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 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-141- 4.64% |
$17.8K - $19K
|
2.9K
$350K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-142- 2.45% |
$17.9K - $19.2K
|
5.66K
$684K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-151- 0.47% |
$19K - $20.4K
|
31.7K
$3.83M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-162- 1.85% |
$20.4K - $21.9K
|
8.58K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-163- 0.67% |
$20.6K - $22K
|
24.1K
$2.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-163- 0.12% |
$20.6K - $22K
|
138K
$16.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-164- 2.96% |
$20.7K - $22.1K
|
5.37K
$649K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-181- 7.59% |
$22.8K - $24.4K
|
2.2K
$266K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-184- 29.53% |
$23.2K - $24.9K
|
439
$53K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-196- 88.29% |
$24.7K - $26.5K
|
26
$3.14K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-197- 3.41% |
$24.8K - $26.6K
|
5.57K
$673K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-209- 3.39% |
$26.4K - $28.2K
|
5.96K
$720K
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-220- 0.3% |
$27.7K - $29.7K
|
73.5K
$8.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-228- 0.79% |
$28.8K - $30.8K
|
28.7K
$3.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-240- 0.98% |
$30.3K - $32.4K
|
24.3K
$2.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-244- 1.81% |
$30.8K - $33K
|
13.2K
$1.6M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-247- 0.39% |
$31.1K - $33.4K
|
63.8K
$7.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-258- 8.23% |
$32.5K - $34.8K
|
2.88K
$347K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-275- 0.15% |
$34.7K - $37.1K
|
189K
$22.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-293- 0.22% |
$37K - $39.6K
|
136K
$16.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-329- 5.38% |
$41.5K - $44.4K
|
5.78K
$699K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-367- 0.13% |
$46.3K - $49.6K
|
288K
$34.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-375- 3.48% |
$47.3K - $50.6K
|
10.4K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-391- 12.0% |
$49.3K - $52.8K
|
2.87K
$346K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-396- 48.12% |
$49.9K - $53.5K
|
427
$51.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 9.64% |
$50.4K - $54K
|
3.75K
$453K
|
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-435- 12.61% |
$54.9K - $58.8K
|
3.01K
$364K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-440- 9.44% |
$55.5K - $59.4K
|
4.22K
$510K
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-447- 5.19% |
$56.4K - $60.4K
|
8.16K
$987K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-484- 1.04% |
$61K - $65.4K
|
46K
$5.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-500- 11.01% |
$63.1K - $67.5K
|
4.04K
$488K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-512- 21.77% |
$64.6K - $69.2K
|
1.84K
$222K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-593- 1.92% |
$74.8K - $80.1K
|
30.3K
$3.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-611- 16.1% |
$77.1K - $82.5K
|
3.19K
$385K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-618- 16.62% |
$77.9K - $83.5K
|
3.1K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-632- 17.7% |
$79.7K - $85.4K
|
2.94K
$355K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-644- 8.07% |
$81.2K - $87K
|
7.34K
$886K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-675- 8.68% |
$85.1K - $91.2K
|
7.1K
$858K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-680- 13.12% |
$85.8K - $91.8K
|
4.5K
$544K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-680- 3.15% |
$85.8K - $91.8K
|
20.9K
$2.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-690- 4.3% |
$87K - $93.2K
|
15.4K
$1.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-705- 2.25% |
$88.9K - $95.2K
|
30.6K
$3.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-705- 1.98% |
$88.9K - $95.2K
|
34.8K
$4.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-830- 1.2% |
$105K - $112K
|
68.1K
$8.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-865- 6.69% |
$109K - $117K
|
12.1K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-866- 33.28% |
$109K - $117K
|
1.74K
$210K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-957- 10.59% |
$121K - $129K
|
8.08K
$976K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-964- 2.58% |
$122K - $130K
|
36.4K
$4.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-969- 1.38% |
$122K - $131K
|
69K
$8.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-986- 16.78% |
$124K - $133K
|
4.89K
$591K
|