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 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-1.25K- 2.9% |
$143K - $167K
|
41.8K
$5.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.26K- 34.45% |
$144K - $167K
|
2.39K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.26K- 1.19% |
$144K - $167K
|
104K
$14.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-1.26K- 3.53% |
$145K - $168K
|
34.4K
$4.83M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.29K- 2.72% |
$149K - $173K
|
46.4K
$6.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 11.61% |
$150K - $174K
|
9.94K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.32K- 26.6% |
$152K - $176K
|
3.64K
$511K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.32K- 8.72% |
$152K - $176K
|
13.8K
$1.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.34K- 5.3% |
$153K - $178K
|
23.9K
$3.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-1.34K- 6.17% |
$154K - $179K
|
20.4K
$2.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-1.34K- 1.99% |
$154K - $179K
|
66.3K
$9.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 18.4% |
$158K - $184K
|
6.11K
$857K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.39K- 3.75% |
$160K - $185K
|
35.7K
$5M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.41K- 1.6% |
$162K - $189K
|
87K
$12.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.42K- 3.07% |
$163K - $189K
|
44.7K
$6.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.42K- 3.77% |
$163K - $190K
|
36.3K
$5.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.42K- 27.73% |
$163K - $190K
|
3.71K
$521K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.43K- 7.14% |
$164K - $190K
|
18.6K
$2.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.43K- 45.85% |
$164K - $191K
|
1.69K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.44K- 2.53% |
$165K - $192K
|
55.4K
$7.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 1.41% |
$181K - $210K
|
110K
$15.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1.59K- 40.69% |
$182K - $211K
|
2.31K
$324K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.6K- 4.79% |
$183K - $213K
|
31.7K
$4.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.6K- 3.13% |
$184K - $214K
|
49.6K
$6.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.61K- 0.89% |
$185K - $214K
|
179K
$25.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.66K- 13.44% |
$190K - $221K
|
10.7K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.66K- 23.29% |
$190K - $221K
|
5.46K
$765K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.69K- 28.02% |
$194K - $226K
|
4.35K
$610K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-1.7K- 0.81% |
$195K - $226K
|
207K
$29M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.71K- 2.94% |
$196K - $228K
|
56.3K
$7.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.72K- 33.5% |
$197K - $229K
|
3.41K
$478K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.73K- 1.1% |
$199K - $231K
|
155K
$21.8M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-1.74K- 1.12% |
$200K - $232K
|
154K
$21.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.75K- 7.3% |
$200K - $233K
|
22.2K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.76K- 44.16% |
$202K - $234K
|
2.22K
$312K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.78K- 6.22% |
$205K - $238K
|
26.9K
$3.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.79K- 2.01% |
$206K - $239K
|
87.5K
$12.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.8K- 5.26% |
$207K - $240K
|
32.4K
$4.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.81K- 0.82% |
$208K - $241K
|
218K
$30.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.82K- 4.85% |
$209K - $243K
|
35.7K
$5.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.82K- 11.62% |
$209K - $243K
|
13.9K
$1.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-1.82K- 1.4% |
$209K - $243K
|
129K
$18M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.84K- 2.43% |
$211K - $245K
|
74K
$10.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.85K- 0.94% |
$213K - $247K
|
196K
$27.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.86K- 4.29% |
$213K - $248K
|
41.5K
$5.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-1.86K- 2.1% |
$214K - $248K
|
86.9K
$12.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-1.87K- 6.29% |
$214K - $249K
|
27.8K
$3.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-1.87K- 28.86% |
$215K - $249K
|
4.61K
$647K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.91K- 75.73% |
$219K - $254K
|
611
$85.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.94K- 8.61% |
$223K - $258K
|
20.6K
$2.89M
|