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 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.5K+ 4.0% |
$1.32M - $1.42M
|
273K
$35.2M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.3K+ 44.92% |
$1.3M - $1.39M
|
33.2K
$4.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
10.3KNew |
$1.3M - $1.39M
|
10.3K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
10.1K+ 14.5% |
$1.27M - $1.36M
|
79.8K
$10.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1K+ 68.75% |
$1.27M - $1.36M
|
24.7K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10KNew |
$1.26M - $1.35M
|
10K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
9.82KNew |
$1.24M - $1.33M
|
9.82K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
9.69KNew |
$1.22M - $1.31M
|
9.69K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.63K+ 74.02% |
$1.21M - $1.3M
|
22.6K
$2.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.49K+ 13.31% |
$1.2M - $1.28M
|
80.8K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.41K+ 36.98% |
$1.19M - $1.27M
|
34.9K
$4.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.4K+ 29.16% |
$1.19M - $1.27M
|
41.6K
$5.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
9.16KNew |
$1.15M - $1.24M
|
9.16K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8.76K+ 3.45% |
$1.1M - $1.18M
|
263K
$33.9M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
8.66K+ 12.51% |
$1.09M - $1.17M
|
77.9K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.55K+ 18.57% |
$1.08M - $1.16M
|
54.6K
$7.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
8.43K+ 11.69% |
$1.06M - $1.14M
|
80.6K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.4K+ 3.7% |
$1.06M - $1.13M
|
236K
$30.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
8.11K+ 18.79% |
$1.02M - $1.1M
|
51.2K
$6.61M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.04K+ 2.46% |
$1.01M - $1.09M
|
335K
$43.2M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
7.99K+ 4.13% |
$1.01M - $1.08M
|
201K
$26M
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
7.77K+ 5.58% |
$979K - $1.05M
|
147K
$19M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.7K+ 87.56% |
$971K - $1.04M
|
16.5K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
7.69K+ 2.39% |
$970K - $1.04M
|
330K
$42.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
7.68K+ 3.22% |
$969K - $1.04M
|
246K
$31.8M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
7.59KNew |
$957K - $1.02M
|
7.59K
$979K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
7.48K+ 19.19% |
$943K - $1.01M
|
46.5K
$5.99M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.48K+ 8.8% |
$943K - $1.01M
|
92.4K
$11.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
7.43K+ 2.66% |
$936K - $1M
|
287K
$37M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
7.4KNew |
$933K - $999K
|
7.4K
$955K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.2K+ 10.89% |
$908K - $973K
|
73.3K
$9.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
6.97K+ 4.51% |
$879K - $942K
|
161K
$20.8M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
6.91K+ 1.59% |
$871K - $933K
|
442K
$57M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
6.88K+ 5.45% |
$867K - $929K
|
133K
$17.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.8K+ 11.71% |
$857K - $918K
|
64.8K
$8.36M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.79K+ 18.7% |
$857K - $917K
|
43.1K
$5.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6.75K+ 21.6% |
$852K - $912K
|
38K
$4.91M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.75K+ 11.05% |
$851K - $911K
|
67.8K
$8.75M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
6.66K+ 23.98% |
$839K - $899K
|
34.4K
$4.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6.51K+ 10.65% |
$821K - $880K
|
67.7K
$8.73M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.46K+ 262.66% |
$815K - $873K
|
8.93K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.43K+ 164.37% |
$811K - $868K
|
10.3K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
6.42KNew |
$810K - $867K
|
6.42K
$828K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.91K+ 33.0% |
$746K - $799K
|
23.8K
$3.07M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.91KNew |
$745K - $798K
|
5.91K
$763K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
5.86K+ 47.47% |
$739K - $792K
|
18.2K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
5.77K+ 3.55% |
$727K - $779K
|
168K
$21.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
5.74KNew |
$724K - $776K
|
5.74K
$741K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5.73K+ 3.42% |
$722K - $773K
|
173K
$22.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.61K+ 47.88% |
$708K - $758K
|
17.3K
$2.24M
|