Latest Institutional Transactions on Vanguard Whitehall Fds (Vangua (VYM)
This table provides information on the latest institutional transactions involving Vanguard Whitehall Fds (Vangua (VYM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.5K+ 10.68% |
$5.39M - $5.73M
|
441K
$56.5M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
1.99KNew |
$252K - $268K
|
1.99K
$255K
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
24.3KNew |
$3.08M - $3.28M
|
24.3K
$3.12M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-136- 1.25% |
$17.2K - $18.3K
|
10.7K
$1.38M
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
1.93KNew |
$245K - $260K
|
1.93K
$248K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
18.9KNew |
$2.39M - $2.54M
|
18.9K
$2.42M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
43New |
$5.45K - $5.79K
|
43
$5.52K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
558New |
$70.7K - $75.2K
|
558
$71.6K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
17.2KNew |
$2.17M - $2.31M
|
17.2K
$2.2M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.29KNew |
$291K - $309K
|
2.29K
$294K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-350- 2.49% |
$44.3K - $47.2K
|
13.7K
$1.76M
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1+ 0.06% |
$127 - $135
|
1.63K
$209K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.18K+ 23.26% |
$402K - $428K
|
16.8K
$2.16M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
31K+ 14.09% |
$3.93M - $4.18M
|
251K
$32.2M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-210- 9.84% |
$26.6K - $28.3K
|
1.92K
$247K
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-500- 21.65% |
$63.3K - $67.4K
|
1.81K
$232K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.66KNew |
$210K - $224K
|
1.66K
$213K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-23K- 26.85% |
$2.91M - $3.1M
|
62.7K
$8.04M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.3KNew |
$291K - $309K
|
2.3K
$295K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
77New |
$9.75K - $10.4K
|
77
$9.88K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-16K- 98.73% |
$2.03M - $2.16M
|
205
$26.3K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5.17KNew |
$655K - $697K
|
5.17K
$663K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.56K- 2.58% |
$451K - $479K
|
134K
$17.2M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.15KNew |
$273K - $290K
|
2.15K
$276K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.09K- 15.93% |
$645K - $686K
|
26.9K
$3.45M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-265K- 99.22% |
$33.6M - $35.7M
|
2.09K
$268K
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
2.19KNew |
$277K - $295K
|
2.19K
$280K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
6.76K+ 8.46% |
$857K - $911K
|
86.7K
$11.1M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
275+ 8.5% |
$34.8K - $37.1K
|
3.51K
$450K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
664New |
$84.1K - $89.5K
|
664
$85.2K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-372- 4.28% |
$47.1K - $50.1K
|
8.32K
$1.07M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
12.4KNew |
$1.56M - $1.66M
|
12.4K
$1.58M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
17.9KNew |
$2.26M - $2.41M
|
17.9K
$2.29M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
11KNew |
$1.39M - $1.48M
|
11K
$1.41M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
15New |
$1.9K - $2.02K
|
15
$1.92K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-853- 15.61% |
$108K - $115K
|
4.61K
$591K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-439- 2.47% |
$55.6K - $59.2K
|
17.3K
$2.23M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
30.6K+ 22.82% |
$3.88M - $4.13M
|
165K
$21.1M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-242- 1.81% |
$30.7K - $32.6K
|
13.1K
$1.68M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
2.96KNew |
$374K - $398K
|
2.96K
$379K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.81K- 25.8% |
$356K - $379K
|
8.09K
$1.04M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1.87KNew |
$237K - $252K
|
1.87K
$239K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-265- 1.39% |
$33.6K - $35.7K
|
18.8K
$2.41M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
7.71KNew |
$977K - $1.04M
|
7.71K
$989K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.33K- 13.7% |
$295K - $314K
|
14.7K
$1.88M
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
2.2KNew |
$279K - $296K
|
2.2K
$282K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 9.81% |
$195K - $207K
|
17.2K
$2.21M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.16K- 26.17% |
$147K - $156K
|
3.27K
$420K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
21.3K+ 6.93% |
$2.69M - $2.86M
|
328K
$42.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.76K+ 6.07% |
$223K - $237K
|
30.7K
$3.94M
|