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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.71K+ 11.5% |
$791K - $860K
|
65.1K
$8.58M
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
7+ 0.04% |
$825 - $897
|
15.9K
$2.1M
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.1K+ 35.11% |
$130K - $141K
|
4.23K
$558K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
631+ 2.43% |
$74.4K - $80.9K
|
26.6K
$3.51M
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
40+ 1.64% |
$4.72K - $5.13K
|
2.48K
$327K
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-362- 16.39% |
$42.7K - $46.4K
|
1.85K
$244K
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
465+ 1.69% |
$54.8K - $59.6K
|
28K
$3.69M
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-343- 2.82% |
$40.4K - $44K
|
11.8K
$1.56M
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
30+ 1.6% |
$3.54K - $3.85K
|
1.91K
$251K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.3K- 2.71% |
$154K - $167K
|
46.8K
$6.17M
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-151- 0.97% |
$17.8K - $19.4K
|
15.4K
$2.03M
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
700+ 0.35% |
$82.5K - $89.7K
|
200K
$26.4M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.4K- 0.1% |
$165K - $179K
|
1.46M
$193M
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
148K+ 19.85% |
$17.5M - $19M
|
895K
$118M
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
19+ 0.57% |
$2.24K - $2.44K
|
3.37K
$444K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-875- 3.58% |
$103K - $112K
|
23.6K
$3.11M
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
315+ 8.81% |
$37.1K - $40.4K
|
3.89K
$513K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.47K+ 14.21% |
$173K - $188K
|
11.8K
$1.55M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-716- 1.64% |
$84.4K - $91.8K
|
42.8K
$5.65M
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-50- 0.23% |
$5.9K - $6.41K
|
21.4K
$2.82M
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
449+ 9.96% |
$52.9K - $57.6K
|
4.96K
$654K
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-457- 1.42% |
$53.9K - $58.6K
|
31.8K
$4.2M
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-14.2K- 98.68% |
$1.68M - $1.82M
|
190
$25.1K
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.58K+ 198.61% |
$422K - $459K
|
5.39K
$710K
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.64KNew |
$193K - $210K
|
1.64K
$216K
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-243- 3.35% |
$28.6K - $31.2K
|
7K
$924K
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.65KNew |
$194K - $211K
|
1.65K
$217K
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-26- 0.21% |
$3.07K - $3.33K
|
12.6K
$1.66M
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-156- 1.16% |
$18.4K - $20K
|
13.3K
$1.76M
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.58K- 2.63% |
$304K - $330K
|
95.3K
$12.6M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-50- 45.05% |
$5.9K - $6.41K
|
61
$8.04K
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-930- 1.44% |
$110K - $119K
|
63.5K
$8.38M
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.05K- 9.36% |
$124K - $134K
|
10.1K
$1.34M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-719- 3.16% |
$84.8K - $92.2K
|
22K
$2.91M
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-140- 3.02% |
$16.5K - $17.9K
|
4.5K
$593K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10+ 0.71% |
$1.18K - $1.28K
|
1.43K
$188K
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-2.02K- 48.41% |
$238K - $258K
|
2.15K
$283K
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-398K- 99.46% |
$46.9M - $51M
|
2.15K
$283K
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
131+ 0.66% |
$15.4K - $16.8K
|
20K
$2.63M
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-138- 1.54% |
$16.3K - $17.7K
|
8.8K
$1.16M
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-9.04K- 20.65% |
$1.07M - $1.16M
|
34.7K
$4.58M
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
215+ 5.21% |
$25.3K - $27.6K
|
4.34K
$573K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
524+ 0.79% |
$61.8K - $67.2K
|
66.5K
$8.76M
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
18+ 0.82% |
$2.12K - $2.31K
|
2.2K
$290K
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.29K+ 1.93% |
$152K - $165K
|
67.7K
$8.93M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.01K+ 5.67% |
$591K - $642K
|
93.3K
$12.3M
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-17- 0.47% |
$2K - $2.18K
|
3.61K
$477K
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
60KNew |
$7.07M - $7.69M
|
60K
$7.91M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.5K+ 0.55% |
$3.24M - $3.52M
|
5.03M
$663M
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-87- 2.86% |
$10.3K - $11.2K
|
2.96K
$390K
|