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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.06KNew |
$236K - $250K
|
2.06K
$291K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
417New |
$47.8K - $50.7K
|
417
$59K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
88New |
$10.1K - $10.7K
|
88
$12.4K
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
10.3KNew |
$1.18M - $1.25M
|
10.3K
$1.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-5- 0.16% |
$574 - $608
|
3.09K
$437K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.71KNew |
$311K - $330K
|
2.71K
$384K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.92KNew |
$220K - $233K
|
1.92K
$271K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
3+ 0.07% |
$344 - $365
|
4.29K
$606K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.54K+ 22.03% |
$177K - $187K
|
8.54K
$1.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
200New |
$22.9K - $24.3K
|
200
$28.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.53K- 41.16% |
$175K - $185K
|
2.18K
$308K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
307New |
$35.2K - $37.3K
|
307
$43.4K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
147New |
$16.9K - $17.9K
|
147
$20.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
9.55KNew |
$1.09M - $1.16M
|
9.55K
$1.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-56- 2.54% |
$6.42K - $6.8K
|
2.15K
$304K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-761- 50.0% |
$87.3K - $92.5K
|
761
$108K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-97- 4.31% |
$11.1K - $11.8K
|
2.15K
$304K
|
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
113+ 6.82% |
$13K - $13.7K
|
1.77K
$250K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.11KNew |
$242K - $257K
|
2.11K
$299K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
60New |
$6.88K - $7.29K
|
60
$8.48K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
169+ 19.16% |
$19.4K - $20.5K
|
1.05K
$149K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
348+ 216.15% |
$39.9K - $42.3K
|
509
$72K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
881+ 14.25% |
$101K - $107K
|
7.07K
$999K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-250- 30.83% |
$28.7K - $30.4K
|
561
$79.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2KNew |
$229K - $243K
|
2K
$282K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.38KNew |
$388K - $411K
|
3.38K
$478K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
22KNew |
$2.52M - $2.67M
|
22K
$3.11M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-41- 13.36% |
$4.7K - $4.98K
|
266
$37.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.46K- 2.29% |
$512K - $542K
|
190K
$26.9M
|
|
| Q1 2024 | |||||||
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.43K+ 255.36% |
$157K - $173K
|
1.99K
$281K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
250New |
$27.5K - $30.2K
|
250
$35.3K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-80Closed |
$8.8K - $9.68K
|
0
$0
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-145- 4.93% |
$15.9K - $17.5K
|
2.8K
$395K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
362New |
$39.8K - $43.8K
|
362
$51.2K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.92KNew |
$761K - $837K
|
6.92K
$978K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-566- 9.43% |
$62.2K - $68.5K
|
5.44K
$769K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-305- 0.9% |
$33.5K - $36.9K
|
33.7K
$4.76M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.52KNew |
$277K - $305K
|
2.52K
$356K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
2.5KNew |
$275K - $302K
|
2.5K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-942- 19.62% |
$104K - $114K
|
3.86K
$546K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-830- 8.95% |
$91.3K - $100K
|
8.45K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-13.8K- 77.57% |
$1.52M - $1.67M
|
4K
$566K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.71KNew |
$188K - $207K
|
1.71K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.44KNew |
$379K - $416K
|
3.44K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.09K- 32.95% |
$230K - $253K
|
4.25K
$601K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50New |
$5.5K - $6.05K
|
50
$7.07K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.72K- 37.57% |
$189K - $208K
|
2.85K
$403K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35.6K+ 3.45% |
$3.92M - $4.31M
|
1.07M
$151M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.8K+ 12.81% |
$4.27M - $4.7M
|
342K
$48.3M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
5.27K+ 3.04% |
$580K - $638K
|
179K
$25.3M
|
|