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 |
---|---|---|---|---|---|---|---|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-700Closed |
$75.1K - $80.5K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
145New |
$15.5K - $16.7K
|
145
$19K
|
|
Apr 18, 2022
Q1 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-245- 3.01% |
$26.3K - $28.2K
|
7.9K
$1.04M
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-630Closed |
$67.6K - $72.5K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
360+ 12.43% |
$38.6K - $41.4K
|
3.26K
$427K
|
|
Apr 13, 2022
Q1 2022
|
Hikari Power LTD
|
BUY
|
- |
2.43KNew |
$261K - $279K
|
2.43K
$319K
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-3.58KClosed |
$384K - $412K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.34KNew |
$251K - $269K
|
2.34K
$307K
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-142- 23.95% |
$15.2K - $16.3K
|
451
$59.1K
|
|
Q4 2021 | |||||||
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1KNew |
$104K - $112K
|
1K
$131K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-145Closed |
$15.1K - $16.3K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.1KNew |
$219K - $235K
|
2.1K
$275K
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
463New |
$48.3K - $51.9K
|
463
$60.7K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-1KClosed |
$104K - $112K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
2.3KNew |
$240K - $258K
|
2.3K
$302K
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
29New |
$3.03K - $3.25K
|
29
$3.8K
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.66KClosed |
$277K - $298K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-30Closed |
$3.13K - $3.36K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.09KClosed |
$218K - $235K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.08KClosed |
$217K - $234K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.92KClosed |
$827K - $889K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-4.72KClosed |
$492K - $529K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-130Closed |
$13.6K - $14.6K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2.11KNew |
$220K - $236K
|
2.11K
$276K
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.77% |
$104 - $112
|
131
$17.2K
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-5.18KClosed |
$540K - $581K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
265+ 6.61% |
$27.6K - $29.7K
|
4.27K
$560K
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
4.8KNew |
$501K - $538K
|
4.8K
$630K
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.19KNew |
$228K - $245K
|
2.19K
$287K
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-235Closed |
$24.5K - $26.4K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-3.47KClosed |
$362K - $389K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$313K - $337K
|
3K
$394K
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-3.04KClosed |
$317K - $341K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-5.34KClosed |
$546K - $578K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Aspireon Wealth Advisors
|
SELL
|
- |
-4.31KClosed |
$441K - $467K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-105KClosed |
$10.7M - $11.4M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-8.92KClosed |
$912K - $966K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-37.2KClosed |
$3.81M - $4.03M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ares Management LLC
Los Angeles, CA |
SELL
|
- |
-49.1KClosed |
$5.02M - $5.32M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-2.45KClosed |
$251K - $266K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-13.3KClosed |
$1.36M - $1.44M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-2.21KClosed |
$226K - $239K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-726Closed |
$74.3K - $78.7K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-35Closed |
$3.58K - $3.79K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-500- 72.99% |
$51.2K - $54.2K
|
185
$24.3K
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
1.03K+ 49.74% |
$106K - $112K
|
3.11K
$408K
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-76Closed |
$7.77K - $8.24K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.95KClosed |
$199K - $211K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-50Closed |
$5.12K - $5.42K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-39Closed |
$3.99K - $4.23K
|
0
$0
|