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 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-830- 19.93% |
$95.3K - $111K
|
3.33K
$449K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-850- 5.2% |
$97.6K - $113K
|
15.5K
$2.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-857- 27.04% |
$98.4K - $114K
|
2.31K
$312K
|
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-879- 17.18% |
$101K - $117K
|
4.24K
$571K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-910- 0.21% |
$104K - $121K
|
438K
$59M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-911- 16.35% |
$105K - $121K
|
4.66K
$628K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.01K- 14.32% |
$116K - $135K
|
6.06K
$817K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.05K- 2.38% |
$120K - $140K
|
42.9K
$5.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.07K- 15.27% |
$123K - $143K
|
5.94K
$800K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.2K- 1.32% |
$138K - $160K
|
89.9K
$12.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-1.25K- 2.9% |
$143K - $167K
|
41.8K
$5.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.26K- 34.45% |
$144K - $167K
|
2.39K
$322K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.29K- 2.72% |
$149K - $173K
|
46.4K
$6.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-1.34K- 6.17% |
$154K - $179K
|
20.4K
$2.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 18.4% |
$158K - $184K
|
6.11K
$823K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.42K- 27.73% |
$163K - $190K
|
3.71K
$500K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.6K- 3.13% |
$184K - $214K
|
49.6K
$6.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.69K- 28.02% |
$194K - $226K
|
4.35K
$586K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-1.7K- 0.81% |
$195K - $226K
|
207K
$27.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.75K- 7.3% |
$200K - $233K
|
22.2K
$2.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.78K- 6.22% |
$205K - $238K
|
26.9K
$3.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-1.87K- 28.86% |
$215K - $249K
|
4.61K
$622K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-2.06K- 39.54% |
$236K - $274K
|
3.15K
$424K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.13K- 1.34% |
$245K - $284K
|
157K
$21.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.35K- 3.9% |
$270K - $314K
|
57.9K
$7.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-2.45KClosed |
$281K - $326K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.67K- 3.91% |
$307K - $356K
|
65.8K
$8.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-2.71K- 7.89% |
$312K - $362K
|
31.7K
$4.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.97K- 11.42% |
$341K - $396K
|
23.1K
$3.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.97K- 1.39% |
$341K - $396K
|
212K
$28.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.98K- 24.47% |
$342K - $397K
|
9.2K
$1.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-3.17K- 23.35% |
$364K - $423K
|
10.4K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-3.32K- 1.94% |
$381K - $442K
|
167K
$22.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.39K- 52.41% |
$389K - $452K
|
3.08K
$415K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.41K- 2.34% |
$391K - $454K
|
142K
$19.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-3.72K- 2.82% |
$427K - $496K
|
128K
$17.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.55K- 19.78% |
$522K - $606K
|
18.4K
$2.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.58K- 4.04% |
$525K - $610K
|
109K
$14.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-4.68K- 43.75% |
$537K - $623K
|
6.01K
$811K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-4.87K- 15.94% |
$559K - $649K
|
25.7K
$3.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.54K- 18.43% |
$635K - $738K
|
24.5K
$3.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.54K- 2.94% |
$636K - $738K
|
183K
$24.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-9.1K- 21.36% |
$1.04M - $1.21M
|
33.5K
$4.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.83K- 1.97% |
$1.13M - $1.31M
|
489K
$66M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-12.5K- 8.89% |
$1.44M - $1.67M
|
128K
$17.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-13.8K- 5.89% |
$1.58M - $1.84M
|
220K
$29.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-27.3K- 2.85% |
$3.14M - $3.64M
|
931K
$125M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-30.4K- 52.53% |
$3.49M - $4.05M
|
27.5K
$3.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-32.1K- 14.39% |
$3.69M - $4.28M
|
191K
$25.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
SELL
|
- |
-95.1K- 74.7% |
$10.9M - $12.7M
|
32.2K
$4.34M
|