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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
9.17KNew |
$1.01M - $1.11M
|
9.17K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-192- 80.67% |
$21.1K - $23.2K
|
46
$6.5K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.77KNew |
$194K - $214K
|
1.77K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.73K- 29.23% |
$190K - $209K
|
4.18K
$591K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
44+ 0.54% |
$4.84K - $5.32K
|
8.13K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
31.9KNew |
$3.51M - $3.86M
|
31.9K
$4.51M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
97.4KNew |
$10.7M - $11.8M
|
97.4K
$13.8M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.25K- 41.46% |
$138K - $152K
|
1.77K
$250K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-776- 9.44% |
$85.3K - $93.9K
|
7.45K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
451+ 15.26% |
$49.6K - $54.6K
|
3.41K
$482K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.33K- 43.79% |
$147K - $161K
|
1.71K
$242K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-77.5K- 8.66% |
$8.52M - $9.38M
|
817K
$115M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
239+ 1.52% |
$26.3K - $28.9K
|
16K
$2.26M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
200New |
$22K - $24.2K
|
200
$28.3K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
35New |
$3.85K - $4.23K
|
35
$4.95K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
118KNew |
$13M - $14.3M
|
118K
$16.7M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
542New |
$59.6K - $65.6K
|
542
$76.6K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-501- 13.77% |
$55.1K - $60.6K
|
3.14K
$444K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
225+ 16.92% |
$24.7K - $27.2K
|
1.56K
$220K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.13K- 39.38% |
$124K - $137K
|
1.74K
$246K
|
|
|
May 01, 2024
Q1 2024
|
Kinsale Capital Group, Inc.
|
SELL
|
- |
-90K- 49.84% |
$9.9M - $10.9M
|
90.6K
$12.8M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.72K- 4.54% |
$739K - $813K
|
141K
$20M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2.08K- 17.66% |
$229K - $252K
|
9.69K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.71K- 60.9% |
$518K - $570K
|
3.02K
$428K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.35KNew |
$149K - $163K
|
1.35K
$191K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-2.66K- 31.34% |
$293K - $322K
|
5.83K
$825K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
193+ 1.3% |
$21.2K - $23.4K
|
15.1K
$2.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.01KNew |
$771K - $848K
|
7.01K
$991K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
1.69KNew |
$186K - $204K
|
1.69K
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
13+ 0.46% |
$1.43K - $1.57K
|
2.86K
$405K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.78KNew |
$196K - $215K
|
1.78K
$252K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.08KNew |
$228K - $251K
|
2.08K
$293K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-58- 0.96% |
$6.38K - $7.02K
|
5.97K
$843K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.07KNew |
$228K - $250K
|
2.07K
$293K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.05K- 13.35% |
$115K - $127K
|
6.8K
$961K
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-579- 25.14% |
$63.7K - $70.1K
|
1.72K
$244K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-215- 8.43% |
$23.6K - $26K
|
2.34K
$330K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
900+ 900.0% |
$99K - $109K
|
1K
$141K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-4.4K- 86.27% |
$484K - $532K
|
700
$99K
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-3.54K- 8.55% |
$389K - $428K
|
37.9K
$5.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
1.03K+ 5.9% |
$113K - $124K
|
18.4K
$2.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
360New |
$39.6K - $43.6K
|
360
$50.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
193+ 1.19% |
$21.2K - $23.4K
|
16.4K
$2.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-7- 21.21% |
$770 - $847
|
26
$3.68K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-25- 0.47% |
$2.75K - $3.02K
|
5.28K
$746K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-512- 2.91% |
$56.3K - $61.9K
|
17.1K
$2.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
16.3K+ 54.55% |
$1.79M - $1.97M
|
46.2K
$6.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
5.61KNew |
$617K - $679K
|
5.61K
$793K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
8.39KNew |
$922K - $1.01M
|
8.39K
$1.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
41KNew |
$4.51M - $4.96M
|
41K
$5.79M
|