Purchases and Sales Made in Q2 2025 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.75MNew |
$316M - $367M
|
2.75M
$371M
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
185KNew |
$21.2M - $24.6M
|
185K
$24.9M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
83.5K+ 200.47% |
$9.58M - $11.1M
|
125K
$16.9M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
61.9K+ 906.73% |
$7.11M - $8.26M
|
68.8K
$9.27M
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
60.9K+ 6890.27% |
$6.99M - $8.12M
|
61.8K
$8.33M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
44.5K+ 28.87% |
$5.11M - $5.94M
|
199K
$26.8M
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
30.8K+ 4.52% |
$3.53M - $4.1M
|
712K
$95.9M
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
29.3K+ 10.96% |
$3.36M - $3.91M
|
297K
$40M
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
28.5KNew |
$3.27M - $3.8M
|
28.5K
$3.84M
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
28.4K+ 203.97% |
$3.26M - $3.79M
|
42.4K
$5.71M
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
25.2KNew |
$2.89M - $3.36M
|
25.2K
$3.4M
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
21.6K+ 3.22% |
$2.48M - $2.88M
|
692K
$93.3M
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
21.5K+ 3.56% |
$2.47M - $2.87M
|
626K
$84.4M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
18.2KNew |
$2.09M - $2.42M
|
18.2K
$2.45M
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
17.4K+ 47.18% |
$1.99M - $2.32M
|
54.2K
$7.31M
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
14.4KNew |
$1.65M - $1.91M
|
14.4K
$1.94M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.8K+ 0.7% |
$1.47M - $1.7M
|
1.84M
$248M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
11K+ 49.01% |
$1.26M - $1.47M
|
33.5K
$4.52M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.88K+ 10.99% |
$1.02M - $1.18M
|
89.7K
$12.1M
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
8.67K+ 17.8% |
$995K - $1.16M
|
57.4K
$7.74M
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
8.45KNew |
$970K - $1.13M
|
8.45K
$1.14M
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8.35K+ 12.34% |
$958K - $1.11M
|
76K
$10.2M
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.83KNew |
$898K - $1.04M
|
7.83K
$1.06M
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.66K+ 204.98% |
$765K - $888K
|
9.91K
$1.34M
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
6.55K+ 2.66% |
$751K - $873K
|
253K
$34.1M
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.37K+ 27.35% |
$731K - $850K
|
29.7K
$4M
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.03K+ 2.36% |
$693K - $804K
|
261K
$35.2M
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.84K+ 4.15% |
$670K - $779K
|
146K
$19.7M
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
5.57KNew |
$640K - $743K
|
5.57K
$751K
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
5.27KNew |
$605K - $703K
|
5.27K
$710K
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.71K+ 4.01% |
$541K - $628K
|
122K
$16.5M
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
4.45K+ 2.15% |
$510K - $593K
|
211K
$28.4M
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
4.31KNew |
$494K - $574K
|
4.31K
$580K
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4.22K+ 9.4% |
$484K - $563K
|
49.1K
$6.63M
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
4.2K+ 13.21% |
$482K - $560K
|
36K
$4.85M
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
4.1K+ 4.4% |
$470K - $546K
|
97.2K
$13.1M
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
3.72K+ 5.06% |
$427K - $496K
|
77.2K
$10.4M
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.52K+ 38.42% |
$404K - $469K
|
12.7K
$1.71M
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
3.5KNew |
$402K - $466K
|
3.5K
$472K
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
BUY
|
- |
3.48K+ 32.45% |
$399K - $463K
|
14.2K
$1.91M
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.27K+ 13.33% |
$375K - $436K
|
27.8K
$3.75M
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
3.25K+ 1.13% |
$373K - $433K
|
291K
$39.2M
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.16K+ 24.32% |
$363K - $421K
|
16.2K
$2.18M
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.98K+ 5.26% |
$342K - $397K
|
59.6K
$8.03M
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
2.97K+ 5.68% |
$341K - $396K
|
55.3K
$7.45M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.96K+ 12.41% |
$339K - $394K
|
26.8K
$3.61M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
2.86K+ 17.38% |
$329K - $382K
|
19.3K
$2.61M
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.85K+ 1.79% |
$327K - $380K
|
162K
$21.8M
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.79K+ 4.61% |
$321K - $372K
|
63.4K
$8.54M
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.51K+ 35.46% |
$288K - $334K
|
9.59K
$1.29M
|