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 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.45KNew |
$182K - $195K
|
1.45K
$187K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.44K+ 2.06% |
$182K - $195K
|
71.3K
$9.2M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.44K+ 1.66% |
$182K - $195K
|
88.1K
$11.4M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.43KNew |
$180K - $193K
|
1.43K
$184K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.42K+ 1.02% |
$179K - $191K
|
141K
$18.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.41K+ 0.82% |
$178K - $190K
|
174K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.4K+ 26.74% |
$177K - $189K
|
6.64K
$856K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.4K+ 12.32% |
$176K - $189K
|
12.7K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 22.55% |
$174K - $186K
|
7.48K
$966K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 2.43% |
$172K - $184K
|
57.4K
$7.41M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.36K+ 16.34% |
$172K - $184K
|
9.68K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.36K+ 0.75% |
$171K - $183K
|
183K
$23.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.34K+ 11.26% |
$169K - $181K
|
13.2K
$1.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.33K+ 17.09% |
$168K - $180K
|
9.14K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.32K+ 55.56% |
$166K - $178K
|
3.7K
$477K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.32K+ 17.95% |
$166K - $178K
|
8.64K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.31K+ 7.35% |
$166K - $177K
|
19.2K
$2.47M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.29K+ 129100.0% |
$163K - $174K
|
1.29K
$167K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.29K+ 16.03% |
$162K - $174K
|
9.32K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 1.8% |
$162K - $174K
|
72.6K
$9.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
1.27K+ 6.55% |
$161K - $172K
|
20.7K
$2.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.27K+ 4.33% |
$161K - $172K
|
30.7K
$3.96M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.27K+ 39.97% |
$160K - $171K
|
4.43K
$572K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.25K+ 4.58% |
$158K - $169K
|
28.6K
$3.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.25K+ 159.41% |
$158K - $169K
|
2.04K
$263K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.25K+ 1.57% |
$157K - $168K
|
80.5K
$10.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.24K+ 3.49% |
$157K - $168K
|
36.8K
$4.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.22K+ 53.01% |
$153K - $164K
|
3.51K
$453K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.21KNew |
$153K - $164K
|
1.21K
$157K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.2K+ 54.71% |
$152K - $162K
|
3.4K
$439K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.2K+ 47.69% |
$151K - $162K
|
3.72K
$479K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.19K+ 6.18% |
$149K - $160K
|
20.4K
$2.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.18K+ 4.13% |
$149K - $160K
|
29.8K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.18K+ 0.54% |
$149K - $160K
|
219K
$28.2M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.18KNew |
$149K - $159K
|
1.18K
$152K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.17K+ 27.29% |
$148K - $159K
|
5.48K
$707K
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.16K+ 4.07% |
$147K - $157K
|
29.7K
$3.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.15KNew |
$145K - $156K
|
1.15K
$149K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.14K+ 8.03% |
$144K - $154K
|
15.4K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.14K+ 41.37% |
$144K - $154K
|
3.89K
$502K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.13K+ 3.71% |
$143K - $153K
|
31.6K
$4.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.12K+ 6.95% |
$141K - $151K
|
17.2K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.11K+ 43.71% |
$140K - $150K
|
3.64K
$470K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.11K+ 12.38% |
$139K - $149K
|
10K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1.1K+ 7.77% |
$139K - $149K
|
15.3K
$1.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.07K+ 11.89% |
$135K - $144K
|
10K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
1.07K+ 2.96% |
$134K - $144K
|
37.1K
$4.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.06K+ 13.34% |
$133K - $143K
|
8.97K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.05K+ 6.73% |
$133K - $142K
|
16.7K
$2.15M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.05K+ 3.17% |
$132K - $141K
|
34.1K
$4.4M
|