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 |
---|---|---|---|---|---|---|---|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
180+ 23.2% |
$21.2K - $23.1K
|
956
$129K
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.9K+ 5.67% |
$696K - $756K
|
110K
$14.8M
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-250- 6.04% |
$29.5K - $32K
|
3.89K
$524K
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-132K- 85.22% |
$15.6M - $17M
|
22.9K
$3.09M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
234KNew |
$27.6M - $30M
|
234K
$31.5M
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
1.64KNew |
$194K - $211K
|
1.64K
$221K
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-150- 4.22% |
$17.7K - $19.2K
|
3.4K
$458K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
31.9K+ 880.06% |
$3.76M - $4.09M
|
35.5K
$4.79M
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
22+ 0.05% |
$2.59K - $2.82K
|
45.2K
$6.09M
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
3.45KNew |
$407K - $442K
|
3.45K
$465K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-622- 5.46% |
$73.3K - $79.7K
|
10.8K
$1.45M
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
8K+ 6.19% |
$943K - $1.03M
|
137K
$18.5M
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 10.0% |
$118 - $128
|
11
$1.48K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-51- 6.01% |
$6.01K - $6.54K
|
798
$108K
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.81K- 20.51% |
$332K - $361K
|
10.9K
$1.47M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.63% |
$236 - $256
|
322
$43.4K
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-1.51K- 1.64% |
$178K - $194K
|
90.7K
$12.2M
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.62KNew |
$191K - $208K
|
1.62K
$218K
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
10+ 0.54% |
$1.18K - $1.28K
|
1.87K
$252K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23+ 0.34% |
$2.71K - $2.95K
|
6.82K
$918K
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-17.4K- 5.02% |
$2.05M - $2.23M
|
330K
$44.4M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.3K+ 2.68% |
$1.69M - $1.84M
|
549K
$74M
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
5.31K+ 8.54% |
$626K - $681K
|
67.5K
$9.09M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-451- 2.81% |
$53.2K - $57.8K
|
15.6K
$2.1M
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-8.97K- 6.27% |
$1.06M - $1.15M
|
134K
$18.1M
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50- 15.34% |
$5.9K - $6.41K
|
276
$37.2K
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-203- 9.17% |
$23.9K - $26K
|
2.01K
$271K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.15K- 9.98% |
$371K - $404K
|
28.4K
$3.83M
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.11% |
$236 - $256
|
1.81K
$243K
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-696- 0.62% |
$82.1K - $89.2K
|
112K
$15.1M
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-6.24K- 1.3% |
$735K - $799K
|
472K
$63.6M
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
98+ 4.69% |
$11.6K - $12.6K
|
2.19K
$295K
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.29K+ 8.58% |
$270K - $293K
|
29K
$3.9M
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-220- 0.91% |
$25.9K - $28.2K
|
24K
$3.24M
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-960- 3.25% |
$113K - $123K
|
28.6K
$3.85M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-293- 2.12% |
$34.5K - $37.6K
|
13.5K
$1.82M
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-2.21K- 45.59% |
$261K - $284K
|
2.64K
$356K
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
141K+ 162.1% |
$16.6M - $18M
|
227K
$30.6M
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.96K+ 1.51% |
$230K - $251K
|
132K
$17.7M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
27.3K+ 60.2% |
$3.22M - $3.5M
|
72.7K
$9.79M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.6K+ 28.31% |
$188K - $205K
|
7.24K
$976K
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8.12KNew |
$957K - $1.04M
|
8.12K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-42- 1.17% |
$4.95K - $5.38K
|
3.56K
$479K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
56+ 0.15% |
$6.6K - $7.18K
|
37.1K
$4.99M
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-922- 4.97% |
$109K - $118K
|
17.6K
$2.37M
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
175+ 3.96% |
$20.6K - $22.4K
|
4.59K
$618K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.66K+ 5.1% |
$785K - $853K
|
137K
$18.5M
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-35.3K- 15.76% |
$4.16M - $4.52M
|
189K
$25.4M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.98K+ 2.89% |
$1.06M - $1.15M
|
320K
$43.1M
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.69KNew |
$199K - $216K
|
1.69K
$227K
|