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 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
586+ 34.8% |
$74.2K - $79K
|
2.27K
$300K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
570+ 5.0% |
$72.2K - $76.8K
|
12K
$1.58M
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
554+ 20.69% |
$70.2K - $74.6K
|
3.23K
$428K
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
537+ 1.92% |
$68K - $72.4K
|
28.6K
$3.78M
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
532+ 3.26% |
$67.4K - $71.7K
|
16.8K
$2.23M
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
511+ 3.16% |
$64.7K - $68.9K
|
16.7K
$2.21M
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
500+ 14.04% |
$63.3K - $67.4K
|
4.06K
$538K
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
497+ 4.14% |
$63K - $67K
|
12.5K
$1.65M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
491+ 1.37% |
$62.2K - $66.2K
|
36.3K
$4.81M
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
486+ 0.7% |
$61.6K - $65.5K
|
69.7K
$9.22M
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
481New |
$60.9K - $64.8K
|
481
$63.7K
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
470+ 1.02% |
$59.5K - $63.3K
|
46.4K
$6.15M
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
469+ 0.68% |
$59.4K - $63.2K
|
69.9K
$9.25M
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
466+ 29.03% |
$59K - $62.8K
|
2.07K
$274K
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
463+ 0.96% |
$58.7K - $62.4K
|
48.7K
$6.45M
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
463+ 3.03% |
$58.7K - $62.4K
|
15.8K
$2.09M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
454+ 0.23% |
$57.5K - $61.2K
|
198K
$26.3M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
448+ 1.09% |
$56.8K - $60.4K
|
41.4K
$5.48M
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
437+ 2.77% |
$55.4K - $58.9K
|
16.2K
$2.15M
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
436+ 4.02% |
$55.2K - $58.7K
|
11.3K
$1.49M
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
432+ 105.88% |
$54.7K - $58.2K
|
840
$111K
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
431+ 7.58% |
$54.6K - $58.1K
|
6.12K
$810K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
420New |
$53.2K - $56.6K
|
420
$55.6K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
416New |
$52.7K - $56.1K
|
416
$55.1K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
410+ 2.0% |
$51.9K - $55.2K
|
21K
$2.77M
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
405+ 1.97% |
$51.3K - $54.6K
|
21K
$2.77M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
404+ 1.05% |
$51.2K - $54.4K
|
39K
$5.16M
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
404+ 7.73% |
$51.2K - $54.4K
|
5.63K
$745K
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
384+ 3.22% |
$48.6K - $51.7K
|
12.3K
$1.63M
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
380New |
$48.1K - $51.2K
|
380
$50.3K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
376+ 2.0% |
$47.6K - $50.7K
|
19.2K
$2.54M
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
372+ 1488.0% |
$47.1K - $50.1K
|
397
$52.5K
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
365+ 1.96% |
$46.2K - $49.2K
|
19K
$2.51M
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
363+ 8.85% |
$46K - $48.9K
|
4.46K
$591K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
357+ 9.05% |
$45.2K - $48.1K
|
4.3K
$569K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
352+ 28.27% |
$44.6K - $47.4K
|
1.6K
$211K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
350New |
$44.3K - $47.2K
|
350
$46.3K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
339+ 12.06% |
$42.9K - $45.7K
|
3.15K
$417K
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
334+ 7.89% |
$42.3K - $45K
|
4.57K
$604K
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
328+ 4.51% |
$41.6K - $44.2K
|
7.59K
$1.01M
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
321+ 2.03% |
$40.7K - $43.3K
|
16.1K
$2.14M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
307New |
$38.9K - $41.4K
|
307
$40.6K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
305New |
$38.6K - $41.1K
|
305
$40.4K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
302+ 0.89% |
$38.3K - $40.7K
|
34.1K
$4.52M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
300+ 5.13% |
$38K - $40.4K
|
6.15K
$814K
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
300+ 15.35% |
$38K - $40.4K
|
2.25K
$298K
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
299+ 6.93% |
$37.9K - $40.3K
|
4.62K
$611K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
297+ 0.54% |
$37.6K - $40K
|
55.1K
$7.3M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
294+ 0.94% |
$37.2K - $39.6K
|
31.5K
$4.17M
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
292+ 0.66% |
$37K - $39.3K
|
44.8K
$5.92M
|