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 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-830- 67.15% |
$105K - $112K
|
406
$54.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-841- 20.37% |
$107K - $113K
|
3.29K
$440K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-842- 1.26% |
$107K - $113K
|
65.8K
$8.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-844- 2.98% |
$107K - $114K
|
27.5K
$3.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-846- 1.06% |
$107K - $114K
|
79.3K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-859- 1.99% |
$109K - $116K
|
42.3K
$5.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-870- 1.67% |
$110K - $117K
|
51.3K
$6.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-870- 20.37% |
$110K - $117K
|
3.4K
$455K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-872- 1.79% |
$110K - $117K
|
47.9K
$6.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-891- 5.3% |
$113K - $120K
|
15.9K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-909- 5.82% |
$115K - $122K
|
14.7K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-936- 23.05% |
$119K - $126K
|
3.13K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-945- 1.33% |
$120K - $127K
|
70.3K
$9.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-947- 1.46% |
$120K - $128K
|
64.1K
$8.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-950- 6.63% |
$120K - $128K
|
13.4K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-952- 20.05% |
$121K - $128K
|
3.8K
$508K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-957- 21.85% |
$121K - $129K
|
3.42K
$459K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-980- 11.36% |
$124K - $132K
|
7.64K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1K- 5.05% |
$127K - $135K
|
18.8K
$2.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.01K- 2.89% |
$128K - $136K
|
34K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.01K- 1.53% |
$128K - $137K
|
65.3K
$8.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.02K- 17.81% |
$130K - $138K
|
4.73K
$633K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.04K- 4.06% |
$132K - $140K
|
24.6K
$3.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.04K- 1.61% |
$132K - $141K
|
63.6K
$8.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.05K- 37.38% |
$133K - $141K
|
1.76K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.05K- 11.27% |
$133K - $141K
|
8.26K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.05K- 1.3% |
$133K - $142K
|
79.7K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.06K- 0.71% |
$134K - $143K
|
147K
$19.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.07K- 6.72% |
$135K - $144K
|
14.8K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.07K- 1.69% |
$135K - $144K
|
62.2K
$8.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 4.19% |
$136K - $144K
|
24.5K
$3.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.09K- 38.25% |
$138K - $146K
|
1.75K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 18.0% |
$140K - $149K
|
5.03K
$673K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.11K- 2.47% |
$141K - $150K
|
44K
$5.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.12K- 3.35% |
$142K - $151K
|
32.5K
$4.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.13K- 4.47% |
$143K - $152K
|
24.2K
$3.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.14K- 1.68% |
$144K - $153K
|
66.4K
$8.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.14K- 1.8% |
$145K - $154K
|
62.5K
$8.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.15K- 29.58% |
$146K - $155K
|
2.74K
$366K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.19K- 4.51% |
$151K - $160K
|
25.2K
$3.38M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.19K- 0.87% |
$151K - $161K
|
136K
$18.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.21K- 0.73% |
$154K - $164K
|
164K
$22M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-1.22K- 1.92% |
$154K - $164K
|
62.3K
$8.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-1.24K- 4.96% |
$156K - $166K
|
23.7K
$3.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.24K- 5.38% |
$158K - $168K
|
21.9K
$2.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.26K- 1.49% |
$160K - $170K
|
83.5K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.3K- 21.3% |
$165K - $175K
|
4.8K
$643K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.31K- 34.79% |
$166K - $177K
|
2.46K
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.37K- 1.5% |
$173K - $184K
|
89.6K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.38K- 56.32% |
$175K - $186K
|
1.07K
$144K
|