Purchases and Sales Made in Q4 2024 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
88.5K+ 207.53% |
$11.2M - $11.9M
|
131K
$17.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
83.4KNew |
$10.6M - $11.2M
|
83.4K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
58.8KNew |
$7.45M - $7.93M
|
58.8K
$7.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
54.9KNew |
$6.95M - $7.39M
|
54.9K
$7.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
43KNew |
$5.44M - $5.79M
|
43K
$5.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
30.3K+ 4.68% |
$3.84M - $4.09M
|
678K
$89.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
27.5K+ 40.4% |
$3.48M - $3.7M
|
95.5K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
25.7K+ 4.6% |
$3.26M - $3.47M
|
585K
$77M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24.2K+ 337.06% |
$3.06M - $3.26M
|
31.4K
$4.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
22.2K+ 5.15% |
$2.81M - $2.99M
|
454K
$59.7M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.9KNew |
$2.65M - $2.82M
|
20.9K
$2.76M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
19.4KNew |
$2.45M - $2.61M
|
19.4K
$2.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.1K+ 1.07% |
$2.42M - $2.57M
|
1.8M
$238M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16.7K+ 187.69% |
$2.11M - $2.25M
|
25.6K
$3.37M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
14.9KNew |
$1.88M - $2M
|
14.9K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11.3KNew |
$1.44M - $1.53M
|
11.3K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.6K+ 10.74% |
$1.34M - $1.43M
|
109K
$14.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
9.24K+ 1.17% |
$1.17M - $1.25M
|
797K
$105M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8.57K+ 6.53% |
$1.09M - $1.15M
|
140K
$18.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.95K+ 7.09% |
$1.01M - $1.07M
|
120K
$15.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.94K+ 7.59% |
$1.01M - $1.07M
|
113K
$14.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.52K+ 5.93% |
$953K - $1.01M
|
134K
$17.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.24K+ 11.31% |
$918K - $976K
|
71.3K
$9.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
6.81KNew |
$862K - $917K
|
6.81K
$896K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.26K+ 246.77% |
$793K - $843K
|
8.79K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
6.04K+ 1.94% |
$765K - $814K
|
318K
$41.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.27K+ 7.34% |
$668K - $710K
|
77.1K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.12K+ 18.88% |
$649K - $690K
|
32.2K
$4.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
5.1K+ 1.86% |
$646K - $687K
|
280K
$36.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
4.85K+ 56.91% |
$615K - $654K
|
13.4K
$1.76M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
3.95K+ 60.42% |
$501K - $533K
|
10.5K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
3.75K+ 57.33% |
$475K - $505K
|
10.3K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.74K+ 30.0% |
$473K - $504K
|
16.2K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.59K+ 7.29% |
$454K - $483K
|
52.8K
$6.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.51K+ 33.46% |
$444K - $473K
|
14K
$1.84M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.37K+ 35.0% |
$427K - $455K
|
13K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.3K+ 6.61% |
$418K - $445K
|
53.2K
$7.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.28K+ 2.67% |
$415K - $441K
|
126K
$16.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
3.26KNew |
$413K - $439K
|
3.26K
$429K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.12K+ 53.87% |
$396K - $421K
|
8.92K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.95K+ 13.84% |
$373K - $397K
|
24.2K
$3.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.92K+ 18.68% |
$370K - $394K
|
18.6K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.85K+ 35.83% |
$361K - $384K
|
10.8K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.66K+ 89.62% |
$337K - $358K
|
5.62K
$741K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.41K+ 1.58% |
$305K - $325K
|
155K
$20.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.38K+ 6.96% |
$301K - $320K
|
36.5K
$4.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.32K+ 2315.0% |
$293K - $312K
|
2.42K
$318K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.28K+ 2.42% |
$289K - $308K
|
96.5K
$12.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.18K+ 18.07% |
$276K - $294K
|
14.3K
$1.88M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.13K+ 0.81% |
$270K - $287K
|
266K
$35M
|