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 |
---|---|---|---|---|---|---|---|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
318+ 1.89% |
$36.5K - $42.4K
|
17.1K
$2.42M
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
25+ 1.36% |
$2.87K - $3.33K
|
1.86K
$263K
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
693New |
$79.5K - $92.4K
|
693
$98K
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
6.42K+ 163.66% |
$737K - $855K
|
10.3K
$1.46M
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-7.98K- 13.57% |
$916K - $1.06M
|
50.8K
$7.19M
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.6K- 10.28% |
$298K - $346K
|
22.7K
$3.21M
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.14K+ 12.79% |
$245K - $285K
|
18.8K
$2.66M
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
3.19KNew |
$366K - $425K
|
3.19K
$450K
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-230- 1.59% |
$26.4K - $30.7K
|
14.2K
$2.01M
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
220+ 1.67% |
$25.3K - $29.3K
|
13.4K
$1.89M
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.42K- 3.77% |
$163K - $190K
|
36.3K
$5.13M
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5+ 0.1% |
$574 - $667
|
5.17K
$731K
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.21K+ 10.26% |
$139K - $162K
|
13K
$1.84M
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
37K+ 5.63% |
$4.24M - $4.93M
|
694K
$98.1M
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
30+ 7.5% |
$3.44K - $4K
|
430
$60.8K
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
77+ 0.1% |
$8.84K - $10.3K
|
77.4K
$10.9M
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.04K+ 2.09% |
$349K - $405K
|
149K
$21M
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.8K+ 6.72% |
$206K - $239K
|
28.5K
$4.03M
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
6.85K+ 2.07% |
$786K - $913K
|
337K
$47.7M
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.71KNew |
$311K - $362K
|
2.71K
$384K
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
14.2K+ 3.22% |
$1.63M - $1.9M
|
456K
$64.5M
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-172- 4.98% |
$19.7K - $22.9K
|
3.28K
$464K
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-50- 3.1% |
$5.74K - $6.67K
|
1.57K
$221K
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 11.61% |
$150K - $174K
|
9.94K
$1.4M
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
251+ 0.24% |
$28.8K - $33.5K
|
106K
$14.9M
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.33K+ 37.83% |
$153K - $177K
|
4.84K
$685K
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-351- 0.29% |
$40.3K - $46.8K
|
120K
$17M
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-405- 0.58% |
$46.5K - $54K
|
69.7K
$9.86M
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.87KNew |
$214K - $249K
|
1.87K
$264K
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.68% |
$1.38K - $1.6K
|
1.77K
$250K
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-419- 0.66% |
$48.1K - $55.9K
|
63.4K
$8.96M
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-66- 3.5% |
$7.58K - $8.8K
|
1.82K
$257K
|
|
Jul 30, 2025
Q2 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
325+ 4.9% |
$37.3K - $43.3K
|
6.96K
$984K
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
794+ 3.93% |
$91.1K - $106K
|
21K
$2.97M
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-110- 0.64% |
$12.6K - $14.7K
|
17.1K
$2.42M
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6.07K+ 3.67% |
$697K - $810K
|
172K
$24.3M
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.67KNew |
$422K - $490K
|
3.67K
$519K
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.24K- 36.44% |
$142K - $165K
|
2.16K
$306K
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.7% |
$459 - $533
|
577
$81.6K
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
17+ 0.68% |
$1.95K - $2.27K
|
2.5K
$353K
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
10+ 0.28% |
$1.15K - $1.33K
|
3.53K
$498K
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
9.45KNew |
$1.08M - $1.26M
|
9.45K
$1.34M
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-224- 0.55% |
$25.7K - $29.9K
|
40.2K
$5.69M
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
524+ 3.55% |
$60.1K - $69.9K
|
15.3K
$2.16M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
221+ 3.7% |
$25.4K - $29.5K
|
6.2K
$876K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.6K+ 3.12% |
$2.25M - $2.61M
|
646K
$91.4M
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
315+ 18.28% |
$36.2K - $42K
|
2.04K
$288K
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-1.12K- 5.57% |
$129K - $149K
|
19K
$2.69M
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.01K+ 49.88% |
$575K - $667K
|
15K
$2.13M
|
|
Jul 29, 2025
Q2 2025
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
1.09K+ 1.85% |
$125K - $146K
|
60.2K
$8.51M
|