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 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.17K+ 22.23% |
$401K - $427K
|
17.4K
$2.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.14K+ 6.98% |
$398K - $423K
|
48.1K
$6.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.12K+ 53.87% |
$396K - $421K
|
8.92K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.09K+ 1.83% |
$391K - $416K
|
172K
$22.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.08KNew |
$391K - $415K
|
3.08K
$407K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
3.07K+ 59.88% |
$389K - $413K
|
8.19K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.05K+ 9.27% |
$386K - $410K
|
35.9K
$4.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
3.02K+ 104.21% |
$383K - $407K
|
5.92K
$781K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.95KNew |
$374K - $398K
|
2.95K
$389K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.95K+ 13.84% |
$373K - $397K
|
24.2K
$3.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.93K+ 9.33% |
$372K - $395K
|
34.4K
$4.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.92K+ 18.68% |
$370K - $394K
|
18.6K
$2.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.85K+ 7.36% |
$361K - $384K
|
41.6K
$5.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.85K+ 35.83% |
$361K - $384K
|
10.8K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.83K+ 14.01% |
$358K - $381K
|
23K
$3.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.81K+ 5.32% |
$356K - $379K
|
55.7K
$7.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.68KNew |
$340K - $362K
|
2.68K
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.67K+ 106.17% |
$338K - $359K
|
5.18K
$683K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.66K+ 89.62% |
$337K - $358K
|
5.62K
$742K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.57K+ 202.2% |
$326K - $347K
|
3.85K
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.51KNew |
$318K - $338K
|
2.51K
$331K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.5K+ 95.64% |
$317K - $337K
|
5.12K
$675K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
2.47KNew |
$312K - $332K
|
2.47K
$325K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.45K+ 5.98% |
$310K - $330K
|
43.3K
$5.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.41K+ 1.58% |
$305K - $325K
|
155K
$20.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.38K+ 6.96% |
$301K - $320K
|
36.5K
$4.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.35K+ 3.53% |
$298K - $317K
|
68.9K
$9.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.34K+ 3.09% |
$296K - $315K
|
77.9K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.33KNew |
$295K - $314K
|
2.33K
$307K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.32K+ 2315.0% |
$293K - $312K
|
2.42K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.31KNew |
$293K - $311K
|
2.31K
$305K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.28K+ 2.42% |
$289K - $308K
|
96.5K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.22K+ 4.57% |
$281K - $299K
|
50.9K
$6.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.18K+ 18.07% |
$276K - $294K
|
14.3K
$1.88M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.13K+ 0.81% |
$270K - $287K
|
266K
$35M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.12K+ 4.3% |
$269K - $286K
|
51.4K
$6.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
2.08KNew |
$263K - $280K
|
2.08K
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.06K+ 29.8% |
$261K - $278K
|
8.97K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.05K+ 3.07% |
$260K - $277K
|
68.9K
$9.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.05K+ 110.22% |
$260K - $276K
|
3.91K
$516K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.01K+ 3.45% |
$255K - $271K
|
60.4K
$7.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.01K+ 62.53% |
$255K - $271K
|
5.23K
$689K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.97KNew |
$249K - $265K
|
1.97K
$260K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
1.93KNew |
$244K - $259K
|
1.93K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.91K+ 5.37% |
$242K - $257K
|
37.4K
$4.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.84K+ 51.19% |
$233K - $248K
|
5.44K
$718K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.83K+ 6.74% |
$232K - $247K
|
29K
$3.83M
|
|
|
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
$15M
|