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 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
11+ 2.52% |
$1.39K - $1.48K
|
447
$57.7K
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
11+ 0.23% |
$1.39K - $1.48K
|
4.82K
$621K
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
11+ 0.11% |
$1.39K - $1.48K
|
10.5K
$1.35M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10+ 0.31% |
$1.27K - $1.35K
|
3.22K
$415K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
10New |
$1.27K - $1.35K
|
10
$1.29K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10+ 0.7% |
$1.27K - $1.35K
|
1.44K
$185K
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
9+ 0.17% |
$1.14K - $1.21K
|
5.16K
$666K
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9+ 0.55% |
$1.14K - $1.21K
|
1.64K
$212K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.08% |
$1.14K - $1.21K
|
11K
$1.42M
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.17% |
$1.01K - $1.08K
|
4.81K
$620K
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
8+ 0.07% |
$1.01K - $1.08K
|
12.1K
$1.56M
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
8+ 0.28% |
$1.01K - $1.08K
|
2.85K
$367K
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.8% |
$887 - $943
|
879
$113K
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
7+ 0.41% |
$887 - $943
|
1.71K
$220K
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
7+ 0.18% |
$887 - $943
|
3.82K
$493K
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
7+ 0.3% |
$887 - $943
|
2.31K
$298K
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7+ 0.36% |
$887 - $943
|
1.96K
$253K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
6+ 0.04% |
$760 - $808
|
13.4K
$1.73M
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.29% |
$760 - $808
|
2.07K
$267K
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
5+ 0.28% |
$633 - $674
|
1.78K
$229K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
5+ 0.08% |
$633 - $674
|
6.28K
$810K
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5+ 0.15% |
$633 - $674
|
3.37K
$435K
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.86% |
$633 - $674
|
586
$75.6K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5+ 0.04% |
$633 - $674
|
12.2K
$1.57M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5+ 0.02% |
$633 - $674
|
31.1K
$4.02M
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5+ 0.11% |
$633 - $674
|
4.61K
$595K
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.04% |
$633 - $674
|
13.3K
$1.71M
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
4+ 0.19% |
$507 - $539
|
2.07K
$267K
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
4+ 0.11% |
$507 - $539
|
3.75K
$484K
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
4+ 0.09% |
$507 - $539
|
4.69K
$605K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 0.54% |
$507 - $539
|
750
$96.8K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.23% |
$507 - $539
|
1.75K
$226K
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
4+ 0.13% |
$507 - $539
|
2.99K
$385K
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 0.5% |
$507 - $539
|
802
$103K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.73% |
$380 - $404
|
415
$53.5K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 0.85% |
$380 - $404
|
355
$45.8K
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
3+ 0.04% |
$380 - $404
|
7.92K
$1.02M
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
3+ 0.09% |
$380 - $404
|
3.45K
$445K
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.03% |
$380 - $404
|
9.05K
$1.17M
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.1% |
$380 - $404
|
2.99K
$386K
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3+ 0.06% |
$380 - $404
|
4.93K
$636K
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3+ 0.07% |
$380 - $404
|
4.3K
$555K
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3+ 0.09% |
$380 - $404
|
3.46K
$447K
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2+ 0.06% |
$253 - $269
|
3.09K
$399K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.08% |
$253 - $269
|
2.37K
$305K
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2+ 0.08% |
$253 - $269
|
2.58K
$333K
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$253 - $269
|
3.45K
$446K
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.15% |
$253 - $269
|
1.32K
$170K
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2+ 0.1% |
$253 - $269
|
2.09K
$270K
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2+ 0.05% |
$253 - $269
|
4.37K
$564K
|