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 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13.9K- 85.09% |
$1.6M - $1.85M
|
2.44K
$344K
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
859New |
$98.6K - $115K
|
859
$121K
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.25K+ 39.34% |
$258K - $300K
|
7.96K
$1.13M
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
89+ 0.7% |
$10.2K - $11.9K
|
12.8K
$1.82M
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
439+ 19.59% |
$50.4K - $58.5K
|
2.68K
$379K
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.06K+ 6.03% |
$121K - $141K
|
18.6K
$2.63M
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
850+ 47.33% |
$97.6K - $113K
|
2.65K
$374K
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.25K+ 17.75% |
$143K - $167K
|
8.29K
$1.17M
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-20- 0.07% |
$2.3K - $2.67K
|
27.9K
$3.95M
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-295- 2.48% |
$33.9K - $39.3K
|
11.6K
$1.64M
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
653+ 16.08% |
$75K - $87.1K
|
4.72K
$667K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.93K+ 11.29% |
$222K - $258K
|
19.1K
$2.7M
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.6% |
$230 - $267
|
334
$47.2K
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
1.58K+ 2.47% |
$181K - $210K
|
65.3K
$9.23M
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 5.33% |
$23K - $26.7K
|
3.55K
$502K
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
231+ 0.16% |
$26.5K - $30.8K
|
149K
$21.1M
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
12.3K+ 5.87% |
$1.41M - $1.64M
|
222K
$31.3M
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
845+ 4.15% |
$97K - $113K
|
21.2K
$3M
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-807- 2.2% |
$92.6K - $108K
|
35.9K
$5.07M
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-240- 2.32% |
$27.5K - $32K
|
10.1K
$1.43M
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-387- 18.11% |
$44.4K - $51.6K
|
1.75K
$247K
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-54- 0.12% |
$6.2K - $7.2K
|
45.7K
$6.46M
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$179K - $208K
|
1.56K
$220K
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.1% |
$344 - $400
|
3K
$424K
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.99K- 4.08% |
$343K - $398K
|
70.2K
$9.92M
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.61KNew |
$300K - $348K
|
2.61K
$369K
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.58K- 3.86% |
$641K - $744K
|
139K
$19.6M
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
8.29K+ 7.51% |
$952K - $1.11M
|
119K
$16.8M
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.01K+ 5.1% |
$345K - $401K
|
62.1K
$8.77M
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.15K- 0.56% |
$132K - $154K
|
205K
$29M
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.03K+ 3.74% |
$118K - $137K
|
28.5K
$4.03M
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.85K+ 3.58% |
$327K - $380K
|
82.7K
$11.7M
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-134- 1.7% |
$15.4K - $17.9K
|
7.73K
$1.09M
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-8.8K- 11.82% |
$1.01M - $1.17M
|
65.7K
$9.28M
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.16K+ 131.33% |
$707K - $821K
|
10.9K
$1.53M
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-191- 1.05% |
$21.9K - $25.5K
|
18K
$2.55M
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-778- 8.37% |
$89.3K - $104K
|
8.51K
$1.2M
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.24K+ 138.83% |
$142K - $165K
|
2.13K
$301K
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1K- 31.01% |
$115K - $133K
|
2.23K
$315K
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-1.26K- 3.53% |
$145K - $168K
|
34.4K
$4.87M
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-117- 0.13% |
$13.4K - $15.6K
|
86.9K
$12.3M
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4.55K+ 3.35% |
$522K - $606K
|
140K
$19.8M
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.1K+ 16.78% |
$126K - $146K
|
7.62K
$1.08M
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.35K+ 4.02% |
$614K - $713K
|
138K
$19.6M
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
940+ 13.93% |
$108K - $125K
|
7.69K
$1.09M
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.29K+ 131.19% |
$263K - $305K
|
4.03K
$570K
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-567- 1.57% |
$65.1K - $75.6K
|
35.4K
$5.01M
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-632- 1.14% |
$72.5K - $84.3K
|
54.7K
$7.73M
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
260New |
$29.8K - $34.7K
|
260
$36.8K
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.41K+ 14.61% |
$392K - $455K
|
26.8K
$3.79M
|