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 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75+ 1.86% |
$9.5K - $10.1K
|
4.11K
$542K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
72+ 0.63% |
$9.12K - $9.7K
|
11.5K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
71+ 1.95% |
$8.99K - $9.57K
|
3.72K
$490K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
71New |
$8.99K - $9.57K
|
71
$9.36K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
67+ 0.39% |
$8.49K - $9.03K
|
17.1K
$2.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
65+ 120.37% |
$8.23K - $8.76K
|
119
$15.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
63+ 0.49% |
$7.98K - $8.49K
|
13K
$1.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
61+ 1.3% |
$7.73K - $8.22K
|
4.76K
$627K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
55+ 2.75% |
$6.97K - $7.41K
|
2.06K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
54+ 0.78% |
$6.84K - $7.28K
|
7K
$923K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
53+ 3.46% |
$6.71K - $7.14K
|
1.58K
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
52+ 0.75% |
$6.59K - $7.01K
|
6.99K
$922K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
51+ 0.76% |
$6.46K - $6.87K
|
6.74K
$889K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
49+ 1.14% |
$6.21K - $6.6K
|
4.36K
$575K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
49+ 0.41% |
$6.21K - $6.6K
|
12.1K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
47+ 1.99% |
$5.95K - $6.33K
|
2.41K
$318K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
45+ 0.35% |
$5.7K - $6.06K
|
12.9K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
44+ 0.19% |
$5.57K - $5.93K
|
23.8K
$3.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
40+ 2.09% |
$5.07K - $5.39K
|
1.95K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
40+ 0.16% |
$5.07K - $5.39K
|
25.8K
$3.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
37+ 0.42% |
$4.69K - $4.99K
|
8.79K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
33+ 0.15% |
$4.18K - $4.45K
|
22.1K
$2.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
32+ 0.74% |
$4.05K - $4.31K
|
4.35K
$574K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
30+ 12.24% |
$3.8K - $4.04K
|
275
$36.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
30+ 0.28% |
$3.8K - $4.04K
|
10.7K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
28+ 0.67% |
$3.55K - $3.77K
|
4.23K
$557K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
28+ 0.51% |
$3.55K - $3.77K
|
5.51K
$727K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
28+ 1.29% |
$3.55K - $3.77K
|
2.2K
$290K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.96% |
$3.42K - $3.64K
|
2.85K
$376K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.35% |
$3.29K - $3.5K
|
7.4K
$976K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
24+ 0.35% |
$3.04K - $3.23K
|
6.91K
$912K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23+ 0.18% |
$2.91K - $3.1K
|
13.1K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
22New |
$2.79K - $2.96K
|
22
$2.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
21New |
$2.66K - $2.83K
|
21
$2.77K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
20+ 1.08% |
$2.53K - $2.69K
|
1.87K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
19+ 0.56% |
$2.41K - $2.56K
|
3.4K
$448K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
19+ 1.06% |
$2.41K - $2.56K
|
1.82K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
18+ 0.32% |
$2.28K - $2.43K
|
5.58K
$736K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17+ 0.78% |
$2.15K - $2.29K
|
2.21K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
16+ 0.03% |
$2.03K - $2.16K
|
46.9K
$6.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
15+ 0.4% |
$1.9K - $2.02K
|
3.77K
$497K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15+ 7.85% |
$1.9K - $2.02K
|
206
$27.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
13+ 0.2% |
$1.65K - $1.75K
|
6.51K
$859K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.68% |
$1.65K - $1.75K
|
1.93K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
11+ 2.04% |
$1.39K - $1.48K
|
550
$72.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11+ 0.09% |
$1.39K - $1.48K
|
11.7K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
11+ 0.17% |
$1.39K - $1.48K
|
6.64K
$876K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10+ 0.31% |
$1.27K - $1.35K
|
3.22K
$424K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.17% |
$1.01K - $1.08K
|
4.81K
$634K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
7+ 0.41% |
$887 - $943
|
1.71K
$225K
|