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 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
129+ 5.77% |
$15.2K - $16.5K
|
2.36K
$310K
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$118 - $128
|
3.97K
$520K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
328+ 0.31% |
$38.7K - $42K
|
107K
$14.1M
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.3K- 1.83% |
$272K - $295K
|
123K
$16.2M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
217+ 2.65% |
$25.6K - $27.8K
|
8.39K
$1.1M
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-45- 0.46% |
$5.31K - $5.77K
|
9.64K
$1.26M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
919+ 18.05% |
$108K - $118K
|
6.01K
$788K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
6.22KNew |
$733K - $797K
|
6.22K
$815K
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.1K- 32.94% |
$130K - $141K
|
2.24K
$294K
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.78KNew |
$210K - $229K
|
1.78K
$234K
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
3.63K+ 124.4% |
$427K - $465K
|
6.54K
$858K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-245- 0.2% |
$28.9K - $31.4K
|
122K
$16M
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.79K+ 1.89% |
$212K - $230K
|
96.8K
$12.7M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.49% |
$236 - $256
|
413
$54.2K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-248- 1.72% |
$29.2K - $31.8K
|
14.2K
$1.86M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.99K+ 11.25% |
$353K - $384K
|
29.6K
$3.88M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-132- 0.72% |
$15.6K - $16.9K
|
18.3K
$2.4M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
23+ 0.64% |
$2.71K - $2.95K
|
3.6K
$472K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
43+ 1.21% |
$5.07K - $5.51K
|
3.59K
$471K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-47.6K- 1.28% |
$5.61M - $6.1M
|
3.69M
$483M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
905+ 18.26% |
$107K - $116K
|
5.86K
$769K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-822- 4.27% |
$96.9K - $105K
|
18.4K
$2.42M
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-60- 0.59% |
$7.07K - $7.69K
|
10.2K
$1.34M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
60+ 2.06% |
$7.07K - $7.69K
|
2.97K
$389K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 0.14% |
$236 - $256
|
1.44K
$189K
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-345- 5.12% |
$40.7K - $44.2K
|
6.39K
$838K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
776+ 0.65% |
$91.5K - $99.5K
|
121K
$15.9M
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-268- 0.5% |
$31.6K - $34.4K
|
53.6K
$7.02M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-71- 0.3% |
$8.37K - $9.1K
|
24K
$3.14M
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-56- 1.45% |
$6.6K - $7.18K
|
3.82K
$500K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
15New |
$1.77K - $1.92K
|
15
$1.97K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
550+ 3.51% |
$64.8K - $70.5K
|
16.2K
$2.13M
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
24+ 0.66% |
$2.83K - $3.08K
|
3.68K
$482K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
757+ 2.0% |
$89.3K - $97K
|
38.6K
$5.06M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.04K- 10.66% |
$476K - $518K
|
33.8K
$4.44M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.15K- 7.36% |
$253K - $276K
|
27.1K
$3.55M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
349+ 6.24% |
$41.1K - $44.7K
|
5.94K
$779K
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
131KNew |
$15.4M - $16.8M
|
131K
$17.2M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.21K+ 406.45% |
$260K - $283K
|
2.75K
$361K
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
4+ 0.03% |
$472 - $513
|
15.4K
$2.02M
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-60K- 32.81% |
$7.07M - $7.69M
|
123K
$16.1M
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 1.63% |
$136K - $148K
|
71.8K
$9.42M
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
13+ 0.35% |
$1.53K - $1.67K
|
3.75K
$492K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
467+ 1.8% |
$55.1K - $59.9K
|
26.4K
$3.46M
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-8.75K- 19.21% |
$1.03M - $1.12M
|
36.8K
$4.83M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-162- 0.89% |
$19.1K - $20.8K
|
18K
$2.36M
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
264+ 0.41% |
$31.1K - $33.8K
|
65.4K
$8.57M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
300+ 12.02% |
$35.4K - $38.5K
|
2.8K
$367K
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
5.53K+ 9.18% |
$652K - $709K
|
65.7K
$8.62M
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-675- 28.88% |
$79.6K - $86.5K
|
1.66K
$218K
|