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 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
52+ 0.29% |
$6.13K - $6.67K
|
17.8K
$2.34M
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-107- 0.62% |
$12.6K - $13.7K
|
17.1K
$2.24M
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
14.2K+ 3.41% |
$1.67M - $1.82M
|
431K
$56.6M
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.84KNew |
$217K - $236K
|
1.84K
$241K
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
1.51K+ 7.19% |
$178K - $193K
|
22.4K
$2.94M
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.6K+ 1.51% |
$188K - $204K
|
107K
$14M
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-913- 10.41% |
$108K - $117K
|
7.86K
$1.03M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.91K- 2.84% |
$578K - $629K
|
168K
$22M
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-5- 0.22% |
$590 - $641
|
2.31K
$303K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.26K- 4.18% |
$148K - $161K
|
28.8K
$3.78M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
356+ 352.48% |
$42K - $45.6K
|
457
$59.9K
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-250- 5.68% |
$29.5K - $32K
|
4.15K
$544K
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-312- 0.86% |
$36.8K - $40K
|
35.8K
$4.7M
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
107+ 2.73% |
$12.6K - $13.7K
|
4.03K
$529K
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2+ 0.1% |
$236 - $256
|
2.07K
$271K
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-61- 2.18% |
$7.19K - $7.82K
|
2.74K
$360K
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
468+ 1.73% |
$55.2K - $60K
|
27.5K
$3.6M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
396+ 6.74% |
$46.7K - $50.8K
|
6.27K
$823K
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-5.58K- 10.27% |
$658K - $715K
|
48.8K
$6.4M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.56K+ 2.49% |
$183K - $199K
|
64.1K
$8.4M
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-728- 16.07% |
$85.8K - $93.3K
|
3.8K
$499K
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-87- 1.55% |
$10.3K - $11.2K
|
5.52K
$724K
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.07K- 33.05% |
$127K - $138K
|
2.18K
$285K
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 5.3% |
$153K - $167K
|
25.8K
$3.39M
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
91+ 1.03% |
$10.7K - $11.7K
|
8.89K
$1.17M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.51K- 17.37% |
$178K - $193K
|
7.18K
$941K
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
166+ 1.85% |
$19.6K - $21.3K
|
9.16K
$1.2M
|
|
Q2 2024 | |||||||
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
191+ 3.9% |
$21.9K - $23.2K
|
5.09K
$667K
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2+ 0.05% |
$229 - $243
|
3.76K
$494K
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.62K+ 4.6% |
$185K - $196K
|
36.8K
$4.82M
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-71- 0.17% |
$8.14K - $8.63K
|
42.6K
$5.58M
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.03K+ 9.88% |
$118K - $126K
|
11.5K
$1.51M
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
35.7K+ 19.2% |
$4.1M - $4.34M
|
222K
$29.1M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-69- 12.9% |
$7.91K - $8.38K
|
466
$61.1K
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.51KNew |
$288K - $305K
|
2.51K
$330K
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
9.45KNew |
$1.08M - $1.15M
|
9.45K
$1.24M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.22K- 19.28% |
$943K - $999K
|
34.4K
$4.52M
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
939New |
$108K - $114K
|
939
$123K
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-241- 6.92% |
$27.6K - $29.3K
|
3.24K
$425K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25New |
$2.87K - $3.04K
|
25
$3.28K
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
334+ 12.09% |
$38.3K - $40.6K
|
3.1K
$406K
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.19K- 31.39% |
$137K - $145K
|
2.6K
$341K
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-12- 5.5% |
$1.38K - $1.46K
|
206
$27K
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-28.1K- 73.3% |
$3.23M - $3.42M
|
10.3K
$1.34M
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-70- 8.28% |
$8.03K - $8.51K
|
775
$102K
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
12.6K+ 10.64% |
$1.44M - $1.53M
|
131K
$17.1M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.18K+ 39.2% |
$135K - $143K
|
4.18K
$548K
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
400New |
$45.9K - $48.6K
|
400
$52.5K
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
200New |
$22.9K - $24.3K
|
200
$26.2K
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-16- 0.9% |
$1.84K - $1.94K
|
1.77K
$232K
|