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 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 0.39% |
$631 - $675
|
1.3K
$157K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 0.57% |
$631 - $675
|
884
$107K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
4+ 0.13% |
$504 - $540
|
2.99K
$361K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.13% |
$504 - $540
|
3K
$362K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.72% |
$378 - $405
|
418
$50.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.13% |
$378 - $405
|
2.34K
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 0.56% |
$252 - $270
|
357
$43.1K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2+ 0.08% |
$252 - $270
|
2.51K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$126 - $135
|
4.18K
$505K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1+ 0.01% |
$126 - $135
|
6.91K
$835K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.05% |
$126 - $135
|
2.06K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1+ 0.05% |
$126 - $135
|
1.94K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-1- 0.05% |
$126 - $135
|
1.87K
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-1- 0.02% |
$126 - $135
|
4.78K
$577K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2- 0.04% |
$252 - $270
|
4.96K
$600K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-5- 0.73% |
$631 - $675
|
677
$81.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-12- 0.25% |
$1.51K - $1.62K
|
4.72K
$570K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-13- 2.22% |
$1.64K - $1.76K
|
573
$69.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-14- 0.8% |
$1.77K - $1.89K
|
1.74K
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-15- 0.49% |
$1.89K - $2.03K
|
3.04K
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-19- 15.97% |
$2.4K - $2.57K
|
100
$12.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-22- 1.09% |
$2.77K - $2.97K
|
2.01K
$242K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-22- 0.68% |
$2.77K - $2.97K
|
3.19K
$386K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-25- 0.88% |
$3.15K - $3.38K
|
2.82K
$340K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-25- 1.09% |
$3.15K - $3.38K
|
2.27K
$274K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-39- 0.09% |
$4.92K - $5.27K
|
45.7K
$5.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-40- 0.83% |
$5.04K - $5.4K
|
4.76K
$576K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-40- 1.22% |
$5.04K - $5.4K
|
3.25K
$392K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-41- 0.58% |
$5.17K - $5.54K
|
7.01K
$847K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-45- 0.74% |
$5.67K - $6.08K
|
6.01K
$726K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-45- 0.46% |
$5.67K - $6.08K
|
9.77K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-53- 1.26% |
$6.68K - $7.16K
|
4.16K
$503K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-62- 1.53% |
$7.82K - $8.37K
|
4K
$483K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-63- 0.85% |
$7.94K - $8.51K
|
7.33K
$885K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-73- 1.12% |
$9.21K - $9.86K
|
6.44K
$778K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-76- 4.04% |
$9.58K - $10.3K
|
1.8K
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-77- 4.25% |
$9.71K - $10.4K
|
1.73K
$209K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-83- 2.18% |
$10.5K - $11.2K
|
3.72K
$449K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-90- 0.61% |
$11.3K - $12.2K
|
14.8K
$1.79M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-98- 3.09% |
$12.4K - $13.2K
|
3.07K
$371K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-101- 0.43% |
$12.7K - $13.6K
|
23.6K
$2.85M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-110- 0.62% |
$13.9K - $14.9K
|
17.5K
$2.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-111- 6.32% |
$14K - $15K
|
1.65K
$199K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-115- 0.12% |
$14.5K - $15.5K
|
93.7K
$11.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-116- 3.41% |
$14.6K - $15.7K
|
3.28K
$396K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-119- 0.27% |
$15K - $16.1K
|
43.8K
$5.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-126- 3.13% |
$15.9K - $17K
|
3.9K
$471K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-135- 0.93% |
$17K - $18.2K
|
14.4K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-136- 4.95% |
$17.2K - $18.4K
|
2.61K
$315K
|