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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-134- 3.74% |
$15.8K - $17.2K
|
3.45K
$455K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-422- 0.57% |
$49.8K - $54.1K
|
73.4K
$9.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
84+ 2.55% |
$9.9K - $10.8K
|
3.37K
$445K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
787+ 4.06% |
$92.8K - $101K
|
20.2K
$2.66M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
845+ 1.34% |
$99.6K - $108K
|
64.1K
$8.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.75K+ 5.82% |
$324K - $352K
|
49.9K
$6.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-850- 28.33% |
$100K - $109K
|
2.15K
$284K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.83KNew |
$333K - $362K
|
2.83K
$373K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-256- 10.01% |
$30.2K - $32.8K
|
2.3K
$304K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
491+ 0.65% |
$57.9K - $62.9K
|
75.5K
$9.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.8K- 3.78% |
$330K - $359K
|
71.2K
$9.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.83K+ 6.8% |
$570K - $619K
|
75.9K
$10M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
17+ 45.95% |
$2K - $2.18K
|
54
$7.12K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.97K- 12.54% |
$232K - $253K
|
13.7K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-121- 4.12% |
$14.3K - $15.5K
|
2.82K
$371K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
695+ 14.15% |
$81.9K - $89.1K
|
5.61K
$739K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-30- 1.39% |
$3.54K - $3.85K
|
2.13K
$280K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-8- 0.26% |
$943 - $1.03K
|
3.07K
$404K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.64K+ 2.43% |
$547K - $595K
|
196K
$25.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
5.94K+ 190.75% |
$700K - $761K
|
9.05K
$1.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
230+ 0.66% |
$27.1K - $29.5K
|
35.2K
$4.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
767+ 2.52% |
$90.4K - $98.3K
|
31.2K
$4.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
145+ 1.16% |
$17.1K - $18.6K
|
12.6K
$1.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.84K+ 3.52% |
$335K - $364K
|
83.6K
$11M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.39K+ 6.5% |
$281K - $306K
|
39.1K
$5.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-865- 15.1% |
$102K - $111K
|
4.86K
$641K
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.3K+ 2.6% |
$271K - $294K
|
90.6K
$12M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.6K- 11.31% |
$1.48M - $1.61M
|
98.4K
$13M
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
285+ 5.44% |
$33.6K - $36.5K
|
5.53K
$729K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-61.9K- 62.77% |
$7.3M - $7.94M
|
36.7K
$4.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-3.91K- 20.33% |
$461K - $501K
|
15.3K
$2.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.19K+ 23.2% |
$258K - $281K
|
11.6K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
739+ 7.66% |
$87.1K - $94.7K
|
10.4K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.75K+ 26.33% |
$206K - $224K
|
8.4K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.06K+ 48.74% |
$125K - $136K
|
3.24K
$427K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 0.43% |
$118 - $128
|
234
$30.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.66K- 4.3% |
$786K - $854K
|
148K
$19.6M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
13K+ 3.13% |
$1.54M - $1.67M
|
430K
$56.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4- 0.01% |
$472 - $513
|
59.5K
$7.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
567+ 0.81% |
$66.8K - $72.7K
|
70.3K
$9.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-46- 0.88% |
$5.42K - $5.9K
|
5.19K
$684K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.01% |
$943 - $1.03K
|
125K
$16.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.88K+ 16.03% |
$222K - $241K
|
13.6K
$1.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
51+ 0.23% |
$6.01K - $6.54K
|
22.5K
$2.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
115+ 1.61% |
$13.6K - $14.7K
|
7.24K
$954K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
16+ 0.65% |
$1.89K - $2.05K
|
2.49K
$328K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-456- 0.63% |
$53.8K - $58.5K
|
72.4K
$9.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-37.5K- 86.42% |
$4.42M - $4.8M
|
5.89K
$776K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.04K+ 1.5% |
$358K - $389K
|
205K
$27M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-408- 19.7% |
$48.1K - $52.3K
|
1.66K
$219K
|