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 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.01KNew |
$253K - $271K
|
2.01K
$283K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-181- 7.59% |
$22.8K - $24.4K
|
2.2K
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-866- 33.28% |
$109K - $117K
|
1.74K
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-4K- 27.02% |
$504K - $540K
|
10.8K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.01K+ 118.06% |
$253K - $271K
|
3.71K
$524K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-240- 0.98% |
$30.3K - $32.4K
|
24.3K
$3.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-22- 1.09% |
$2.77K - $2.97K
|
2.01K
$283K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-512- 21.77% |
$64.6K - $69.2K
|
1.84K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-375- 3.48% |
$47.3K - $50.6K
|
10.4K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.72K+ 84.11% |
$217K - $232K
|
3.77K
$532K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.24K- 8.0% |
$157K - $168K
|
14.3K
$2.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.85K- 17.13% |
$233K - $250K
|
8.95K
$1.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.15KNew |
$145K - $156K
|
1.15K
$163K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-45- 0.74% |
$5.67K - $6.08K
|
6.01K
$849K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-3.31K- 86.07% |
$418K - $447K
|
536
$75.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-1- 0.05% |
$126 - $135
|
1.87K
$264K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
57+ 4.38% |
$7.19K - $7.7K
|
1.36K
$192K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
59New |
$7.44K - $7.97K
|
59
$8.34K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-59.2K- 99.22% |
$7.47M - $8M
|
463
$65.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.81K+ 39.9% |
$228K - $244K
|
6.33K
$895K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-3.03K- 65.46% |
$382K - $410K
|
1.6K
$226K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-163- 0.12% |
$20.6K - $22K
|
138K
$19.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.96KNew |
$500K - $535K
|
3.96K
$560K
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-77- 4.25% |
$9.71K - $10.4K
|
1.73K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-98- 3.09% |
$12.4K - $13.2K
|
3.07K
$434K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-111- 6.32% |
$14K - $15K
|
1.65K
$233K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-76- 4.04% |
$9.58K - $10.3K
|
1.8K
$255K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5.43KNew |
$685K - $733K
|
5.43K
$768K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-184- 29.53% |
$23.2K - $24.9K
|
439
$62.1K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-396- 48.12% |
$49.9K - $53.5K
|
427
$60.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-5- 0.73% |
$631 - $675
|
677
$95.7K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-196- 88.29% |
$24.7K - $26.5K
|
26
$3.68K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
537New |
$67.7K - $72.5K
|
537
$75.9K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-644- 8.07% |
$81.2K - $87K
|
7.34K
$1.04M
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
321+ 41.1% |
$40.7K - $43.3K
|
1.1K
$156K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.89K+ 5.13% |
$1.25M - $1.33M
|
203K
$28.6M
|
|
|
Aug 19, 2025
Q4 2024
|
Croban
Fremont, OH |
SELL
|
- |
-2.36K- 14.19% |
$299K - $318K
|
14.3K
$2.02M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.9K- 47.69% |
$1.5M - $1.6M
|
13K
$1.84M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.14KNew |
$144K - $154K
|
1.14K
$161K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.1K+ 2.74% |
$266K - $283K
|
78.8K
$11.1M
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7.05KNew |
$893K - $950K
|
7.05K
$997K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
504New |
$63.8K - $67.9K
|
504
$71.3K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
13.3KNew |
$1.69M - $1.8M
|
13.3K
$1.88M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$253 - $269
|
2
$283
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.63K- 49.97% |
$206K - $219K
|
1.63K
$230K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
1.99KNew |
$252K - $268K
|
1.99K
$281K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
18.9KNew |
$2.39M - $2.54M
|
18.9K
$2.67M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
43New |
$5.45K - $5.79K
|
43
$6.08K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
558New |
$70.7K - $75.2K
|
558
$78.9K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-16K- 98.73% |
$2.03M - $2.16M
|
205
$29K
|
|