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 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.92KNew |
$220K - $233K
|
1.92K
$251K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
3+ 0.07% |
$344 - $365
|
4.29K
$562K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
539New |
$61.8K - $65.5K
|
539
$70.7K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.54K+ 22.03% |
$177K - $187K
|
8.54K
$1.12M
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
69+ 4.22% |
$7.91K - $8.38K
|
1.7K
$223K
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
200New |
$22.9K - $24.3K
|
200
$26.2K
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.21K- 25.4% |
$139K - $147K
|
3.56K
$467K
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.53K- 41.16% |
$175K - $185K
|
2.18K
$286K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
307New |
$35.2K - $37.3K
|
307
$40.3K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
147New |
$16.9K - $17.9K
|
147
$19.3K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
99+ 29.12% |
$11.4K - $12K
|
439
$57.6K
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
147+ 7.05% |
$16.9K - $17.9K
|
2.23K
$293K
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
51+ 0.96% |
$5.85K - $6.2K
|
5.38K
$705K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
535+ 19.81% |
$61.4K - $65K
|
3.24K
$424K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-353- 2.29% |
$40.5K - $42.9K
|
15.1K
$1.98M
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
80+ 4.73% |
$9.18K - $9.72K
|
1.77K
$232K
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
9.55KNew |
$1.09M - $1.16M
|
9.55K
$1.25M
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-221- 5.36% |
$25.4K - $26.9K
|
3.9K
$512K
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$115 - $122
|
6.11K
$801K
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
11.6KNew |
$1.33M - $1.41M
|
11.6K
$1.53M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-56- 2.54% |
$6.42K - $6.8K
|
2.15K
$282K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-761- 50.0% |
$87.3K - $92.5K
|
761
$99.8K
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-97- 4.31% |
$11.1K - $11.8K
|
2.15K
$282K
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
113+ 6.82% |
$13K - $13.7K
|
1.77K
$232K
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-253- 10.69% |
$29K - $30.7K
|
2.11K
$277K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
445New |
$51K - $54.1K
|
445
$58.4K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.11KNew |
$242K - $257K
|
2.11K
$277K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
60New |
$6.88K - $7.29K
|
60
$7.87K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
169+ 19.16% |
$19.4K - $20.5K
|
1.05K
$138K
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-60- 3.28% |
$6.88K - $7.29K
|
1.77K
$232K
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.7KNew |
$195K - $207K
|
1.7K
$223K
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1+ 0.05% |
$115 - $122
|
1.96K
$257K
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
348+ 216.15% |
$39.9K - $42.3K
|
509
$66.8K
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-226- 10.8% |
$25.9K - $27.5K
|
1.87K
$245K
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
3.24KNew |
$372K - $394K
|
3.24K
$425K
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-459- 13.69% |
$52.7K - $55.8K
|
2.89K
$379K
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
881+ 14.25% |
$101K - $107K
|
7.07K
$927K
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.1% |
$115 - $122
|
970
$127K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
211+ 226.88% |
$24.2K - $25.6K
|
304
$39.9K
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
506+ 12.24% |
$58K - $61.5K
|
4.64K
$608K
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-250- 30.83% |
$28.7K - $30.4K
|
561
$73.6K
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2+ 0.03% |
$229 - $243
|
7.95K
$1.04M
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-170- 2.55% |
$19.5K - $20.7K
|
6.49K
$851K
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-118- 3.99% |
$13.5K - $14.3K
|
2.84K
$372K
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-168- 5.47% |
$19.3K - $20.4K
|
2.9K
$381K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2KNew |
$229K - $243K
|
2K
$262K
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
182KNew |
$20.9M - $22.2M
|
182K
$23.9M
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
150+ 882.35% |
$17.2K - $18.2K
|
167
$21.9K
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
205+ 1.4% |
$23.5K - $24.9K
|
14.8K
$1.94M
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.21% |
$115 - $122
|
468
$61.4K
|