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 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-5.17K- 1.76% |
$655K - $696K
|
288K
$38.6M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.17K- 6.25% |
$655K - $696K
|
77.5K
$10.4M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.17K- 64.96% |
$655K - $696K
|
2.79K
$373K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.06K- 3.68% |
$768K - $817K
|
159K
$21.2M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.14K- 3.16% |
$777K - $827K
|
188K
$25.1M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.22K- 1.89% |
$788K - $838K
|
324K
$43.3M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-6.29K- 1.6% |
$797K - $847K
|
387K
$51.8M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7K- 2.99% |
$887K - $943K
|
227K
$30.4M
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-7.38K- 79.82% |
$935K - $995K
|
1.87K
$250K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.82K- 9.32% |
$991K - $1.05M
|
76.1K
$10.2M
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-8.02K- 20.4% |
$1.02M - $1.08M
|
31.3K
$4.18M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-8.14K- 21.07% |
$1.03M - $1.1M
|
30.5K
$4.08M
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-8.98K- 14.97% |
$1.14M - $1.21M
|
51K
$6.82M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.02K- 1.49% |
$1.14M - $1.21M
|
598K
$79.9M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-9.14K- 4.3% |
$1.16M - $1.23M
|
204K
$27.2M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-9.26K- 2.47% |
$1.17M - $1.25M
|
366K
$49M
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-9.44K- 16.66% |
$1.2M - $1.27M
|
47.3K
$6.32M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-9.45K- 19.77% |
$1.2M - $1.27M
|
38.4K
$5.13M
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10.1K- 6.34% |
$1.27M - $1.35M
|
149K
$19.9M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.1K- 0.99% |
$1.28M - $1.36M
|
1.01M
$135M
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10.7K- 11.75% |
$1.36M - $1.44M
|
80.5K
$10.8M
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-11.2K- 19.85% |
$1.42M - $1.52M
|
45.4K
$6.08M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.4K- 4.9% |
$1.45M - $1.54M
|
221K
$29.6M
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-12.1K- 41.47% |
$1.54M - $1.64M
|
17.1K
$2.29M
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-12.8K- 11.4% |
$1.62M - $1.72M
|
99.4K
$13.3M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-12.8K- 50.4% |
$1.62M - $1.73M
|
12.6K
$1.69M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13K- 99.9% |
$1.64M - $1.75M
|
13
$1.74K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-13K- 2.84% |
$1.64M - $1.75M
|
443K
$59.3M
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-13.2K- 12.4% |
$1.67M - $1.78M
|
93.3K
$12.5M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-14.1K- 8.77% |
$1.79M - $1.9M
|
147K
$19.6M
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-14.1K- 43.81% |
$1.79M - $1.91M
|
18.1K
$2.43M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14.5K- 8.69% |
$1.84M - $1.95M
|
152K
$20.4M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.2K- 37.53% |
$1.92M - $2.05M
|
25.3K
$3.38M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-15.3K- 10.32% |
$1.94M - $2.06M
|
133K
$17.8M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.3K- 8.66% |
$2.07M - $2.2M
|
172K
$23M
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-16.6K- 13.44% |
$2.1M - $2.23M
|
107K
$14.3M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16.6K- 70.37% |
$2.1M - $2.24M
|
6.99K
$935K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-16.6K- 16.31% |
$2.1M - $2.24M
|
85.1K
$11.4M
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-16.7K- 54.81% |
$2.12M - $2.25M
|
13.8K
$1.84M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.3K- 97.89% |
$2.2M - $2.34M
|
373
$49.9K
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-17.6K- 7.79% |
$2.22M - $2.36M
|
208K
$27.8M
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-18.4K- 49.98% |
$2.33M - $2.47M
|
18.4K
$2.46M
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-18.8K- 19.28% |
$2.38M - $2.53M
|
78.8K
$10.5M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19K- 2.04% |
$2.41M - $2.56M
|
915K
$122M
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-19.8K- 17.12% |
$2.5M - $2.66M
|
95.7K
$12.8M
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-19.8K- 26.67% |
$2.51M - $2.67M
|
54.5K
$7.29M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-19.8K- 14.44% |
$2.51M - $2.67M
|
117K
$15.7M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-21.3K- 2.27% |
$2.7M - $2.87M
|
918K
$123M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-21.4K- 84.23% |
$2.71M - $2.88M
|
4K
$535K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21.6K- 3.82% |
$2.73M - $2.9M
|
543K
$72.6M
|