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 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-991- 6.34% |
$125K - $134K
|
14.6K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.05K- 0.58% |
$132K - $142K
|
181K
$21.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.24K- 8.0% |
$157K - $168K
|
14.3K
$1.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.3K- 1.22% |
$164K - $176K
|
105K
$12.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.44K- 80.11% |
$182K - $195K
|
358
$43.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.45K- 2.91% |
$183K - $196K
|
48.3K
$5.84M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.47K- 8.65% |
$185K - $199K
|
15.5K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.48K- 2.87% |
$186K - $199K
|
49.8K
$6.02M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-1.56K- 23.05% |
$197K - $211K
|
5.21K
$629K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.56K- 2.26% |
$197K - $211K
|
67.4K
$8.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.57K- 1.07% |
$198K - $212K
|
146K
$17.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.57K- 33.7% |
$198K - $212K
|
3.1K
$374K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.61K- 5.87% |
$204K - $218K
|
25.9K
$3.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.63K- 21.26% |
$206K - $220K
|
6.04K
$730K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.74K- 7.06% |
$219K - $235K
|
22.9K
$2.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.81K- 12.91% |
$228K - $244K
|
12.2K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.84K- 1.54% |
$232K - $249K
|
118K
$14.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.84K- 17.16% |
$232K - $249K
|
8.89K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.85K- 17.13% |
$233K - $250K
|
8.95K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.85K- 7.19% |
$234K - $250K
|
23.9K
$2.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.98K- 11.27% |
$249K - $267K
|
15.6K
$1.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.1K- 4.61% |
$264K - $283K
|
43.3K
$5.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.47K- 4.44% |
$311K - $333K
|
53.2K
$6.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-3.03K- 65.46% |
$382K - $410K
|
1.6K
$193K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-3.16K- 7.29% |
$399K - $427K
|
40.2K
$4.86M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.19K- 6.86% |
$403K - $431K
|
43.4K
$5.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-3.31K- 86.07% |
$418K - $447K
|
536
$64.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-3.59K- 2.65% |
$453K - $485K
|
132K
$16M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.65K- 2.24% |
$460K - $493K
|
159K
$19.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.69K- 22.63% |
$465K - $498K
|
12.6K
$1.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.99K- 14.58% |
$503K - $539K
|
23.4K
$2.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-4K- 27.02% |
$504K - $540K
|
10.8K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4.25K- 5.52% |
$536K - $574K
|
72.8K
$8.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.52K- 58.75% |
$571K - $611K
|
3.18K
$384K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.61K- 16.71% |
$581K - $623K
|
23K
$2.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-4.79K- 26.08% |
$604K - $647K
|
13.6K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.83K- 14.14% |
$608K - $652K
|
29.3K
$3.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-4.92K- 37.83% |
$620K - $664K
|
8.09K
$977K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.37K- 5.57% |
$678K - $726K
|
91.1K
$11M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.4K- 4.55% |
$681K - $729K
|
113K
$13.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-6.81K- 1.0% |
$859K - $919K
|
671K
$81.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.87K- 3.1% |
$866K - $927K
|
215K
$25.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.58K- 53.24% |
$1.08M - $1.16M
|
7.54K
$911K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-9.87K- 30.52% |
$1.25M - $1.33M
|
22.5K
$2.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-14.9K- 67.91% |
$1.87M - $2.01M
|
7.02K
$849K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-15.4K- 6.18% |
$1.94M - $2.08M
|
234K
$28.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-15.6K- 2.24% |
$1.97M - $2.11M
|
681K
$82.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-16.6K- 34.65% |
$2.1M - $2.24M
|
31.3K
$3.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-23.3K- 48.55% |
$2.93M - $3.14M
|
24.6K
$2.98M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-27.5K- 17.37% |
$3.47M - $3.72M
|
131K
$15.8M
|