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
|
Diversified Trust CO
|
BUY
|
- |
254+ 1.57% |
$32.2K - $34.2K
|
16.5K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
251+ 2.44% |
$31.8K - $33.8K
|
10.6K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
249+ 2.13% |
$31.5K - $33.6K
|
11.9K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
248+ 1.57% |
$31.4K - $33.4K
|
16.1K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
235+ 7.94% |
$29.8K - $31.7K
|
3.19K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
228+ 9.43% |
$28.9K - $30.7K
|
2.65K
$353K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
224+ 4.54% |
$28.4K - $30.2K
|
5.15K
$687K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
221+ 0.65% |
$28K - $29.8K
|
34.3K
$4.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
220+ 8.0% |
$27.9K - $29.6K
|
2.97K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
211+ 44.8% |
$26.7K - $28.4K
|
682
$90.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
209+ 1.17% |
$26.5K - $28.2K
|
18.1K
$2.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
205+ 4.19% |
$26K - $27.6K
|
5.1K
$680K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
205+ 0.28% |
$26K - $27.6K
|
72.5K
$9.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
203+ 5.65% |
$25.7K - $27.4K
|
3.8K
$506K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
203+ 1.08% |
$25.7K - $27.4K
|
19.1K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
201+ 7.89% |
$25.5K - $27.1K
|
2.75K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
200+ 10.91% |
$25.3K - $26.9K
|
2.03K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
195+ 7.12% |
$24.7K - $26.3K
|
2.93K
$391K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
192+ 314.75% |
$24.3K - $25.9K
|
253
$33.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
187+ 0.54% |
$23.7K - $25.2K
|
34.5K
$4.6M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
184+ 41.91% |
$23.3K - $24.8K
|
623
$83K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
184New |
$23.3K - $24.8K
|
184
$24.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
184+ 9.42% |
$23.3K - $24.8K
|
2.14K
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
182+ 0.38% |
$23.1K - $24.5K
|
48K
$6.39M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
178+ 7.39% |
$22.5K - $24K
|
2.59K
$345K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
177+ 1.52% |
$22.4K - $23.8K
|
11.8K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
175+ 7.19% |
$22.2K - $23.6K
|
2.61K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
174+ 10.89% |
$22K - $23.4K
|
1.77K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
174+ 9.27% |
$22K - $23.4K
|
2.05K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
164+ 0.72% |
$20.8K - $22.1K
|
22.8K
$3.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
155+ 5.65% |
$19.6K - $20.9K
|
2.9K
$386K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
151+ 8.84% |
$19.1K - $20.3K
|
1.86K
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
150+ 3.33% |
$19K - $20.2K
|
4.66K
$621K
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
149+ 2.7% |
$18.9K - $20.1K
|
5.68K
$757K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
145+ 1.02% |
$18.4K - $19.5K
|
14.4K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
138+ 0.9% |
$17.5K - $18.6K
|
15.5K
$2.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
133+ 3.94% |
$16.8K - $17.9K
|
3.51K
$468K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
133+ 1.19% |
$16.8K - $17.9K
|
11.3K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
130+ 0.78% |
$16.5K - $17.5K
|
16.8K
$2.23M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
128+ 0.37% |
$16.2K - $17.2K
|
34.5K
$4.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
126+ 0.07% |
$16K - $17K
|
189K
$25.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
126+ 1.48% |
$16K - $17K
|
8.61K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
123+ 1.35% |
$15.6K - $16.6K
|
9.24K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
112+ 0.75% |
$14.2K - $15.1K
|
15K
$2M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
112+ 4.58% |
$14.2K - $15.1K
|
2.56K
$341K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
110+ 1.79% |
$13.9K - $14.8K
|
6.26K
$835K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 2.54% |
$12.7K - $13.5K
|
4.04K
$539K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
100+ 4.21% |
$12.7K - $13.5K
|
2.48K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
100+ 0.63% |
$12.7K - $13.5K
|
16.1K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
100+ 2.88% |
$12.7K - $13.5K
|
3.57K
$475K
|