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 |
---|---|---|---|---|---|---|---|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
12.4KNew |
$1.56M - $1.66M
|
12.4K
$1.58M
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
17.9KNew |
$2.26M - $2.41M
|
17.9K
$2.28M
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
11KNew |
$1.39M - $1.48M
|
11K
$1.4M
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
15New |
$1.9K - $2.02K
|
15
$1.91K
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-853- 15.61% |
$108K - $115K
|
4.61K
$588K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-439- 2.47% |
$55.6K - $59.2K
|
17.3K
$2.21M
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
30.6K+ 22.82% |
$3.88M - $4.13M
|
165K
$21M
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-242- 1.81% |
$30.7K - $32.6K
|
13.1K
$1.67M
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
2.96KNew |
$374K - $398K
|
2.96K
$377K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.81K- 25.8% |
$356K - $379K
|
8.09K
$1.03M
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1.87KNew |
$237K - $252K
|
1.87K
$238K
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-265- 1.39% |
$33.6K - $35.7K
|
18.8K
$2.39M
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
7.71KNew |
$977K - $1.04M
|
7.71K
$983K
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.33K- 13.7% |
$295K - $314K
|
14.7K
$1.87M
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
2.2KNew |
$279K - $296K
|
2.2K
$281K
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 9.81% |
$195K - $207K
|
17.2K
$2.2M
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.16K- 26.17% |
$147K - $156K
|
3.27K
$417K
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
21.3K+ 6.93% |
$2.69M - $2.86M
|
328K
$41.8M
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.76K+ 6.07% |
$223K - $237K
|
30.7K
$3.92M
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-36- 0.35% |
$4.56K - $4.85K
|
10.2K
$1.31M
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-176- 1.08% |
$22.3K - $23.7K
|
16.2K
$2.06M
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.75K- 1.56% |
$222K - $236K
|
111K
$14.1M
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
16.8KNew |
$2.12M - $2.26M
|
16.8K
$2.14M
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
8.44K+ 10.94% |
$1.07M - $1.14M
|
85.5K
$10.9M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.37KNew |
$300K - $319K
|
2.37K
$302K
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.08KNew |
$643K - $684K
|
5.08K
$648K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
173+ 53.73% |
$21.9K - $23.3K
|
495
$63.1K
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-88.1K- 38.73% |
$11.2M - $11.9M
|
139K
$17.8M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.43K+ 32.24% |
$814K - $866K
|
26.4K
$3.36M
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-16.1K- 77.4% |
$2.04M - $2.17M
|
4.71K
$600K
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-100- 3.79% |
$12.7K - $13.5K
|
2.54K
$324K
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
18.7KNew |
$2.37M - $2.52M
|
18.7K
$2.39M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.62K+ 8.76% |
$205K - $218K
|
20.1K
$2.56M
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
100New |
$12.7K - $13.5K
|
100
$12.8K
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-16.7K- 54.81% |
$2.12M - $2.25M
|
13.8K
$1.76M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.87K- 67.19% |
$616K - $656K
|
2.38K
$303K
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.8K+ 27.29% |
$2.51M - $2.67M
|
92.5K
$11.8M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
54.5K+ 6.78% |
$6.91M - $7.35M
|
859K
$110M
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24+ 0.79% |
$3.04K - $3.23K
|
3.07K
$391K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 5.89% |
$224K - $238K
|
28.2K
$3.6M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-83K- 40.85% |
$10.5M - $11.2M
|
120K
$15.3M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-19.8K- 14.44% |
$2.51M - $2.67M
|
117K
$15M
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10.7K- 11.75% |
$1.36M - $1.44M
|
80.5K
$10.3M
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-41- 0.44% |
$5.19K - $5.52K
|
9.3K
$1.19M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.51K+ 2.03% |
$824K - $877K
|
326K
$41.6M
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
33+ 0.75% |
$4.18K - $4.45K
|
4.43K
$565K
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
98+ 5.82% |
$12.4K - $13.2K
|
1.78K
$227K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
80+ 0.75% |
$10.1K - $10.8K
|
10.8K
$1.37M
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.25K- 5.05% |
$412K - $438K
|
61.1K
$7.8M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
413+ 11.07% |
$52.3K - $55.6K
|
4.15K
$529K
|