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 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.79K+ 5.85% |
$779K - $905K
|
123K
$17.2M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.72K+ 6.35% |
$771K - $896K
|
112K
$15.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
6.7KNew |
$769K - $893K
|
6.7K
$940K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.7K+ 5.94% |
$768K - $893K
|
119K
$16.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.66K+ 204.98% |
$765K - $888K
|
9.91K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.59K+ 6.59% |
$757K - $879K
|
107K
$15M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
6.55K+ 2.66% |
$751K - $873K
|
253K
$35.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.51K+ 3.73% |
$748K - $868K
|
181K
$25.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.48KNew |
$744K - $864K
|
6.48K
$909K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
6.42K+ 163.66% |
$737K - $855K
|
10.3K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.37K+ 27.35% |
$731K - $850K
|
29.7K
$4.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6.24K+ 105.62% |
$716K - $832K
|
12.2K
$1.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.16K+ 131.33% |
$707K - $821K
|
10.9K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.09K+ 8.2% |
$699K - $812K
|
80.4K
$11.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6.07K+ 3.67% |
$697K - $810K
|
172K
$24.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.03K+ 2.36% |
$693K - $804K
|
261K
$36.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.85K+ 14.09% |
$672K - $780K
|
47.4K
$6.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.85K+ 6.78% |
$671K - $779K
|
92.1K
$12.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.84K+ 4.15% |
$670K - $779K
|
146K
$20.5M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
5.83KNew |
$669K - $777K
|
5.83K
$818K
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
5.79K+ 6.73% |
$665K - $772K
|
91.9K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.76KNew |
$661K - $768K
|
5.76K
$808K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5.59KNew |
$642K - $746K
|
5.59K
$785K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
5.57KNew |
$640K - $743K
|
5.57K
$782K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.57K+ 160.13% |
$639K - $742K
|
9.04K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.56K+ 42.7% |
$638K - $741K
|
18.6K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5.49K+ 2.09% |
$630K - $732K
|
268K
$37.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5.35K+ 6.53% |
$614K - $714K
|
87.3K
$12.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.35K+ 4.02% |
$614K - $713K
|
138K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.33K+ 86.31% |
$612K - $710K
|
11.5K
$1.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
5.27KNew |
$605K - $703K
|
5.27K
$739K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.1K+ 5.88% |
$585K - $679K
|
91.8K
$12.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.06K+ 11.29% |
$581K - $675K
|
49.9K
$7M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.01K+ 49.88% |
$575K - $667K
|
15K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5K+ 13.35% |
$574K - $667K
|
42.5K
$5.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.81K+ 6.53% |
$552K - $641K
|
78.5K
$11M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
4.81K+ 1.93% |
$552K - $641K
|
253K
$35.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
4.81K+ 24.06% |
$552K - $641K
|
24.8K
$3.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.79K+ 5.1% |
$549K - $638K
|
98.7K
$13.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.75K+ 0.74% |
$545K - $633K
|
645K
$90.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.71K+ 4.01% |
$541K - $628K
|
122K
$17.2M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
4.7K+ 8.7% |
$539K - $626K
|
58.7K
$8.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.65K+ 67.57% |
$533K - $619K
|
11.5K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.64K+ 46.13% |
$532K - $618K
|
14.7K
$2.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.62K+ 26.03% |
$531K - $616K
|
22.4K
$3.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.6K+ 1.57% |
$528K - $613K
|
297K
$41.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.56K+ 1.36% |
$523K - $608K
|
339K
$47.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4.55K+ 3.35% |
$522K - $606K
|
140K
$19.7M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.5K+ 108.41% |
$516K - $599K
|
8.65K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
4.45K+ 2.15% |
$510K - $593K
|
211K
$29.6M
|