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 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
164+ 0.72% |
$20.8K - $22.1K
|
22.8K
$3.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
151+ 8.84% |
$19.1K - $20.3K
|
1.86K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
150+ 3.33% |
$19K - $20.2K
|
4.66K
$620K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
138+ 0.9% |
$17.5K - $18.6K
|
15.5K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
133+ 3.94% |
$16.8K - $17.9K
|
3.51K
$467K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
130+ 0.78% |
$16.5K - $17.5K
|
16.8K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
126+ 0.07% |
$16K - $17K
|
189K
$25.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
123+ 1.35% |
$15.6K - $16.6K
|
9.24K
$1.23M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
112+ 4.58% |
$14.2K - $15.1K
|
2.56K
$340K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 2.54% |
$12.7K - $13.5K
|
4.04K
$538K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
100+ 0.63% |
$12.7K - $13.5K
|
16.1K
$2.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
99+ 3.13% |
$12.5K - $13.3K
|
3.27K
$435K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
96+ 6.68% |
$12.2K - $12.9K
|
1.53K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
96+ 2.51% |
$12.2K - $12.9K
|
3.93K
$522K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
92+ 49.2% |
$11.7K - $12.4K
|
279
$37.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
88+ 93.62% |
$11.1K - $11.9K
|
182
$24.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
85+ 0.05% |
$10.8K - $11.5K
|
186K
$24.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
76+ 1.89% |
$9.63K - $10.2K
|
4.09K
$545K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75+ 1.86% |
$9.5K - $10.1K
|
4.11K
$547K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
72+ 0.63% |
$9.12K - $9.7K
|
11.5K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
71+ 1.95% |
$8.99K - $9.57K
|
3.72K
$495K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
71New |
$8.99K - $9.57K
|
71
$9.45K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
67+ 0.39% |
$8.49K - $9.03K
|
17.1K
$2.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
63+ 0.49% |
$7.98K - $8.49K
|
13K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
61+ 1.3% |
$7.73K - $8.22K
|
4.76K
$633K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
55+ 2.75% |
$6.97K - $7.41K
|
2.06K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
54+ 0.78% |
$6.84K - $7.28K
|
7K
$931K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
52+ 0.75% |
$6.59K - $7.01K
|
6.99K
$930K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
49+ 1.14% |
$6.21K - $6.6K
|
4.36K
$580K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
45+ 0.35% |
$5.7K - $6.06K
|
12.9K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
44+ 0.19% |
$5.57K - $5.93K
|
23.8K
$3.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
40+ 0.16% |
$5.07K - $5.39K
|
25.8K
$3.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
37+ 0.42% |
$4.69K - $4.99K
|
8.79K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
33+ 0.15% |
$4.18K - $4.45K
|
22.1K
$2.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
32+ 0.74% |
$4.05K - $4.31K
|
4.35K
$579K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
30+ 0.28% |
$3.8K - $4.04K
|
10.7K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
30+ 12.24% |
$3.8K - $4.04K
|
275
$36.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
28+ 0.67% |
$3.55K - $3.77K
|
4.23K
$562K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.96% |
$3.42K - $3.64K
|
2.85K
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.35% |
$3.29K - $3.5K
|
7.4K
$985K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
24+ 0.35% |
$3.04K - $3.23K
|
6.91K
$920K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23+ 0.18% |
$2.91K - $3.1K
|
13.1K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
21New |
$2.66K - $2.83K
|
21
$2.79K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
20+ 1.08% |
$2.53K - $2.69K
|
1.87K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
19+ 0.56% |
$2.41K - $2.56K
|
3.4K
$452K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17+ 0.78% |
$2.15K - $2.29K
|
2.21K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
16+ 0.03% |
$2.03K - $2.16K
|
46.9K
$6.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15+ 7.85% |
$1.9K - $2.02K
|
206
$27.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
15+ 0.4% |
$1.9K - $2.02K
|
3.77K
$501K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.68% |
$1.65K - $1.75K
|
1.93K
$257K
|