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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-48- 2.3% |
$6.08K - $6.47K
|
2.04K
$289K
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-75- 2.47% |
$9.5K - $10.1K
|
2.96K
$418K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 0.54% |
$507 - $539
|
750
$106K
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
28+ 1.29% |
$3.55K - $3.77K
|
2.2K
$311K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
989New |
$125K - $133K
|
989
$140K
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.6KNew |
$203K - $216K
|
1.6K
$226K
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-100- 1.04% |
$12.7K - $13.5K
|
9.54K
$1.35M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
307New |
$38.9K - $41.4K
|
307
$43.4K
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-449- 13.63% |
$56.9K - $60.5K
|
2.85K
$402K
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-90- 2.44% |
$11.4K - $12.1K
|
3.6K
$509K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-491- 16.83% |
$62.2K - $66.2K
|
2.43K
$343K
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-103- 4.86% |
$13K - $13.9K
|
2.02K
$285K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75+ 1.86% |
$9.5K - $10.1K
|
4.11K
$581K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1New |
$127 - $135
|
1
$141
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
350New |
$44.3K - $47.2K
|
350
$49.5K
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-39- 1.77% |
$4.94K - $5.25K
|
2.17K
$306K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.98KNew |
$504K - $536K
|
3.98K
$563K
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
16.1KNew |
$2.04M - $2.17M
|
16.1K
$2.28M
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
3.22KNew |
$407K - $433K
|
3.22K
$455K
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
28+ 0.67% |
$3.55K - $3.77K
|
4.23K
$598K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
92+ 49.2% |
$11.7K - $12.4K
|
279
$39.4K
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
590+ 32.05% |
$74.7K - $79.5K
|
2.43K
$344K
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
938+ 47.21% |
$119K - $126K
|
2.93K
$414K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-54- 8.85% |
$6.84K - $7.28K
|
556
$78.6K
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
532+ 3.26% |
$67.4K - $71.7K
|
16.8K
$2.38M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-28.9K- 94.43% |
$3.66M - $3.9M
|
1.71K
$241K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
71New |
$8.99K - $9.57K
|
71
$10K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-339- 19.91% |
$42.9K - $45.7K
|
1.36K
$193K
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
30+ 12.24% |
$3.8K - $4.04K
|
275
$38.9K
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-449- 13.01% |
$56.9K - $60.5K
|
3K
$424K
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-14- 5.74% |
$1.77K - $1.89K
|
230
$32.5K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-830- 67.15% |
$105K - $112K
|
406
$57.4K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$127 - $135
|
1
$141
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.83KNew |
$232K - $247K
|
1.83K
$259K
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11.3KNew |
$1.44M - $1.53M
|
11.3K
$1.6M
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-156- 4.81% |
$19.8K - $21K
|
3.09K
$437K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-22- 0.41% |
$2.79K - $2.96K
|
5.36K
$757K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
200+ 10.91% |
$25.3K - $26.9K
|
2.03K
$287K
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
16.7K+ 187.69% |
$2.11M - $2.25M
|
25.6K
$3.61M
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-153- 8.58% |
$19.4K - $20.6K
|
1.63K
$230K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
151+ 8.84% |
$19.1K - $20.3K
|
1.86K
$263K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.37K+ 35.0% |
$427K - $455K
|
13K
$1.84M
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
4+ 0.19% |
$507 - $539
|
2.07K
$293K
|
|
Q3 2024 | |||||||
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
59.4K+ 5.94% |
$7M - $7.62M
|
1.06M
$150M
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
142+ 62.56% |
$16.7K - $18.2K
|
369
$52.2K
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
180+ 23.2% |
$21.2K - $23.1K
|
956
$135K
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
1.64KNew |
$194K - $211K
|
1.64K
$232K
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 10.0% |
$118 - $128
|
11
$1.56K
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50- 15.34% |
$5.9K - $6.41K
|
276
$39K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
56+ 0.15% |
$6.6K - $7.18K
|
37.1K
$5.24M
|