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 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-408- 19.7% |
$48.1K - $52.3K
|
1.66K
$235K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8+ 0.27% |
$943 - $1.03K
|
3.01K
$426K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
38New |
$4.48K - $4.87K
|
38
$5.37K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
110New |
$13K - $14.1K
|
110
$15.6K
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.62KNew |
$191K - $207K
|
1.62K
$229K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
343+ 1.15% |
$40.4K - $44K
|
30.2K
$4.27M
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
1New |
$118 - $128
|
1
$141
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
14+ 0.43% |
$1.65K - $1.79K
|
3.29K
$464K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.64K+ 87.69% |
$311K - $339K
|
5.66K
$800K
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.65KNew |
$430K - $468K
|
3.65K
$516K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-600- 75.0% |
$70.7K - $76.9K
|
200
$28.3K
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-13K- 11.24% |
$1.54M - $1.67M
|
103K
$14.6M
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
2.59KNew |
$305K - $332K
|
2.59K
$366K
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
224+ 6.57% |
$26.4K - $28.7K
|
3.63K
$513K
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
1.58KNew |
$186K - $202K
|
1.58K
$223K
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.97KNew |
$232K - $253K
|
1.97K
$279K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
38+ 1.08% |
$4.48K - $4.87K
|
3.56K
$503K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-44K- 1.35% |
$5.18M - $5.63M
|
3.21M
$453M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
73K+ 1.85% |
$8.61M - $9.36M
|
4.03M
$569M
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
17+ 0.46% |
$2K - $2.18K
|
3.69K
$522K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.52KNew |
$297K - $323K
|
2.52K
$357K
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-44.9K- 88.91% |
$5.29M - $5.76M
|
5.6K
$792K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
14+ 1.48% |
$1.65K - $1.79K
|
959
$136K
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
BUY
|
- |
45.3K+ 316.17% |
$5.34M - $5.81M
|
59.6K
$8.43M
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-105- 2.75% |
$12.4K - $13.5K
|
3.71K
$524K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
674+ 61.55% |
$79.5K - $86.4K
|
1.77K
$250K
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-130- 4.69% |
$15.3K - $16.7K
|
2.64K
$373K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.25K+ 553.1% |
$147K - $160K
|
1.48K
$209K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
41New |
$4.83K - $5.26K
|
41
$5.8K
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
1.69KNew |
$199K - $216K
|
1.69K
$238K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
6.22KNew |
$733K - $797K
|
6.22K
$879K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-132- 0.72% |
$15.6K - $16.9K
|
18.3K
$2.59M
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-345- 5.12% |
$40.7K - $44.2K
|
6.39K
$903K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
15New |
$1.77K - $1.92K
|
15
$2.12K
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
131KNew |
$15.4M - $16.8M
|
131K
$18.5M
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-675- 28.88% |
$79.6K - $86.5K
|
1.66K
$235K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
145+ 2.6% |
$17.1K - $18.6K
|
5.73K
$810K
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-422- 12.69% |
$49.8K - $54.1K
|
2.9K
$410K
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.63KNew |
$663K - $721K
|
5.63K
$796K
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
4K+ 211.42% |
$472K - $513K
|
5.89K
$833K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
600New |
$70.7K - $76.9K
|
600
$84.8K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.2KNew |
$141K - $154K
|
1.2K
$170K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
80+ 0.78% |
$9.43K - $10.3K
|
10.3K
$1.46M
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
9+ 0.51% |
$1.06K - $1.15K
|
1.77K
$251K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.56K+ 2.42% |
$184K - $200K
|
66K
$9.33M
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-728- 16.07% |
$85.8K - $93.3K
|
3.8K
$538K
|
|
Q2 2024 | |||||||
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-718- 21.11% |
$82.4K - $87.2K
|
2.68K
$379K
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-253- 10.69% |
$29K - $30.7K
|
2.11K
$299K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
939New |
$108K - $114K
|
939
$133K
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-241- 6.92% |
$27.6K - $29.3K
|
3.24K
$458K
|