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 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
1.07K+ 2.96% |
$134K - $144K
|
37.1K
$5M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.06K+ 13.34% |
$133K - $143K
|
8.97K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.05K+ 6.73% |
$133K - $142K
|
16.7K
$2.25M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.05K+ 3.17% |
$132K - $141K
|
34.1K
$4.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.01K+ 4.29% |
$127K - $136K
|
24.5K
$3.31M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.01K+ 13.19% |
$127K - $136K
|
8.65K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1K+ 24.52% |
$126K - $135K
|
5.08K
$685K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
983+ 0.25% |
$124K - $133K
|
388K
$52.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
974+ 37.52% |
$123K - $132K
|
3.57K
$481K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
966+ 3.75% |
$122K - $130K
|
26.7K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
956+ 27.26% |
$121K - $129K
|
4.46K
$602K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
955+ 29.91% |
$120K - $129K
|
4.15K
$559K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
949+ 6.82% |
$120K - $128K
|
14.9K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
940+ 0.48% |
$119K - $127K
|
199K
$26.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
923+ 5.48% |
$116K - $125K
|
17.8K
$2.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
913+ 1.52% |
$115K - $123K
|
61K
$8.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
912+ 13.95% |
$115K - $123K
|
7.45K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
903+ 0.8% |
$114K - $122K
|
114K
$15.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
880+ 1.47% |
$111K - $119K
|
60.6K
$8.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
871+ 3.4% |
$110K - $118K
|
26.5K
$3.58M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
871+ 3.6% |
$110K - $118K
|
25K
$3.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
861+ 3.85% |
$109K - $116K
|
23.2K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
856+ 2.64% |
$108K - $116K
|
33.3K
$4.49M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
855New |
$108K - $115K
|
855
$115K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
846+ 12.66% |
$107K - $114K
|
7.53K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
829+ 6.35% |
$105K - $112K
|
13.9K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
824+ 2.89% |
$104K - $111K
|
29.3K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
815+ 17.76% |
$103K - $110K
|
5.4K
$728K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
810+ 7.27% |
$102K - $109K
|
12K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
787+ 0.56% |
$99.2K - $106K
|
141K
$19M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
785+ 3.97% |
$99K - $106K
|
20.6K
$2.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
765+ 6.97% |
$96.5K - $103K
|
11.7K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
754+ 3.13% |
$95.1K - $102K
|
24.8K
$3.34M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
753+ 1.61% |
$95K - $102K
|
47.6K
$6.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
753+ 0.37% |
$95K - $102K
|
206K
$27.8M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
740+ 16.05% |
$93.3K - $99.9K
|
5.35K
$721K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
735+ 5.55% |
$92.7K - $99.3K
|
14K
$1.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
725+ 5.8% |
$91.4K - $97.9K
|
13.2K
$1.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
723+ 3.0% |
$91.2K - $97.6K
|
24.8K
$3.35M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
722+ 4.87% |
$91.1K - $97.5K
|
15.5K
$2.1M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
721New |
$90.9K - $97.4K
|
721
$97.2K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
720+ 3.03% |
$90.8K - $97.2K
|
24.5K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
717+ 20.92% |
$90.4K - $96.8K
|
4.14K
$559K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
714+ 2.27% |
$90K - $96.4K
|
32.2K
$4.34M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
703+ 1.74% |
$88.7K - $94.9K
|
41.1K
$5.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
702+ 1.18% |
$88.5K - $94.8K
|
60K
$8.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
697+ 30.7% |
$87.9K - $94.1K
|
2.97K
$400K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
693+ 3.87% |
$87.4K - $93.6K
|
18.6K
$2.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
686+ 1.71% |
$86.5K - $92.7K
|
40.8K
$5.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
678+ 3.23% |
$85.5K - $91.6K
|
21.6K
$2.92M
|