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
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
260New |
$29.8K - $34.7K
|
260
$36.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
255+ 11.07% |
$29.3K - $34K
|
2.56K
$359K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
253+ 2.52% |
$29K - $33.7K
|
10.3K
$1.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
251+ 0.24% |
$28.8K - $33.5K
|
106K
$14.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
248+ 6.56% |
$28.5K - $33.1K
|
4.03K
$565K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
248+ 0.16% |
$28.5K - $33.1K
|
151K
$21.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
245+ 10.4% |
$28.1K - $32.7K
|
2.6K
$365K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
243+ 2.09% |
$27.9K - $32.4K
|
11.8K
$1.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
239+ 0.75% |
$27.4K - $31.9K
|
32.1K
$4.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
239+ 2.31% |
$27.4K - $31.9K
|
10.6K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
237+ 8.87% |
$27.2K - $31.6K
|
2.91K
$408K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
233New |
$26.7K - $31.1K
|
233
$32.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
231+ 0.16% |
$26.5K - $30.8K
|
149K
$20.9M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
230+ 4.99% |
$26.4K - $30.7K
|
4.84K
$678K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
230+ 1.78% |
$26.4K - $30.7K
|
13.1K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
226+ 1.37% |
$25.9K - $30.1K
|
16.7K
$2.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
225+ 9.18% |
$25.8K - $30K
|
2.68K
$375K
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
225+ 10.79% |
$25.8K - $30K
|
2.31K
$324K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
221+ 1.67% |
$25.4K - $29.5K
|
13.4K
$1.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
221+ 3.7% |
$25.4K - $29.5K
|
6.2K
$869K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
220+ 1.67% |
$25.3K - $29.3K
|
13.4K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
220+ 709.68% |
$25.3K - $29.3K
|
251
$35.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
218+ 8.66% |
$25K - $29.1K
|
2.74K
$384K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
217+ 0.87% |
$24.9K - $28.9K
|
25K
$3.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
216+ 8.78% |
$24.8K - $28.8K
|
2.68K
$375K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
208+ 6.5% |
$23.9K - $27.7K
|
3.41K
$478K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
200New |
$23K - $26.7K
|
200
$28.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
199+ 3.8% |
$22.8K - $26.5K
|
5.44K
$763K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
198+ 1.57% |
$22.7K - $26.4K
|
12.8K
$1.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
196New |
$22.5K - $26.1K
|
196
$27.5K
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
195New |
$22.4K - $26K
|
195
$27.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
192+ 5.53% |
$22K - $25.6K
|
3.67K
$514K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
185+ 10.68% |
$21.2K - $24.7K
|
1.92K
$269K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
182+ 2.04% |
$20.9K - $24.3K
|
9.11K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
181New |
$20.8K - $24.1K
|
181
$25.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
180+ 0.88% |
$20.7K - $24K
|
20.6K
$2.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
178+ 3.0% |
$20.4K - $23.7K
|
6.12K
$858K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
174+ 10.51% |
$20K - $23.2K
|
1.83K
$257K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
167+ 10.56% |
$19.2K - $22.3K
|
1.75K
$245K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
164+ 9.2% |
$18.8K - $21.9K
|
1.95K
$273K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
163+ 0.27% |
$18.7K - $21.7K
|
61.3K
$8.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
163+ 1.62% |
$18.7K - $21.7K
|
10.2K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
161+ 0.34% |
$18.5K - $21.5K
|
47.9K
$6.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
159+ 1.32% |
$18.3K - $21.2K
|
12.2K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
156+ 7.64% |
$17.9K - $20.8K
|
2.2K
$308K
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
155+ 0.63% |
$17.8K - $20.7K
|
24.7K
$3.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
150+ 0.39% |
$17.2K - $20K
|
38.2K
$5.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
144+ 0.5% |
$16.5K - $19.2K
|
29.1K
$4.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
144+ 4.4% |
$16.5K - $19.2K
|
3.41K
$479K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
142+ 3.34% |
$16.3K - $18.9K
|
4.4K
$617K
|