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 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-19K- 39.57% |
$2.39M - $2.56M
|
29K
$3.91M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-19.6K- 25.74% |
$2.47M - $2.64M
|
56.5K
$7.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-19.9K- 73.99% |
$2.51M - $2.69M
|
7.01K
$945K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-20K- 10.5% |
$2.53M - $2.71M
|
171K
$23M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21K- 35.24% |
$2.64M - $2.83M
|
38.5K
$5.19M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-21.1K- 73.77% |
$2.66M - $2.85M
|
7.5K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-21.9K- 27.05% |
$2.76M - $2.96M
|
59K
$7.96M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-22.9K- 61.55% |
$2.89M - $3.09M
|
14.3K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23K- 2.51% |
$2.9M - $3.1M
|
892K
$120M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-23K- 21.03% |
$2.9M - $3.1M
|
86.2K
$11.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-23.3K- 48.55% |
$2.93M - $3.14M
|
24.6K
$3.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-24.8K- 10.32% |
$3.13M - $3.36M
|
216K
$29.1M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-26.2K- 87.17% |
$3.31M - $3.54M
|
3.86K
$521K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-26.5K- 12.01% |
$3.35M - $3.59M
|
195K
$26.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-27.5K- 17.37% |
$3.47M - $3.72M
|
131K
$17.7M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-27.9K- 44.68% |
$3.52M - $3.77M
|
34.6K
$4.66M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28K- 20.94% |
$3.53M - $3.78M
|
106K
$14.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-28.1K- 89.73% |
$3.55M - $3.8M
|
3.22K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-29.3K- 0.8% |
$3.7M - $3.96M
|
3.62M
$488M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-29.5K- 15.91% |
$3.72M - $3.99M
|
156K
$21M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31.3K- 8.22% |
$3.95M - $4.23M
|
350K
$47.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-34.3K- 25.56% |
$4.32M - $4.63M
|
99.9K
$13.5M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-35.3K- 21.4% |
$4.45M - $4.76M
|
130K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-37.7K- 3.74% |
$4.75M - $5.09M
|
969K
$131M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-42.6K- 6.37% |
$5.38M - $5.76M
|
627K
$84.5M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-48.7KClosed |
$6.14M - $6.58M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-51.3K- 42.93% |
$6.47M - $6.93M
|
68.2K
$9.19M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-52.1K- 41.22% |
$6.57M - $7.04M
|
74.3K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-55.7K- 36.56% |
$7.03M - $7.53M
|
96.7K
$13M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-59.2K- 99.22% |
$7.47M - $8M
|
463
$62.4K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-68.7K- 8.24% |
$8.67M - $9.29M
|
765K
$103M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-75.1K- 70.25% |
$9.48M - $10.1M
|
31.8K
$4.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-83.4K- 63.62% |
$10.5M - $11.3M
|
47.7K
$6.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-83.5K- 74.51% |
$10.5M - $11.3M
|
28.6K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-88.3K- 23.41% |
$11.1M - $11.9M
|
289K
$39M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-94.1K- 96.44% |
$11.9M - $12.7M
|
3.48K
$469K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-105K- 98.13% |
$13.2M - $14.2M
|
2K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-124K- 8.78% |
$15.6M - $16.7M
|
1.29M
$174M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-197K- 6.63% |
$24.8M - $26.6M
|
2.77M
$374M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-210K- 98.99% |
$26.5M - $28.4M
|
2.15K
$290K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-331K- 6.82% |
$41.8M - $44.7M
|
4.52M
$610M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-558K- 34.23% |
$70.4M - $75.4M
|
1.07M
$145M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-714K- 68.96% |
$90.1M - $96.5M
|
322K
$43.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.6M- 11.63% |
$202M - $216M
|
12.1M
$1.64B
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-9.36M- 61.85% |
$1.18B - $1.26B
|
5.77M
$778M
|