Purchases and Sales Made in Q3 2025 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3.49KNew |
$464K - $496K
|
3.49K
$490K
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
3.41KNew |
$453K - $484K
|
3.41K
$478K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.4KNew |
$452K - $483K
|
3.4K
$477K
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3.38K+ 3.92% |
$449K - $479K
|
89.4K
$12.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.36K+ 5.49% |
$447K - $478K
|
64.6K
$9.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.35K+ 2.39% |
$445K - $475K
|
144K
$20.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
3.34K+ 36.33% |
$444K - $475K
|
12.5K
$1.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.27K+ 6.64% |
$434K - $464K
|
52.4K
$7.35M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.22K+ 1.23% |
$428K - $457K
|
265K
$37.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3.08K+ 76.31% |
$409K - $437K
|
7.11K
$997K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3K+ 17.96% |
$399K - $426K
|
19.7K
$2.76M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.96K+ 713.25% |
$393K - $420K
|
3.38K
$473K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
2.94KNew |
$390K - $417K
|
2.94K
$412K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.9K+ 2.74% |
$385K - $411K
|
109K
$15.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.89K+ 64.43% |
$384K - $410K
|
7.37K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.86K+ 468.74% |
$381K - $407K
|
3.48K
$487K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.82K+ 6.63% |
$374K - $400K
|
45.3K
$6.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.8K+ 4.74% |
$373K - $398K
|
61.9K
$8.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
2.74K+ 5.8% |
$364K - $389K
|
50K
$7.02M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.73KNew |
$363K - $387K
|
2.73K
$383K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.72K+ 62.5% |
$361K - $386K
|
7.07K
$991K
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.62K+ 149.86% |
$348K - $372K
|
4.37K
$613K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.61K+ 0.6% |
$346K - $370K
|
440K
$61.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.53K+ 2.74% |
$336K - $359K
|
94.6K
$13.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.49K+ 4.98% |
$331K - $353K
|
52.4K
$7.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.46K+ 20.7% |
$327K - $350K
|
14.4K
$2.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.46KNew |
$326K - $349K
|
2.46K
$344K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.45KNew |
$326K - $348K
|
2.45K
$344K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
2.42K+ 2.75% |
$322K - $344K
|
90.5K
$12.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.41KNew |
$320K - $342K
|
2.41K
$338K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
2.39KNew |
$318K - $339K
|
2.39K
$335K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 98.93% |
$308K - $329K
|
4.66K
$654K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.31K+ 7.15% |
$307K - $328K
|
34.6K
$4.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.28K+ 4.59% |
$302K - $323K
|
51.9K
$7.27M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
2.27KNew |
$301K - $322K
|
2.27K
$318K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
2.24K+ 22.39% |
$297K - $318K
|
12.2K
$1.71M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.2K+ 26.0% |
$292K - $312K
|
10.6K
$1.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.2K+ 2.99% |
$292K - $312K
|
75.7K
$10.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
2.16K+ 67.64% |
$286K - $306K
|
5.34K
$749K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.14K+ 5.95% |
$284K - $303K
|
38K
$5.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.13K+ 33.79% |
$283K - $302K
|
8.43K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.11KNew |
$281K - $300K
|
2.11K
$296K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.1KNew |
$278K - $298K
|
2.1K
$294K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.09K+ 2.29% |
$277K - $296K
|
93.3K
$13.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.07KNew |
$275K - $294K
|
2.07K
$290K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.06K+ 3.93% |
$273K - $292K
|
54.3K
$7.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.01K+ 92.63% |
$267K - $285K
|
4.18K
$586K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
2K+ 6.31% |
$266K - $284K
|
33.7K
$4.73M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.99K+ 43.52% |
$265K - $283K
|
6.57K
$922K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.96K+ 325.83% |
$260K - $278K
|
2.56K
$358K
|