Forum Private Client Group LLC Vanguard Whitehall Fds (Vangua Transaction History

Forum Private Client Group LLC

$259 Billion
Q2 2025

A detailed history of Forum Private Client Group LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Forum Private Client Group LLC holds 194,171 shares of VYM stock, worth $27.5 Million. This represents 9.98% of its overall portfolio holdings.

Number of Shares

194,171

Previous 175,834 10.43%

Holding current value

$27.5 Million

Previous $22.7 Billion 14.15%

% of portfolio

9.98%

Previous 9.84%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$114.78 - $133.31 $2.1 Million - $2.44 Million	18,337 Added 10.43%	194,171 $25.9 Billion
Q1 2025 May 01, 2025	BUY	$126.11 - $135.06 $590,699 - $632,621	4,684 Added 2.74%	175,834 $22.7 Billion
Q4 2024 Feb 13, 2025	BUY	$126.68 - $134.74 $183,432 - $195,103	1,448 Added 0.85%	171,150 $21.8 Billion
Q3 2024 Nov 12, 2024	BUY	$117.9 - $128.2 $591,504 - $643,179	5,017 Added 3.05%	169,702 $21.8 Billion
Q2 2024 Aug 13, 2024	SELL	$114.71 - $121.51 $66,302 - $70,232	-578 Reduced 0.35%	164,685 $19.5 Billion
Q1 2024 May 15, 2024	BUY	$109.98 - $120.99 $847,835 - $932,711	7,709 Added 4.89%	165,263 $20 Billion
Q4 2023 Jan 19, 2024	BUY	$98.71 - $111.84 $15.6 Million - $17.6 Million	157,554 New	157,554 $17.6 Billion
Q2 2023 Aug 02, 2023	BUY	$101.36 - $107.68 $617,485 - $655,986	6,092 Added 4.28%	148,562 $15.8 Million
Q1 2023 May 15, 2023	BUY	$100.82 - $111.44 $394,609 - $436,176	3,914 Added 2.82%	142,470 $15 Million
Q4 2022 Feb 10, 2023	SELL	$96.14 - $113.15 $250,156 - $294,416	-2,602 Reduced 1.84%	138,556 $15 Million
Q3 2022 Nov 10, 2022	BUY	$94.88 - $110.28 $43,929 - $51,059	463 Added 0.33%	141,158 $13.4 Million
Q2 2022 Aug 05, 2022	BUY	$99.2 - $114.57 $2.14 Million - $2.47 Million	21,580 Added 18.12%	140,695 $14.3 Million
Q1 2022 Aug 05, 2022	BUY	$107.24 - $115.01 $12.8 Million - $13.7 Million	119,115 New	119,115 $13.4 Million

Others Institutions Holding VYM

# of Institutions

2,029

Shares Held

195M

Call Options Held

2.08M

Put Options Held

216K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Forum Private Client Group LLC Vanguard Whitehall Fds (Vangua Transaction History