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 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.71K+ 2.16% |
$342K - $367K
|
128K
$16.5M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.68K+ 60.55% |
$338K - $362K
|
7.11K
$918K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.66KNew |
$335K - $359K
|
2.66K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.66KNew |
$335K - $359K
|
2.66K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.64K+ 17.6% |
$333K - $356K
|
17.6K
$2.28M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 9.98% |
$333K - $356K
|
29.1K
$3.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.61K+ 6.16% |
$329K - $352K
|
44.9K
$5.8M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
2.59KNew |
$326K - $349K
|
2.59K
$334K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
2.58K+ 1.35% |
$326K - $349K
|
194K
$25M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.57K+ 1.29% |
$325K - $348K
|
202K
$26.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.56K+ 9.31% |
$323K - $345K
|
30K
$3.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.54K+ 3.69% |
$321K - $343K
|
71.4K
$9.22M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
2.5K+ 25.72% |
$315K - $338K
|
12.2K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.46K+ 1.43% |
$310K - $332K
|
175K
$22.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.44KNew |
$307K - $329K
|
2.44K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.4K+ 25.47% |
$302K - $324K
|
11.8K
$1.52M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.39K+ 6.81% |
$302K - $323K
|
37.5K
$4.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.39K+ 9.43% |
$301K - $322K
|
27.7K
$3.57M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.39K+ 25.86% |
$301K - $322K
|
11.6K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.38K+ 8.56% |
$300K - $321K
|
30.2K
$3.89M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.36K+ 0.72% |
$297K - $318K
|
330K
$42.6M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.35K+ 67.66% |
$296K - $317K
|
5.82K
$750K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.33K+ 5.61% |
$294K - $315K
|
43.9K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.33K+ 22.19% |
$294K - $315K
|
12.8K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.3KNew |
$290K - $311K
|
2.3K
$297K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.29KNew |
$289K - $310K
|
2.29K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.29K+ 11.4% |
$289K - $309K
|
22.4K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.29K+ 18.93% |
$289K - $309K
|
14.4K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.24KNew |
$282K - $302K
|
2.24K
$289K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
2.23K+ 13.86% |
$282K - $302K
|
18.3K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
2.23K+ 3.9% |
$282K - $302K
|
59.4K
$7.67M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
2.22K+ 2.33% |
$280K - $300K
|
97.7K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
2.15KNew |
$271K - $290K
|
2.15K
$277K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.15K+ 90.89% |
$271K - $290K
|
4.51K
$581K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.13K+ 3.46% |
$269K - $288K
|
63.7K
$8.22M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
2.11KNew |
$266K - $285K
|
2.11K
$272K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.1K+ 9.08% |
$265K - $284K
|
25.3K
$3.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
2.09KNew |
$263K - $282K
|
2.09K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.08K+ 2.03% |
$263K - $281K
|
105K
$13.5M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.08KNew |
$262K - $280K
|
2.08K
$268K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.02K+ 77.98% |
$254K - $273K
|
4.61K
$594K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.01K+ 118.06% |
$253K - $271K
|
3.71K
$478K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.01KNew |
$253K - $271K
|
2.01K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2KNew |
$253K - $271K
|
2K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
2KNew |
$252K - $270K
|
2K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.98K+ 34.64% |
$250K - $268K
|
7.71K
$995K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.97K+ 16.42% |
$248K - $266K
|
13.9K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
1.93K+ 499.48% |
$243K - $260K
|
2.31K
$299K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.91KNew |
$241K - $259K
|
1.91K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.91KNew |
$241K - $258K
|
1.91K
$246K
|