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 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
446+ 15.91% |
$56.2K - $60.2K
|
3.25K
$393K
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
434+ 0.79% |
$54.7K - $58.6K
|
55.3K
$6.68M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
411+ 18.22% |
$51.8K - $55.5K
|
2.67K
$322K
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
385+ 6.84% |
$48.6K - $52K
|
6.01K
$727K
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
380+ 4.29% |
$47.9K - $51.3K
|
9.25K
$1.12M
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
336+ 14.55% |
$42.4K - $45.4K
|
2.65K
$320K
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
336+ 15.14% |
$42.4K - $45.4K
|
2.56K
$309K
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
332+ 2.75% |
$41.9K - $44.8K
|
12.4K
$1.5M
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
295+ 5.41% |
$37.2K - $39.8K
|
5.75K
$695K
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
261+ 15.64% |
$32.9K - $35.3K
|
1.93K
$233K
|
|
Apr 11, 2025
Q1 2025
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
255+ 0.43% |
$32.2K - $34.4K
|
59.1K
$7.14M
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
250+ 1.46% |
$31.5K - $33.8K
|
17.4K
$2.1M
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
235+ 4.91% |
$29.6K - $31.7K
|
5.02K
$607K
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
225+ 2.19% |
$28.4K - $30.4K
|
10.5K
$1.27M
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
204+ 4.15% |
$25.7K - $27.6K
|
5.12K
$618K
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
193+ 1.84% |
$24.3K - $26.1K
|
10.7K
$1.29M
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
188+ 2.9% |
$23.7K - $25.4K
|
6.67K
$806K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
171+ 0.69% |
$21.6K - $23.1K
|
24.8K
$3M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
160+ 7.12% |
$20.2K - $21.6K
|
2.41K
$291K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
150+ 1.49% |
$18.9K - $20.3K
|
10.2K
$1.23M
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
147+ 5.63% |
$18.5K - $19.9K
|
2.76K
$333K
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
144+ 4.27% |
$18.2K - $19.4K
|
3.52K
$425K
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
130+ 0.31% |
$16.4K - $17.6K
|
42.4K
$5.12M
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
125+ 1.6% |
$15.8K - $16.9K
|
7.96K
$961K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
114+ 3.84% |
$14.4K - $15.4K
|
3.08K
$373K
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
100+ 0.23% |
$12.6K - $13.5K
|
43.1K
$5.2M
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
66+ 3.63% |
$8.32K - $8.91K
|
1.89K
$228K
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
65+ 3.48% |
$8.2K - $8.78K
|
1.94K
$234K
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
64+ 2.45% |
$8.07K - $8.64K
|
2.67K
$323K
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
59New |
$7.44K - $7.97K
|
59
$7.13K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
57+ 4.38% |
$7.19K - $7.7K
|
1.36K
$164K
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
51+ 2.6% |
$6.43K - $6.89K
|
2.01K
$243K
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
51+ 1.1% |
$6.43K - $6.89K
|
4.67K
$564K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
50+ 4.14% |
$6.31K - $6.75K
|
1.26K
$152K
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
48+ 0.29% |
$6.05K - $6.48K
|
16.4K
$1.98M
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
46+ 0.66% |
$5.8K - $6.21K
|
7.04K
$851K
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
41+ 1.26% |
$5.17K - $5.54K
|
3.31K
$400K
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
41+ 2.08% |
$5.17K - $5.54K
|
2.01K
$243K
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
38+ 0.91% |
$4.79K - $5.13K
|
4.23K
$511K
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
33+ 0.65% |
$4.16K - $4.46K
|
5.11K
$617K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
26New |
$3.28K - $3.51K
|
26
$3.14K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
20+ 0.94% |
$2.52K - $2.7K
|
2.16K
$261K
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
16+ 0.65% |
$2.02K - $2.16K
|
2.48K
$300K
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
13+ 0.35% |
$1.64K - $1.76K
|
3.78K
$457K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.57% |
$1.39K - $1.49K
|
1.94K
$235K
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
8+ 0.02% |
$1.01K - $1.08K
|
48.7K
$5.89M
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7+ 0.15% |
$883 - $945
|
4.81K
$581K
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.09% |
$757 - $810
|
6.74K
$814K
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.04% |
$757 - $810
|
13.9K
$1.68M
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
5+ 0.28% |
$631 - $675
|
1.78K
$215K
|