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 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-9.44K- 16.66% |
$1.2M - $1.27M
|
47.3K
$6.3M
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10.1K- 6.34% |
$1.27M - $1.35M
|
149K
$19.8M
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-11.2K- 19.85% |
$1.42M - $1.52M
|
45.4K
$6.05M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.4K- 4.9% |
$1.45M - $1.54M
|
221K
$29.5M
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-12.1K- 41.47% |
$1.54M - $1.64M
|
17.1K
$2.28M
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-12.8K- 11.4% |
$1.62M - $1.72M
|
99.4K
$13.3M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-12.8K- 50.4% |
$1.62M - $1.73M
|
12.6K
$1.68M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13K- 99.9% |
$1.64M - $1.75M
|
13
$1.73K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-13K- 2.84% |
$1.64M - $1.75M
|
443K
$59.1M
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-13.2K- 12.4% |
$1.67M - $1.78M
|
93.3K
$12.4M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-15.3K- 10.32% |
$1.94M - $2.06M
|
133K
$17.7M
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-16.6K- 13.44% |
$2.1M - $2.23M
|
107K
$14.2M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16.6K- 70.37% |
$2.1M - $2.24M
|
6.99K
$931K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-16.6K- 16.31% |
$2.1M - $2.24M
|
85.1K
$11.3M
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-18.4K- 49.98% |
$2.33M - $2.47M
|
18.4K
$2.45M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19K- 2.04% |
$2.41M - $2.56M
|
915K
$122M
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-19.8K- 17.12% |
$2.5M - $2.66M
|
95.7K
$12.8M
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-19.8K- 26.67% |
$2.51M - $2.67M
|
54.5K
$7.26M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-21.3K- 2.27% |
$2.7M - $2.87M
|
918K
$122M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21.6K- 3.82% |
$2.73M - $2.9M
|
543K
$72.4M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-23.5K- 39.84% |
$2.98M - $3.17M
|
35.5K
$4.74M
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-24.6K- 41.89% |
$3.12M - $3.32M
|
34.2K
$4.55M
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-25.6K- 96.07% |
$3.24M - $3.44M
|
1.05K
$139K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-28.9K- 94.43% |
$3.66M - $3.9M
|
1.71K
$228K
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-29.2K- 86.23% |
$3.7M - $3.93M
|
4.66K
$621K
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-30.1K- 11.5% |
$3.82M - $4.06M
|
232K
$30.9M
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-30.9K- 43.49% |
$3.92M - $4.17M
|
40.2K
$5.36M
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-32.9K- 72.85% |
$4.17M - $4.43M
|
12.3K
$1.64M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-60.7K- 6.79% |
$7.7M - $8.18M
|
834K
$111M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-99.5K- 88.83% |
$12.6M - $13.4M
|
12.5K
$1.67M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-383K- 98.51% |
$48.6M - $51.7M
|
5.8K
$773K
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-535K- 48.75% |
$67.8M - $72.1M
|
562K
$74.9M
|