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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.61K- 6.7% |
$202K - $217K
|
22.3K
$3.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.61K- 5.87% |
$204K - $218K
|
25.9K
$3.49M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.62K- 9.44% |
$204K - $218K
|
15.5K
$2.09M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.62K- 3.38% |
$205K - $219K
|
46.3K
$6.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.63K- 21.26% |
$206K - $220K
|
6.04K
$815K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.64K- 0.27% |
$206K - $221K
|
607K
$81.9M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-1.64K- 24.08% |
$207K - $221K
|
5.17K
$697K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.66K- 32.36% |
$209K - $224K
|
3.46K
$467K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.66K- 6.97% |
$209K - $224K
|
22.2K
$2.99M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.72K- 2.63% |
$217K - $232K
|
63.8K
$8.6M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.72K- 2.68% |
$217K - $232K
|
62.4K
$8.41M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.73K- 5.7% |
$218K - $234K
|
28.7K
$3.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.74K- 7.06% |
$219K - $235K
|
22.9K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.79K- 2.72% |
$225K - $241K
|
64K
$8.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.81K- 12.91% |
$228K - $244K
|
12.2K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.82K- 2.17% |
$229K - $245K
|
81.7K
$11M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.84K- 1.54% |
$232K - $249K
|
118K
$15.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.84K- 17.16% |
$232K - $249K
|
8.89K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.85K- 17.13% |
$233K - $250K
|
8.95K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.85K- 7.19% |
$234K - $250K
|
23.9K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.87K- 4.79% |
$235K - $252K
|
37.1K
$5M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.87K- 36.37% |
$236K - $253K
|
3.28K
$442K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.92K- 43.04% |
$243K - $260K
|
2.55K
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.93K- 5.52% |
$244K - $261K
|
33.1K
$4.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.98K- 11.27% |
$249K - $267K
|
15.6K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.05K- 45.79% |
$259K - $277K
|
2.43K
$327K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-2.05K- 8.16% |
$259K - $277K
|
23.1K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.07K- 0.88% |
$261K - $279K
|
233K
$31.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-2.08K- 3.4% |
$262K - $281K
|
59.1K
$7.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.1K- 4.61% |
$264K - $283K
|
43.3K
$5.84M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.1K- 2.67% |
$265K - $284K
|
76.7K
$10.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.1K- 1.3% |
$265K - $284K
|
159K
$21.5M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.13K- 0.45% |
$269K - $288K
|
477K
$64.3M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.14K- 2.34% |
$270K - $289K
|
89.3K
$12M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.19K- 2.75% |
$276K - $296K
|
77.5K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.24K- 2.1% |
$282K - $302K
|
104K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-2.25K- 16.38% |
$284K - $304K
|
11.5K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.29K- 0.93% |
$288K - $309K
|
242K
$32.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.32K- 95.86% |
$292K - $313K
|
100
$13.5K
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.34K- 2.98% |
$295K - $316K
|
76.2K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.35K- 5.01% |
$296K - $318K
|
44.6K
$6.01M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.4K- 3.26% |
$303K - $324K
|
71.2K
$9.6M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.4K- 0.27% |
$303K - $325K
|
891K
$120M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2.44K- 29.78% |
$308K - $329K
|
5.75K
$775K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.47K- 4.44% |
$311K - $333K
|
53.2K
$7.17M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.47K- 3.79% |
$312K - $334K
|
62.8K
$8.47M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-2.52K- 1.19% |
$318K - $340K
|
209K
$28.2M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.55K- 2.85% |
$322K - $345K
|
87K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.84K- 38.35% |
$359K - $384K
|
4.57K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.86K- 47.33% |
$360K - $386K
|
3.18K
$429K
|