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
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-245- 1.73% |
$31K - $33K
|
13.9K
$1.84M
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-271- 12.15% |
$34.3K - $36.5K
|
1.96K
$258K
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-279- 10.78% |
$35.3K - $37.6K
|
2.31K
$304K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-290- 4.29% |
$36.7K - $39.1K
|
6.47K
$853K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-292- 1.62% |
$37K - $39.3K
|
17.7K
$2.33M
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-298- 0.83% |
$37.8K - $40.2K
|
35.5K
$4.68M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-305- 13.62% |
$38.6K - $41.1K
|
1.93K
$255K
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-312- 0.55% |
$39.5K - $42K
|
56.5K
$7.44M
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-339- 19.91% |
$42.9K - $45.7K
|
1.36K
$180K
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-349- 1.45% |
$44.2K - $47K
|
23.7K
$3.12M
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-359- 16.5% |
$45.5K - $48.4K
|
1.82K
$239K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-374- 1.47% |
$47.4K - $50.4K
|
25.1K
$3.31M
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-399- 0.45% |
$50.5K - $53.8K
|
87.7K
$11.6M
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-449- 13.01% |
$56.9K - $60.5K
|
3K
$395K
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-537- 0.72% |
$68K - $72.4K
|
73.7K
$9.71M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-568- 2.49% |
$72K - $76.5K
|
22.2K
$2.93M
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-681- 17.17% |
$86.3K - $91.8K
|
3.29K
$433K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-734- 3.89% |
$93K - $98.9K
|
18.1K
$2.39M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-779- 9.22% |
$98.7K - $105K
|
7.67K
$1.01M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-787- 21.92% |
$99.7K - $106K
|
2.8K
$369K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-830- 67.15% |
$105K - $112K
|
406
$53.5K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-844- 2.98% |
$107K - $114K
|
27.5K
$3.62M
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-846- 1.06% |
$107K - $114K
|
79.3K
$10.4M
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-859- 1.99% |
$109K - $116K
|
42.3K
$5.56M
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-872- 1.79% |
$110K - $117K
|
47.9K
$6.31M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-952- 20.05% |
$121K - $128K
|
3.8K
$500K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.02K- 17.81% |
$130K - $138K
|
4.73K
$622K
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.05K- 37.38% |
$133K - $141K
|
1.76K
$231K
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.06K- 0.71% |
$134K - $143K
|
147K
$19.4M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.11K- 2.47% |
$141K - $150K
|
44K
$5.79M
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.19K- 0.87% |
$151K - $161K
|
136K
$17.9M
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.24K- 5.38% |
$158K - $168K
|
21.9K
$2.88M
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.41K- 1.55% |
$178K - $190K
|
89.2K
$11.8M
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.54K- 20.94% |
$195K - $207K
|
5.81K
$765K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.56K- 2.39% |
$197K - $210K
|
63.5K
$8.36M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.68K- 0.31% |
$213K - $226K
|
540K
$71.1M
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.72K- 5.28% |
$218K - $232K
|
30.9K
$4.07M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.86K- 1.25% |
$236K - $251K
|
148K
$19.4M
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-1.92K- 30.87% |
$243K - $258K
|
4.29K
$565K
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-2.01K- 0.83% |
$254K - $270K
|
239K
$31.4M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.2K- 7.77% |
$278K - $296K
|
26K
$3.43M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.54K- 2.1% |
$322K - $343K
|
119K
$15.6M
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.56K- 5.52% |
$324K - $345K
|
43.8K
$5.77M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.64K- 4.23% |
$334K - $355K
|
59.7K
$7.86M
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.71K- 12.28% |
$344K - $366K
|
19.4K
$2.55M
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-4.1K- 55.09% |
$519K - $552K
|
3.34K
$440K
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-5.07K- 3.02% |
$643K - $683K
|
163K
$21.5M
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-5.17K- 1.76% |
$655K - $696K
|
288K
$38M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-12.8K- 50.4% |
$1.62M - $1.73M
|
12.6K
$1.66M
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-16.6K- 13.44% |
$2.1M - $2.23M
|
107K
$14.1M
|