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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
12.3KNew |
$1.27M - $1.36M
|
12.3K
$1.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-3K- 92.36% |
$310K - $331K
|
248
$35.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.98KNew |
$205K - $218K
|
1.98K
$280K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$103 - $110
|
8.66K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-44K- 5.59% |
$4.54M - $4.85M
|
742K
$105M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 0.56% |
$103 - $110
|
180
$25.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
7KNew |
$723K - $772K
|
7K
$990K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
150+ 1.64% |
$15.5K - $16.6K
|
9.31K
$1.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-161- 5.65% |
$16.6K - $17.8K
|
2.69K
$380K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-247- 96.86% |
$25.5K - $27.3K
|
8
$1.13K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
13.7KNew |
$1.41M - $1.51M
|
13.7K
$1.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
2.67K+ 3.08% |
$276K - $295K
|
89.6K
$12.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-840- 68.8% |
$86.8K - $92.7K
|
381
$53.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.09K+ 1.13% |
$113K - $121K
|
98K
$13.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
373New |
$38.5K - $41.2K
|
373
$52.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.28KNew |
$338K - $361K
|
3.28K
$463K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
2+ 0.06% |
$207 - $221
|
3.19K
$451K
|
|
|
Oct 24, 2023
Q3 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
924+ 10.07% |
$95.5K - $102K
|
10.1K
$1.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.73K- 41.46% |
$282K - $301K
|
3.85K
$544K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-7.16K- 36.22% |
$740K - $790K
|
12.6K
$1.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-15- 0.09% |
$1.55K - $1.66K
|
17.5K
$2.48M
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.68K+ 99.92% |
$380K - $406K
|
7.36K
$1.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9New |
$930 - $993
|
9
$1.27K
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$224K - $239K
|
2.16K
$306K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-5.13K- 71.35% |
$530K - $566K
|
2.06K
$291K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
56New |
$5.79K - $6.18K
|
56
$7.92K
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
552+ 6.42% |
$57K - $60.9K
|
9.15K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
58.4K+ 2019.81% |
$6.04M - $6.45M
|
61.3K
$8.67M
|
|
| Q2 2023 | |||||||
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
73+ 2.81% |
$7.4K - $7.86K
|
2.67K
$377K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.42M- 94.56% |
$144M - $153M
|
81.8K
$11.6M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-548- 28.0% |
$55.5K - $59K
|
1.41K
$199K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
145New |
$14.7K - $15.6K
|
145
$20.5K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-264K- 99.82% |
$26.7M - $28.4M
|
463
$65.5K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-19.5KClosed |
$1.97M - $2.1M
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.22KNew |
$124K - $131K
|
1.22K
$173K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-19.3K- 28.85% |
$1.96M - $2.08M
|
47.6K
$6.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-137- 2.74% |
$13.9K - $14.8K
|
4.86K
$686K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.96KNew |
$402K - $427K
|
3.96K
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
11.8KNew |
$1.19M - $1.27M
|
11.8K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.4KNew |
$243K - $258K
|
2.4K
$339K
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.89KNew |
$191K - $203K
|
1.89K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-1.18K- 2.07% |
$119K - $127K
|
55.6K
$7.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.7KNew |
$274K - $291K
|
2.7K
$382K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.06KNew |
$615K - $653K
|
6.06K
$857K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-12- 0.53% |
$1.22K - $1.29K
|
2.24K
$317K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
16.5KNew |
$1.67M - $1.78M
|
16.5K
$2.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
133+ 0.2% |
$13.5K - $14.3K
|
66.7K
$9.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.3KNew |
$334K - $355K
|
3.3K
$467K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6.77K- 77.35% |
$686K - $729K
|
1.98K
$280K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3K+ 23.3% |
$304K - $323K
|
15.9K
$2.24M
|
|