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 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.84K+ 51.19% |
$233K - $248K
|
5.44K
$724K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.83K+ 6.74% |
$232K - $247K
|
29K
$3.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.83KNew |
$232K - $247K
|
1.83K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.82K+ 1.69% |
$230K - $245K
|
109K
$14.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
1.8K+ 1.61% |
$228K - $243K
|
114K
$15.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.79K+ 33.58% |
$226K - $241K
|
7.11K
$945K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.74K+ 15.17% |
$220K - $234K
|
13.2K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.67K+ 19.88% |
$211K - $225K
|
10.1K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.63K+ 7.28% |
$206K - $219K
|
23.9K
$3.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.59K+ 15.45% |
$202K - $215K
|
11.9K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
1.59KNew |
$201K - $214K
|
1.59K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.59K+ 5.37% |
$201K - $214K
|
31.2K
$4.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.53K+ 3.68% |
$194K - $206K
|
43.1K
$5.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.48K+ 2.01% |
$187K - $199K
|
75.1K
$9.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.47K+ 5.15% |
$186K - $198K
|
30K
$3.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.44K+ 1.86% |
$183K - $194K
|
78.9K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.3K+ 50.06% |
$164K - $175K
|
3.89K
$517K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
1.24K+ 4.08% |
$157K - $167K
|
31.7K
$4.21M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.21K+ 7.48% |
$153K - $163K
|
17.3K
$2.31M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.19K+ 9.67% |
$151K - $160K
|
13.5K
$1.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.18K+ 0.3% |
$149K - $159K
|
398K
$53M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.17K+ 11.13% |
$148K - $157K
|
11.7K
$1.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.15K+ 1.7% |
$146K - $155K
|
68.9K
$9.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.14K+ 64.43% |
$145K - $154K
|
2.91K
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.11K+ 1.33% |
$141K - $150K
|
84.9K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
1.07K+ 2.33% |
$135K - $143K
|
46.8K
$6.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.01K+ 1.39% |
$128K - $137K
|
73.9K
$9.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.01K+ 1.43% |
$128K - $136K
|
71.8K
$9.55M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
984+ 10.82% |
$125K - $133K
|
10.1K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
951+ 3.59% |
$120K - $128K
|
27.5K
$3.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
938+ 47.21% |
$119K - $126K
|
2.93K
$389K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
914+ 0.44% |
$116K - $123K
|
207K
$27.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
913+ 8.14% |
$116K - $123K
|
12.1K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
900+ 32.81% |
$114K - $121K
|
3.64K
$485K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
892+ 0.65% |
$113K - $120K
|
138K
$18.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
876+ 3.2% |
$111K - $118K
|
28.2K
$3.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
873+ 12.65% |
$111K - $118K
|
7.78K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
822+ 14.02% |
$104K - $111K
|
6.68K
$889K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
814+ 3.07% |
$103K - $110K
|
27.3K
$3.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
769+ 4.74% |
$97.4K - $104K
|
17K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
750+ 61.27% |
$95K - $101K
|
1.97K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
639+ 13.27% |
$80.9K - $86.1K
|
5.46K
$726K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
612+ 2.18% |
$77.5K - $82.5K
|
28.6K
$3.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
596+ 2.31% |
$75.5K - $80.3K
|
26.4K
$3.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
590+ 32.05% |
$74.7K - $79.5K
|
2.43K
$323K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
586+ 34.8% |
$74.2K - $79K
|
2.27K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
570+ 5.0% |
$72.2K - $76.8K
|
12K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
554+ 20.69% |
$70.2K - $74.6K
|
3.23K
$430K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
532+ 3.26% |
$67.4K - $71.7K
|
16.8K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
491+ 1.37% |
$62.2K - $66.2K
|
36.3K
$4.83M
|