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 |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
16+ 0.41% |
$2.03K - $2.16K
|
3.91K
$517K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
17.4KNew |
$2.2M - $2.34M
|
17.4K
$2.3M
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
205+ 4.19% |
$26K - $27.6K
|
5.1K
$675K
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.1KNew |
$266K - $283K
|
2.1K
$278K
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4- 0.04% |
$507 - $539
|
10.1K
$1.34M
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.43K- 1.5% |
$182K - $193K
|
94.2K
$12.5M
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$201K - $214K
|
1.59K
$210K
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-500- 20.14% |
$63.3K - $67.4K
|
1.98K
$262K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
599+ 0.68% |
$75.9K - $80.7K
|
88.6K
$11.7M
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
4.97K+ 1.15% |
$629K - $669K
|
435K
$57.6M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.71K+ 10.91% |
$723K - $769K
|
58K
$7.68M
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.88K- 0.21% |
$238K - $253K
|
893K
$118M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
789+ 7.83% |
$100K - $106K
|
10.9K
$1.44M
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.18K+ 3.94% |
$150K - $159K
|
31.1K
$4.12M
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.08K- 0.13% |
$263K - $280K
|
1.6M
$211M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
51+ 1.31% |
$6.46K - $6.87K
|
3.94K
$521K
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
133+ 1.19% |
$16.8K - $17.9K
|
11.3K
$1.5M
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
10.7KNew |
$1.36M - $1.45M
|
10.7K
$1.42M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
6.46KNew |
$818K - $870K
|
6.46K
$855K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-13- 0.74% |
$1.65K - $1.75K
|
1.75K
$231K
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-681- 13.46% |
$86.3K - $91.8K
|
4.38K
$579K
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
15+ 0.77% |
$1.9K - $2.02K
|
1.96K
$260K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.68K- 1.17% |
$213K - $226K
|
142K
$18.8M
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9+ 0.55% |
$1.14K - $1.21K
|
1.64K
$218K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.08K+ 1.99% |
$137K - $145K
|
55.2K
$7.31M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-309- 6.95% |
$39.1K - $41.6K
|
4.14K
$548K
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.22KNew |
$281K - $299K
|
2.22K
$293K
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-302- 1.46% |
$38.3K - $40.7K
|
20.4K
$2.7M
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-3.85K- 2.87% |
$488K - $519K
|
130K
$17.3M
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-125- 0.85% |
$15.8K - $16.8K
|
14.6K
$1.93M
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
463+ 3.03% |
$58.7K - $62.4K
|
15.8K
$2.09M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-15.3K- 10.32% |
$1.94M - $2.06M
|
133K
$17.6M
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
436+ 4.02% |
$55.2K - $58.7K
|
11.3K
$1.49M
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
100+ 2.88% |
$12.7K - $13.5K
|
3.57K
$472K
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-195- 1.35% |
$24.7K - $26.3K
|
14.2K
$1.88M
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
49.7K+ 9.01% |
$6.29M - $6.69M
|
601K
$79.5M
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.15% |
$253 - $269
|
1.32K
$174K
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6- 11.54% |
$760 - $808
|
46
$6.09K
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
174+ 9.27% |
$22K - $23.4K
|
2.05K
$272K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
380New |
$48.1K - $51.2K
|
380
$50.3K
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.74K+ 2.23% |
$346K - $369K
|
125K
$16.6M
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-703- 16.93% |
$89.1K - $94.7K
|
3.45K
$457K
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.89K+ 11.09% |
$493K - $524K
|
39K
$5.16M
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
334+ 7.89% |
$42.3K - $45K
|
4.57K
$604K
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-11.2K- 19.85% |
$1.42M - $1.52M
|
45.4K
$6.01M
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
3.34KNew |
$423K - $450K
|
3.34K
$442K
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-136- 0.45% |
$17.2K - $18.3K
|
30.4K
$4.02M
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
438K+ 168.96% |
$55.4M - $59M
|
696K
$92.2M
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.2K+ 2.55% |
$278K - $296K
|
88.2K
$11.7M
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.07K- 6.72% |
$135K - $144K
|
14.8K
$1.96M
|