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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-12Closed |
$1.23K - $1.3K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
266New |
$27.2K - $28.8K
|
266
$34.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.06KClosed |
$210K - $223K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Northern Capital Management, Inc.
|
SELL
|
- |
-2.41KClosed |
$246K - $261K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-1.34KClosed |
$137K - $145K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-82Closed |
$8.39K - $8.89K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
4.2KNew |
$427K - $453K
|
4.2K
$551K
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-130Closed |
$13.2K - $14K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-52.3KClosed |
$5.31M - $5.64M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-7.13KClosed |
$725K - $770K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-499Closed |
$50.7K - $53.9K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
85.9KNew |
$8.73M - $9.27M
|
85.9K
$11.3M
|
|
|
Aug 16, 2021
Q2 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-8.65KClosed |
$879K - $934K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.18KClosed |
$120K - $127K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.01K- 22.22% |
$204K - $217K
|
7.04K
$923K
|
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-3.89KClosed |
$395K - $419K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-17Closed |
$1.73K - $1.84K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-498Closed |
$50.6K - $53.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-60Closed |
$6.1K - $6.48K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-30Closed |
$3.05K - $3.24K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-582Closed |
$59.1K - $62.8K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Berkshire Bank
|
SELL
|
- |
-2.28KClosed |
$231K - $246K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
34.8KNew |
$3.54M - $3.76M
|
34.8K
$4.57M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-30Closed |
$3.05K - $3.24K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1K- 14.29% |
$102K - $108K
|
6K
$787K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
375New |
$38.1K - $40.5K
|
375
$49.2K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-175Closed |
$15.8K - $17.8K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
PUT |
-1.2K- 70.59% |
$108K - $122K
|
500
$65.6K
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-7.43KClosed |
$671K - $756K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-391Closed |
$35.3K - $39.8K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-9.6KClosed |
$868K - $977K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4+ 0.61% |
$362 - $407
|
661
$86.7K
|
|
|
May 06, 2021
Q1 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-6KClosed |
$542K - $611K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-1.46KClosed |
$132K - $149K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-257Closed |
$23.2K - $26.2K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-337Closed |
$30.5K - $34.3K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-14Closed |
$1.27K - $1.43K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-114Closed |
$10.3K - $11.6K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.87KNew |
$441K - $496K
|
4.87K
$639K
|
|
|
Apr 28, 2021
Q1 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.45K- 82.57% |
$221K - $249K
|
517
$67.8K
|
|
|
Apr 28, 2021
Q1 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-8.28KClosed |
$748K - $843K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-590Closed |
$53.3K - $60.1K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-2.79KClosed |
$252K - $284K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-6Closed |
$542 - $611
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-145Closed |
$13.1K - $14.8K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fenimore Asset Management Inc
|
SELL
|
- |
-2.3KClosed |
$208K - $234K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-235Closed |
$21.2K - $23.9K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 17, 2021
Q4 2020
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
114KNew |
$9.02M - $10.5M
|
114K
$15M
|
|
|
Feb 16, 2021
Q4 2020
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.01KClosed |
$238K - $277K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-274Closed |
$21.6K - $25.2K
|
0
$0
|
|