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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-34- 1.01% |
$3.51K - $3.75K
|
3.34K
$438K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-15- 0.09% |
$1.55K - $1.66K
|
17.5K
$2.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.68K+ 99.92% |
$380K - $406K
|
7.36K
$965K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-25- 5.42% |
$2.58K - $2.76K
|
436
$57.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9New |
$930 - $993
|
9
$1.18K
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$224K - $239K
|
2.16K
$284K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-5.13K- 71.35% |
$530K - $566K
|
2.06K
$270K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
56New |
$5.79K - $6.18K
|
56
$7.34K
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
552+ 6.42% |
$57K - $60.9K
|
9.15K
$1.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-218- 7.06% |
$22.5K - $24.1K
|
2.87K
$377K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
445+ 380.34% |
$46K - $49.1K
|
562
$73.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-23- 0.63% |
$2.38K - $2.54K
|
3.62K
$475K
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
58.4K+ 2019.81% |
$6.04M - $6.45M
|
61.3K
$8.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-73- 1.71% |
$7.54K - $8.05K
|
4.2K
$551K
|
|
| Q2 2023 | |||||||
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
73+ 2.81% |
$7.4K - $7.86K
|
2.67K
$350K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.42M- 94.56% |
$144M - $153M
|
81.8K
$10.7M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-548- 28.0% |
$55.5K - $59K
|
1.41K
$185K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
145New |
$14.7K - $15.6K
|
145
$19K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-264K- 99.82% |
$26.7M - $28.4M
|
463
$60.7K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-19.5KClosed |
$1.97M - $2.1M
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.22KNew |
$124K - $131K
|
1.22K
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-19.3K- 28.85% |
$1.96M - $2.08M
|
47.6K
$6.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-137- 2.74% |
$13.9K - $14.8K
|
4.86K
$637K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.96KNew |
$402K - $427K
|
3.96K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
11.8KNew |
$1.19M - $1.27M
|
11.8K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.4KNew |
$243K - $258K
|
2.4K
$315K
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.89KNew |
$191K - $203K
|
1.89K
$247K
|
|
|
Aug 11, 2023
Q2 2023
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-1.18K- 2.07% |
$119K - $127K
|
55.6K
$7.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.7KNew |
$274K - $291K
|
2.7K
$354K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.06KNew |
$615K - $653K
|
6.06K
$795K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-12- 0.53% |
$1.22K - $1.29K
|
2.24K
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
16.5KNew |
$1.67M - $1.78M
|
16.5K
$2.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
133+ 0.2% |
$13.5K - $14.3K
|
66.7K
$8.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.3KNew |
$334K - $355K
|
3.3K
$433K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6.77K- 77.35% |
$686K - $729K
|
1.98K
$260K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3K+ 23.3% |
$304K - $323K
|
15.9K
$2.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.18K- 88.08% |
$120K - $127K
|
160
$21K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
6+ 18.18% |
$608 - $646
|
39
$5.11K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
42.6K+ 3.11% |
$4.32M - $4.59M
|
1.41M
$185M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
18+ 0.01% |
$1.82K - $1.94K
|
135K
$17.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-5.89K- 74.61% |
$597K - $634K
|
2K
$263K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-20- 0.82% |
$2.03K - $2.15K
|
2.41K
$316K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
874New |
$88.6K - $94.1K
|
874
$115K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-338- 88.95% |
$34.3K - $36.4K
|
42
$5.51K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
180New |
$18.2K - $19.4K
|
180
$23.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.18KNew |
$221K - $235K
|
2.18K
$286K
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-257- 0.95% |
$26K - $27.7K
|
26.8K
$3.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Cvs Health Corp
Woonsocket, RI |
BUY
|
- |
39.2K+ 18.42% |
$3.97M - $4.22M
|
252K
$33.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
1+ 0.05% |
$101 - $108
|
2.1K
$275K
|
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
SELL
|
- |
-7.9K- 1.94% |
$801K - $851K
|
398K
$52.2M
|
|