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 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-129- 3.66% |
$16.3K - $17.4K
|
3.4K
$449K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-130- 24.34% |
$16.5K - $17.5K
|
404
$53.5K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-132- 5.55% |
$16.7K - $17.8K
|
2.25K
$297K
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-136- 0.45% |
$17.2K - $18.3K
|
30.4K
$4.02M
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-139- 2.2% |
$17.6K - $18.7K
|
6.17K
$816K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-140- 26.67% |
$17.7K - $18.9K
|
385
$50.9K
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-141- 4.91% |
$17.9K - $19K
|
2.73K
$361K
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-142- 38.48% |
$18K - $19.1K
|
227
$30K
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-143- 6.1% |
$18.1K - $19.3K
|
2.2K
$291K
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-144- 2.08% |
$18.2K - $19.4K
|
6.76K
$895K
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-146- 1.67% |
$18.5K - $19.7K
|
8.61K
$1.14M
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-150- 1.66% |
$19K - $20.2K
|
8.87K
$1.17M
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-150- 1.05% |
$19K - $20.2K
|
14.2K
$1.88M
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-150- 2.31% |
$19K - $20.2K
|
6.34K
$838K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-150- 2.9% |
$19K - $20.2K
|
5.02K
$664K
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-153- 8.58% |
$19.4K - $20.6K
|
1.63K
$216K
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-153- 1.08% |
$19.4K - $20.6K
|
14.1K
$1.86M
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-156- 4.81% |
$19.8K - $21K
|
3.09K
$409K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-157- 2.6% |
$19.9K - $21.2K
|
5.88K
$778K
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-159- 0.25% |
$20.1K - $21.4K
|
64.1K
$8.48M
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-160- 1.77% |
$20.3K - $21.6K
|
8.89K
$1.18M
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-160- 0.36% |
$20.3K - $21.6K
|
44.3K
$5.87M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-161- 0.55% |
$20.4K - $21.7K
|
28.9K
$3.82M
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-165- 0.27% |
$20.9K - $22.2K
|
60.1K
$7.95M
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-167- 0.36% |
$21.2K - $22.5K
|
45.8K
$6.05M
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-170- 2.35% |
$21.5K - $22.9K
|
7.06K
$935K
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-175- 2.23% |
$22.2K - $23.6K
|
7.67K
$1.01M
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-178- 4.94% |
$22.5K - $24K
|
3.43K
$453K
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-178- 0.98% |
$22.5K - $24K
|
18K
$2.38M
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-180- 0.56% |
$22.8K - $24.3K
|
31.8K
$4.21M
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-183- 2.3% |
$23.2K - $24.7K
|
7.79K
$1.03M
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-186- 6.51% |
$23.6K - $25.1K
|
2.67K
$353K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-188- 1.99% |
$23.8K - $25.3K
|
9.27K
$1.23M
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-192- 1.56% |
$24.3K - $25.9K
|
12.1K
$1.6M
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-195- 1.35% |
$24.7K - $26.3K
|
14.2K
$1.88M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-196- 0.32% |
$24.8K - $26.4K
|
61.1K
$8.09M
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-197- 2.84% |
$25K - $26.5K
|
6.73K
$891K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-203- 4.83% |
$25.7K - $27.4K
|
4K
$529K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-206- 7.52% |
$26.1K - $27.8K
|
2.54K
$335K
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-207- 2.9% |
$26.2K - $27.9K
|
6.93K
$917K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-210- 4.74% |
$26.6K - $28.3K
|
4.22K
$558K
|
|
Feb 06, 2025
Q4 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-215- 0.27% |
$27.2K - $29K
|
78.5K
$10.4M
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-219- 0.91% |
$27.7K - $29.5K
|
23.7K
$3.14M
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-220- 0.78% |
$27.9K - $29.6K
|
28.1K
$3.71M
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-222- 6.3% |
$28.1K - $29.9K
|
3.3K
$437K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-223- 2.76% |
$28.2K - $30K
|
7.87K
$1.04M
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-228- 8.64% |
$28.9K - $30.7K
|
2.41K
$319K
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-229- 1.28% |
$29K - $30.9K
|
17.6K
$2.33M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-233- 3.06% |
$29.5K - $31.4K
|
7.39K
$978K
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-235- 10.24% |
$29.8K - $31.7K
|
2.06K
$272K
|