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 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
44+ 0.54% |
$4.84K - $5.32K
|
8.13K
$1.07M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
31.9KNew |
$3.51M - $3.86M
|
31.9K
$4.18M
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.71KNew |
$188K - $207K
|
1.71K
$224K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
97.4KNew |
$10.7M - $11.8M
|
97.4K
$12.8M
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
25New |
$2.75K - $3.02K
|
25
$3.28K
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-168- 6.61% |
$18.5K - $20.3K
|
2.37K
$311K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.06KNew |
$116K - $128K
|
1.06K
$138K
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-437- 16.51% |
$48.1K - $52.9K
|
2.21K
$290K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
427+ 5.13% |
$47K - $51.7K
|
8.76K
$1.15M
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
50+ 0.67% |
$5.5K - $6.05K
|
7.5K
$983K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.25K- 41.46% |
$138K - $152K
|
1.77K
$232K
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-776- 9.44% |
$85.3K - $93.9K
|
7.45K
$976K
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.71KNew |
$188K - $206K
|
1.71K
$224K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
451+ 15.26% |
$49.6K - $54.6K
|
3.41K
$447K
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.33K- 43.79% |
$147K - $161K
|
1.71K
$224K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
271+ 1.61% |
$29.8K - $32.8K
|
17.1K
$2.24M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-77.5K- 8.66% |
$8.52M - $9.38M
|
817K
$107M
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
20+ 1.1% |
$2.2K - $2.42K
|
1.84K
$241K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
239+ 1.52% |
$26.3K - $28.9K
|
16K
$2.09M
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
145+ 0.68% |
$15.9K - $17.5K
|
21.6K
$2.83M
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
200New |
$22K - $24.2K
|
200
$26.2K
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1.75KNew |
$192K - $212K
|
1.75K
$230K
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
900+ 31.33% |
$99K - $109K
|
3.77K
$495K
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
35New |
$3.85K - $4.23K
|
35
$4.59K
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
118KNew |
$13M - $14.3M
|
118K
$15.5M
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
542New |
$59.6K - $65.6K
|
542
$71.1K
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-371- 8.83% |
$40.8K - $44.9K
|
3.83K
$502K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-501- 13.77% |
$55.1K - $60.6K
|
3.14K
$411K
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
225+ 16.92% |
$24.7K - $27.2K
|
1.56K
$204K
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
569+ 4.13% |
$62.6K - $68.8K
|
14.3K
$1.88M
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.13K- 39.38% |
$124K - $137K
|
1.74K
$228K
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.3KNew |
$362K - $399K
|
3.3K
$432K
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
44+ 1.73% |
$4.84K - $5.32K
|
2.59K
$340K
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
2.08KNew |
$228K - $251K
|
2.08K
$272K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
222New |
$24.4K - $26.9K
|
222
$29.1K
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.72K- 24.21% |
$299K - $329K
|
8.53K
$1.12M
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-5- 1.23% |
$550 - $605
|
400
$52.5K
|
|
May 01, 2024
Q1 2024
|
Kinsale Capital Group, Inc.
|
SELL
|
- |
-90K- 49.84% |
$9.9M - $10.9M
|
90.6K
$11.9M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.72K- 4.54% |
$739K - $813K
|
141K
$18.5M
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2.08K- 17.66% |
$229K - $252K
|
9.69K
$1.27M
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.71K- 60.9% |
$518K - $570K
|
3.02K
$397K
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.35KNew |
$149K - $163K
|
1.35K
$177K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-2.66K- 31.34% |
$293K - $322K
|
5.83K
$765K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.83K+ 38.05% |
$311K - $342K
|
10.3K
$1.35M
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-170- 1.03% |
$18.7K - $20.6K
|
16.3K
$2.13M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
193+ 1.3% |
$21.2K - $23.4K
|
15.1K
$1.98M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.01KNew |
$771K - $848K
|
7.01K
$919K
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.66K- 25.76% |
$293K - $322K
|
7.67K
$1.01M
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
1.69KNew |
$186K - $204K
|
1.69K
$221K
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
13+ 0.46% |
$1.43K - $1.57K
|
2.86K
$375K
|