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
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.16K+ 1.89% |
$654K - $696K
|
278K
$33.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.13K+ 230.78% |
$650K - $691K
|
7.35K
$888K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.13KNew |
$649K - $691K
|
5.13K
$619K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.12K+ 18.88% |
$649K - $690K
|
32.2K
$3.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
5.1K+ 1.86% |
$646K - $687K
|
280K
$33.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.08KNew |
$643K - $684K
|
5.08K
$614K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.07K+ 4.64% |
$643K - $684K
|
114K
$13.8M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
4.97K+ 1.15% |
$629K - $669K
|
435K
$52.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.96K+ 5.03% |
$629K - $669K
|
104K
$12.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.96K+ 8.2% |
$629K - $669K
|
65.5K
$7.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
4.91KNew |
$622K - $662K
|
4.91K
$594K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4.9KNew |
$621K - $660K
|
4.9K
$592K
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
4.89KNew |
$620K - $659K
|
4.89K
$591K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.87K+ 13.22% |
$616K - $656K
|
41.7K
$5.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
4.85K+ 56.91% |
$615K - $654K
|
13.4K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
4.84KNew |
$613K - $652K
|
4.84K
$585K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
4.84K+ 6.2% |
$613K - $652K
|
82.9K
$10M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
4.84K+ 21.56% |
$613K - $652K
|
27.3K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
4.81KNew |
$610K - $648K
|
4.81K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.78K+ 2.65% |
$605K - $644K
|
185K
$22.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.71K+ 79.21% |
$596K - $634K
|
10.6K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
4.7K+ 6.96% |
$595K - $633K
|
72.2K
$8.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
4.69K+ 6.6% |
$594K - $632K
|
75.7K
$9.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
4.64KNew |
$588K - $626K
|
4.64K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.62K+ 4.03% |
$586K - $623K
|
119K
$14.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.59KNew |
$581K - $618K
|
4.59K
$554K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.59KNew |
$581K - $618K
|
4.59K
$554K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4.53K+ 56.2% |
$574K - $610K
|
12.6K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.49KNew |
$568K - $604K
|
4.49K
$542K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.47KNew |
$566K - $602K
|
4.47K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4.46K+ 157.58% |
$565K - $601K
|
7.29K
$881K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4.31K+ 684.29% |
$546K - $581K
|
4.94K
$597K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.27K+ 1.35% |
$541K - $576K
|
320K
$38.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.23K+ 4.13% |
$535K - $570K
|
107K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.23K+ 43.64% |
$535K - $569K
|
13.9K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
4.2K+ 5.65% |
$532K - $566K
|
78.6K
$9.5M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.18K+ 0.65% |
$530K - $564K
|
645K
$77.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
4.1KNew |
$519K - $552K
|
4.1K
$495K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.07K+ 4.92% |
$516K - $549K
|
86.9K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.06K+ 6.04% |
$515K - $547K
|
71.3K
$8.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
4.06K+ 15.77% |
$514K - $547K
|
29.8K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
4.02K+ 6.99% |
$510K - $542K
|
61.6K
$7.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.01K+ 933.26% |
$508K - $541K
|
4.44K
$537K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.98KNew |
$504K - $536K
|
3.98K
$481K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.98K+ 94.35% |
$504K - $536K
|
8.19K
$989K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
3.95K+ 60.42% |
$501K - $533K
|
10.5K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.94K+ 4.66% |
$499K - $530K
|
88.3K
$10.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
3.9K+ 45.41% |
$494K - $525K
|
12.5K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.9K+ 2.72% |
$494K - $525K
|
147K
$17.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.89K+ 11.09% |
$493K - $524K
|
39K
$4.71M
|