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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.62K- 8.64% |
$990K - $1.15M
|
91.2K
$12.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-8.8K- 11.82% |
$1.01M - $1.17M
|
65.7K
$9.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-9.1K- 21.36% |
$1.04M - $1.21M
|
33.5K
$4.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.83K- 1.97% |
$1.13M - $1.31M
|
489K
$68.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-9.84K- 0.64% |
$1.13M - $1.31M
|
1.53M
$215M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10.3K- 14.71% |
$1.18M - $1.37M
|
59.7K
$8.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-10.3K- 24.72% |
$1.19M - $1.38M
|
31.5K
$4.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.4K- 42.16% |
$1.19M - $1.38M
|
14.2K
$1.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-10.5K- 7.13% |
$1.2M - $1.4M
|
137K
$19.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10.5K- 7.15% |
$1.21M - $1.4M
|
137K
$19.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.1K- 11.52% |
$1.28M - $1.48M
|
85.6K
$12M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-11.5K- 9.11% |
$1.32M - $1.54M
|
115K
$16.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-11.7K- 2.46% |
$1.34M - $1.56M
|
465K
$65.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-12.1K- 76.08% |
$1.39M - $1.61M
|
3.8K
$533K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-12.5K- 8.89% |
$1.44M - $1.67M
|
128K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-12.6KClosed |
$1.45M - $1.68M
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-13.5K- 11.08% |
$1.56M - $1.81M
|
109K
$15.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-13.8K- 5.89% |
$1.58M - $1.84M
|
220K
$30.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13.9K- 85.09% |
$1.6M - $1.85M
|
2.44K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-14.4K- 74.27% |
$1.65M - $1.91M
|
4.97K
$698K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-15.6K- 63.29% |
$1.79M - $2.08M
|
9.07K
$1.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-15.6K- 90.24% |
$1.8M - $2.09M
|
1.69K
$237K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.1K- 60.06% |
$1.85M - $2.15M
|
10.7K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-16.2K- 42.65% |
$1.86M - $2.16M
|
21.8K
$3.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.7K- 0.46% |
$1.92M - $2.23M
|
3.6M
$505M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-16.8K- 12.82% |
$1.93M - $2.24M
|
114K
$16M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-20.9K- 3.37% |
$2.4M - $2.79M
|
600K
$84.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-23.8K- 34.9% |
$2.74M - $3.18M
|
44.5K
$6.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.2K- 0.97% |
$2.78M - $3.22M
|
2.47M
$346M
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-26.3K- 31.68% |
$3.02M - $3.51M
|
56.8K
$7.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-27.3K- 2.85% |
$3.14M - $3.64M
|
931K
$131M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-27.5K- 47.7% |
$3.15M - $3.66M
|
30.1K
$4.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-28.4K- 54.62% |
$3.26M - $3.79M
|
23.6K
$3.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-29K- 22.36% |
$3.33M - $3.86M
|
101K
$14.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-30.4K- 52.53% |
$3.49M - $4.05M
|
27.5K
$3.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-32.1K- 14.39% |
$3.69M - $4.28M
|
191K
$26.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-33.4K- 3.75% |
$3.84M - $4.46M
|
858K
$120M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-37.6K- 71.15% |
$4.31M - $5.01M
|
15.2K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-41.7K- 6.87% |
$4.78M - $5.56M
|
566K
$79.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-42.8K- 48.52% |
$4.91M - $5.7M
|
45.4K
$6.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46.8K- 0.91% |
$5.37M - $6.24M
|
5.08M
$713M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-47.8K- 51.01% |
$5.48M - $6.37M
|
45.9K
$6.43M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-50.4K- 49.15% |
$5.79M - $6.72M
|
52.2K
$7.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-52.6K- 34.35% |
$6.04M - $7.02M
|
101K
$14.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-56.2K- 8.99% |
$6.46M - $7.5M
|
570K
$79.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-61.8K- 21.39% |
$7.09M - $8.24M
|
227K
$31.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-65K- 0.54% |
$7.46M - $8.66M
|
12.1M
$1.69B
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-67.2K- 35.35% |
$7.71M - $8.96M
|
123K
$17.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-76K- 22.33% |
$8.72M - $10.1M
|
264K
$37.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-77.4K- 38.4% |
$8.88M - $10.3M
|
124K
$17.4M
|