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 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
29.8K+ 268.98% |
$3.51M - $3.82M
|
40.9K
$5.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
625+ 4.13% |
$73.7K - $80.1K
|
15.8K
$2.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.87K- 4.63% |
$338K - $367K
|
59K
$7.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.19K- 9.94% |
$140K - $153K
|
10.8K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
14+ 0.33% |
$1.65K - $1.79K
|
4.29K
$566K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-89- 1.0% |
$10.5K - $11.4K
|
8.84K
$1.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.04KNew |
$123K - $134K
|
1.04K
$138K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-13- 14.61% |
$1.53K - $1.67K
|
76
$10K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-817- 7.95% |
$96.3K - $105K
|
9.46K
$1.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
299+ 0.07% |
$35.3K - $38.3K
|
456K
$60.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
383+ 1.44% |
$45.2K - $49.1K
|
27K
$3.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15- 0.2% |
$1.77K - $1.92K
|
7.51K
$990K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.26KNew |
$384K - $418K
|
3.26K
$430K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
35+ 0.09% |
$4.13K - $4.49K
|
38.6K
$5.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-105- 0.41% |
$12.4K - $13.5K
|
25.6K
$3.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-35.1K- 12.58% |
$4.14M - $4.51M
|
244K
$32.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.47K+ 0.88% |
$173K - $188K
|
169K
$22.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.6KNew |
$424K - $461K
|
3.6K
$475K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2+ 0.03% |
$236 - $256
|
7.08K
$933K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-55- 0.48% |
$6.48K - $7.05K
|
11.4K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
5.71K+ 32.59% |
$673K - $731K
|
23.2K
$3.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.24K- 4.01% |
$265K - $288K
|
53.8K
$7.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
990+ 1.45% |
$117K - $127K
|
69.4K
$9.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
265+ 1.18% |
$31.2K - $34K
|
22.8K
$3.01M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.43K+ 38.63% |
$404K - $439K
|
12.3K
$1.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-55- 2.53% |
$6.48K - $7.05K
|
2.12K
$279K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.16% |
$943 - $1.03K
|
5.15K
$679K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-5.55K- 2.11% |
$654K - $712K
|
257K
$33.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
746+ 0.5% |
$88K - $95.6K
|
149K
$19.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
11.4KNew |
$1.34M - $1.46M
|
11.4K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
211+ 10.16% |
$24.9K - $27.1K
|
2.29K
$302K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.2K+ 52.6% |
$141K - $153K
|
3.47K
$457K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
358+ 1.65% |
$42.2K - $45.9K
|
22.1K
$2.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-4- 0.12% |
$472 - $513
|
3.22K
$425K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.59K+ 1.58% |
$305K - $332K
|
167K
$22M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
26+ 0.69% |
$3.07K - $3.33K
|
3.79K
$500K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
8+ 0.12% |
$943 - $1.03K
|
6.9K
$910K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-839- 4.37% |
$98.9K - $108K
|
18.4K
$2.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
395+ 3.38% |
$46.6K - $50.6K
|
12.1K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.02K- 2.89% |
$121K - $131K
|
34.4K
$4.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.21K+ 16.98% |
$143K - $155K
|
8.34K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-8- 0.07% |
$943 - $1.03K
|
10.9K
$1.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-107- 3.84% |
$12.6K - $13.7K
|
2.68K
$353K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
818+ 0.51% |
$96.4K - $105K
|
161K
$21.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.43K- 2.68% |
$169K - $184K
|
52.1K
$6.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
46+ 0.55% |
$5.42K - $5.9K
|
8.4K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
206+ 0.43% |
$24.3K - $26.4K
|
48.2K
$6.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
456+ 21.31% |
$53.8K - $58.5K
|
2.6K
$342K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-650- 24.89% |
$76.6K - $83.3K
|
1.96K
$259K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.14K+ 4.6% |
$252K - $274K
|
48.7K
$6.42M
|