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 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.12K+ 4.3% |
$269K - $286K
|
51.4K
$6.77M
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
1.93KNew |
$244K - $259K
|
1.93K
$254K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.83K+ 6.74% |
$232K - $247K
|
29K
$3.82M
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.83KNew |
$232K - $247K
|
1.83K
$241K
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.82K+ 1.69% |
$230K - $245K
|
109K
$14.4M
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
1.8K+ 1.61% |
$228K - $243K
|
114K
$14.9M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.74K+ 15.17% |
$220K - $234K
|
13.2K
$1.74M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.67K+ 19.88% |
$211K - $225K
|
10.1K
$1.33M
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.63K+ 7.28% |
$206K - $219K
|
23.9K
$3.15M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.59K+ 15.45% |
$202K - $215K
|
11.9K
$1.57M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.59K+ 5.37% |
$201K - $214K
|
31.2K
$4.11M
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.48K+ 2.01% |
$187K - $199K
|
75.1K
$9.89M
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
1.24K+ 4.08% |
$157K - $167K
|
31.7K
$4.17M
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.21K+ 7.48% |
$153K - $163K
|
17.3K
$2.28M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.18K+ 0.3% |
$149K - $159K
|
398K
$52.4M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.15K+ 1.7% |
$146K - $155K
|
68.9K
$9.08M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.11K+ 1.33% |
$141K - $150K
|
84.9K
$11.2M
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
1.07K+ 2.33% |
$135K - $143K
|
46.8K
$6.17M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.01K+ 1.43% |
$128K - $136K
|
71.8K
$9.46M
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
914+ 0.44% |
$116K - $123K
|
207K
$27.3M
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
900+ 32.81% |
$114K - $121K
|
3.64K
$480K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
892+ 0.65% |
$113K - $120K
|
138K
$18.2M
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
876+ 3.2% |
$111K - $118K
|
28.2K
$3.72M
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
873+ 12.65% |
$111K - $118K
|
7.78K
$1.02M
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
639+ 13.27% |
$80.9K - $86.1K
|
5.46K
$719K
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
612+ 2.18% |
$77.5K - $82.5K
|
28.6K
$3.77M
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
596+ 2.31% |
$75.5K - $80.3K
|
26.4K
$3.48M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
586+ 34.8% |
$74.2K - $79K
|
2.27K
$299K
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
532+ 3.26% |
$67.4K - $71.7K
|
16.8K
$2.22M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
491+ 1.37% |
$62.2K - $66.2K
|
36.3K
$4.78M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
454+ 0.23% |
$57.5K - $61.2K
|
198K
$26.1M
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
437+ 2.77% |
$55.4K - $58.9K
|
16.2K
$2.13M
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
431+ 7.58% |
$54.6K - $58.1K
|
6.12K
$806K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
404+ 1.05% |
$51.2K - $54.4K
|
39K
$5.13M
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
404+ 7.73% |
$51.2K - $54.4K
|
5.63K
$741K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
376+ 2.0% |
$47.6K - $50.7K
|
19.2K
$2.53M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
339+ 12.06% |
$42.9K - $45.7K
|
3.15K
$415K
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
328+ 4.51% |
$41.6K - $44.2K
|
7.59K
$1M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
305New |
$38.6K - $41.1K
|
305
$40.2K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
302+ 0.89% |
$38.3K - $40.7K
|
34.1K
$4.49M
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
300+ 15.35% |
$38K - $40.4K
|
2.25K
$297K
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
299+ 6.93% |
$37.9K - $40.3K
|
4.62K
$608K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
297+ 0.54% |
$37.6K - $40K
|
55.1K
$7.26M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
292+ 1.06% |
$37K - $39.3K
|
27.8K
$3.66M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
254+ 1.57% |
$32.2K - $34.2K
|
16.5K
$2.17M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
248+ 1.57% |
$31.4K - $33.4K
|
16.1K
$2.12M
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
224+ 4.54% |
$28.4K - $30.2K
|
5.15K
$679K
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
211+ 44.8% |
$26.7K - $28.4K
|
682
$89.8K
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
209+ 1.17% |
$26.5K - $28.2K
|
18.1K
$2.39M
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
201+ 7.89% |
$25.5K - $27.1K
|
2.75K
$362K
|