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
|
Moller Financial Services
|
BUY
|
- |
3.95K+ 60.42% |
$501K - $533K
|
10.5K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.94K+ 4.66% |
$499K - $530K
|
88.3K
$11.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
3.9K+ 45.41% |
$494K - $525K
|
12.5K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.9K+ 2.72% |
$494K - $525K
|
147K
$19.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.89K+ 11.09% |
$493K - $524K
|
39K
$5.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.86K+ 32.76% |
$489K - $520K
|
15.6K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.85K+ 24.4% |
$488K - $519K
|
19.6K
$2.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
3.75K+ 57.33% |
$475K - $505K
|
10.3K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
3.74KNew |
$474K - $504K
|
3.74K
$504K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.74K+ 30.0% |
$473K - $504K
|
16.2K
$2.18M
|
|
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
3.74KNew |
$473K - $503K
|
3.74K
$504K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.71K+ 1.66% |
$470K - $499K
|
227K
$30.6M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.7K+ 25.7% |
$469K - $499K
|
18.1K
$2.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.7K+ 3.75% |
$469K - $499K
|
102K
$13.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.7K+ 15.91% |
$468K - $498K
|
26.9K
$3.63M
|
|
|
Jun 12, 2025
Q4 2024
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
3.68KNew |
$466K - $496K
|
3.68K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
3.67KNew |
$465K - $495K
|
3.67K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
3.66KNew |
$463K - $493K
|
3.66K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.63K+ 1.57% |
$460K - $489K
|
236K
$31.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.59K+ 7.29% |
$454K - $483K
|
52.8K
$7.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.58K+ 5.39% |
$454K - $483K
|
70K
$9.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.55K+ 4.25% |
$450K - $479K
|
87.1K
$11.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
3.52KNew |
$446K - $474K
|
3.52K
$475K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
3.51KNew |
$445K - $473K
|
3.51K
$474K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.51K+ 33.46% |
$444K - $473K
|
14K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.5KNew |
$443K - $471K
|
3.5K
$471K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3.48K+ 5.29% |
$441K - $469K
|
69.2K
$9.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.47K+ 127.01% |
$440K - $468K
|
6.2K
$836K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
3.4KNew |
$431K - $458K
|
3.4K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
3.4KNew |
$431K - $458K
|
3.4K
$458K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.37K+ 35.0% |
$427K - $455K
|
13K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.36K+ 2.13% |
$426K - $453K
|
161K
$21.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
3.34KNew |
$423K - $450K
|
3.34K
$450K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.3K+ 6.61% |
$418K - $445K
|
53.2K
$7.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.28K+ 2.67% |
$415K - $441K
|
126K
$17M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
3.26KNew |
$413K - $439K
|
3.26K
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
3.22KNew |
$408K - $434K
|
3.22K
$434K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
3.22KNew |
$407K - $433K
|
3.22K
$433K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.18K+ 23.26% |
$402K - $428K
|
16.8K
$2.27M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.18K+ 23.26% |
$402K - $428K
|
16.8K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.17K+ 22.23% |
$401K - $427K
|
17.4K
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.16K+ 8.04% |
$400K - $426K
|
42.4K
$5.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.15K+ 10.28% |
$399K - $424K
|
33.8K
$4.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.14K+ 6.98% |
$398K - $423K
|
48.1K
$6.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.12K+ 53.87% |
$396K - $421K
|
8.92K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.12K+ 11.09% |
$395K - $421K
|
31.3K
$4.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.12KNew |
$395K - $420K
|
3.12K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
3.11K+ 2.27% |
$393K - $419K
|
140K
$18.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.09K+ 1.83% |
$391K - $416K
|
172K
$23.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.09K+ 4.06% |
$391K - $416K
|
79K
$10.6M
|