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 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
532+ 13.36% |
$61.1K - $70.9K
|
4.51K
$638K
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
17+ 0.65% |
$1.95K - $2.27K
|
2.63K
$372K
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-17- 0.16% |
$1.95K - $2.27K
|
10.8K
$1.53M
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
358+ 11.1% |
$41.1K - $47.7K
|
3.58K
$506K
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-2.66K- 35.05% |
$305K - $354K
|
4.93K
$697K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
727+ 3.28% |
$83.4K - $96.9K
|
22.9K
$3.23M
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-141- 1.11% |
$16.2K - $18.8K
|
12.6K
$1.78M
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-95- 0.29% |
$10.9K - $12.7K
|
33K
$4.66M
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
2.18KNew |
$251K - $291K
|
2.18K
$309K
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-702- 5.67% |
$80.6K - $93.6K
|
11.7K
$1.65M
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.43K- 7.14% |
$164K - $190K
|
18.6K
$2.62M
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
483+ 12.08% |
$55.4K - $64.4K
|
4.48K
$634K
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-336- 8.61% |
$38.6K - $44.8K
|
3.57K
$504K
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3+ 0.06% |
$344 - $400
|
4.94K
$698K
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
566New |
$65K - $75.5K
|
566
$80K
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
80+ 3.49% |
$9.18K - $10.7K
|
2.37K
$335K
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
1.09K+ 1.11% |
$125K - $145K
|
98.8K
$14M
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
208+ 6.5% |
$23.9K - $27.7K
|
3.41K
$482K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
370+ 15.37% |
$42.5K - $49.3K
|
2.78K
$393K
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.84K+ 9.36% |
$211K - $245K
|
21.5K
$3.04M
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
679+ 2.71% |
$77.9K - $90.5K
|
25.8K
$3.64M
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
4.81K+ 24.06% |
$552K - $641K
|
24.8K
$3.51M
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-24- 1.15% |
$2.75K - $3.2K
|
2.06K
$291K
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
475+ 15.83% |
$54.5K - $63.3K
|
3.48K
$491K
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1K- 5.96% |
$115K - $133K
|
15.8K
$2.23M
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.72K+ 6.35% |
$771K - $896K
|
112K
$15.9M
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
SELL
|
- |
-507- 3.96% |
$58.2K - $67.6K
|
12.3K
$1.74M
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-766- 33.25% |
$87.9K - $102K
|
1.54K
$217K
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
89+ 0.59% |
$10.2K - $11.9K
|
15.2K
$2.15M
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-390- 5.28% |
$44.8K - $52K
|
7K
$990K
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
124+ 1.67% |
$14.2K - $16.5K
|
7.56K
$1.07M
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
2+ 0.0% |
$230 - $267
|
43.1K
$6.09M
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
25+ 0.47% |
$2.87K - $3.33K
|
5.38K
$760K
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
2.26K+ 3.35% |
$259K - $301K
|
69.6K
$9.83M
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
42+ 0.59% |
$4.82K - $5.6K
|
7.13K
$1.01M
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
17+ 0.11% |
$1.95K - $2.27K
|
14.9K
$2.11M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.5K+ 53.01% |
$2.12M - $2.46M
|
53.3K
$7.54M
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
703+ 0.98% |
$80.7K - $93.7K
|
72.1K
$10.2M
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.14K- 16.0% |
$475K - $552K
|
21.7K
$3.07M
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-88- 4.46% |
$10.1K - $11.7K
|
1.89K
$267K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.6K+ 15.82% |
$2.71M - $3.15M
|
173K
$24.5M
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.11K- 22.28% |
$356K - $414K
|
10.8K
$1.53M
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.48K+ 4.93% |
$170K - $197K
|
31.5K
$4.45M
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.69K+ 24.85% |
$424K - $492K
|
18.5K
$2.62M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-56.2K- 8.99% |
$6.46M - $7.5M
|
570K
$80.5M
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
4.81K+ 1.93% |
$552K - $641K
|
253K
$35.8M
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-618- 5.7% |
$70.9K - $82.4K
|
10.2K
$1.44M
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-150- 4.6% |
$17.2K - $20K
|
3.11K
$439K
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
25.3K+ 3.91% |
$2.91M - $3.38M
|
673K
$95.1M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.06K+ 11.29% |
$581K - $675K
|
49.9K
$7.05M
|