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 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
37KNew |
$4.69M - $4.99M
|
37K
$4.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.1K+ 1.76% |
$4.45M - $4.73M
|
2.04M
$264M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
35KNew |
$4.44M - $4.72M
|
35K
$4.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
34.8K+ 22.28% |
$4.41M - $4.69M
|
191K
$24.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
32.5K+ 105.0% |
$4.12M - $4.38M
|
63.5K
$8.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
32.1KNew |
$4.07M - $4.33M
|
32.1K
$4.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
31.2K+ 349.22% |
$3.95M - $4.2M
|
40.1K
$5.21M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
31K+ 14.09% |
$3.93M - $4.18M
|
251K
$32.6M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
30.6K+ 22.82% |
$3.88M - $4.13M
|
165K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.4K+ 6.94% |
$3.85M - $4.09M
|
468K
$60.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
30.3K+ 4.68% |
$3.84M - $4.09M
|
678K
$87.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
28.8K+ 170.46% |
$3.65M - $3.89M
|
45.8K
$5.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
28K+ 16.05% |
$3.55M - $3.78M
|
203K
$26.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
27.5K+ 40.4% |
$3.48M - $3.7M
|
95.5K
$12.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
27.3K+ 3.05% |
$3.46M - $3.68M
|
923K
$120M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
25.7K+ 4.6% |
$3.26M - $3.47M
|
585K
$75.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
25.6KNew |
$3.25M - $3.45M
|
25.6K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.2K+ 12.89% |
$3.19M - $3.39M
|
221K
$28.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
24.7KNew |
$3.12M - $3.32M
|
24.7K
$3.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24.6K+ 68.16% |
$3.12M - $3.32M
|
60.8K
$7.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
24.5K+ 4.95% |
$3.1M - $3.3M
|
519K
$67.4M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$3.08M - $3.28M
|
24.3K
$3.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24.2K+ 337.06% |
$3.06M - $3.26M
|
31.4K
$4.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
23.6KNew |
$2.99M - $3.18M
|
23.6K
$3.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
23.5KNew |
$2.98M - $3.17M
|
23.5K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.7K+ 4.69% |
$2.87M - $3.05M
|
506K
$65.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
22.2K+ 5.15% |
$2.81M - $2.99M
|
454K
$58.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
21.5KNew |
$2.72M - $2.89M
|
21.5K
$2.79M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
21.3K+ 6.93% |
$2.69M - $2.86M
|
328K
$42.6M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.9KNew |
$2.65M - $2.82M
|
20.9K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
20.3K+ 117.7% |
$2.57M - $2.74M
|
37.6K
$4.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
20.3KNew |
$2.57M - $2.73M
|
20.3K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
20.1K+ 117.32% |
$2.54M - $2.71M
|
37.2K
$4.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.8K+ 27.29% |
$2.51M - $2.67M
|
92.5K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
19.8K+ 6.55% |
$2.51M - $2.66M
|
322K
$41.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
19.4KNew |
$2.46M - $2.62M
|
19.4K
$2.52M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
19.4KNew |
$2.45M - $2.61M
|
19.4K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.1K+ 1.07% |
$2.42M - $2.57M
|
1.8M
$234M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
18.9KNew |
$2.39M - $2.54M
|
18.9K
$2.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
18.8K+ 50.19% |
$2.38M - $2.53M
|
56.2K
$7.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
18.7KNew |
$2.37M - $2.52M
|
18.7K
$2.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18K+ 170.59% |
$2.28M - $2.43M
|
28.6K
$3.71M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
17.9KNew |
$2.26M - $2.41M
|
17.9K
$2.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
17.8KNew |
$2.26M - $2.4M
|
17.8K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
17.6KNew |
$2.22M - $2.37M
|
17.6K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.5K+ 3.41% |
$2.22M - $2.36M
|
532K
$69.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
17.4KNew |
$2.2M - $2.34M
|
17.4K
$2.25M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
17.2KNew |
$2.17M - $2.31M
|
17.2K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
17.1KNew |
$2.16M - $2.3M
|
17.1K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 1.68% |
$2.15M - $2.28M
|
1.02M
$133M
|