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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
137New |
$17.4K - $18.5K
|
137
$19.4K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-140- 26.67% |
$17.7K - $18.9K
|
385
$54.4K
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
2.65KNew |
$336K - $357K
|
2.65K
$375K
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-22- 0.35% |
$2.79K - $2.96K
|
6.31K
$892K
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
104K+ 22.49% |
$13.1M - $14M
|
565K
$79.9M
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-405- 23.46% |
$51.3K - $54.6K
|
1.32K
$187K
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
320New |
$40.5K - $43.1K
|
320
$45.2K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.39KNew |
$176K - $187K
|
1.39K
$196K
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-74- 29.48% |
$9.37K - $9.97K
|
177
$25K
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4.9KNew |
$621K - $660K
|
4.9K
$693K
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-7.38K- 79.82% |
$935K - $995K
|
1.87K
$264K
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.02KNew |
$256K - $273K
|
2.02K
$286K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
10New |
$1.27K - $1.35K
|
10
$1.41K
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.91KNew |
$242K - $258K
|
1.91K
$271K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
167New |
$21.2K - $22.5K
|
167
$23.6K
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-125- 1.29% |
$15.8K - $16.8K
|
9.56K
$1.35M
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-22- 0.58% |
$2.79K - $2.96K
|
3.75K
$530K
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-647- 80.88% |
$82K - $87.2K
|
153
$21.6K
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.72KNew |
$217K - $231K
|
1.72K
$243K
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.57KNew |
$199K - $212K
|
1.57K
$222K
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
11+ 2.52% |
$1.39K - $1.48K
|
447
$63.2K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2K- 22.63% |
$253K - $269K
|
6.84K
$967K
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-43- 1.93% |
$5.45K - $5.79K
|
2.18K
$309K
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
20.3KNew |
$2.57M - $2.73M
|
20.3K
$2.87M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-362- 92.58% |
$45.9K - $48.8K
|
29
$4.1K
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.1KNew |
$266K - $283K
|
2.1K
$297K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.08K- 0.13% |
$263K - $280K
|
1.6M
$226M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
51+ 1.31% |
$6.46K - $6.87K
|
3.94K
$557K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
6.46KNew |
$818K - $870K
|
6.46K
$913K
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-17- 0.32% |
$2.15K - $2.29K
|
5.26K
$744K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5+ 0.02% |
$633 - $674
|
31.1K
$4.4M
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9+ 0.55% |
$1.14K - $1.21K
|
1.64K
$232K
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.15% |
$253 - $269
|
1.32K
$186K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
380New |
$48.1K - $51.2K
|
380
$53.7K
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.2K+ 2.55% |
$278K - $296K
|
88.2K
$12.5M
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-413- 10.71% |
$52.3K - $55.6K
|
3.44K
$487K
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
43+ 1.53% |
$5.45K - $5.79K
|
2.86K
$404K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7K- 2.99% |
$887K - $943K
|
227K
$32.1M
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-32- 0.74% |
$4.05K - $4.31K
|
4.31K
$609K
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
SELL
|
- |
-5- 0.08% |
$633 - $674
|
6.63K
$937K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-188- 1.99% |
$23.8K - $25.3K
|
9.27K
$1.31M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
420New |
$53.2K - $56.6K
|
420
$59.4K
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
262+ 0.91% |
$33.2K - $35.3K
|
29K
$4.1M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
22New |
$2.79K - $2.96K
|
22
$3.11K
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-1.22K- 1.92% |
$154K - $164K
|
62.3K
$8.81M
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
184New |
$23.3K - $24.8K
|
184
$26K
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
1.66KNew |
$210K - $224K
|
1.66K
$235K
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-87- 1.81% |
$11K - $11.7K
|
4.73K
$669K
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-537- 15.03% |
$68K - $72.4K
|
3.04K
$429K
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
861New |
$109K - $116K
|
861
$122K
|