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 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-13.4K- 21.05% |
$1.69M - $1.81M
|
50.2K
$7.04M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-14K- 30.42% |
$1.76M - $1.89M
|
31.9K
$4.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-14.9K- 67.91% |
$1.87M - $2.01M
|
7.02K
$985K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.9K- 25.0% |
$1.88M - $2.02M
|
44.8K
$6.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.4K- 14.1% |
$1.94M - $2.08M
|
93.6K
$13.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-15.4K- 6.18% |
$1.94M - $2.08M
|
234K
$32.8M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-15.4K- 35.78% |
$1.94M - $2.08M
|
27.7K
$3.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-15.6K- 2.24% |
$1.97M - $2.11M
|
681K
$95.5M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-15.9K- 7.13% |
$2M - $2.14M
|
206K
$29M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-16.2K- 1.13% |
$2.04M - $2.18M
|
1.41M
$198M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-16.6K- 34.65% |
$2.1M - $2.24M
|
31.3K
$4.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-16.8K- 51.22% |
$2.12M - $2.27M
|
16K
$2.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-17.7K- 27.82% |
$2.23M - $2.39M
|
45.9K
$6.44M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.8K- 6.94% |
$2.24M - $2.4M
|
238K
$33.4M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
SELL
|
- |
-18.4K- 14.31% |
$2.32M - $2.49M
|
110K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-18.9K- 9.32% |
$2.38M - $2.55M
|
184K
$25.8M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-19K- 39.57% |
$2.39M - $2.56M
|
29K
$4.07M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-19.6K- 25.74% |
$2.47M - $2.64M
|
56.5K
$7.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-19.9K- 73.99% |
$2.51M - $2.69M
|
7.01K
$983K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-20K- 10.5% |
$2.53M - $2.71M
|
171K
$24M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21K- 35.24% |
$2.64M - $2.83M
|
38.5K
$5.4M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-21.1K- 73.77% |
$2.66M - $2.85M
|
7.5K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-21.9K- 27.05% |
$2.76M - $2.96M
|
59K
$8.28M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-22.9K- 61.55% |
$2.89M - $3.09M
|
14.3K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23K- 2.51% |
$2.9M - $3.1M
|
892K
$125M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-23K- 21.03% |
$2.9M - $3.1M
|
86.2K
$12.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-23.3K- 48.55% |
$2.93M - $3.14M
|
24.6K
$3.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-24.8K- 10.32% |
$3.13M - $3.36M
|
216K
$30.3M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-26.2K- 87.17% |
$3.31M - $3.54M
|
3.86K
$542K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-26.5K- 12.01% |
$3.35M - $3.59M
|
195K
$27.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-27.5K- 17.37% |
$3.47M - $3.72M
|
131K
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-27.9K- 44.68% |
$3.52M - $3.77M
|
34.6K
$4.85M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28K- 20.94% |
$3.53M - $3.78M
|
106K
$14.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-28.1K- 89.73% |
$3.55M - $3.8M
|
3.22K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-29.3K- 0.8% |
$3.7M - $3.96M
|
3.62M
$508M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-29.5K- 15.91% |
$3.72M - $3.99M
|
156K
$21.9M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31.3K- 8.22% |
$3.95M - $4.23M
|
350K
$49.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-34.3K- 25.56% |
$4.32M - $4.63M
|
99.9K
$14M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-35.3K- 21.4% |
$4.45M - $4.76M
|
130K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-37.7K- 3.74% |
$4.75M - $5.09M
|
969K
$136M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-42.6K- 6.37% |
$5.38M - $5.76M
|
627K
$87.9M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-48.7KClosed |
$6.14M - $6.58M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-51.3K- 42.93% |
$6.47M - $6.93M
|
68.2K
$9.56M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-52.1K- 41.22% |
$6.57M - $7.04M
|
74.3K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-55.7K- 36.56% |
$7.03M - $7.53M
|
96.7K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-59.2K- 99.22% |
$7.47M - $8M
|
463
$64.9K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-68.7K- 8.24% |
$8.67M - $9.29M
|
765K
$107M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-75.1K- 70.25% |
$9.48M - $10.1M
|
31.8K
$4.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-83.4K- 63.62% |
$10.5M - $11.3M
|
47.7K
$6.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-83.5K- 74.51% |
$10.5M - $11.3M
|
28.6K
$4M
|