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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
950New |
$120K - $128K
|
950
$115K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
938+ 47.21% |
$119K - $126K
|
2.93K
$353K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
930+ 16.59% |
$118K - $125K
|
6.54K
$790K
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
917+ 13.09% |
$116K - $124K
|
7.92K
$957K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
914+ 0.44% |
$116K - $123K
|
207K
$25M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
913+ 8.14% |
$116K - $123K
|
12.1K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
900+ 32.81% |
$114K - $121K
|
3.64K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
892+ 0.65% |
$113K - $120K
|
138K
$16.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
886+ 8.29% |
$112K - $119K
|
11.6K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
876+ 3.2% |
$111K - $118K
|
28.2K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
875New |
$111K - $118K
|
875
$106K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
873+ 12.65% |
$111K - $118K
|
7.78K
$940K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
861New |
$109K - $116K
|
861
$104K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
844+ 8.6% |
$107K - $114K
|
10.7K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
830+ 2.36% |
$105K - $112K
|
36K
$4.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
822+ 14.02% |
$104K - $111K
|
6.68K
$808K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
814+ 3.07% |
$103K - $110K
|
27.3K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
814+ 2.67% |
$103K - $110K
|
31.3K
$3.78M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
804+ 7.13% |
$102K - $108K
|
12.1K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
800+ 5.56% |
$101K - $108K
|
15.2K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
798+ 23.94% |
$101K - $108K
|
4.13K
$499K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
794+ 1.35% |
$101K - $107K
|
59.8K
$7.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
789+ 7.83% |
$100K - $106K
|
10.9K
$1.31M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
786New |
$99.6K - $106K
|
786
$95K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
781+ 74.81% |
$98.9K - $105K
|
1.83K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
775+ 11.5% |
$98.2K - $104K
|
7.51K
$908K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
769+ 4.74% |
$97.4K - $104K
|
17K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
763+ 4.33% |
$96.7K - $103K
|
18.4K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
759+ 1.51% |
$96.2K - $102K
|
50.9K
$6.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
750+ 61.27% |
$95K - $101K
|
1.97K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
740+ 15.74% |
$93.7K - $99.7K
|
5.44K
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
731+ 0.96% |
$92.6K - $98.5K
|
76.6K
$9.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
717+ 0.57% |
$90.8K - $96.6K
|
125K
$15.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
713+ 1.3% |
$90.3K - $96.1K
|
55.7K
$6.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
702+ 0.96% |
$88.9K - $94.6K
|
73.6K
$8.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
700+ 2.81% |
$88.7K - $94.3K
|
25.6K
$3.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
693+ 0.34% |
$87.8K - $93.4K
|
206K
$24.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
692+ 1.33% |
$87.7K - $93.2K
|
52.8K
$6.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
690+ 11.3% |
$87.4K - $93K
|
6.8K
$821K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
664New |
$84.1K - $89.5K
|
664
$80.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
649+ 0.67% |
$82.2K - $87.4K
|
97.6K
$11.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
639+ 13.27% |
$80.9K - $86.1K
|
5.46K
$659K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
637+ 23.73% |
$80.7K - $85.8K
|
3.32K
$401K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
637+ 28.35% |
$80.7K - $85.8K
|
2.88K
$349K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
627+ 1.55% |
$79.4K - $84.5K
|
41K
$4.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
621+ 0.95% |
$78.7K - $83.7K
|
66.1K
$7.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
612+ 2.18% |
$77.5K - $82.5K
|
28.6K
$3.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
605+ 4.88% |
$76.6K - $81.5K
|
13K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
599+ 0.68% |
$75.9K - $80.7K
|
88.6K
$10.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
596+ 2.31% |
$75.5K - $80.3K
|
26.4K
$3.19M
|