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 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-206- 7.52% |
$26.1K - $27.8K
|
2.54K
$338K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-210- 4.74% |
$26.6K - $28.3K
|
4.22K
$562K
|
|
Feb 06, 2025
Q4 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-215- 0.27% |
$27.2K - $29K
|
78.5K
$10.5M
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-219- 0.91% |
$27.7K - $29.5K
|
23.7K
$3.17M
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-220- 0.78% |
$27.9K - $29.6K
|
28.1K
$3.74M
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-222- 6.3% |
$28.1K - $29.9K
|
3.3K
$440K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-223- 2.76% |
$28.2K - $30K
|
7.87K
$1.05M
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-228- 8.64% |
$28.9K - $30.7K
|
2.41K
$321K
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-229- 1.28% |
$29K - $30.9K
|
17.6K
$2.35M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-233- 3.06% |
$29.5K - $31.4K
|
7.39K
$985K
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-235- 10.24% |
$29.8K - $31.7K
|
2.06K
$275K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-236- 2.77% |
$29.9K - $31.8K
|
8.3K
$1.11M
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-242- 4.03% |
$30.7K - $32.6K
|
5.77K
$769K
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-245- 1.73% |
$31K - $33K
|
13.9K
$1.86M
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-255- 2.29% |
$32.3K - $34.4K
|
10.9K
$1.45M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-265- 1.87% |
$33.6K - $35.7K
|
13.9K
$1.85M
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-271- 12.15% |
$34.3K - $36.5K
|
1.96K
$261K
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-274- 0.68% |
$34.7K - $36.9K
|
39.8K
$5.3M
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-279- 6.24% |
$35.3K - $37.6K
|
4.19K
$559K
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-279- 10.78% |
$35.3K - $37.6K
|
2.31K
$308K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-283- 5.72% |
$35.9K - $38.1K
|
4.67K
$622K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-290- 4.29% |
$36.7K - $39.1K
|
6.47K
$863K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-292- 1.62% |
$37K - $39.3K
|
17.7K
$2.36M
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-298- 0.83% |
$37.8K - $40.2K
|
35.5K
$4.74M
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-302- 1.46% |
$38.3K - $40.7K
|
20.4K
$2.72M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-303- 1.92% |
$38.4K - $40.8K
|
15.4K
$2.06M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-305- 13.62% |
$38.6K - $41.1K
|
1.93K
$258K
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-309- 1.17% |
$39.1K - $41.6K
|
26.1K
$3.49M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-309- 6.95% |
$39.1K - $41.6K
|
4.14K
$552K
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-312- 0.55% |
$39.5K - $42K
|
56.5K
$7.53M
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-326- 0.6% |
$41.3K - $43.9K
|
53.6K
$7.14M
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-327- 10.66% |
$41.4K - $44.1K
|
2.74K
$365K
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-335- 14.38% |
$42.4K - $45.1K
|
2K
$266K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-339- 19.91% |
$42.9K - $45.7K
|
1.36K
$182K
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-349- 1.45% |
$44.2K - $47K
|
23.7K
$3.16M
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-352- 0.52% |
$44.6K - $47.4K
|
67.4K
$8.98M
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-359- 16.5% |
$45.5K - $48.4K
|
1.82K
$242K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-362- 92.58% |
$45.9K - $48.8K
|
29
$3.87K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-369- 2.71% |
$46.7K - $49.7K
|
13.3K
$1.77M
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-372- 16.73% |
$47.1K - $50.1K
|
1.85K
$247K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-374- 1.47% |
$47.4K - $50.4K
|
25.1K
$3.35M
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-377- 2.08% |
$47.8K - $50.8K
|
17.8K
$2.37M
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-378- 16.57% |
$47.9K - $50.9K
|
1.9K
$254K
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-399- 0.45% |
$50.5K - $53.8K
|
87.7K
$11.7M
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-402- 4.57% |
$50.9K - $54.2K
|
8.4K
$1.12M
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-410- 1.86% |
$51.9K - $55.2K
|
21.6K
$2.88M
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-413- 10.71% |
$52.3K - $55.6K
|
3.44K
$459K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-423- 9.19% |
$53.6K - $57K
|
4.18K
$557K
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-449- 13.63% |
$56.9K - $60.5K
|
2.85K
$379K
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-449- 13.01% |
$56.9K - $60.5K
|
3K
$400K
|