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 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-160- 0.36% |
$20.3K - $21.6K
|
44.3K
$5.91M
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-160- 1.77% |
$20.3K - $21.6K
|
8.89K
$1.18M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-161- 0.55% |
$20.4K - $21.7K
|
28.9K
$3.85M
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-165- 0.27% |
$20.9K - $22.2K
|
60.1K
$8.01M
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-167- 0.36% |
$21.2K - $22.5K
|
45.8K
$6.1M
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-175- 2.23% |
$22.2K - $23.6K
|
7.67K
$1.02M
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-178- 0.98% |
$22.5K - $24K
|
18K
$2.39M
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-178- 4.94% |
$22.5K - $24K
|
3.43K
$457K
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-180- 0.56% |
$22.8K - $24.3K
|
31.8K
$4.24M
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-183- 2.3% |
$23.2K - $24.7K
|
7.79K
$1.04M
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-186- 6.51% |
$23.6K - $25.1K
|
2.67K
$356K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-188- 1.99% |
$23.8K - $25.3K
|
9.27K
$1.24M
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-192- 1.56% |
$24.3K - $25.9K
|
12.1K
$1.61M
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-195- 1.35% |
$24.7K - $26.3K
|
14.2K
$1.9M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-196- 0.32% |
$24.8K - $26.4K
|
61.1K
$8.15M
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-197- 2.84% |
$25K - $26.5K
|
6.73K
$898K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-203- 4.83% |
$25.7K - $27.4K
|
4K
$533K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-206- 7.52% |
$26.1K - $27.8K
|
2.54K
$338K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-210- 4.74% |
$26.6K - $28.3K
|
4.22K
$562K
|
|
Feb 06, 2025
Q4 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-215- 0.27% |
$27.2K - $29K
|
78.5K
$10.5M
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-219- 0.91% |
$27.7K - $29.5K
|
23.7K
$3.17M
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-220- 0.78% |
$27.9K - $29.6K
|
28.1K
$3.74M
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-222- 6.3% |
$28.1K - $29.9K
|
3.3K
$440K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-223- 2.76% |
$28.2K - $30K
|
7.87K
$1.05M
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-228- 8.64% |
$28.9K - $30.7K
|
2.41K
$321K
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-229- 1.28% |
$29K - $30.9K
|
17.6K
$2.35M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-233- 3.06% |
$29.5K - $31.4K
|
7.39K
$985K
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-235- 10.24% |
$29.8K - $31.7K
|
2.06K
$274K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-236- 2.77% |
$29.9K - $31.8K
|
8.3K
$1.11M
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-242- 4.03% |
$30.7K - $32.6K
|
5.77K
$769K
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-245- 1.73% |
$31K - $33K
|
13.9K
$1.86M
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-255- 2.29% |
$32.3K - $34.4K
|
10.9K
$1.45M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-265- 1.87% |
$33.6K - $35.7K
|
13.9K
$1.85M
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-271- 12.15% |
$34.3K - $36.5K
|
1.96K
$261K
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-274- 0.68% |
$34.7K - $36.9K
|
39.8K
$5.3M
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-279- 6.24% |
$35.3K - $37.6K
|
4.19K
$559K
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-279- 10.78% |
$35.3K - $37.6K
|
2.31K
$308K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-283- 5.72% |
$35.9K - $38.1K
|
4.67K
$622K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-290- 4.29% |
$36.7K - $39.1K
|
6.47K
$863K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-292- 1.62% |
$37K - $39.3K
|
17.7K
$2.36M
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-298- 0.83% |
$37.8K - $40.2K
|
35.5K
$4.73M
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-302- 1.46% |
$38.3K - $40.7K
|
20.4K
$2.72M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-303- 1.92% |
$38.4K - $40.8K
|
15.4K
$2.06M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-305- 13.62% |
$38.6K - $41.1K
|
1.93K
$258K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-309- 6.95% |
$39.1K - $41.6K
|
4.14K
$552K
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-309- 1.17% |
$39.1K - $41.6K
|
26.1K
$3.48M
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-312- 0.55% |
$39.5K - $42K
|
56.5K
$7.53M
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-326- 0.6% |
$41.3K - $43.9K
|
53.6K
$7.14M
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-327- 10.66% |
$41.4K - $44.1K
|
2.74K
$365K
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-335- 14.38% |
$42.4K - $45.1K
|
2K
$266K
|