Creative Planning Vanguard Whitehall Fds (Vangua Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Creative Planning holds 3,619,849 shares of VYM stock, worth $490 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

3,619,849

Previous 3,649,157 0.8%

Holding current value

$490 Million

Previous $466 Million 0.26%

% of portfolio

0.44%

Previous 0.45%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$126.11 - $135.06 $3.7 Million - $3.96 Million	-29,308 Reduced 0.8%	3,619,849 $467 Million
Q4 2024 Feb 14, 2025	SELL	$126.68 - $134.74 $4.67 Million - $4.96 Million	-36,830 Reduced 1.0%	3,649,157 $466 Million
Q3 2024 Oct 11, 2024	SELL	$117.9 - $128.2 $5.61 Million - $6.1 Million	-47,616 Reduced 1.28%	3,685,987 $473 Million
Q2 2024 Aug 15, 2024	SELL	$114.71 - $121.51 $2.3 Million - $2.44 Million	-20,082 Reduced 0.53%	3,733,603 $443 Million
Q1 2024 May 10, 2024	SELL	$109.98 - $120.99 $9.93 Million - $10.9 Million	-90,295 Reduced 2.35%	3,753,685 $454 Million
Q4 2023 Feb 14, 2024	SELL	$98.71 - $111.84 $10.2 Million - $11.6 Million	-103,390 Reduced 2.62%	3,843,980 $429 Million
Q3 2023 Nov 16, 2023	SELL	$103.32 - $110.34 $1.19 Million - $1.27 Million	-11,514 Reduced 0.29%	3,947,370 $408 Million
Q2 2023 Jul 21, 2023	SELL	$101.36 - $107.68 $20.1 Million - $21.3 Million	-197,961 Reduced 4.76%	3,958,884 $420 Million
Q1 2023 May 15, 2023	SELL	$100.82 - $111.44 $23.9 Million - $26.4 Million	-236,681 Reduced 5.39%	4,156,845 $439 Million
Q4 2022 Feb 10, 2023	SELL	$96.14 - $113.15 $984,281 - $1.16 Million	-10,238 Reduced 0.23%	4,393,526 $475 Million
Q3 2022 Nov 03, 2022	SELL	$94.88 - $110.28 $9.71 Million - $11.3 Million	-102,332 Reduced 2.27%	4,403,764 $418 Million
Q2 2022 Aug 15, 2022	BUY	$99.2 - $114.57 $49.2 Million - $56.8 Million	495,965 Added 12.37%	4,506,096 $458 Million
Q1 2022 May 16, 2022	BUY	$107.24 - $115.01 $33.3 Million - $35.7 Million	310,085 Added 8.38%	4,010,131 $450 Million
Q4 2021 Feb 11, 2022	SELL	$104.33 - $112.16 $14 Million - $15.1 Million	-134,491 Reduced 3.51%	3,700,046 $415 Million
Q3 2021 Nov 10, 2021	SELL	$102.3 - $108.36 $220 Million - $233 Million	-2,152,375 Reduced 35.95%	3,834,537 $396 Million
Q2 2021 Aug 04, 2021	BUY	$101.6 - $107.95 $433 Million - $460 Million	4,263,565 Added 247.4%	5,986,912 $627 Million
Q1 2021 Apr 30, 2021	BUY	$90.4 - $101.83 $8.96 Million - $10.1 Million	99,068 Added 6.1%	1,723,347 $174 Million
Q4 2020 Jan 29, 2021	SELL	$78.88 - $92.1 $349,990 - $408,647	-4,437 Reduced 0.27%	1,624,279 $149 Million
Q3 2020 Nov 05, 2020	BUY	$77.57 - $85.18 $29 Million - $31.9 Million	373,920 Added 29.8%	1,628,716 $132 Million
Q2 2020 Jul 23, 2020	BUY	$67.79 - $86.78 $4.1 Million - $5.24 Million	60,421 Added 5.06%	1,254,796 $98.9 Million
Q1 2020 May 05, 2020	BUY	$60.97 - $94.78 $18.4 Million - $28.7 Million	302,303 Added 33.89%	1,194,375 $84.5 Million
Q4 2019 Jan 30, 2020	BUY	$85.84 - $94.47 $2.74 Million - $3.01 Million	31,913 Added 3.71%	892,072 $83.6 Million
Q3 2019 Nov 01, 2019	SELL	$88.2 - $89.75 $3,704 - $3,769	-42 Reduced -0.0%	860,159 $76.3 Million
Q2 2019 Jul 26, 2019	SELL	N/A	-14,669 Reduced 1.68%	860,201 $75.2 Million
Q1 2019 Apr 24, 2019	BUY	N/A	15,801 Added 1.84%	874,870 $74.9 Million
Q4 2018 Feb 01, 2019	SELL	N/A	-10,133 Reduced 1.17%	859,069 $67 Million
Q3 2018 Oct 25, 2018	BUY	N/A	31,669 Added 3.78%	869,202 $75.7 Million
Q2 2018 Jul 20, 2018	SELL	N/A	-18,485 Reduced 2.16%	837,533 $69.6 Million
Q1 2018 Apr 18, 2018	BUY	N/A	43,190 Added 5.31%	856,018 $70.6 Million
Q4 2017 Jan 17, 2018	BUY	N/A	44,615 Added 5.81%	812,828 $69.6 Million
Q3 2017 Oct 17, 2017	BUY	N/A	768,213	768,213 $62.3 Million

Others Institutions Holding VYM

# of Institutions

2,015

Shares Held

189M

Call Options Held

2.03M

Put Options Held

311K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Vanguard Whitehall Fds (Vangua Transaction History