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 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-976- 19.99% |
$115K - $125K
|
3.91K
$512K
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.61KNew |
$189K - $206K
|
1.61K
$210K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
17+ 0.12% |
$2K - $2.18K
|
13.7K
$1.79M
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.11% |
$118 - $128
|
915
$120K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11.9K+ 5.11% |
$1.41M - $1.53M
|
245K
$32.2M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-264- 5.77% |
$31.1K - $33.8K
|
4.31K
$565K
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
275+ 15.54% |
$32.4K - $35.3K
|
2.05K
$268K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-114- 1.24% |
$13.4K - $14.6K
|
9.05K
$1.19M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.38K+ 80.52% |
$871K - $947K
|
16.6K
$2.17M
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4+ 0.08% |
$472 - $513
|
5.15K
$675K
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
12K+ 2.26% |
$1.41M - $1.53M
|
541K
$71M
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-403- 10.05% |
$47.5K - $51.7K
|
3.61K
$473K
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
284+ 7.19% |
$33.5K - $36.4K
|
4.23K
$555K
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
1.58KNew |
$186K - $202K
|
1.58K
$207K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
168+ 4.16% |
$19.8K - $21.5K
|
4.2K
$551K
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
41+ 0.07% |
$4.83K - $5.26K
|
55.2K
$7.24M
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.97KNew |
$232K - $253K
|
1.97K
$258K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-11.2K- 2.9% |
$1.32M - $1.44M
|
375K
$49.2M
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
197+ 0.49% |
$23.2K - $25.3K
|
40.2K
$5.27M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.21K+ 66.3% |
$497K - $540K
|
10.6K
$1.39M
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-535- 9.29% |
$63.1K - $68.6K
|
5.22K
$685K
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.73K- 57.6% |
$557K - $606K
|
3.48K
$456K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.32K- 3.88% |
$155K - $169K
|
32.6K
$4.28M
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-57- 0.8% |
$6.72K - $7.31K
|
7.08K
$929K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.37KNew |
$279K - $304K
|
2.37K
$311K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.33K- 2.17% |
$157K - $171K
|
60K
$7.87M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
21+ 0.1% |
$2.48K - $2.69K
|
20.4K
$2.68M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.45K- 23.91% |
$407K - $442K
|
11K
$1.44M
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
576+ 2.61% |
$67.9K - $73.8K
|
22.6K
$2.97M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
530+ 3.38% |
$62.5K - $67.9K
|
16.2K
$2.13M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
38+ 1.08% |
$4.48K - $4.87K
|
3.56K
$467K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.89K- 5.53% |
$459K - $499K
|
66.5K
$8.73M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-272- 1.7% |
$32.1K - $34.9K
|
15.8K
$2.07M
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
1.94K+ 0.92% |
$229K - $249K
|
213K
$28M
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11+ 0.14% |
$1.3K - $1.41K
|
7.82K
$1.03M
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-479- 1.33% |
$56.5K - $61.4K
|
35.6K
$4.67M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.9K- 5.0% |
$224K - $244K
|
36.1K
$4.74M
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
12+ 0.43% |
$1.41K - $1.54K
|
2.81K
$369K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.09K+ 0.5% |
$129K - $140K
|
218K
$28.6M
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.52K+ 7.59% |
$180K - $195K
|
21.6K
$2.83M
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-53- 1.36% |
$6.25K - $6.79K
|
3.84K
$503K
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-465- 1.14% |
$54.8K - $59.6K
|
40.4K
$5.3M
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.63% |
$1.18K - $1.28K
|
1.6K
$210K
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
33+ 0.28% |
$3.89K - $4.23K
|
11.9K
$1.56M
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-273- 5.18% |
$32.2K - $35K
|
5K
$656K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
465+ 4.83% |
$54.8K - $59.6K
|
10.1K
$1.32M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.2K+ 1.7% |
$4.27M - $4.65M
|
2.16M
$284M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-60- 35.5% |
$7.07K - $7.69K
|
109
$14.3K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-44K- 1.35% |
$5.18M - $5.63M
|
3.21M
$420M
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
416+ 19.14% |
$49K - $53.3K
|
2.59K
$340K
|