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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-22- 1.05% |
$2.23K - $2.37K
|
2.08K
$273K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9.78KNew |
$991K - $1.05M
|
9.78K
$1.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-137- 39.14% |
$13.9K - $14.8K
|
213
$27.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.98K+ 1.23% |
$200K - $213K
|
162K
$21.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
653+ 2.41% |
$66.2K - $70.3K
|
27.7K
$3.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
1+ 0.04% |
$101 - $108
|
2.43K
$319K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
68+ 0.43% |
$6.89K - $7.32K
|
15.8K
$2.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.46KNew |
$249K - $265K
|
2.46K
$323K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-356- 8.17% |
$36.1K - $38.3K
|
4K
$525K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-250- 7.61% |
$25.3K - $26.9K
|
3.04K
$398K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-80- 2.49% |
$8.11K - $8.61K
|
3.13K
$411K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4.82K+ 4871.72% |
$489K - $519K
|
4.92K
$646K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-146- 7.28% |
$14.8K - $15.7K
|
1.86K
$244K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
2.5KNew |
$253K - $269K
|
2.5K
$328K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-36- 0.55% |
$3.65K - $3.88K
|
6.51K
$854K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
153New |
$15.5K - $16.5K
|
153
$20.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
6+ 0.17% |
$608 - $646
|
3.61K
$473K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-452- 28.92% |
$45.8K - $48.7K
|
1.11K
$146K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2New |
$203 - $215
|
2
$262
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-230- 10.54% |
$23.3K - $24.8K
|
1.95K
$256K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-4.31K- 27.59% |
$436K - $464K
|
11.3K
$1.48M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
9New |
$912 - $969
|
9
$1.18K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-4.31K- 27.59% |
$436K - $464K
|
11.3K
$1.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
844+ 21.94% |
$85.5K - $90.9K
|
4.69K
$615K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
33New |
$3.34K - $3.55K
|
33
$4.33K
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.24KNew |
$227K - $241K
|
2.24K
$293K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.42K- 35.41% |
$144K - $153K
|
2.59K
$340K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.33K+ 30.16% |
$236K - $251K
|
10.1K
$1.32M
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
4K+ 30.38% |
$405K - $431K
|
17.2K
$2.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-6.85K- 8.35% |
$694K - $738K
|
75.2K
$9.86M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
30+ 0.78% |
$3.04K - $3.23K
|
3.9K
$511K
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
19+ 0.84% |
$1.93K - $2.05K
|
2.29K
$301K
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
BUY
|
- |
1+ 1.54% |
$101 - $108
|
66
$8.66K
|
|
| Q1 2023 | |||||||
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-230- 9.2% |
$23.2K - $25.6K
|
2.27K
$298K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
388New |
$39.1K - $43.2K
|
388
$50.9K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
72New |
$7.26K - $8.02K
|
72
$9.44K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-3.55KClosed |
$358K - $396K
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-6- 0.29% |
$605 - $669
|
2.04K
$267K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-2.46KClosed |
$248K - $274K
|
0
$0
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
17+ 0.71% |
$1.71K - $1.89K
|
2.4K
$314K
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
19.2KNew |
$1.93M - $2.14M
|
19.2K
$2.51M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
109+ 4.26% |
$11K - $12.1K
|
2.67K
$350K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
249+ 858.62% |
$25.1K - $27.7K
|
278
$36.5K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.44KNew |
$145K - $160K
|
1.44K
$189K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$1.01M - $1.11M
|
10K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-5.19K- 67.52% |
$524K - $579K
|
2.5K
$328K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
13.5KNew |
$1.36M - $1.5M
|
13.5K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.15KNew |
$116K - $128K
|
1.15K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
145+ 2.41% |
$14.6K - $16.2K
|
6.16K
$808K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
17.8KNew |
$1.79M - $1.98M
|
17.8K
$2.33M
|
|