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 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
8.94K+ 145.72% |
$1.13M - $1.2M
|
15.1K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8.81K+ 3.59% |
$1.12M - $1.19M
|
254K
$30.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
8.71K+ 24.9% |
$1.1M - $1.17M
|
43.7K
$5.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8.57K+ 6.53% |
$1.09M - $1.15M
|
140K
$16.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8.54K+ 16.23% |
$1.08M - $1.15M
|
61.1K
$7.39M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
8.44K+ 10.94% |
$1.07M - $1.14M
|
85.5K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.11K+ 45.92% |
$1.03M - $1.09M
|
25.8K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.11K+ 1.13% |
$1.03M - $1.09M
|
728K
$88M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.99K+ 399250.0% |
$1.01M - $1.08M
|
7.99K
$965K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
7.97KNew |
$1.01M - $1.07M
|
7.97K
$962K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.95K+ 7.09% |
$1.01M - $1.07M
|
120K
$14.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.94K+ 7.59% |
$1.01M - $1.07M
|
113K
$13.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.93K+ 27.93% |
$1M - $1.07M
|
36.3K
$4.39M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
7.71KNew |
$977K - $1.04M
|
7.71K
$932K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
7.7K+ 38.77% |
$975K - $1.04M
|
27.5K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.67K+ 19.85% |
$972K - $1.03M
|
46.3K
$5.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.52K+ 5.93% |
$953K - $1.01M
|
134K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.49KNew |
$949K - $1.01M
|
7.49K
$905K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
7.4K+ 1.57% |
$937K - $997K
|
479K
$57.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.24K+ 11.31% |
$918K - $976K
|
71.3K
$8.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
7.23K+ 122.76% |
$916K - $974K
|
13.1K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7.2K+ 1.07% |
$912K - $970K
|
677K
$81.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
7.16KNew |
$907K - $964K
|
7.16K
$865K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
6.81KNew |
$862K - $917K
|
6.81K
$822K
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
6.77KNew |
$857K - $912K
|
6.77K
$818K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
6.76K+ 8.46% |
$857K - $911K
|
86.7K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
6.73K+ 32.1% |
$853K - $907K
|
27.7K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
6.57KNew |
$832K - $885K
|
6.57K
$793K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.51K+ 2.03% |
$824K - $877K
|
326K
$39.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.49K+ 189.61% |
$823K - $875K
|
9.92K
$1.2M
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
6.49KNew |
$822K - $874K
|
6.49K
$784K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
6.46KNew |
$818K - $870K
|
6.46K
$780K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.43K+ 32.24% |
$814K - $866K
|
26.4K
$3.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.26K+ 246.77% |
$793K - $843K
|
8.79K
$1.06M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
6.17KNew |
$782K - $832K
|
6.17K
$746K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
6.12KNew |
$775K - $824K
|
6.12K
$739K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
6.11KNew |
$774K - $824K
|
6.11K
$739K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
6.04K+ 1.94% |
$765K - $814K
|
318K
$38.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.96KNew |
$755K - $803K
|
5.96K
$720K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.81K+ 3.31% |
$736K - $783K
|
181K
$21.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.71K+ 10.91% |
$723K - $769K
|
58K
$7.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.66K+ 1.5% |
$717K - $763K
|
382K
$46.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.64K+ 70.62% |
$714K - $760K
|
13.6K
$1.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.34K+ 4.56% |
$677K - $720K
|
123K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.31KNew |
$673K - $715K
|
5.31K
$642K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.27K+ 7.34% |
$668K - $710K
|
77.1K
$9.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
5.25K+ 47.32% |
$665K - $708K
|
16.4K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
5.25KNew |
$665K - $708K
|
5.25K
$635K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
5.18K+ 12.62% |
$656K - $698K
|
46.2K
$5.59M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5.17KNew |
$655K - $697K
|
5.17K
$625K
|