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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-8.55K- 59.78% |
$844K - $956K
|
5.75K
$813K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
2.25KNew |
$222K - $252K
|
2.25K
$318K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-8.93K- 78.98% |
$881K - $998K
|
2.38K
$336K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
29New |
$2.86K - $3.24K
|
29
$4.1K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.33% |
$98.7 - $112
|
44
$6.22K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1- 3.85% |
$98.7 - $112
|
25
$3.53K
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
1.84KNew |
$181K - $206K
|
1.84K
$260K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.31K- 24.89% |
$524K - $594K
|
16K
$2.26M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.22KNew |
$219K - $248K
|
2.22K
$313K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.89KNew |
$483K - $547K
|
4.89K
$692K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
27New |
$2.67K - $3.02K
|
27
$3.82K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 2.32% |
$122K - $138K
|
52.1K
$7.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.16K- 16.25% |
$115K - $130K
|
6K
$848K
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.85KNew |
$183K - $207K
|
1.85K
$262K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.54K- 13.21% |
$152K - $173K
|
10.1K
$1.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-2.57K- 50.01% |
$254K - $288K
|
2.57K
$363K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
587KNew |
$57.9M - $65.6M
|
587K
$83M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-973- 9.78% |
$96K - $109K
|
8.98K
$1.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.6K+ 14.13% |
$454K - $514K
|
37.1K
$5.25M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
6.51KNew |
$642K - $728K
|
6.51K
$920K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 0.29% |
$1.48K - $1.68K
|
5.25K
$742K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.5K+ 6.17% |
$148K - $168K
|
25.9K
$3.66M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.75KNew |
$272K - $308K
|
2.75K
$389K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-34K- 47.43% |
$3.35M - $3.8M
|
37.6K
$5.32M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.1K- 11.85% |
$109K - $123K
|
8.21K
$1.16M
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.71KNew |
$177K - $189K
|
1.71K
$242K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
41New |
$4.24K - $4.52K
|
41
$5.8K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.03K- 46.83% |
$519K - $554K
|
5.71K
$807K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-159- 7.31% |
$16.4K - $17.5K
|
2.02K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-36.3K- 88.36% |
$3.75M - $4.01M
|
4.78K
$676K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.03K- 6.53% |
$106K - $113K
|
14.7K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-100- 5.15% |
$10.3K - $11K
|
1.84K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
33KNew |
$3.41M - $3.64M
|
33K
$4.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
94New |
$9.71K - $10.4K
|
94
$13.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-31.4K- 12.66% |
$3.25M - $3.47M
|
217K
$30.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.22KNew |
$230K - $245K
|
2.22K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2KNew |
$206K - $220K
|
2K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-28.8K- 82.4% |
$2.97M - $3.18M
|
6.15K
$869K
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
3.77KNew |
$389K - $416K
|
3.77K
$532K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.29KNew |
$237K - $253K
|
2.29K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
661+ 19.06% |
$68.3K - $72.9K
|
4.13K
$584K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14.5KClosed |
$1.49M - $1.6M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
140KNew |
$14.5M - $15.4M
|
140K
$19.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.76% |
$620 - $662
|
797
$113K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
30+ 3000.0% |
$3.1K - $3.31K
|
31
$4.38K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-229- 6.22% |
$23.7K - $25.3K
|
3.46K
$488K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.04KNew |
$107K - $115K
|
1.04K
$147K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
8.39K+ 37.38% |
$867K - $925K
|
30.8K
$4.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-988- 33.66% |
$102K - $109K
|
1.95K
$275K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
1.25K+ 6.03% |
$129K - $138K
|
22K
$3.11M
|
|