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 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
292+ 1.06% |
$37K - $39.3K
|
27.8K
$3.67M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
284+ 3.83% |
$36K - $38.3K
|
7.7K
$1.02M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
280+ 1.03% |
$35.5K - $37.7K
|
27.4K
$3.62M
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
262+ 0.91% |
$33.2K - $35.3K
|
29K
$3.84M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
258+ 2.22% |
$32.7K - $34.8K
|
11.9K
$1.57M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
254+ 1.57% |
$32.2K - $34.2K
|
16.5K
$2.18M
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
249+ 2.13% |
$31.5K - $33.6K
|
11.9K
$1.58M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
248+ 1.57% |
$31.4K - $33.4K
|
16.1K
$2.13M
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
235+ 7.94% |
$29.8K - $31.7K
|
3.19K
$423K
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
228+ 9.43% |
$28.9K - $30.7K
|
2.65K
$350K
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
224+ 4.54% |
$28.4K - $30.2K
|
5.15K
$682K
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
221+ 0.65% |
$28K - $29.8K
|
34.3K
$4.54M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
220+ 8.0% |
$27.9K - $29.6K
|
2.97K
$393K
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
211+ 44.8% |
$26.7K - $28.4K
|
682
$90.3K
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
209+ 1.17% |
$26.5K - $28.2K
|
18.1K
$2.4M
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
205+ 4.19% |
$26K - $27.6K
|
5.1K
$675K
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
201+ 7.89% |
$25.5K - $27.1K
|
2.75K
$364K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
200+ 10.91% |
$25.3K - $26.9K
|
2.03K
$269K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
195+ 7.12% |
$24.7K - $26.3K
|
2.93K
$388K
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
192+ 314.75% |
$24.3K - $25.9K
|
253
$33.5K
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
187+ 0.54% |
$23.7K - $25.2K
|
34.5K
$4.57M
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
184New |
$23.3K - $24.8K
|
184
$24.4K
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
184+ 41.91% |
$23.3K - $24.8K
|
623
$82.5K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
184+ 9.42% |
$23.3K - $24.8K
|
2.14K
$283K
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
182+ 0.38% |
$23.1K - $24.5K
|
48K
$6.35M
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
178+ 7.39% |
$22.5K - $24K
|
2.59K
$343K
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
177+ 1.52% |
$22.4K - $23.8K
|
11.8K
$1.56M
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
175+ 7.19% |
$22.2K - $23.6K
|
2.61K
$345K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
174+ 10.89% |
$22K - $23.4K
|
1.77K
$235K
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
174+ 9.27% |
$22K - $23.4K
|
2.05K
$272K
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
164+ 0.72% |
$20.8K - $22.1K
|
22.8K
$3.02M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
151+ 8.84% |
$19.1K - $20.3K
|
1.86K
$246K
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
150+ 3.33% |
$19K - $20.2K
|
4.66K
$617K
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
149+ 2.7% |
$18.9K - $20.1K
|
5.68K
$751K
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
138+ 0.9% |
$17.5K - $18.6K
|
15.5K
$2.05M
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
133+ 1.19% |
$16.8K - $17.9K
|
11.3K
$1.5M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
133+ 3.94% |
$16.8K - $17.9K
|
3.51K
$464K
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
130+ 0.78% |
$16.5K - $17.5K
|
16.8K
$2.22M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
128+ 0.37% |
$16.2K - $17.2K
|
34.5K
$4.56M
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
126+ 0.07% |
$16K - $17K
|
189K
$25M
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
123+ 1.35% |
$15.6K - $16.6K
|
9.24K
$1.22M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
112+ 4.58% |
$14.2K - $15.1K
|
2.56K
$339K
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
110+ 1.79% |
$13.9K - $14.8K
|
6.26K
$829K
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
100+ 0.63% |
$12.7K - $13.5K
|
16.1K
$2.13M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 2.54% |
$12.7K - $13.5K
|
4.04K
$535K
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
100+ 2.88% |
$12.7K - $13.5K
|
3.57K
$472K
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
99+ 3.13% |
$12.5K - $13.3K
|
3.27K
$432K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
96+ 2.51% |
$12.2K - $12.9K
|
3.93K
$520K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
96+ 6.68% |
$12.2K - $12.9K
|
1.53K
$203K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
96+ 2.17% |
$12.2K - $12.9K
|
4.52K
$599K
|