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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
375+ 23.44% |
$47.3K - $50.6K
|
1.98K
$279K
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.8KNew |
$479K - $513K
|
3.8K
$537K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
200New |
$25.2K - $27K
|
200
$28.3K
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2- 0.09% |
$252 - $270
|
2.21K
$312K
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-45- 0.68% |
$5.67K - $6.08K
|
6.59K
$932K
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
2.59KNew |
$326K - $349K
|
2.59K
$366K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.9K+ 0.22% |
$1.5M - $1.6M
|
5.47M
$773M
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.63KNew |
$205K - $220K
|
1.63K
$230K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
591+ 31.86% |
$74.5K - $79.8K
|
2.45K
$346K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.32KNew |
$544K - $583K
|
4.32K
$610K
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-55- 5.21% |
$6.94K - $7.43K
|
1K
$141K
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-395- 5.27% |
$49.8K - $53.3K
|
7.1K
$1M
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20+ 3.66% |
$2.52K - $2.7K
|
566
$80K
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
903+ 0.8% |
$114K - $122K
|
114K
$16.2M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-399- 39.58% |
$50.3K - $53.9K
|
609
$86.1K
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.66K- 32.36% |
$209K - $224K
|
3.46K
$490K
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-184- 8.86% |
$23.2K - $24.9K
|
1.89K
$267K
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.98K+ 237.13% |
$502K - $537K
|
5.66K
$800K
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
533+ 9.8% |
$67.2K - $72K
|
5.97K
$844K
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
158+ 0.91% |
$19.9K - $21.3K
|
17.5K
$2.48M
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.45KNew |
$182K - $195K
|
1.45K
$205K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.55% |
$126 - $135
|
183
$25.9K
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-111- 5.56% |
$14K - $15K
|
1.88K
$266K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
10+ 47.62% |
$1.26K - $1.35K
|
31
$4.38K
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-528- 23.82% |
$66.6K - $71.3K
|
1.69K
$239K
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-24- 4.56% |
$3.03K - $3.24K
|
502
$71K
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-20- 1.08% |
$2.52K - $2.7K
|
1.83K
$259K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-399- 8.98% |
$50.3K - $53.9K
|
4.04K
$572K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
500New |
$63.1K - $67.5K
|
500
$70.7K
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.7KNew |
$467K - $500K
|
3.7K
$523K
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-28- 1.73% |
$3.53K - $3.78K
|
1.6K
$226K
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-187- 10.74% |
$23.6K - $25.3K
|
1.55K
$220K
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.08KNew |
$262K - $280K
|
2.08K
$294K
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
180+ 1.68% |
$22.7K - $24.3K
|
10.9K
$1.54M
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1.9KNew |
$240K - $257K
|
1.9K
$269K
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
400New |
$50.4K - $54K
|
400
$56.6K
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
4K+ 32.03% |
$504K - $540K
|
16.5K
$2.33M
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-5- 0.04% |
$631 - $675
|
13.8K
$1.95M
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
19+ 0.3% |
$2.4K - $2.57K
|
6.34K
$896K
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5New |
$631 - $675
|
5
$707
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
114New |
$14.4K - $15.4K
|
114
$16.1K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.87K- 36.37% |
$236K - $253K
|
3.28K
$463K
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
3.33KNew |
$419K - $449K
|
3.33K
$470K
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-250- 12.5% |
$31.5K - $33.8K
|
1.75K
$247K
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.04K- 57.21% |
$132K - $141K
|
781
$110K
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-505- 0.91% |
$63.7K - $68.2K
|
55.2K
$7.81M
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
1.9KNew |
$240K - $257K
|
1.9K
$269K
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-230- 10.71% |
$29K - $31.1K
|
1.92K
$271K
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-390- 2.22% |
$49.2K - $52.7K
|
17.2K
$2.43M
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
157New |
$19.8K - $21.2K
|
157
$22.2K
|