Purchases and Sales Made in Q1 2025 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.72% |
$1.89K - $2.03K
|
2.09K
$281K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
14+ 0.63% |
$1.77K - $1.89K
|
2.22K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
14+ 0.88% |
$1.77K - $1.89K
|
1.61K
$217K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
13+ 0.35% |
$1.64K - $1.76K
|
3.78K
$509K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
13+ 0.45% |
$1.64K - $1.76K
|
2.9K
$391K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
13+ 0.33% |
$1.64K - $1.76K
|
3.92K
$529K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
13+ 0.66% |
$1.64K - $1.76K
|
1.98K
$266K
|
|
|
May 12, 2025
Q1 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
13+ 0.67% |
$1.64K - $1.76K
|
1.94K
$262K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
12+ 0.07% |
$1.51K - $1.62K
|
16.5K
$2.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
12+ 0.11% |
$1.51K - $1.62K
|
11.3K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
12+ 0.51% |
$1.51K - $1.62K
|
2.36K
$318K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11+ 0.62% |
$1.39K - $1.49K
|
1.78K
$240K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.57% |
$1.39K - $1.49K
|
1.94K
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
11New |
$1.39K - $1.49K
|
11
$1.48K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
11+ 0.69% |
$1.39K - $1.49K
|
1.6K
$216K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
11+ 0.67% |
$1.39K - $1.49K
|
1.65K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
10New |
$1.26K - $1.35K
|
10
$1.35K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.21% |
$1.26K - $1.35K
|
4.83K
$650K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10+ 0.31% |
$1.26K - $1.35K
|
3.23K
$435K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10+ 0.7% |
$1.26K - $1.35K
|
1.45K
$195K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
10+ 47.62% |
$1.26K - $1.35K
|
31
$4.18K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
10+ 0.15% |
$1.26K - $1.35K
|
6.81K
$917K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
9+ 0.08% |
$1.13K - $1.22K
|
11.9K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
9+ 5.39% |
$1.13K - $1.22K
|
176
$23.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
8+ 0.02% |
$1.01K - $1.08K
|
48.7K
$6.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
8+ 0.5% |
$1.01K - $1.08K
|
1.59K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.16% |
$1.01K - $1.08K
|
5.17K
$697K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8+ 0.41% |
$1.01K - $1.08K
|
1.96K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
8+ 0.41% |
$1.01K - $1.08K
|
1.97K
$265K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7+ 0.15% |
$883 - $945
|
4.81K
$649K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
7+ 0.44% |
$883 - $945
|
1.59K
$214K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.09% |
$757 - $810
|
6.74K
$909K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.04% |
$757 - $810
|
13.9K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
6+ 0.03% |
$757 - $810
|
21.5K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6+ 0.05% |
$757 - $810
|
12.9K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6+ 0.1% |
$757 - $810
|
5.84K
$788K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6+ 0.16% |
$757 - $810
|
3.83K
$516K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
6+ 0.21% |
$757 - $810
|
2.85K
$385K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
5+ 0.28% |
$631 - $675
|
1.78K
$240K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 0.57% |
$631 - $675
|
884
$119K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 0.39% |
$631 - $675
|
1.3K
$175K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
5+ 0.29% |
$631 - $675
|
1.71K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5+ 0.27% |
$631 - $675
|
1.82K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5New |
$631 - $675
|
5
$674
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5+ 0.62% |
$631 - $675
|
807
$109K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.13% |
$504 - $540
|
3K
$404K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
4+ 0.13% |
$504 - $540
|
2.99K
$403K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
4+ 0.21% |
$504 - $540
|
1.87K
$252K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4+ 0.2% |
$504 - $540
|
2.03K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
4+ 0.01% |
$504 - $540
|
33.9K
$4.57M
|