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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-440- 38.19% |
$55.5K - $59.4K
|
712
$96K
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-447- 5.19% |
$56.4K - $60.4K
|
8.16K
$1.1M
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-461- 2.07% |
$58.1K - $62.3K
|
21.8K
$2.93M
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-464- 4.02% |
$58.5K - $62.7K
|
11.1K
$1.49M
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-476- 4.39% |
$60K - $64.3K
|
10.4K
$1.4M
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-477- 8.77% |
$60.2K - $64.4K
|
4.96K
$669K
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-482- 23.27% |
$60.8K - $65.1K
|
1.59K
$214K
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-484- 1.04% |
$61K - $65.4K
|
46K
$6.2M
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-485- 5.85% |
$61.2K - $65.5K
|
7.81K
$1.05M
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-500- 11.01% |
$63.1K - $67.5K
|
4.04K
$545K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-501- 3.99% |
$63.2K - $67.7K
|
12K
$1.62M
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-505- 0.91% |
$63.7K - $68.2K
|
55.2K
$7.45M
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-512- 21.77% |
$64.6K - $69.2K
|
1.84K
$248K
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-517- 3.94% |
$65.2K - $69.8K
|
12.6K
$1.7M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-517- 0.56% |
$65.2K - $69.8K
|
91.2K
$12.3M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-521- 6.94% |
$65.7K - $70.4K
|
6.99K
$942K
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-523- 1.19% |
$66K - $70.6K
|
43.3K
$5.83M
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-526- 0.98% |
$66.3K - $71K
|
53.1K
$7.15M
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-528- 4.71% |
$66.6K - $71.3K
|
10.7K
$1.44M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-528- 23.82% |
$66.6K - $71.3K
|
1.69K
$228K
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-531- 3.28% |
$67K - $71.7K
|
15.7K
$2.11M
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-539- 0.23% |
$68K - $72.8K
|
231K
$31.2M
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-539- 1.2% |
$68K - $72.8K
|
44.2K
$5.96M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-544- 0.92% |
$68.6K - $73.5K
|
58.8K
$7.93M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-548- 0.86% |
$69.1K - $74K
|
62.9K
$8.48M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-555- 36.18% |
$70K - $75K
|
979
$132K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-558- 1.64% |
$70.4K - $75.4K
|
33.5K
$4.51M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-566- 3.2% |
$71.4K - $76.4K
|
17.1K
$2.31M
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-566- 3.5% |
$71.4K - $76.4K
|
15.6K
$2.1M
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-574- 15.11% |
$72.4K - $77.5K
|
3.22K
$435K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-574- 4.34% |
$72.4K - $77.5K
|
12.7K
$1.71M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-576- 2.75% |
$72.6K - $77.8K
|
20.4K
$2.75M
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-577- 4.85% |
$72.8K - $77.9K
|
11.3K
$1.53M
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-584- 5.66% |
$73.6K - $78.9K
|
9.73K
$1.31M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-584- 0.11% |
$73.6K - $78.9K
|
519K
$69.9M
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-593- 1.92% |
$74.8K - $80.1K
|
30.3K
$4.08M
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-599- 26.35% |
$75.5K - $80.9K
|
1.67K
$226K
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-603- 14.73% |
$76K - $81.4K
|
3.49K
$471K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-603- 8.2% |
$76K - $81.4K
|
6.75K
$910K
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-611- 16.1% |
$77.1K - $82.5K
|
3.19K
$429K
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-618- 16.62% |
$77.9K - $83.5K
|
3.1K
$418K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-623- 53.34% |
$78.6K - $84.1K
|
545
$73.5K
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-630- 1.44% |
$79.4K - $85.1K
|
43K
$5.8M
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-632- 17.7% |
$79.7K - $85.4K
|
2.94K
$396K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-635- 4.0% |
$80.1K - $85.8K
|
15.2K
$2.05M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-637- 21.66% |
$80.3K - $86K
|
2.3K
$311K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-644- 8.07% |
$81.2K - $87K
|
7.34K
$989K
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-663- 14.52% |
$83.6K - $89.5K
|
3.9K
$526K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-670- 0.63% |
$84.5K - $90.5K
|
106K
$14.2M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-674- 2.67% |
$85K - $91K
|
24.5K
$3.31M
|