Purchases and Sales Made in Q4 2024 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-734- 17.34% |
$93K - $98.9K
|
3.5K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-734- 3.89% |
$93K - $98.9K
|
18.1K
$2.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-779- 9.22% |
$98.7K - $105K
|
7.67K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-782- 4.75% |
$99.1K - $105K
|
15.7K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-787- 21.92% |
$99.7K - $106K
|
2.8K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-817- 20.92% |
$103K - $110K
|
3.09K
$407K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-827- 4.5% |
$105K - $111K
|
17.5K
$2.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-830- 67.15% |
$105K - $112K
|
406
$53.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-844- 2.98% |
$107K - $114K
|
27.5K
$3.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-846- 1.06% |
$107K - $114K
|
79.3K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-859- 1.99% |
$109K - $116K
|
42.3K
$5.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-870- 1.67% |
$110K - $117K
|
51.3K
$6.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-872- 1.79% |
$110K - $117K
|
47.9K
$6.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-936- 23.05% |
$119K - $126K
|
3.13K
$412K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-945- 1.33% |
$120K - $127K
|
70.3K
$9.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-950- 6.63% |
$120K - $128K
|
13.4K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-952- 20.05% |
$121K - $128K
|
3.8K
$501K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1K- 5.05% |
$127K - $135K
|
18.8K
$2.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.02K- 17.81% |
$130K - $138K
|
4.73K
$623K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.04K- 4.06% |
$132K - $140K
|
24.6K
$3.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.04K- 1.61% |
$132K - $141K
|
63.6K
$8.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.05K- 37.38% |
$133K - $141K
|
1.76K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.05K- 11.27% |
$133K - $141K
|
8.26K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.06K- 0.71% |
$134K - $143K
|
147K
$19.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.09K- 38.25% |
$138K - $146K
|
1.75K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 18.0% |
$140K - $149K
|
5.03K
$663K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.11K- 2.47% |
$141K - $150K
|
44K
$5.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.19K- 4.51% |
$151K - $160K
|
25.2K
$3.32M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.19K- 0.87% |
$151K - $161K
|
136K
$17.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.21K- 0.73% |
$154K - $164K
|
164K
$21.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.24K- 5.38% |
$158K - $168K
|
21.9K
$2.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.37K- 1.5% |
$173K - $184K
|
89.6K
$11.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.38K- 56.32% |
$175K - $186K
|
1.07K
$141K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.41K- 3.92% |
$178K - $189K
|
34.4K
$4.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.41K- 1.55% |
$178K - $190K
|
89.2K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.54K- 50.0% |
$195K - $207K
|
1.54K
$203K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.54K- 20.94% |
$195K - $207K
|
5.81K
$766K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.54K- 5.98% |
$195K - $208K
|
24.2K
$3.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.56K- 2.39% |
$197K - $210K
|
63.5K
$8.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.68K- 0.31% |
$213K - $226K
|
540K
$71.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.72K- 5.28% |
$218K - $232K
|
30.9K
$4.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 2.92% |
$220K - $234K
|
57.8K
$7.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-1.78K- 2.73% |
$226K - $240K
|
63.6K
$8.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.82K- 4.02% |
$230K - $245K
|
43.4K
$5.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.86K- 1.25% |
$236K - $251K
|
148K
$19.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-1.92K- 30.87% |
$243K - $258K
|
4.29K
$566K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.92K- 11.6% |
$243K - $259K
|
14.6K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.97K- 0.74% |
$250K - $265K
|
265K
$35M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-2.01K- 0.83% |
$254K - $270K
|
239K
$31.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.02K- 4.31% |
$256K - $272K
|
44.8K
$5.91M
|