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 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-6K- 11.76% |
$757K - $810K
|
45K
$5.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-6.01K- 5.8% |
$758K - $811K
|
97.6K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-6.04KClosed |
$761K - $815K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.35K- 24.03% |
$801K - $857K
|
20.1K
$2.59M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-6.53K- 72.61% |
$823K - $881K
|
2.46K
$318K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.57K- 7.04% |
$828K - $887K
|
86.7K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-6.63K- 8.84% |
$836K - $896K
|
68.4K
$8.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-6.81K- 1.0% |
$859K - $919K
|
671K
$86.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.87K- 3.1% |
$866K - $927K
|
215K
$27.7M
|
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-6.94K- 23.1% |
$875K - $937K
|
23.1K
$2.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-7.39K- 2.5% |
$932K - $998K
|
288K
$37.2M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-7.66K- 9.99% |
$965K - $1.03M
|
68.9K
$8.9M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-7.81K- 22.44% |
$985K - $1.06M
|
27K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.14K- 10.01% |
$1.03M - $1.1M
|
73.2K
$9.44M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-8.45K- 7.19% |
$1.07M - $1.14M
|
109K
$14.1M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-8.47K- 10.21% |
$1.07M - $1.14M
|
74.5K
$9.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.58K- 53.24% |
$1.08M - $1.16M
|
7.54K
$973K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-9.47K- 10.04% |
$1.19M - $1.28M
|
84.9K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-9.64K- 79.78% |
$1.22M - $1.3M
|
2.44K
$315K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-9.69K- 64.26% |
$1.22M - $1.31M
|
5.39K
$695K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-9.87K- 30.52% |
$1.25M - $1.33M
|
22.5K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.3K- 0.43% |
$1.29M - $1.39M
|
2.4M
$309M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-10.4K- 3.9% |
$1.31M - $1.4M
|
255K
$32.9M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.2K- 53.4% |
$1.41M - $1.51M
|
9.76K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-11.9K- 3.68% |
$1.5M - $1.61M
|
312K
$40.2M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-12.8K- 3.5% |
$1.62M - $1.73M
|
353K
$45.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-13.2K- 68.11% |
$1.67M - $1.78M
|
6.18K
$798K
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-13.4K- 21.05% |
$1.69M - $1.81M
|
50.2K
$6.48M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-14K- 30.42% |
$1.76M - $1.89M
|
31.9K
$4.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-14.9K- 67.91% |
$1.87M - $2.01M
|
7.02K
$906K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.9K- 25.0% |
$1.88M - $2.02M
|
44.8K
$5.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.4K- 14.1% |
$1.94M - $2.08M
|
93.6K
$12.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-15.4K- 6.18% |
$1.94M - $2.08M
|
234K
$30.2M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-15.4K- 35.78% |
$1.94M - $2.08M
|
27.7K
$3.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-15.6K- 2.24% |
$1.97M - $2.11M
|
681K
$87.8M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-15.9K- 7.13% |
$2M - $2.14M
|
206K
$26.6M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-16.2K- 1.13% |
$2.04M - $2.18M
|
1.41M
$183M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-16.6K- 34.65% |
$2.1M - $2.24M
|
31.3K
$4.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-16.8K- 51.22% |
$2.12M - $2.27M
|
16K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-17.7K- 27.82% |
$2.23M - $2.39M
|
45.9K
$5.92M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.8K- 6.94% |
$2.24M - $2.4M
|
238K
$30.7M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-18.4K- 14.31% |
$2.32M - $2.49M
|
110K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-18.9K- 9.32% |
$2.38M - $2.55M
|
184K
$23.7M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-19K- 39.57% |
$2.39M - $2.56M
|
29K
$3.74M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-19.6K- 25.74% |
$2.47M - $2.64M
|
56.5K
$7.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-19.9K- 73.99% |
$2.51M - $2.69M
|
7.01K
$904K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-20K- 10.5% |
$2.53M - $2.71M
|
171K
$22M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21K- 35.24% |
$2.64M - $2.83M
|
38.5K
$4.97M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-21.1K- 73.77% |
$2.66M - $2.85M
|
7.5K
$968K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-21.9K- 27.05% |
$2.76M - $2.96M
|
59K
$7.62M
|