
|
20.5K
$2.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-4.55K- 1.8% |
$574K - $615K
|
249K
$32.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.61K- 16.71% |
$581K - $623K
|
23K
$2.96M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.62K- 25.5% |
$582K - $624K
|
13.5K
$1.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-4.79K- 26.08% |
$604K - $647K
|
13.6K
$1.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.83K- 14.14% |
$608K - $652K
|
29.3K
$3.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-4.83K- 36.11% |
$609K - $652K
|
8.55K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-4.92K- 37.83% |
$620K - $664K
|
8.09K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-4.93K- 15.74% |
$621K - $665K
|
26.4K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.99K- 4.46% |
$629K - $673K
|
107K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.99K- 17.32% |
$629K - $674K
|
23.8K
$3.07M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-5K- 5.87% |
$630K - $675K
|
80.1K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-5.02K- 2.7% |
$634K - $679K
|
181K
$23.3M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.04K- 8.24% |
$635K - $680K
|
56.1K
$7.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.04K- 44.9% |
$636K - $681K
|
6.19K
$798K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-5.33K- 4.03% |
$672K - $720K
|
127K
$16.4M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.37K- 5.57% |
$678K - $726K
|
91.1K
$11.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.4K- 4.55% |
$681K - $729K
|
113K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.46K- 4.65% |
$688K - $737K
|
112K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-5.58K- 5.76% |
$704K - $753K
|
91.3K
$11.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.82K- 35.78% |
$734K - $786K
|
10.4K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.85K- 4.63% |
$737K - $790K
|
120K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-5.92K- 6.8% |
$747K - $800K
|
81.2K
$10.5M
|