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 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
9+ 0.62% |
$1.03K - $1.2K
|
1.45K
$206K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
964New |
$111K - $129K
|
964
$136K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-521- 2.1% |
$59.8K - $69.5K
|
24.3K
$3.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-88- 3.93% |
$10.1K - $11.7K
|
2.15K
$304K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-723- 2.47% |
$83K - $96.4K
|
28.6K
$4.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.89K+ 5.45% |
$446K - $518K
|
75.2K
$10.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-494- 19.18% |
$56.7K - $65.9K
|
2.08K
$294K
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.53KNew |
$176K - $204K
|
1.53K
$216K
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
1.83K+ 28.52% |
$210K - $244K
|
8.25K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
24+ 0.6% |
$2.75K - $3.2K
|
4.05K
$573K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.5K+ 5.69% |
$286K - $333K
|
46.3K
$6.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
BUY
|
- |
1.23K+ 5.1% |
$141K - $164K
|
25.4K
$3.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
269+ 0.45% |
$30.9K - $35.9K
|
60.6K
$8.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
562+ 1.44% |
$64.5K - $74.9K
|
39.6K
$5.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
8+ 0.5% |
$918 - $1.07K
|
1.6K
$226K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.9K+ 9.32% |
$1.6M - $1.86M
|
163K
$23.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.66K- 13.44% |
$190K - $221K
|
10.7K
$1.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
19+ 0.84% |
$2.18K - $2.53K
|
2.29K
$323K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
282+ 0.5% |
$32.4K - $37.6K
|
56.5K
$7.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.22K+ 10.11% |
$484K - $562K
|
45.9K
$6.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-492- 0.6% |
$56.5K - $65.6K
|
81.3K
$11.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
3+ 0.13% |
$344 - $400
|
2.34K
$331K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3- 6.12% |
$344 - $400
|
46
$6.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8+ 0.41% |
$918 - $1.07K
|
1.97K
$278K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.19K+ 10.15% |
$251K - $292K
|
23.7K
$3.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.38K+ 3.14% |
$159K - $184K
|
45.3K
$6.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-46- 1.77% |
$5.28K - $6.13K
|
2.55K
$361K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
431+ 3.2% |
$49.5K - $57.5K
|
13.9K
$1.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
2.8KNew |
$321K - $373K
|
2.8K
$395K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
8.2K+ 10.53% |
$941K - $1.09M
|
86.1K
$12.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.95K+ 5.54% |
$1.03M - $1.19M
|
170K
$24.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.76K+ 4.42% |
$202K - $235K
|
41.6K
$5.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
265+ 1.51% |
$30.4K - $35.3K
|
17.9K
$2.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
956+ 1.32% |
$110K - $127K
|
73.5K
$10.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.4K+ 7.9% |
$1.3M - $1.51M
|
155K
$21.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-700- 14.89% |
$80.3K - $93.3K
|
4K
$566K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
50.7KNew |
$5.82M - $6.76M
|
50.7K
$7.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.96K- 4.27% |
$225K - $262K
|
44K
$6.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-127- 0.67% |
$14.6K - $16.9K
|
18.8K
$2.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-16- 0.09% |
$1.84K - $2.13K
|
17.6K
$2.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-622- 0.96% |
$71.4K - $82.9K
|
64.2K
$9.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-146- 99.32% |
$16.8K - $19.5K
|
1
$141
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.93K+ 63.16% |
$221K - $257K
|
4.97K
$703K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.07K- 7.23% |
$237K - $276K
|
26.5K
$3.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-13- 0.81% |
$1.49K - $1.73K
|
1.58K
$224K
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
303+ 4.38% |
$34.8K - $40.4K
|
7.22K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.05K+ 21.37% |
$350K - $406K
|
17.3K
$2.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.05K- 34.98% |
$235K - $273K
|
3.81K
$539K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-83- 3.29% |
$9.53K - $11.1K
|
2.44K
$345K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5.35K+ 6.53% |
$614K - $714K
|
87.3K
$12.3M
|