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 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
2.96KNew |
$374K - $398K
|
2.96K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.95KNew |
$374K - $398K
|
2.95K
$357K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.95K+ 13.84% |
$373K - $397K
|
24.2K
$2.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
2.94K+ 2.04% |
$373K - $397K
|
147K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.94K+ 82.19% |
$372K - $396K
|
6.52K
$788K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.93K+ 9.33% |
$372K - $395K
|
34.4K
$4.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.92K+ 18.68% |
$370K - $394K
|
18.6K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.91K+ 12.38% |
$369K - $392K
|
26.4K
$3.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.87K+ 26.71% |
$364K - $387K
|
13.6K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.85K+ 7.36% |
$361K - $384K
|
41.6K
$5.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.85K+ 35.83% |
$361K - $384K
|
10.8K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.83K+ 14.01% |
$358K - $381K
|
23K
$2.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.81K+ 5.32% |
$356K - $379K
|
55.7K
$6.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.78K+ 10.68% |
$352K - $375K
|
28.8K
$3.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.76K+ 13.52% |
$350K - $372K
|
23.2K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.75KNew |
$348K - $371K
|
2.75K
$332K
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.75KNew |
$348K - $371K
|
2.75K
$332K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.74K+ 2.23% |
$346K - $369K
|
125K
$15.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.71K+ 1.12% |
$343K - $365K
|
245K
$29.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
2.7K+ 5.89% |
$342K - $364K
|
48.5K
$5.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.68KNew |
$340K - $362K
|
2.68K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.67K+ 106.17% |
$338K - $359K
|
5.18K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.66KNew |
$337K - $359K
|
2.66K
$322K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.66K+ 29.8% |
$337K - $359K
|
11.6K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.66K+ 89.62% |
$337K - $358K
|
5.62K
$680K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
2.65KNew |
$336K - $357K
|
2.65K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
2.65KNew |
$335K - $357K
|
2.65K
$320K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.61K+ 8.78% |
$331K - $352K
|
32.4K
$3.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.6K+ 47.9% |
$329K - $350K
|
8.03K
$970K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.59K+ 0.69% |
$328K - $349K
|
375K
$45.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.57K+ 202.2% |
$326K - $347K
|
3.85K
$465K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.57KNew |
$326K - $347K
|
2.57K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.51KNew |
$318K - $338K
|
2.51K
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.51K+ 10.92% |
$317K - $338K
|
25.4K
$3.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.5K+ 95.64% |
$317K - $337K
|
5.12K
$619K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.47K+ 12.81% |
$313K - $333K
|
21.8K
$2.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
2.47KNew |
$312K - $332K
|
2.47K
$298K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.45K+ 5.98% |
$310K - $330K
|
43.3K
$5.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.41K+ 1.58% |
$305K - $325K
|
155K
$18.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.38K+ 6.96% |
$301K - $320K
|
36.5K
$4.41M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.37KNew |
$300K - $319K
|
2.37K
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.36KNew |
$299K - $318K
|
2.36K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.35K+ 3.53% |
$298K - $317K
|
68.9K
$8.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.34K+ 3.09% |
$296K - $315K
|
77.9K
$9.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.33KNew |
$295K - $314K
|
2.33K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.32K+ 2315.0% |
$293K - $312K
|
2.42K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.31KNew |
$293K - $311K
|
2.31K
$279K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.31KNew |
$293K - $311K
|
2.31K
$279K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.3KNew |
$291K - $309K
|
2.3K
$277K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.29KNew |
$291K - $309K
|
2.29K
$277K
|