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 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
30+ 0.02% |
$3.8K - $4.04K
|
136K
$16.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
29+ 0.73% |
$3.67K - $3.91K
|
3.98K
$481K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
28+ 0.67% |
$3.55K - $3.77K
|
4.23K
$511K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
28+ 1.29% |
$3.55K - $3.77K
|
2.2K
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
28+ 0.51% |
$3.55K - $3.77K
|
5.51K
$666K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.96% |
$3.42K - $3.64K
|
2.85K
$345K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.35% |
$3.29K - $3.5K
|
7.4K
$894K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
24+ 0.35% |
$3.04K - $3.23K
|
6.91K
$835K
|
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
24+ 1.16% |
$3.04K - $3.23K
|
2.1K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24+ 0.79% |
$3.04K - $3.23K
|
3.07K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
24+ 3.43% |
$3.04K - $3.23K
|
724
$87.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23+ 0.18% |
$2.91K - $3.1K
|
13.1K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
22New |
$2.79K - $2.96K
|
22
$2.66K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
21New |
$2.66K - $2.83K
|
21
$2.54K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
20+ 1.08% |
$2.53K - $2.69K
|
1.87K
$226K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
20+ 0.59% |
$2.53K - $2.69K
|
3.39K
$409K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
19+ 0.56% |
$2.41K - $2.56K
|
3.4K
$410K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
19+ 1.06% |
$2.41K - $2.56K
|
1.82K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
19+ 0.76% |
$2.41K - $2.56K
|
2.51K
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
18+ 0.32% |
$2.28K - $2.43K
|
5.58K
$675K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17+ 0.78% |
$2.15K - $2.29K
|
2.21K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
16+ 0.03% |
$2.03K - $2.16K
|
46.9K
$5.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
16+ 0.41% |
$2.03K - $2.16K
|
3.91K
$472K
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
16+ 0.37% |
$2.03K - $2.16K
|
4.31K
$520K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
15+ 0.4% |
$1.9K - $2.02K
|
3.77K
$455K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15+ 7.85% |
$1.9K - $2.02K
|
206
$24.9K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
15+ 0.77% |
$1.9K - $2.02K
|
1.96K
$237K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
15New |
$1.9K - $2.02K
|
15
$1.81K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 0.5% |
$1.77K - $1.89K
|
2.83K
$342K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
14+ 0.12% |
$1.77K - $1.89K
|
11.4K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
14+ 0.72% |
$1.77K - $1.89K
|
1.96K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
14+ 0.6% |
$1.77K - $1.89K
|
2.35K
$283K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
13+ 0.2% |
$1.65K - $1.75K
|
6.51K
$787K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.68% |
$1.65K - $1.75K
|
1.93K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
13+ 0.17% |
$1.65K - $1.75K
|
7.83K
$946K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
13+ 0.76% |
$1.65K - $1.75K
|
1.73K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
12+ 0.64% |
$1.52K - $1.62K
|
1.88K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11+ 0.09% |
$1.39K - $1.48K
|
11.7K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
11+ 2.04% |
$1.39K - $1.48K
|
550
$66.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
11+ 0.17% |
$1.39K - $1.48K
|
6.64K
$802K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
11+ 2.52% |
$1.39K - $1.48K
|
447
$54K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
11+ 0.23% |
$1.39K - $1.48K
|
4.82K
$582K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
11+ 0.11% |
$1.39K - $1.48K
|
10.5K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10+ 0.31% |
$1.27K - $1.35K
|
3.22K
$389K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
10New |
$1.27K - $1.35K
|
10
$1.21K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10+ 0.7% |
$1.27K - $1.35K
|
1.44K
$173K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
9+ 0.17% |
$1.14K - $1.21K
|
5.16K
$623K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9+ 0.55% |
$1.14K - $1.21K
|
1.64K
$199K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.08% |
$1.14K - $1.21K
|
11K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.17% |
$1.01K - $1.08K
|
4.81K
$581K
|