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 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.28K+ 2.42% |
$289K - $308K
|
96.5K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2.27KNew |
$288K - $306K
|
2.27K
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.26K+ 27.44% |
$287K - $305K
|
10.5K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.26K+ 11.25% |
$286K - $304K
|
22.3K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2.25KNew |
$285K - $303K
|
2.25K
$272K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.22K+ 4.57% |
$281K - $299K
|
50.9K
$6.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.22KNew |
$281K - $299K
|
2.22K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.21KNew |
$280K - $298K
|
2.21K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
2.2K+ 1.1% |
$279K - $296K
|
202K
$24.4M
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
2.2KNew |
$279K - $296K
|
2.2K
$266K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
2.2KNew |
$279K - $296K
|
2.2K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.2K+ 2.55% |
$278K - $296K
|
88.2K
$10.7M
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
2.19KNew |
$277K - $295K
|
2.19K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.18K+ 18.07% |
$276K - $294K
|
14.3K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
2.17KNew |
$275K - $292K
|
2.17K
$262K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.15KNew |
$273K - $290K
|
2.15K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.14KNew |
$271K - $288K
|
2.14K
$258K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.13K+ 0.81% |
$270K - $287K
|
266K
$32.1M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.12K+ 4.3% |
$269K - $286K
|
51.4K
$6.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.11K+ 10.2% |
$267K - $284K
|
22.8K
$2.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.1KNew |
$266K - $283K
|
2.1K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.09K+ 3.96% |
$265K - $282K
|
55K
$6.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
2.08KNew |
$263K - $280K
|
2.08K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.07K+ 3.16% |
$263K - $279K
|
67.6K
$8.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.06K+ 29.8% |
$261K - $278K
|
8.97K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.05K+ 3.07% |
$260K - $277K
|
68.9K
$8.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.05K+ 110.22% |
$260K - $276K
|
3.91K
$472K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
2.03KNew |
$257K - $274K
|
2.03K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.02KNew |
$256K - $273K
|
2.02K
$245K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.02K+ 124.11% |
$256K - $272K
|
3.64K
$440K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.01K+ 3.45% |
$255K - $271K
|
60.4K
$7.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.01K+ 62.53% |
$255K - $271K
|
5.23K
$632K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
1.99KNew |
$252K - $268K
|
1.99K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.99KNew |
$252K - $268K
|
1.99K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.99KNew |
$251K - $267K
|
1.99K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
1.98K+ 4.81% |
$250K - $266K
|
43.1K
$5.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.97KNew |
$249K - $265K
|
1.97K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.95K+ 3.88% |
$246K - $262K
|
52.1K
$6.29M
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
1.93KNew |
$245K - $260K
|
1.93K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.93KNew |
$244K - $260K
|
1.93K
$233K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
1.93KNew |
$244K - $259K
|
1.93K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.91KNew |
$242K - $258K
|
1.91K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.91K+ 5.37% |
$242K - $257K
|
37.4K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.9KNew |
$241K - $256K
|
1.9K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.9KNew |
$240K - $255K
|
1.9K
$229K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.9KNew |
$240K - $255K
|
1.9K
$229K
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1.87KNew |
$237K - $252K
|
1.87K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.86K+ 15.67% |
$236K - $251K
|
13.7K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.86K+ 2.64% |
$235K - $250K
|
72.1K
$8.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.85KNew |
$234K - $249K
|
1.85K
$223K
|