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 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 1.68% |
$2.15M - $2.28M
|
1.02M
$124M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
16.9K+ 8.29% |
$2.14M - $2.27M
|
220K
$26.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
16.8K+ 105.0% |
$2.13M - $2.26M
|
32.8K
$3.97M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
16.8KNew |
$2.12M - $2.26M
|
16.8K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
16.7KNew |
$2.12M - $2.26M
|
16.7K
$2.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16.7K+ 187.69% |
$2.11M - $2.25M
|
25.6K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.4KNew |
$2.08M - $2.21M
|
16.4K
$1.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
16.1KNew |
$2.04M - $2.17M
|
16.1K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
16.1KNew |
$2.04M - $2.17M
|
16.1K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
16.1KNew |
$2.03M - $2.16M
|
16.1K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
15.8K+ 9.29% |
$2M - $2.13M
|
186K
$22.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
15.6KNew |
$1.98M - $2.11M
|
15.6K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
15.5KNew |
$1.97M - $2.09M
|
15.5K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
15.2K+ 5.42% |
$1.92M - $2.05M
|
296K
$35.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
15.1KNew |
$1.92M - $2.04M
|
15.1K
$1.83M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
14.9KNew |
$1.88M - $2M
|
14.9K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.3K+ 399.47% |
$1.81M - $1.93M
|
17.9K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
14.3KNew |
$1.81M - $1.92M
|
14.3K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
13.9K+ 75.55% |
$1.76M - $1.88M
|
32.4K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
13.8KNew |
$1.74M - $1.85M
|
13.8K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.5K+ 13.75% |
$1.71M - $1.82M
|
112K
$13.5M
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
13.3KNew |
$1.69M - $1.8M
|
13.3K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.7K+ 3.45% |
$1.61M - $1.71M
|
381K
$46.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
12.6K+ 356.46% |
$1.59M - $1.7M
|
16.1K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$1.57M - $1.67M
|
12.4K
$1.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
12.4KNew |
$1.56M - $1.66M
|
12.4K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
11.5KNew |
$1.45M - $1.55M
|
11.5K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11.3KNew |
$1.44M - $1.53M
|
11.3K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
11.2KNew |
$1.42M - $1.51M
|
11.2K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
11.2KNew |
$1.42M - $1.51M
|
11.2K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11.2K+ 9.14% |
$1.42M - $1.51M
|
134K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
11.1KNew |
$1.41M - $1.5M
|
11.1K
$1.35M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
11KNew |
$1.39M - $1.48M
|
11K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.9K+ 1.66% |
$1.38M - $1.47M
|
669K
$80.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
10.8KNew |
$1.37M - $1.46M
|
10.8K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
10.7KNew |
$1.36M - $1.45M
|
10.7K
$1.3M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
10.6KNew |
$1.35M - $1.43M
|
10.6K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.6K+ 10.74% |
$1.34M - $1.43M
|
109K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
10.4K+ 4.92% |
$1.32M - $1.41M
|
222K
$26.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.4K+ 6.55% |
$1.32M - $1.4M
|
169K
$20.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
10.2K+ 4.39% |
$1.29M - $1.37M
|
243K
$29.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.91K+ 19.36% |
$1.26M - $1.33M
|
61.1K
$7.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
9.84KNew |
$1.25M - $1.33M
|
9.84K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
9.84K+ 3.48% |
$1.25M - $1.33M
|
293K
$35.4M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.6KNew |
$1.22M - $1.29M
|
9.6K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9.55K+ 14.6% |
$1.21M - $1.29M
|
74.9K
$9.05M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.26K+ 3.36% |
$1.17M - $1.25M
|
285K
$34.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
9.24K+ 1.17% |
$1.17M - $1.25M
|
797K
$96.3M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.22KNew |
$1.17M - $1.24M
|
9.22K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
9.08KNew |
$1.15M - $1.22M
|
9.08K
$1.1M
|