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 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-232- 11.27% |
$29.3K - $31.3K
|
1.83K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-15- 0.17% |
$1.89K - $2.03K
|
8.74K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-1.64K- 24.08% |
$207K - $221K
|
5.17K
$731K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-310- 2.11% |
$39.1K - $41.9K
|
14.4K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-80- 2.66% |
$10.1K - $10.8K
|
2.93K
$415K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1.13K- 8.46% |
$143K - $153K
|
12.3K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
2KNew |
$252K - $270K
|
2K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-334- 27.11% |
$42.1K - $45.1K
|
898
$127K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2+ 0.04% |
$252 - $270
|
5.15K
$728K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
18.7K+ 16.64% |
$2.36M - $2.53M
|
131K
$18.5M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-53- 2.23% |
$6.68K - $7.16K
|
2.32K
$328K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-9.36M- 61.85% |
$1.18B - $1.26B
|
5.77M
$816M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3New |
$378 - $405
|
3
$424
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.92K- 43.04% |
$243K - $260K
|
2.55K
$360K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-422- 3.58% |
$53.2K - $57K
|
11.4K
$1.61M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5+ 0.27% |
$631 - $675
|
1.82K
$258K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-7- 9.09% |
$883 - $945
|
70
$9.9K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.62K- 3.38% |
$205K - $219K
|
46.3K
$6.55M
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
43.6KNew |
$5.5M - $5.89M
|
43.6K
$6.16M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.29K+ 16.03% |
$162K - $174K
|
9.32K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.17K- 17.82% |
$148K - $158K
|
5.4K
$763K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
7.48K+ 19.19% |
$943K - $1.01M
|
46.5K
$6.57M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-98- 3.59% |
$12.4K - $13.2K
|
2.63K
$372K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
3.48KNew |
$439K - $470K
|
3.48K
$492K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
600+ 645.16% |
$75.7K - $81K
|
693
$98K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
432New |
$54.5K - $58.3K
|
432
$61.1K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.32K+ 17.95% |
$166K - $178K
|
8.64K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.69KNew |
$213K - $228K
|
1.69K
$239K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-160- 8.86% |
$20.2K - $21.6K
|
1.65K
$233K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-35- 1.08% |
$4.41K - $4.73K
|
3.2K
$452K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-337- 16.85% |
$42.5K - $45.5K
|
1.66K
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
161+ 12.22% |
$20.3K - $21.7K
|
1.48K
$209K
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.58KNew |
$200K - $214K
|
1.58K
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
90+ 39.3% |
$11.3K - $12.2K
|
319
$45.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
407+ 4.88% |
$51.3K - $55K
|
8.75K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
123New |
$15.5K - $16.6K
|
123
$17.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.39% |
$5.04K - $5.4K
|
2.85K
$403K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-34- 0.72% |
$4.29K - $4.59K
|
4.66K
$658K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.32K- 37.6% |
$167K - $179K
|
2.2K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-370- 3.7% |
$46.7K - $50K
|
9.63K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
77+ 2.81% |
$9.71K - $10.4K
|
2.82K
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-20- 0.7% |
$2.52K - $2.7K
|
2.85K
$403K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
337New |
$42.5K - $45.5K
|
337
$47.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-584- 5.66% |
$73.6K - $78.9K
|
9.73K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
161New |
$20.3K - $21.7K
|
161
$22.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-76- 98.7% |
$9.58K - $10.3K
|
1
$141
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
152KNew |
$19.1M - $20.5M
|
152K
$21.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-83.5K- 74.51% |
$10.5M - $11.3M
|
28.6K
$4.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
133+ 5.35% |
$16.8K - $18K
|
2.62K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-623- 53.34% |
$78.6K - $84.1K
|
545
$77.1K
|