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 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
86+ 0.25% |
$10.9K - $11.6K
|
34.8K
$4.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
85+ 0.05% |
$10.8K - $11.5K
|
186K
$24M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
84+ 1.14% |
$10.6K - $11.3K
|
7.46K
$962K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
82New |
$10.4K - $11K
|
82
$10.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
81+ 0.67% |
$10.3K - $10.9K
|
12.1K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
80+ 0.78% |
$10.1K - $10.8K
|
10.3K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
80+ 0.75% |
$10.1K - $10.8K
|
10.8K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
79+ 5.03% |
$10K - $10.6K
|
1.65K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
77New |
$9.75K - $10.4K
|
77
$9.93K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
77New |
$9.75K - $10.4K
|
77
$9.93K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
76+ 1.89% |
$9.63K - $10.2K
|
4.09K
$528K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75+ 1.86% |
$9.5K - $10.1K
|
4.11K
$530K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
74+ 0.73% |
$9.37K - $9.97K
|
10.2K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
72+ 0.63% |
$9.12K - $9.7K
|
11.5K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
71+ 1.95% |
$8.99K - $9.57K
|
3.72K
$480K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
71New |
$8.99K - $9.57K
|
71
$9.16K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
67+ 0.39% |
$8.49K - $9.03K
|
17.1K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
66+ 0.93% |
$8.36K - $8.89K
|
7.14K
$921K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
65+ 120.37% |
$8.23K - $8.76K
|
119
$15.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
63+ 0.49% |
$7.98K - $8.49K
|
13K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
61+ 1.3% |
$7.73K - $8.22K
|
4.76K
$613K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
61+ 0.97% |
$7.73K - $8.22K
|
6.34K
$818K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
59+ 0.6% |
$7.47K - $7.95K
|
9.81K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
59+ 0.01% |
$7.47K - $7.95K
|
1.04M
$135M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
55+ 2.75% |
$6.97K - $7.41K
|
2.06K
$265K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
55+ 0.49% |
$6.97K - $7.41K
|
11.3K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
54+ 0.78% |
$6.84K - $7.28K
|
7K
$903K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
53+ 0.68% |
$6.71K - $7.14K
|
7.8K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
53+ 3.46% |
$6.71K - $7.14K
|
1.58K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
53+ 0.77% |
$6.71K - $7.14K
|
6.97K
$899K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
52+ 0.75% |
$6.59K - $7.01K
|
6.99K
$902K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
51+ 0.76% |
$6.46K - $6.87K
|
6.74K
$870K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
51+ 1.31% |
$6.46K - $6.87K
|
3.94K
$508K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
51+ 2.41% |
$6.46K - $6.87K
|
2.17K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
49+ 1.14% |
$6.21K - $6.6K
|
4.36K
$562K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
49+ 0.41% |
$6.21K - $6.6K
|
12.1K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
48+ 0.09% |
$6.08K - $6.47K
|
55.2K
$7.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
47+ 1.99% |
$5.95K - $6.33K
|
2.41K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
47+ 1.62% |
$5.95K - $6.33K
|
2.94K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
47+ 0.43% |
$5.95K - $6.33K
|
10.9K
$1.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
45+ 0.35% |
$5.7K - $6.06K
|
12.9K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
45+ 0.05% |
$5.7K - $6.06K
|
96.9K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
44+ 0.19% |
$5.57K - $5.93K
|
23.8K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
44+ 0.02% |
$5.57K - $5.93K
|
182K
$23.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
43+ 1.53% |
$5.45K - $5.79K
|
2.86K
$369K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
43New |
$5.45K - $5.79K
|
43
$5.55K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
40+ 0.16% |
$5.07K - $5.39K
|
25.8K
$3.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
40+ 2.09% |
$5.07K - $5.39K
|
1.95K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
40New |
$5.07K - $5.39K
|
40
$5.16K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
40+ 0.02% |
$5.07K - $5.39K
|
218K
$28.1M
|