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 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
6+ 0.1% |
$689 - $800
|
5.79K
$784K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-68- 2.44% |
$7.81K - $9.07K
|
2.72K
$368K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
547+ 3.15% |
$62.8K - $72.9K
|
17.9K
$2.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
272+ 1.27% |
$31.2K - $36.3K
|
21.8K
$2.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
2.93K+ 4.96% |
$336K - $391K
|
62K
$8.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-146- 0.86% |
$16.8K - $19.5K
|
16.8K
$2.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-23.8K- 34.9% |
$2.74M - $3.18M
|
44.5K
$6.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.56K- 25.93% |
$408K - $474K
|
10.2K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1+ 0.21% |
$115 - $133
|
476
$64.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.08K+ 3.42% |
$239K - $278K
|
63.1K
$8.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-47.8K- 51.01% |
$5.48M - $6.37M
|
45.9K
$6.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.11% |
$115 - $133
|
917
$124K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
42+ 0.08% |
$4.82K - $5.6K
|
55.3K
$7.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.91K+ 2.58% |
$219K - $254K
|
75.8K
$10.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-158- 4.3% |
$18.1K - $21.1K
|
3.51K
$476K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-51- 0.3% |
$5.85K - $6.8K
|
17.2K
$2.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
239+ 0.75% |
$27.4K - $31.9K
|
32.1K
$4.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
225+ 10.79% |
$25.8K - $30K
|
2.31K
$313K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-66- 0.16% |
$7.58K - $8.8K
|
40.1K
$5.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-143- 1.06% |
$16.4K - $19.1K
|
13.3K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-903- 1.12% |
$104K - $120K
|
79.6K
$10.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
15.5K+ 12.09% |
$1.78M - $2.07M
|
144K
$19.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
619+ 19.53% |
$71K - $82.5K
|
3.79K
$513K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
30+ 0.2% |
$3.44K - $4K
|
15.4K
$2.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-27.3K- 2.85% |
$3.14M - $3.64M
|
931K
$126M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.26K- 34.45% |
$144K - $167K
|
2.39K
$323K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$230 - $267
|
3.3K
$447K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-523- 21.47% |
$60K - $69.7K
|
1.91K
$259K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
695+ 4.84% |
$79.8K - $92.7K
|
15.1K
$2.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.19K+ 0.41% |
$252K - $292K
|
539K
$73M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.37K+ 27.35% |
$731K - $850K
|
29.7K
$4.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-74- 1.46% |
$8.49K - $9.86K
|
4.99K
$676K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
612+ 11.59% |
$70.2K - $81.6K
|
5.89K
$798K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.6K- 3.13% |
$184K - $214K
|
49.6K
$6.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.01K- 14.32% |
$116K - $135K
|
6.06K
$821K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.51K+ 35.46% |
$288K - $334K
|
9.59K
$1.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-4.87K- 15.94% |
$559K - $649K
|
25.7K
$3.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
243+ 2.09% |
$27.9K - $32.4K
|
11.8K
$1.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-2.45KClosed |
$281K - $326K
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-857- 27.04% |
$98.4K - $114K
|
2.31K
$313K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-830- 19.93% |
$95.3K - $111K
|
3.33K
$452K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
167+ 10.56% |
$19.2K - $22.3K
|
1.75K
$237K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
192+ 5.53% |
$22K - $25.6K
|
3.67K
$496K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-3.72K- 2.82% |
$427K - $496K
|
128K
$17.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
5+ 0.28% |
$574 - $667
|
1.79K
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
672+ 3.61% |
$77.1K - $89.6K
|
19.3K
$2.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-236- 7.95% |
$27.1K - $31.5K
|
2.73K
$370K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
431+ 1.79% |
$49.5K - $57.5K
|
24.5K
$3.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
895+ 7.33% |
$103K - $119K
|
13.1K
$1.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.36K+ 8.49% |
$156K - $181K
|
17.3K
$2.35M
|