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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.71KNew |
$319K - $347K
|
2.71K
$383K
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.28KNew |
$269K - $293K
|
2.28K
$323K
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
75+ 2.64% |
$8.84K - $9.62K
|
2.92K
$413K
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$23.6K - $25.6K
|
200
$28.3K
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
2.26KNew |
$266K - $290K
|
2.26K
$320K
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.23KNew |
$263K - $286K
|
2.23K
$316K
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-90- 1.86% |
$10.6K - $11.5K
|
4.74K
$670K
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-100- 18.8% |
$11.8K - $12.8K
|
432
$61.1K
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
75New |
$8.84K - $9.62K
|
75
$10.6K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-217- 6.75% |
$25.6K - $27.8K
|
3K
$424K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-300- 9.09% |
$35.4K - $38.5K
|
3K
$424K
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
399New |
$47K - $51.2K
|
399
$56.4K
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
721+ 6.63% |
$85K - $92.4K
|
11.6K
$1.64M
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-341- 7.58% |
$40.2K - $43.7K
|
4.16K
$588K
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
1.68KNew |
$198K - $215K
|
1.68K
$237K
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.48KNew |
$292K - $318K
|
2.48K
$350K
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.87KNew |
$221K - $240K
|
1.87K
$265K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13+ 0.05% |
$1.53K - $1.67K
|
23.9K
$3.38M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.09K+ 5.46% |
$365K - $397K
|
59.8K
$8.45M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-10.4K- 99.92% |
$1.22M - $1.33M
|
8
$1.13K
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
PUT |
100KNew |
$11.8M - $12.8M
|
100K
$14.1M
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
29.5KNew |
$3.48M - $3.78M
|
29.5K
$4.17M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
96.9KNew |
$11.4M - $12.4M
|
96.9K
$13.7M
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
29.6K+ 15.97% |
$3.48M - $3.79M
|
215K
$30.3M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-146- 1.34% |
$17.2K - $18.7K
|
10.7K
$1.51M
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.61K- 90.02% |
$190K - $207K
|
179
$25.3K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
39New |
$4.6K - $5K
|
39
$5.51K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
351New |
$41.4K - $45K
|
351
$49.6K
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
384+ 152.38% |
$45.3K - $49.2K
|
636
$89.9K
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
404+ 5.48% |
$47.6K - $51.8K
|
7.78K
$1.1M
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-50- 0.23% |
$5.9K - $6.41K
|
21.4K
$3.02M
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-14.2K- 98.68% |
$1.68M - $1.82M
|
190
$26.9K
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-140- 3.02% |
$16.5K - $17.9K
|
4.5K
$636K
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-2.02K- 48.41% |
$238K - $258K
|
2.15K
$304K
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-18- 0.22% |
$2.12K - $2.31K
|
8.25K
$1.17M
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-43- 0.52% |
$5.07K - $5.51K
|
8.3K
$1.17M
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.38K- 36.46% |
$281K - $305K
|
4.15K
$586K
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
750New |
$88.4K - $96.1K
|
750
$106K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
96New |
$11.3K - $12.3K
|
96
$13.6K
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.35K+ 5.29% |
$160K - $173K
|
26.9K
$3.81M
|
|
Nov 04, 2024
Q3 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-240- 2.87% |
$28.3K - $30.8K
|
8.13K
$1.15M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
21New |
$2.48K - $2.69K
|
21
$2.97K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.3K+ 152.54% |
$389K - $423K
|
5.47K
$773K
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
400+ 9.79% |
$47.2K - $51.3K
|
4.49K
$634K
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.26KNew |
$384K - $418K
|
3.26K
$461K
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-55- 2.53% |
$6.48K - $7.05K
|
2.12K
$300K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
26+ 0.69% |
$3.07K - $3.33K
|
3.79K
$536K
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.83KNew |
$333K - $362K
|
2.83K
$399K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.75K+ 26.33% |
$206K - $224K
|
8.4K
$1.19M
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 0.43% |
$118 - $128
|
234
$33.1K
|