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
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-88.3K- 23.41% |
$11.1M - $11.9M
|
289K
$40.5M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-94.1K- 96.44% |
$11.9M - $12.7M
|
3.48K
$488K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-105K- 98.13% |
$13.2M - $14.2M
|
2K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-124K- 8.78% |
$15.6M - $16.7M
|
1.29M
$181M
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-181K- 19.17% |
$22.9M - $24.5M
|
765K
$107M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-197K- 6.63% |
$24.8M - $26.6M
|
2.77M
$389M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-210K- 98.99% |
$26.5M - $28.4M
|
2.15K
$302K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-331K- 6.82% |
$41.8M - $44.7M
|
4.52M
$634M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-558K- 34.23% |
$70.4M - $75.4M
|
1.07M
$150M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-714K- 68.96% |
$90.1M - $96.5M
|
322K
$45.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.6M- 11.63% |
$202M - $216M
|
12.1M
$1.7B
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-9.36M- 61.85% |
$1.18B - $1.26B
|
5.77M
$810M
|