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
|
Orion Capital Management LLC
|
BUY
|
- |
1.91K+ 6.88% |
$241K - $258K
|
29.7K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
1.91K+ 7.43% |
$240K - $257K
|
27.5K
$3.55M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
1.9KNew |
$240K - $257K
|
1.9K
$245K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1.9KNew |
$240K - $257K
|
1.9K
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.9KNew |
$239K - $256K
|
1.9K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.88K+ 2.16% |
$237K - $254K
|
88.8K
$11.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.87K+ 1.27% |
$236K - $253K
|
149K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.82K+ 5.92% |
$230K - $246K
|
32.5K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.82K+ 30.47% |
$229K - $245K
|
7.78K
$1M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.81K+ 39.9% |
$228K - $244K
|
6.33K
$817K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.8K+ 7.81% |
$227K - $243K
|
24.8K
$3.2M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.77KNew |
$224K - $239K
|
1.77K
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.77K+ 1.55% |
$223K - $239K
|
116K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.75KNew |
$221K - $237K
|
1.75K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.75K+ 2.72% |
$221K - $236K
|
66K
$8.52M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.75K+ 5.61% |
$220K - $236K
|
32.9K
$4.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.74KNew |
$220K - $236K
|
1.74K
$225K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.74K+ 7.34% |
$220K - $235K
|
25.5K
$3.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.73K+ 2.4% |
$218K - $233K
|
73.6K
$9.5M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.72K+ 84.11% |
$217K - $232K
|
3.77K
$486K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.72KNew |
$217K - $232K
|
1.72K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.69KNew |
$213K - $228K
|
1.69K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.67K+ 5.18% |
$210K - $225K
|
33.8K
$4.36M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.66K+ 77.87% |
$210K - $225K
|
3.8K
$490K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.65K+ 8.9% |
$209K - $223K
|
20.2K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
1.65K+ 1.13% |
$209K - $223K
|
149K
$19.2M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.65KNew |
$208K - $223K
|
1.65K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.64KNew |
$207K - $222K
|
1.64K
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.63KNew |
$206K - $220K
|
1.63K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.63KNew |
$205K - $220K
|
1.63K
$210K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.6K+ 8.68% |
$201K - $216K
|
20K
$2.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.59K+ 3.88% |
$201K - $215K
|
42.6K
$5.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.59K+ 0.42% |
$201K - $215K
|
377K
$48.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
1.59K+ 4.62% |
$201K - $215K
|
36K
$4.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.59K+ 68.61% |
$200K - $214K
|
3.9K
$503K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1.58K+ 32.38% |
$200K - $214K
|
6.48K
$836K
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.58KNew |
$200K - $214K
|
1.58K
$204K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.57K+ 12.38% |
$198K - $212K
|
14.3K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.56K+ 23.15% |
$197K - $211K
|
8.3K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.55KNew |
$196K - $210K
|
1.55K
$200K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.55K+ 13.36% |
$196K - $209K
|
13.2K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.54K+ 12.3% |
$194K - $208K
|
14.1K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.53K+ 1.6% |
$193K - $207K
|
97.2K
$12.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.52K+ 5.22% |
$191K - $205K
|
30.5K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1.5K+ 14.65% |
$189K - $203K
|
11.7K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.49K+ 39.79% |
$188K - $202K
|
5.24K
$676K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.49K+ 1.89% |
$188K - $201K
|
80.5K
$10.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.45K+ 11.83% |
$183K - $196K
|
13.7K
$1.77M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.45K+ 38.84% |
$183K - $196K
|
5.18K
$668K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.45K+ 6.08% |
$182K - $195K
|
25.3K
$3.26M
|