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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.78KNew |
$196K - $215K
|
1.78K
$234K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 17.01% |
$5.5K - $6.05K
|
244
$32K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.08KNew |
$228K - $251K
|
2.08K
$272K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-58- 0.96% |
$6.38K - $7.02K
|
5.97K
$782K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.07KNew |
$228K - $250K
|
2.07K
$271K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-20- 0.04% |
$2.2K - $2.42K
|
46K
$6.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-285- 7.23% |
$31.3K - $34.5K
|
3.66K
$479K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-90- 14.63% |
$9.9K - $10.9K
|
525
$68.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.05K- 13.35% |
$115K - $127K
|
6.8K
$892K
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-579- 25.14% |
$63.7K - $70.1K
|
1.72K
$226K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-215- 8.43% |
$23.6K - $26K
|
2.34K
$306K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
546New |
$60K - $66.1K
|
546
$71.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
1.82KNew |
$200K - $220K
|
1.82K
$239K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
900+ 900.0% |
$99K - $109K
|
1K
$131K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-4.4K- 86.27% |
$484K - $532K
|
700
$91.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.52KNew |
$277K - $304K
|
2.52K
$330K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.99KNew |
$219K - $240K
|
1.99K
$261K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-120- 2.56% |
$13.2K - $14.5K
|
4.57K
$599K
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-3.54K- 8.55% |
$389K - $428K
|
37.9K
$4.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
1.03K+ 5.9% |
$113K - $124K
|
18.4K
$2.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
360New |
$39.6K - $43.6K
|
360
$47.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-301- 10.37% |
$33.1K - $36.4K
|
2.6K
$341K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
193+ 1.19% |
$21.2K - $23.4K
|
16.4K
$2.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-7- 21.21% |
$770 - $847
|
26
$3.41K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-30- 1.61% |
$3.3K - $3.63K
|
1.84K
$241K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-25- 0.47% |
$2.75K - $3.02K
|
5.28K
$692K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-134K- 65.1% |
$14.7M - $16.2M
|
71.6K
$9.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-512- 2.91% |
$56.3K - $61.9K
|
17.1K
$2.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-1- 0.03% |
$110 - $121
|
3.21K
$421K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
16.3K+ 54.55% |
$1.79M - $1.97M
|
46.2K
$6.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2- 0.1% |
$220 - $242
|
2K
$262K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-450- 6.49% |
$49.5K - $54.4K
|
6.48K
$850K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
5.61KNew |
$617K - $679K
|
5.61K
$736K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
8.39KNew |
$922K - $1.01M
|
8.39K
$1.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
41KNew |
$4.51M - $4.96M
|
41K
$5.37M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-470- 3.41% |
$51.7K - $56.9K
|
13.3K
$1.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
195K+ 199.4% |
$21.4M - $23.6M
|
292K
$38.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
6+ 0.1% |
$660 - $726
|
6.19K
$811K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-40- 1.65% |
$4.4K - $4.84K
|
2.38K
$313K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-20- 0.62% |
$2.2K - $2.42K
|
3.23K
$424K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
378+ 0.47% |
$41.6K - $45.7K
|
80.6K
$10.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
201+ 3.51% |
$22.1K - $24.3K
|
5.93K
$777K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-673- 24.94% |
$74K - $81.4K
|
2.03K
$266K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-136- 5.29% |
$15K - $16.5K
|
2.44K
$320K
|
|
| Q4 2023 | |||||||
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-4.31K- 53.88% |
$425K - $482K
|
3.69K
$484K
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
3.64K+ 83.08% |
$359K - $407K
|
8.02K
$1.05M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-550- 23.47% |
$54.3K - $61.5K
|
1.79K
$235K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 1.99% |
$691 - $783
|
345
$45.2K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-24- 2.91% |
$2.37K - $2.68K
|
800
$105K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.44KNew |
$241K - $273K
|
2.44K
$320K
|
|