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
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.82K+ 1.69% |
$230K - $245K
|
109K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.81KNew |
$229K - $243K
|
1.81K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
1.8K+ 1.61% |
$228K - $243K
|
114K
$14.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79KNew |
$227K - $242K
|
1.79K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.79K+ 33.58% |
$226K - $241K
|
7.11K
$916K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.76K+ 6.07% |
$223K - $237K
|
30.7K
$3.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.75K+ 5.25% |
$221K - $236K
|
35K
$4.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.75K+ 35.72% |
$221K - $235K
|
6.64K
$855K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.75K+ 3.03% |
$221K - $235K
|
59.3K
$7.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
1.74KNew |
$221K - $235K
|
1.74K
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.74K+ 15.17% |
$220K - $234K
|
13.2K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.74K+ 1165.77% |
$220K - $234K
|
1.89K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.73K+ 5.42% |
$219K - $233K
|
33.6K
$4.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.72KNew |
$217K - $231K
|
1.72K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.7KNew |
$215K - $229K
|
1.7K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.7KNew |
$215K - $229K
|
1.7K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.68KNew |
$213K - $226K
|
1.68K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.67K+ 19.88% |
$211K - $225K
|
10.1K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.67K+ 3.22% |
$211K - $225K
|
53.4K
$6.89M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.66KNew |
$210K - $224K
|
1.66K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
1.66KNew |
$210K - $224K
|
1.66K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.64KNew |
$208K - $221K
|
1.64K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.63K+ 7.28% |
$206K - $219K
|
23.9K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.62K+ 47.69% |
$205K - $219K
|
5.02K
$647K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.62K+ 8.76% |
$205K - $218K
|
20.1K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.62K+ 1.01% |
$205K - $218K
|
162K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.61K+ 89.42% |
$204K - $217K
|
3.42K
$441K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.6KNew |
$203K - $216K
|
1.6K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.6KNew |
$202K - $215K
|
1.6K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.59K+ 15.45% |
$202K - $215K
|
11.9K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.59KNew |
$202K - $214K
|
1.59K
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
1.59KNew |
$201K - $214K
|
1.59K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.59K+ 5.37% |
$201K - $214K
|
31.2K
$4.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$201K - $214K
|
1.59K
$205K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.59KNew |
$201K - $214K
|
1.59K
$204K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.58K+ 3.95% |
$200K - $212K
|
41.5K
$5.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.57KNew |
$199K - $212K
|
1.57K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
1.56KNew |
$197K - $210K
|
1.56K
$201K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.56K+ 0.94% |
$197K - $210K
|
168K
$21.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.56K+ 1.66% |
$197K - $210K
|
95.5K
$12.3M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 9.81% |
$195K - $207K
|
17.2K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.53K+ 3.68% |
$194K - $206K
|
43.1K
$5.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.51K+ 7.5% |
$192K - $204K
|
21.7K
$2.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.48K+ 2.01% |
$187K - $199K
|
75.1K
$9.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.47K+ 7.47% |
$187K - $199K
|
21.2K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.47K+ 5.15% |
$186K - $198K
|
30K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
1.45K+ 0.85% |
$183K - $195K
|
171K
$22.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.44K+ 1.86% |
$183K - $194K
|
78.9K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.42K+ 6.27% |
$180K - $191K
|
24.1K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.41K+ 1.2% |
$179K - $191K
|
119K
$15.4M
|