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 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
67+ 0.39% |
$7.69K - $8.93K
|
17.5K
$2.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
67+ 0.3% |
$7.69K - $8.93K
|
22.4K
$3.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
66+ 1.56% |
$7.58K - $8.8K
|
4.3K
$603K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
65+ 2.23% |
$7.46K - $8.67K
|
2.99K
$419K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
61+ 1.57% |
$7K - $8.13K
|
3.95K
$553K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
61+ 1.59% |
$7K - $8.13K
|
3.91K
$548K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
60+ 2.71% |
$6.89K - $8K
|
2.27K
$318K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
60+ 0.5% |
$6.89K - $8K
|
12.1K
$1.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
59+ 1.23% |
$6.77K - $7.87K
|
4.87K
$683K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
58+ 0.3% |
$6.66K - $7.73K
|
19.3K
$2.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
55+ 1.25% |
$6.31K - $7.33K
|
4.44K
$623K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
51+ 0.27% |
$5.85K - $6.8K
|
18.9K
$2.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
50+ 1.61% |
$5.74K - $6.67K
|
3.15K
$442K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
49+ 0.48% |
$5.62K - $6.53K
|
10.3K
$1.44M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
48+ 0.46% |
$5.51K - $6.4K
|
10.5K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
47+ 0.59% |
$5.39K - $6.27K
|
8K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
46+ 0.02% |
$5.28K - $6.13K
|
211K
$29.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
46+ 0.65% |
$5.28K - $6.13K
|
7.09K
$994K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
46+ 2.68% |
$5.28K - $6.13K
|
1.76K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
46New |
$5.28K - $6.13K
|
46
$6.45K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
45+ 0.17% |
$5.17K - $6K
|
27K
$3.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
43+ 0.76% |
$4.94K - $5.73K
|
5.67K
$795K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
43+ 1.53% |
$4.94K - $5.73K
|
2.85K
$400K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
43+ 0.42% |
$4.94K - $5.73K
|
10.3K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
42+ 0.08% |
$4.82K - $5.6K
|
55.3K
$7.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
42+ 0.59% |
$4.82K - $5.6K
|
7.13K
$999K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
42+ 0.37% |
$4.82K - $5.6K
|
11.3K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
40+ 0.78% |
$4.59K - $5.33K
|
5.2K
$729K
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
40+ 0.64% |
$4.59K - $5.33K
|
6.25K
$877K
|
|
|
Sep 23, 2025
Q2 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
40New |
$4.59K - $5.33K
|
40
$5.61K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
39+ 3900.0% |
$4.48K - $5.2K
|
40
$5.61K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
37+ 1.64% |
$4.25K - $4.93K
|
2.29K
$321K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
36+ 0.67% |
$4.13K - $4.8K
|
5.41K
$759K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
34+ 0.67% |
$3.9K - $4.53K
|
5.14K
$721K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
33+ 0.15% |
$3.79K - $4.4K
|
21.9K
$3.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
33+ 0.64% |
$3.79K - $4.4K
|
5.19K
$727K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
32+ 1.53% |
$3.67K - $4.27K
|
2.13K
$298K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
31+ 0.58% |
$3.56K - $4.13K
|
5.41K
$758K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
31+ 2.57% |
$3.56K - $4.13K
|
1.24K
$174K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
30+ 0.25% |
$3.44K - $4K
|
12.1K
$1.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
30+ 0.2% |
$3.44K - $4K
|
15.4K
$2.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
30+ 7.5% |
$3.44K - $4K
|
430
$60.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
28+ 0.32% |
$3.21K - $3.73K
|
8.92K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
28+ 0.66% |
$3.21K - $3.73K
|
4.27K
$599K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
27+ 0.38% |
$3.1K - $3.6K
|
7.11K
$997K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.39% |
$3.1K - $3.6K
|
7.04K
$987K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
26+ 0.6% |
$2.98K - $3.47K
|
4.38K
$615K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
25+ 1.36% |
$2.87K - $3.33K
|
1.86K
$261K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
25+ 0.47% |
$2.87K - $3.33K
|
5.38K
$754K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
25+ 0.56% |
$2.87K - $3.33K
|
4.49K
$629K
|