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 |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.22K- 16.22% |
$140K - $163K
|
6.32K
$893K
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
55+ 1.25% |
$6.31K - $7.33K
|
4.44K
$628K
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-833- 3.1% |
$95.6K - $111K
|
26K
$3.68M
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23.6K+ 22.56% |
$2.71M - $3.14M
|
128K
$18.1M
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-6.95K- 5.47% |
$798K - $927K
|
120K
$17M
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.99KNew |
$229K - $266K
|
1.99K
$282K
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-8.46K- 24.8% |
$970K - $1.13M
|
25.6K
$3.62M
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.61K- 0.89% |
$185K - $214K
|
179K
$25.3M
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
25+ 0.56% |
$2.87K - $3.33K
|
4.49K
$635K
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
20+ 0.48% |
$2.3K - $2.67K
|
4.2K
$594K
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.58K+ 44.86% |
$296K - $343K
|
8.32K
$1.18M
|
|
Aug 08, 2025
Q2 2025
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-10.5K- 7.13% |
$1.2M - $1.4M
|
137K
$19.3M
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.3K+ 10.59% |
$149K - $174K
|
13.6K
$1.92M
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-27.5K- 47.7% |
$3.15M - $3.66M
|
30.1K
$4.26M
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
20+ 0.98% |
$2.3K - $2.67K
|
2.05K
$290K
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
217+ 0.87% |
$24.9K - $28.9K
|
25K
$3.54M
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-654- 14.58% |
$75.1K - $87.2K
|
3.83K
$542K
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
457+ 3.68% |
$52.5K - $60.9K
|
12.9K
$1.82M
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-20- 2.34% |
$2.3K - $2.67K
|
835
$118K
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
66+ 1.56% |
$7.58K - $8.8K
|
4.3K
$608K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18K+ 6.06% |
$2.07M - $2.4M
|
315K
$44.5M
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2+ 0.05% |
$230 - $267
|
4.26K
$602K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
187K+ 11.52% |
$21.5M - $24.9M
|
1.81M
$256M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.7K+ 5.94% |
$768K - $893K
|
119K
$16.9M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.7K- 0.46% |
$1.92M - $2.23M
|
3.6M
$509M
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-936- 2.16% |
$107K - $125K
|
42.3K
$5.98M
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
12+ 0.62% |
$1.38K - $1.6K
|
1.96K
$277K
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
658+ 2.31% |
$75.5K - $87.7K
|
29.1K
$4.12M
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.64K- 12.82% |
$302K - $351K
|
17.9K
$2.53M
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-606- 2.79% |
$69.6K - $80.8K
|
21.1K
$2.99M
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.5K+ 27.21% |
$2.12M - $2.46M
|
86.3K
$12.2M
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-636- 5.94% |
$73K - $84.8K
|
10.1K
$1.42M
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
12+ 0.51% |
$1.38K - $1.6K
|
2.37K
$335K
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-16.2K- 42.65% |
$1.86M - $2.16M
|
21.8K
$3.08M
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.05KNew |
$120K - $139K
|
1.05K
$148K
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-202- 63.32% |
$23.2K - $26.9K
|
117
$16.5K
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.1K+ 8.46% |
$241K - $280K
|
26.9K
$3.81M
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-14- 3.31% |
$1.61K - $1.87K
|
409
$57.8K
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.88K- 4.51% |
$330K - $384K
|
60.9K
$8.61M
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
768+ 0.85% |
$88.2K - $102K
|
91.2K
$12.9M
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2K+ 2.76% |
$230K - $267K
|
74.6K
$10.5M
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
47.5KNew |
$5.45M - $6.33M
|
47.5K
$6.71M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.14K+ 7.33% |
$475K - $552K
|
60.6K
$8.57M
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.73K- 1.1% |
$199K - $231K
|
155K
$21.9M
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-3- 0.18% |
$344 - $400
|
1.64K
$232K
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-6.4K- 7.99% |
$735K - $853K
|
73.7K
$10.4M
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
560+ 1.88% |
$64.3K - $74.7K
|
30.3K
$4.28M
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.14K+ 25.85% |
$361K - $419K
|
15.3K
$2.16M
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
7.91KNew |
$908K - $1.06M
|
7.91K
$1.12M
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6.24K+ 105.62% |
$716K - $832K
|
12.2K
$1.72M
|