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 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-284- 4.94% |
$33.5K - $36.4K
|
5.46K
$720K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8+ 0.27% |
$943 - $1.03K
|
3.01K
$397K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.67KNew |
$197K - $214K
|
1.67K
$220K
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-5.37K- 65.47% |
$633K - $688K
|
2.83K
$373K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
38New |
$4.48K - $4.87K
|
38
$5.01K
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-783- 3.74% |
$92.3K - $100K
|
20.1K
$2.65M
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
121+ 0.85% |
$14.3K - $15.5K
|
14.4K
$1.9M
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
110New |
$13K - $14.1K
|
110
$14.5K
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-13.4K- 2.9% |
$1.58M - $1.71M
|
447K
$58.9M
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
30+ 0.37% |
$3.54K - $3.85K
|
8.06K
$1.06M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
81+ 3.52% |
$9.55K - $10.4K
|
2.38K
$314K
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-198- 3.63% |
$23.3K - $25.4K
|
5.26K
$693K
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.49K- 4.66% |
$176K - $191K
|
30.5K
$4.02M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
274+ 9.31% |
$32.3K - $35.1K
|
3.22K
$424K
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
224+ 1.09% |
$26.4K - $28.7K
|
20.7K
$2.73M
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.59KNew |
$188K - $204K
|
1.59K
$210K
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-357- 2.45% |
$42.1K - $45.8K
|
14.2K
$1.88M
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-51- 1.15% |
$6.01K - $6.54K
|
4.38K
$577K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
711+ 28.28% |
$83.8K - $91.2K
|
3.23K
$425K
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.62KNew |
$191K - $207K
|
1.62K
$213K
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-77- 1.95% |
$9.08K - $9.87K
|
3.88K
$512K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-140- 2.36% |
$16.5K - $17.9K
|
5.8K
$765K
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.28K+ 46.86% |
$151K - $164K
|
4.02K
$530K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.2K+ 1.09% |
$2.26M - $2.46M
|
1.79M
$235M
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.68KNew |
$199K - $216K
|
1.68K
$222K
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
43.9K+ 20.09% |
$5.17M - $5.62M
|
262K
$34.6M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
343+ 1.15% |
$40.4K - $44K
|
30.2K
$3.98M
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-34- 0.14% |
$4.01K - $4.36K
|
25.1K
$3.3M
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
160+ 9.12% |
$18.9K - $20.5K
|
1.91K
$252K
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.86K- 8.45% |
$220K - $239K
|
20.2K
$2.66M
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.21% |
$1.18K - $1.28K
|
4.8K
$634K
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-1.01K- 3.04% |
$118K - $129K
|
32K
$4.22M
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.69% |
$472 - $513
|
581
$76.6K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.03K+ 34.33% |
$475K - $516K
|
15.8K
$2.08M
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-3.74K- 7.01% |
$440K - $479K
|
49.5K
$6.53M
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-61- 0.21% |
$7.19K - $7.82K
|
29.5K
$3.9M
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
49.2KNew |
$5.8M - $6.31M
|
49.2K
$6.49M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-95- 0.94% |
$11.2K - $12.2K
|
10K
$1.32M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.2K+ 2.44% |
$2.26M - $2.46M
|
804K
$106M
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-158- 1.19% |
$18.6K - $20.3K
|
13.1K
$1.73M
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
301+ 1.29% |
$35.5K - $38.6K
|
23.6K
$3.12M
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-187- 1.28% |
$22K - $24K
|
14.4K
$1.9M
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.14K+ 3.71% |
$252K - $274K
|
59.7K
$7.88M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.75K- 4.65% |
$206K - $224K
|
35.8K
$4.72M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-29.5K- 13.22% |
$3.48M - $3.79M
|
194K
$25.6M
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
481+ 4.45% |
$56.7K - $61.7K
|
11.3K
$1.49M
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.87K- 7.46% |
$220K - $239K
|
23.1K
$3.05M
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
SELL
|
- |
-1.56K- 0.67% |
$183K - $199K
|
232K
$30.6M
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
432+ 2.62% |
$50.9K - $55.4K
|
16.9K
$2.23M
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.07K- 10.56% |
$127K - $138K
|
9.09K
$1.2M
|