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 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
500+ 13.96% |
$57.4K - $60.8K
|
4.08K
$535K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-59- 3.07% |
$6.77K - $7.17K
|
1.86K
$244K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.38KNew |
$388K - $411K
|
3.38K
$444K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
22KNew |
$2.52M - $2.67M
|
22K
$2.89M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-5.64K- 14.52% |
$647K - $685K
|
33.2K
$4.35M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
100New |
$11.5K - $12.2K
|
100
$13.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.08K- 79.76% |
$124K - $132K
|
275
$36.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-41- 13.36% |
$4.7K - $4.98K
|
266
$34.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.46K- 2.29% |
$512K - $542K
|
190K
$24.9M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.95KNew |
$224K - $237K
|
1.95K
$256K
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
929+ 2.08% |
$102K - $112K
|
45.6K
$5.97M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.74KClosed |
$191K - $211K
|
0
$0
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-426- 2.37% |
$46.9K - $51.5K
|
17.6K
$2.3M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
93New |
$10.2K - $11.3K
|
93
$12.2K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-2K- 2.28% |
$220K - $242K
|
85.7K
$11.2M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-145- 4.93% |
$15.9K - $17.5K
|
2.8K
$367K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
362New |
$39.8K - $43.8K
|
362
$47.5K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.92KNew |
$761K - $837K
|
6.92K
$907K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-707- 15.08% |
$77.8K - $85.5K
|
3.98K
$522K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-566- 9.43% |
$62.2K - $68.5K
|
5.44K
$713K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
206+ 10.23% |
$22.7K - $24.9K
|
2.22K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.21K+ 13.63% |
$133K - $146K
|
10.1K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-305- 0.9% |
$33.5K - $36.9K
|
33.7K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.52KNew |
$277K - $305K
|
2.52K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
2.5KNew |
$275K - $302K
|
2.5K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-942- 19.62% |
$104K - $114K
|
3.86K
$506K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-830- 8.95% |
$91.3K - $100K
|
8.45K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-13.8K- 77.57% |
$1.52M - $1.67M
|
4K
$525K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-875K- 38.97% |
$96.3M - $106M
|
1.37M
$180M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 2.7% |
$110 - $121
|
38
$4.98K
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-337- 4.68% |
$37.1K - $40.8K
|
6.86K
$900K
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-684- 6.44% |
$75.2K - $82.8K
|
9.93K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.71KNew |
$188K - $207K
|
1.71K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-237- 10.59% |
$26.1K - $28.7K
|
2K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.44KNew |
$379K - $416K
|
3.44K
$451K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-40- 1.47% |
$4.4K - $4.84K
|
2.67K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.09K- 32.95% |
$230K - $253K
|
4.25K
$558K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50New |
$5.5K - $6.05K
|
50
$6.56K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.72K- 37.57% |
$189K - $208K
|
2.85K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35.6K+ 3.45% |
$3.92M - $4.31M
|
1.07M
$140M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.8K+ 12.81% |
$4.27M - $4.7M
|
342K
$44.8M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
5.82KNew |
$640K - $704K
|
5.82K
$763K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-28- 4.64% |
$3.08K - $3.39K
|
576
$75.5K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
5.27K+ 3.04% |
$580K - $638K
|
179K
$23.5M
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
SELL
|
- |
-244- 3.55% |
$26.8K - $29.5K
|
6.63K
$870K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
9.17KNew |
$1.01M - $1.11M
|
9.17K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-192- 80.67% |
$21.1K - $23.2K
|
46
$6.03K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.77KNew |
$194K - $214K
|
1.77K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.73K- 29.23% |
$190K - $209K
|
4.18K
$548K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
360+ 17.37% |
$39.6K - $43.6K
|
2.43K
$319K
|
|