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 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-1.92K- 30.87% |
$243K - $258K
|
4.29K
$572K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.92K- 11.6% |
$243K - $259K
|
14.6K
$1.95M
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.97K- 0.74% |
$250K - $265K
|
265K
$35.4M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2K- 22.63% |
$253K - $269K
|
6.84K
$911K
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-2.01K- 0.83% |
$254K - $270K
|
239K
$31.8M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.02K- 4.31% |
$256K - $272K
|
44.8K
$5.97M
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.08K- 0.13% |
$263K - $280K
|
1.6M
$213M
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-2.12K- 9.8% |
$268K - $285K
|
19.5K
$2.6M
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.16K- 1.78% |
$274K - $291K
|
119K
$15.9M
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.19K- 0.87% |
$278K - $295K
|
249K
$33.2M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.2K- 7.77% |
$278K - $296K
|
26K
$3.47M
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-2.27K- 7.39% |
$287K - $306K
|
28.4K
$3.79M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.27K- 1.6% |
$288K - $306K
|
140K
$18.6M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.36K- 3.26% |
$299K - $318K
|
70.1K
$9.34M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.54K- 2.1% |
$322K - $343K
|
119K
$15.8M
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.56K- 5.52% |
$324K - $345K
|
43.8K
$5.84M
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-2.6K- 1.61% |
$329K - $350K
|
158K
$21.1M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.64K- 4.23% |
$334K - $355K
|
59.7K
$7.96M
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-2.67K- 31.81% |
$338K - $360K
|
5.73K
$763K
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.71K- 12.28% |
$344K - $366K
|
19.4K
$2.58M
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.72K- 17.68% |
$345K - $367K
|
12.7K
$1.69M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 4.86% |
$363K - $386K
|
56.1K
$7.47M
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-2.89K- 1.38% |
$366K - $389K
|
206K
$27.4M
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.98K- 3.07% |
$377K - $401K
|
93.8K
$12.5M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.23K- 1.75% |
$410K - $436K
|
182K
$24.2M
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.3K- 2.22% |
$418K - $444K
|
145K
$19.4M
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.61K- 1.48% |
$457K - $486K
|
241K
$32.1M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-3.73K- 1.45% |
$472K - $502K
|
253K
$33.7M
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.73K- 21.55% |
$472K - $502K
|
13.6K
$1.81M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.81K- 13.58% |
$483K - $514K
|
24.3K
$3.23M
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-3.85K- 2.87% |
$488K - $519K
|
130K
$17.4M
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.89K- 4.08% |
$493K - $525K
|
91.4K
$12.2M
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.9K- 11.76% |
$494K - $526K
|
29.3K
$3.9M
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.97K- 7.39% |
$503K - $535K
|
49.8K
$6.64M
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-4.1K- 55.09% |
$519K - $552K
|
3.34K
$445K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.1K- 14.63% |
$520K - $553K
|
23.9K
$3.19M
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-4.81K- 1.08% |
$609K - $648K
|
442K
$58.9M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-5.07K- 3.02% |
$643K - $683K
|
163K
$21.7M
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.16K- 3.93% |
$654K - $695K
|
126K
$16.8M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.17K- 6.25% |
$655K - $696K
|
77.5K
$10.3M
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-5.17K- 1.76% |
$655K - $696K
|
288K
$38.4M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.06K- 3.68% |
$768K - $817K
|
159K
$21.1M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.14K- 3.16% |
$777K - $827K
|
188K
$25M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.22K- 1.89% |
$788K - $838K
|
324K
$43.1M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-6.29K- 1.6% |
$797K - $847K
|
387K
$51.6M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7K- 2.99% |
$887K - $943K
|
227K
$30.3M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.82K- 9.32% |
$991K - $1.05M
|
76.1K
$10.1M
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-8.98K- 14.97% |
$1.14M - $1.21M
|
51K
$6.8M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-9.14K- 4.3% |
$1.16M - $1.23M
|
204K
$27.1M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-9.26K- 2.47% |
$1.17M - $1.25M
|
366K
$48.8M
|