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
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.56K+ 6.29% |
$701K - $750K
|
93.9K
$12.1M
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.54KNew |
$699K - $748K
|
5.54K
$715K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.53K+ 7.7% |
$697K - $747K
|
77.3K
$9.98M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.51K+ 10.83% |
$695K - $744K
|
56.4K
$7.28M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.47K+ 1.03% |
$690K - $739K
|
538K
$69.4M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.47K+ 5.78% |
$690K - $739K
|
100K
$12.9M
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5.43KNew |
$685K - $733K
|
5.43K
$701K
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
5.38K+ 2.22% |
$678K - $726K
|
248K
$32M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.3K+ 9.63% |
$668K - $715K
|
60.3K
$7.78M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.29K+ 16.93% |
$667K - $715K
|
36.6K
$4.72M
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5.28K+ 13.56% |
$666K - $714K
|
44.3K
$5.71M
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
5.27K+ 3.9% |
$664K - $711K
|
140K
$18.1M
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
5.22K+ 5.88% |
$658K - $705K
|
94K
$12.1M
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
5.17K+ 16.32% |
$651K - $698K
|
36.8K
$4.75M
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
4.97KNew |
$627K - $671K
|
4.97K
$641K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.88K+ 7.61% |
$616K - $659K
|
69K
$8.9M
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.83K+ 224.05% |
$609K - $652K
|
6.98K
$901K
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4.81K+ 19.05% |
$606K - $649K
|
30K
$3.87M
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
4.68K+ 2.74% |
$591K - $633K
|
176K
$22.7M
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
4.62K+ 8.19% |
$583K - $624K
|
61.1K
$7.88M
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.55K+ 8.86% |
$574K - $615K
|
56K
$7.22M
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
4.52K+ 16.58% |
$571K - $611K
|
31.8K
$4.1M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
4.52K+ 26.95% |
$570K - $610K
|
21.3K
$2.75M
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.46K+ 2.15% |
$562K - $602K
|
211K
$27.3M
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.32KNew |
$544K - $583K
|
4.32K
$557K
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.32K+ 2.04% |
$544K - $583K
|
216K
$27.9M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.28K+ 39.33% |
$539K - $578K
|
15.1K
$1.95M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.2K+ 5.35% |
$530K - $568K
|
82.8K
$10.7M
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
4.2K+ 10.55% |
$529K - $567K
|
44K
$5.67M
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
4.19K+ 5.31% |
$529K - $566K
|
83.1K
$10.7M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.15K+ 3.46% |
$524K - $561K
|
124K
$16M
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.12K+ 21.98% |
$520K - $556K
|
22.9K
$2.95M
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
4K+ 32.03% |
$504K - $540K
|
16.5K
$2.13M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4K+ 62.22% |
$504K - $540K
|
10.4K
$1.34M
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.98K+ 237.13% |
$502K - $537K
|
5.66K
$730K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.96K+ 9.35% |
$500K - $535K
|
46.4K
$5.98M
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.96KNew |
$500K - $535K
|
3.96K
$511K
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.92K+ 153.09% |
$494K - $529K
|
6.47K
$835K
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
3.87K+ 12.15% |
$488K - $523K
|
35.7K
$4.61M
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3.86K+ 4.33% |
$487K - $521K
|
93.1K
$12M
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
3.84KNew |
$484K - $518K
|
3.84K
$495K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
3.81K+ 7.85% |
$480K - $514K
|
52.3K
$6.75M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.81K+ 0.68% |
$480K - $514K
|
566K
$73M
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.8KNew |
$479K - $513K
|
3.8K
$490K
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.8K+ 7.2% |
$479K - $513K
|
56.6K
$7.3M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.78K+ 14.34% |
$477K - $510K
|
30.1K
$3.89M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.78K+ 84.21% |
$476K - $510K
|
8.26K
$1.07M
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.76K+ 40.7% |
$474K - $508K
|
13K
$1.68M
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.7KNew |
$467K - $500K
|
3.7K
$477K
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.65KNew |
$460K - $493K
|
3.65K
$471K
|