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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2021
Q4 2020
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-11.5KClosed |
$908K - $1.06M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-6.66KClosed |
$525K - $613K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-600Closed |
$47.3K - $55.3K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-463Closed |
$36.5K - $42.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.58KClosed |
$440K - $514K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-4.89KClosed |
$386K - $450K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-37.9KClosed |
$2.99M - $3.49M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Twin Capital Management Inc
|
SELL
|
- |
-54.2KClosed |
$4.27M - $4.99M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-5.15KClosed |
$406K - $474K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-3.45KClosed |
$272K - $318K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-8K- 71.43% |
$631K - $737K
|
3.2K
$420K
|
|
|
Jan 29, 2021
Q4 2020
|
Eagle Ridge Investment Management
|
SELL
|
- |
-3.68KClosed |
$290K - $339K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-607- 14.45% |
$47.9K - $55.9K
|
3.59K
$471K
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-40.5KClosed |
$3.19M - $3.73M
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.15KNew |
$406K - $474K
|
5.15K
$675K
|
|
|
Jan 11, 2021
Q4 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-8.66KClosed |
$683K - $798K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 18, 2024
Q3 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
30K+ 6.52% |
$2.32M - $2.55M
|
490K
$64.2M
|
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-37.3KClosed |
$2.9M - $3.18M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.44KClosed |
$190K - $208K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-341Closed |
$26.5K - $29K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mv Capital Management, Inc.
|
SELL
|
- |
-642- 11.56% |
$49.8K - $54.7K
|
4.91K
$644K
|
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-86Closed |
$6.67K - $7.33K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-190KClosed |
$14.8M - $16.2M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
136New |
$10.5K - $11.6K
|
136
$17.8K
|
|
|
Nov 09, 2020
Q3 2020
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-4.4KClosed |
$341K - $375K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
First Personal Financial Services
|
SELL
|
- |
-65Closed |
$5.04K - $5.54K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.05KClosed |
$81.4K - $89.4K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-4.05KClosed |
$314K - $345K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-242Closed |
$18.8K - $20.6K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
55.8KNew |
$4.33M - $4.75M
|
55.8K
$7.31M
|
|
|
Oct 21, 2020
Q3 2020
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.79KClosed |
$294K - $323K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Newfound Research LLC
|
SELL
|
- |
-4.92KClosed |
$382K - $419K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-9.19KClosed |
$713K - $782K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Riverview Trust CO
|
SELL
|
- |
-1.31KClosed |
$101K - $111K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Boston Trust Walden Corp
|
SELL
|
- |
-4.35KClosed |
$337K - $371K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-223Closed |
$17.3K - $19K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-3.5KClosed |
$271K - $298K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-250Closed |
$19.4K - $21.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-10.1K- 7.21% |
$685K - $877K
|
130K
$17.1M
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-874Closed |
$59.2K - $75.8K
|
0
$0
|
|
|
Feb 05, 2021
Q2 2020
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-100Closed |
$6.78K - $8.68K
|
0
$0
|
|
|
Jan 19, 2021
Q2 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
345New |
$23.4K - $29.9K
|
345
$45.2K
|
|
|
Aug 20, 2020
Q2 2020
|
Cypress Capital, LLC
|
SELL
|
- |
-20.6KClosed |
$1.39M - $1.78M
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-76Closed |
$5.15K - $6.6K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-13.8KClosed |
$933K - $1.19M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-6.46KClosed |
$438K - $561K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-6.5KClosed |
$440K - $564K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Loomis Sayles & CO L P
|
SELL
|
- |
-177Closed |
$12K - $15.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-8.27KClosed |
$561K - $718K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-105Closed |
$7.12K - $9.11K
|
0
$0
|
|