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 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-65- 3.49% |
$7.46K - $8.67K
|
1.8K
$254K
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
289+ 6.25% |
$33.2K - $38.5K
|
4.91K
$695K
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
585+ 2.56% |
$67.1K - $78K
|
23.4K
$3.31M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.49K+ 68.95% |
$171K - $198K
|
3.65K
$515K
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.2K- 1.32% |
$138K - $160K
|
89.9K
$12.7M
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-2.71K- 7.89% |
$312K - $362K
|
31.7K
$4.48M
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
2.97K+ 5.68% |
$341K - $396K
|
55.3K
$7.81M
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
515+ 15.68% |
$59.1K - $68.7K
|
3.8K
$537K
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.66K+ 204.98% |
$765K - $888K
|
9.91K
$1.4M
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.04% |
$115 - $133
|
2.56K
$362K
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 5.68% |
$190K - $220K
|
30.7K
$4.34M
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
3.25K+ 1.13% |
$373K - $433K
|
291K
$41.2M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
906+ 2.09% |
$104K - $121K
|
44.3K
$6.26M
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-879- 17.18% |
$101K - $117K
|
4.24K
$599K
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
3+ 0.18% |
$344 - $400
|
1.67K
$236K
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-421- 6.54% |
$48.3K - $56.1K
|
6.02K
$851K
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
533+ 13.74% |
$61.2K - $71.1K
|
4.41K
$624K
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-139- 0.79% |
$16K - $18.5K
|
17.4K
$2.45M
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.07K+ 20.21% |
$123K - $143K
|
6.38K
$902K
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.29K- 2.72% |
$149K - $173K
|
46.4K
$6.55M
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.13K- 1.34% |
$245K - $284K
|
157K
$22.2M
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
100+ 0.16% |
$11.5K - $13.3K
|
61.1K
$8.64M
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
7+ 0.18% |
$803 - $933
|
3.94K
$557K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-681- 1.01% |
$78.2K - $90.8K
|
66.7K
$9.43M
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-98- 0.66% |
$11.2K - $13.1K
|
14.7K
$2.08M
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-70- 1.41% |
$8.03K - $9.33K
|
4.9K
$693K
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.83KNew |
$898K - $1.04M
|
7.83K
$1.11M
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
349+ 8.96% |
$40.1K - $46.5K
|
4.24K
$600K
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
19+ 0.28% |
$2.18K - $2.53K
|
6.69K
$946K
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
30+ 0.25% |
$3.44K - $4K
|
12.1K
$1.71M
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-250- 3.1% |
$28.7K - $33.3K
|
7.83K
$1.11M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
67+ 0.39% |
$7.69K - $8.93K
|
17.5K
$2.47M
|
|
Q1 2025 | |||||||
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-181K- 19.17% |
$22.9M - $24.5M
|
765K
$108M
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
3.1KNew |
$391K - $419K
|
3.1K
$438K
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
323New |
$40.7K - $43.6K
|
323
$45.7K
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.14K- 20.25% |
$143K - $153K
|
4.47K
$632K
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-50- 1.35% |
$6.31K - $6.75K
|
3.65K
$516K
|
|
Aug 06, 2025
Q1 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-89- 0.36% |
$11.2K - $12K
|
24.6K
$3.48M
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
178+ 1.96% |
$22.4K - $24K
|
9.24K
$1.31M
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-854- 6.3% |
$108K - $115K
|
12.7K
$1.8M
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
4.54KNew |
$572K - $612K
|
4.54K
$641K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-13.3K- 17.79% |
$1.68M - $1.8M
|
61.6K
$8.71M
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
11+ 0.67% |
$1.39K - $1.49K
|
1.65K
$233K
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
238+ 2.94% |
$30K - $32.1K
|
8.33K
$1.18M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
105KNew |
$13.3M - $14.2M
|
105K
$14.9M
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-850- 1.36% |
$107K - $115K
|
61.8K
$8.74M
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
721New |
$90.9K - $97.4K
|
721
$102K
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
363+ 2.41% |
$45.8K - $49K
|
15.4K
$2.18M
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
565+ 15.63% |
$71.3K - $76.3K
|
4.18K
$591K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-23- 1.23% |
$2.9K - $3.11K
|
1.85K
$262K
|