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 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
595New |
$75.4K - $80.2K
|
595
$71.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
590+ 32.05% |
$74.7K - $79.5K
|
2.43K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
586+ 34.8% |
$74.2K - $79K
|
2.27K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
570+ 5.0% |
$72.2K - $76.8K
|
12K
$1.45M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
558New |
$70.7K - $75.2K
|
558
$67.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
554+ 20.69% |
$70.2K - $74.6K
|
3.23K
$391K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
548+ 2.71% |
$69.4K - $73.8K
|
20.8K
$2.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
546+ 6.02% |
$69.2K - $73.6K
|
9.61K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
538+ 3.41% |
$68.2K - $72.5K
|
16.3K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
537+ 1.92% |
$68K - $72.4K
|
28.6K
$3.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
535+ 3.08% |
$67.8K - $72.1K
|
17.9K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
532+ 3.26% |
$67.4K - $71.7K
|
16.8K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
528New |
$66.9K - $71.1K
|
528
$63.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
518+ 2.94% |
$65.6K - $69.8K
|
18.1K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
511+ 3.16% |
$64.7K - $68.9K
|
16.7K
$2.02M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
504New |
$63.8K - $67.9K
|
504
$60.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
500+ 14.04% |
$63.3K - $67.4K
|
4.06K
$491K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
497+ 4.14% |
$63K - $67K
|
12.5K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
491+ 1.37% |
$62.2K - $66.2K
|
36.3K
$4.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
491+ 1.51% |
$62.2K - $66.2K
|
33K
$3.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
486+ 0.7% |
$61.6K - $65.5K
|
69.7K
$8.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
481New |
$60.9K - $64.8K
|
481
$58.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
480New |
$60.8K - $64.7K
|
480
$58K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
470+ 1.02% |
$59.5K - $63.3K
|
46.4K
$5.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
469+ 0.68% |
$59.4K - $63.2K
|
69.9K
$8.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
466+ 29.03% |
$59K - $62.8K
|
2.07K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
463+ 0.96% |
$58.7K - $62.4K
|
48.7K
$5.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
463+ 3.03% |
$58.7K - $62.4K
|
15.8K
$1.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
460+ 5.5% |
$58.3K - $62K
|
8.82K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
454+ 0.23% |
$57.5K - $61.2K
|
198K
$24M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
448+ 1.09% |
$56.8K - $60.4K
|
41.4K
$5M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
447+ 3.09% |
$56.6K - $60.2K
|
14.9K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
445+ 1.49% |
$56.4K - $60K
|
30.4K
$3.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
437+ 2.77% |
$55.4K - $58.9K
|
16.2K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
436+ 4.02% |
$55.2K - $58.7K
|
11.3K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
432+ 105.88% |
$54.7K - $58.2K
|
840
$102K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
431+ 7.58% |
$54.6K - $58.1K
|
6.12K
$739K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
431+ 3.42% |
$54.6K - $58.1K
|
13K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
431+ 12.99% |
$54.6K - $58.1K
|
3.75K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
425New |
$53.8K - $57.3K
|
425
$51.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
423+ 5.22% |
$53.6K - $57K
|
8.52K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
420New |
$53.2K - $56.6K
|
420
$50.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
416New |
$52.7K - $56.1K
|
416
$50.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
413+ 11.07% |
$52.3K - $55.6K
|
4.15K
$501K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
410+ 2.0% |
$51.9K - $55.2K
|
21K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
410+ 3.4% |
$51.9K - $55.2K
|
12.5K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
410+ 5.2% |
$51.9K - $55.2K
|
8.29K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
408+ 8.07% |
$51.7K - $55K
|
5.47K
$660K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
405+ 1.97% |
$51.3K - $54.6K
|
21K
$2.53M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
404+ 1.05% |
$51.2K - $54.4K
|
39K
$4.71M
|