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 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$127 - $135
|
414
$54.5K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.21% |
$127 - $135
|
469
$61.8K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.1% |
$127 - $135
|
971
$128K
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-7- 0.15% |
$887 - $943
|
4.63K
$610K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-10- 0.25% |
$1.27K - $1.35K
|
4.02K
$530K
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-12- 0.01% |
$1.52K - $1.62K
|
107K
$14.1M
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-14- 5.74% |
$1.77K - $1.89K
|
230
$30.3K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-22- 0.41% |
$2.79K - $2.96K
|
5.36K
$705K
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-27- 0.34% |
$3.42K - $3.64K
|
7.83K
$1.03M
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-29- 0.91% |
$3.67K - $3.91K
|
3.17K
$418K
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-29- 0.79% |
$3.67K - $3.91K
|
3.65K
$480K
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-30- 0.12% |
$3.8K - $4.04K
|
24.6K
$3.24M
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-32- 0.63% |
$4.05K - $4.31K
|
5.07K
$668K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-39- 2.15% |
$4.94K - $5.25K
|
1.78K
$234K
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-40- 0.66% |
$5.07K - $5.39K
|
6.05K
$797K
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-50- 1.79% |
$6.33K - $6.74K
|
2.75K
$361K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-54- 8.85% |
$6.84K - $7.28K
|
556
$73.2K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-60- 0.75% |
$7.6K - $8.08K
|
7.98K
$1.05M
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-61- 3.71% |
$7.73K - $8.22K
|
1.58K
$208K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-62- 1.23% |
$7.85K - $8.35K
|
4.97K
$654K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-64- 3.34% |
$8.11K - $8.62K
|
1.86K
$244K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.1% |
$8.23K - $8.76K
|
64K
$8.43M
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-68- 2.54% |
$8.61K - $9.16K
|
2.61K
$343K
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-72- 0.3% |
$9.12K - $9.7K
|
23.6K
$3.1M
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-85- 4.67% |
$10.8K - $11.5K
|
1.74K
$228K
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-99- 4.29% |
$12.5K - $13.3K
|
2.21K
$291K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 3.19% |
$12.7K - $13.5K
|
3.04K
$400K
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-105- 7.68% |
$13.3K - $14.1K
|
1.26K
$166K
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-106- 3.05% |
$13.4K - $14.3K
|
3.37K
$444K
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-107- 1.9% |
$13.6K - $14.4K
|
5.54K
$729K
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-111- 11.88% |
$14.1K - $15K
|
823
$108K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-112- 0.93% |
$14.2K - $15.1K
|
11.9K
$1.56M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-116- 15.85% |
$14.7K - $15.6K
|
616
$81.1K
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-125- 1.36% |
$15.8K - $16.8K
|
9.03K
$1.19M
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-129- 3.66% |
$16.3K - $17.4K
|
3.4K
$447K
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-139- 2.2% |
$17.6K - $18.7K
|
6.17K
$812K
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-144- 2.08% |
$18.2K - $19.4K
|
6.76K
$891K
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-146- 1.67% |
$18.5K - $19.7K
|
8.61K
$1.13M
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-153- 8.58% |
$19.4K - $20.6K
|
1.63K
$215K
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-153- 1.08% |
$19.4K - $20.6K
|
14.1K
$1.85M
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-156- 4.81% |
$19.8K - $21K
|
3.09K
$407K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-161- 0.55% |
$20.4K - $21.7K
|
28.9K
$3.81M
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-165- 0.27% |
$20.9K - $22.2K
|
60.1K
$7.92M
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-178- 4.94% |
$22.5K - $24K
|
3.43K
$451K
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-197- 2.84% |
$25K - $26.5K
|
6.73K
$887K
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-220- 0.78% |
$27.9K - $29.6K
|
28.1K
$3.69M
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-222- 6.3% |
$28.1K - $29.9K
|
3.3K
$435K
|
|
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
$317K
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-229- 1.28% |
$29K - $30.9K
|
17.6K
$2.32M
|