Purchases and Sales Made in Q2 2025 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
940+ 13.93% |
$108K - $125K
|
7.69K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
929+ 3.83% |
$107K - $124K
|
25.2K
$3.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
908+ 3.63% |
$104K - $121K
|
25.9K
$3.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
906+ 2.09% |
$104K - $121K
|
44.3K
$6.21M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
906+ 9.28% |
$104K - $121K
|
10.7K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
906+ 2.17% |
$104K - $121K
|
42.7K
$5.99M
|
|
|
Nov 04, 2025
Q2 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
902+ 53.56% |
$104K - $120K
|
2.59K
$363K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
900+ 2.74% |
$103K - $120K
|
33.8K
$4.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
899+ 19.43% |
$103K - $120K
|
5.53K
$775K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
895+ 7.33% |
$103K - $119K
|
13.1K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
880+ 5.66% |
$101K - $117K
|
16.4K
$2.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
875+ 3.05% |
$100K - $117K
|
29.5K
$4.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
874+ 424.27% |
$100K - $117K
|
1.08K
$151K
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
864+ 39.91% |
$99.2K - $115K
|
3.03K
$425K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
859New |
$98.6K - $115K
|
859
$120K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
855+ 42.75% |
$98.1K - $114K
|
2.86K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
853+ 0.16% |
$97.9K - $114K
|
539K
$75.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
850+ 47.33% |
$97.6K - $113K
|
2.65K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
846+ 5.16% |
$97.1K - $113K
|
17.2K
$2.42M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
845+ 4.15% |
$97K - $113K
|
21.2K
$2.97M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
812+ 0.65% |
$93.2K - $108K
|
125K
$17.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
799+ 33.76% |
$91.7K - $107K
|
3.17K
$444K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
794+ 3.93% |
$91.1K - $106K
|
21K
$2.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
768+ 0.85% |
$88.2K - $102K
|
91.2K
$12.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
763+ 46.75% |
$87.6K - $102K
|
2.4K
$336K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
757+ 1.82% |
$86.9K - $101K
|
42.4K
$5.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
747+ 1.3% |
$85.7K - $99.6K
|
58.2K
$8.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
727+ 3.28% |
$83.4K - $96.9K
|
22.9K
$3.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
725+ 8.09% |
$83.2K - $96.6K
|
9.68K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
703+ 0.98% |
$80.7K - $93.7K
|
72.1K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
702+ 2.33% |
$80.6K - $93.6K
|
30.8K
$4.32M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
701+ 39.74% |
$80.5K - $93.5K
|
2.47K
$346K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
699+ 10.73% |
$80.2K - $93.2K
|
7.22K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
695+ 4.84% |
$79.8K - $92.7K
|
15.1K
$2.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
693New |
$79.5K - $92.4K
|
693
$97.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
689+ 4.48% |
$79.1K - $91.9K
|
16.1K
$2.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
679+ 2.71% |
$77.9K - $90.5K
|
25.8K
$3.61M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
672+ 3.61% |
$77.1K - $89.6K
|
19.3K
$2.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
669+ 22.61% |
$76.8K - $89.2K
|
3.63K
$509K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
669+ 24.27% |
$76.8K - $89.2K
|
3.43K
$481K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
665+ 0.33% |
$76.3K - $88.7K
|
203K
$28.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
658+ 2.31% |
$75.5K - $87.7K
|
29.1K
$4.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
656+ 6.38% |
$75.3K - $87.5K
|
10.9K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
653+ 16.08% |
$75K - $87.1K
|
4.72K
$661K
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
651+ 4.55% |
$74.7K - $86.8K
|
15K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
641+ 15.63% |
$73.6K - $85.5K
|
4.74K
$665K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
639+ 0.31% |
$73.3K - $85.2K
|
207K
$29M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
632+ 17.94% |
$72.5K - $84.3K
|
4.16K
$583K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
627+ 11.07% |
$72K - $83.6K
|
6.29K
$882K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
623+ 10.83% |
$71.5K - $83.1K
|
6.37K
$894K
|