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 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.16K+ 43.87% |
$136K - $148K
|
3.79K
$497K
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
61.3KNew |
$7.23M - $7.86M
|
61.3K
$8.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
252+ 1.67% |
$29.7K - $32.3K
|
15.4K
$2.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.73K+ 13.1% |
$322K - $350K
|
23.6K
$3.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
83.2K+ 14.46% |
$9.81M - $10.7M
|
659K
$86.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-234- 3.27% |
$27.6K - $30K
|
6.91K
$907K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.32K+ 12.72% |
$156K - $169K
|
11.7K
$1.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
5.84K+ 216.98% |
$689K - $749K
|
8.53K
$1.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.63K+ 18.81% |
$193K - $209K
|
10.3K
$1.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.62KNew |
$190K - $207K
|
1.62K
$212K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
201+ 10.78% |
$23.7K - $25.8K
|
2.07K
$271K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
198+ 11.5% |
$23.3K - $25.4K
|
1.92K
$252K
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
6+ 0.28% |
$707 - $769
|
2.17K
$284K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-125- 1.47% |
$14.7K - $16K
|
8.39K
$1.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 1.62% |
$11.8K - $12.8K
|
6.09K
$799K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.75K+ 43.63% |
$206K - $224K
|
5.75K
$754K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
22+ 0.35% |
$2.59K - $2.82K
|
6.31K
$827K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-169- 4.67% |
$19.9K - $21.7K
|
3.45K
$452K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.42K+ 374.93% |
$168K - $182K
|
1.8K
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-105- 2.75% |
$12.4K - $13.5K
|
3.71K
$486K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.69KNew |
$199K - $216K
|
1.69K
$221K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
674+ 61.55% |
$79.5K - $86.4K
|
1.77K
$232K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
607+ 14.04% |
$71.6K - $77.8K
|
4.93K
$647K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
47+ 0.41% |
$5.54K - $6.03K
|
11.5K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1.63K+ 16.29% |
$192K - $209K
|
11.6K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-116- 2.07% |
$13.7K - $14.9K
|
5.48K
$719K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.78K+ 2.08% |
$681K - $741K
|
283K
$37.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
2.26K+ 2.06% |
$266K - $289K
|
112K
$14.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
140+ 0.5% |
$16.5K - $17.9K
|
28.3K
$3.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-25- 0.41% |
$2.95K - $3.2K
|
6.1K
$800K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-132- 4.42% |
$15.6K - $16.9K
|
2.86K
$375K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
892+ 2.62% |
$105K - $114K
|
35K
$4.59M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.8K+ 100.34% |
$212K - $230K
|
3.58K
$470K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
4.35K+ 19.05% |
$513K - $558K
|
27.2K
$3.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-200- 2.8% |
$23.6K - $25.6K
|
6.93K
$909K
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
4.1K+ 122.69% |
$483K - $525K
|
7.44K
$976K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-98- 3.25% |
$11.6K - $12.6K
|
2.92K
$383K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-332- 1.08% |
$39.1K - $42.6K
|
30.5K
$4M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-15- 0.42% |
$1.77K - $1.92K
|
3.53K
$463K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-130- 4.69% |
$15.3K - $16.7K
|
2.64K
$346K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.44K- 2.69% |
$170K - $185K
|
52.1K
$6.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
SELL
|
- |
-130- 1.53% |
$15.3K - $16.7K
|
8.36K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
144+ 3.23% |
$17K - $18.5K
|
4.6K
$604K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
236+ 1.85% |
$27.8K - $30.3K
|
13K
$1.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-74- 0.83% |
$8.72K - $9.49K
|
8.81K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.5KNew |
$3.13M - $3.4M
|
26.5K
$3.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.78K+ 27.5% |
$800K - $869K
|
31.4K
$4.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-70- 0.93% |
$8.25K - $8.97K
|
7.42K
$973K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.56K+ 26.5% |
$655K - $713K
|
26.5K
$3.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.25K+ 553.1% |
$147K - $160K
|
1.48K
$194K
|