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 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.96KNew |
$189K - $222K
|
1.96K
$278K
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
2.13KNew |
$205K - $241K
|
2.13K
$301K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.54K- 33.48% |
$244K - $288K
|
5.05K
$714K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.01KNew |
$97.2K - $114K
|
1.01K
$143K
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-203- 1.12% |
$19.5K - $23K
|
17.9K
$2.53M
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
979New |
$94.1K - $111K
|
979
$138K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-470- 3.08% |
$45.2K - $53.2K
|
14.8K
$2.09M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
90New |
$8.65K - $10.2K
|
90
$12.7K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 1.19% |
$96.1 - $113
|
85
$12K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
195KNew |
$18.7M - $22M
|
195K
$27.5M
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.01KNew |
$193K - $228K
|
2.01K
$284K
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
54.5KNew |
$5.24M - $6.16M
|
54.5K
$7.7M
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-2.94KClosed |
$282K - $332K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-556K- 99.08% |
$53.4M - $62.9M
|
5.18K
$733K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.24K- 36.65% |
$215K - $253K
|
3.87K
$547K
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
31+ 0.7% |
$2.98K - $3.51K
|
4.45K
$629K
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.15K+ 175.84% |
$495K - $583K
|
8.08K
$1.14M
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
146+ 6.41% |
$14K - $16.5K
|
2.43K
$343K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-59- 0.66% |
$5.67K - $6.68K
|
8.89K
$1.26M
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
2.01KNew |
$193K - $227K
|
2.01K
$284K
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
449New |
$43.2K - $50.8K
|
449
$63.5K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-166- 56.08% |
$16K - $18.8K
|
130
$18.4K
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-235- 9.22% |
$22.6K - $26.6K
|
2.32K
$327K
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
3.05KNew |
$293K - $345K
|
3.05K
$431K
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-670- 21.87% |
$64.4K - $75.8K
|
2.39K
$338K
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.21KNew |
$308K - $363K
|
3.21K
$453K
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-390- 64.46% |
$37.5K - $44.1K
|
215
$30.4K
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
3.76KNew |
$362K - $426K
|
3.76K
$532K
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
102K+ 480.33% |
$9.8M - $11.5M
|
123K
$17.4M
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
15.8K+ 9.73% |
$1.52M - $1.79M
|
178K
$25.2M
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
SELL
|
- |
-1.16K- 32.11% |
$112K - $131K
|
2.45K
$347K
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
22K+ 6200.0% |
$2.12M - $2.49M
|
22.4K
$3.16M
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-189- 6.18% |
$18.2K - $21.4K
|
2.87K
$405K
|
|
Feb 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
3KNew |
$288K - $339K
|
3K
$424K
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-3.51K- 53.08% |
$338K - $397K
|
3.1K
$439K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
394+ 4.4% |
$37.9K - $44.6K
|
9.36K
$1.32M
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.44KNew |
$426K - $502K
|
4.44K
$627K
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-3- 0.11% |
$288 - $339
|
2.78K
$393K
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
175New |
$16.8K - $19.8K
|
175
$24.7K
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-200- 42.11% |
$19.2K - $22.6K
|
275
$38.9K
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
BUY
|
- |
2.11KNew |
$203K - $239K
|
2.11K
$298K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.54% |
$96.1 - $113
|
185
$26.2K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
599New |
$57.6K - $67.8K
|
599
$84.7K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
14.7K+ 11.77% |
$1.42M - $1.67M
|
140K
$19.8M
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.83KNew |
$176K - $207K
|
1.83K
$259K
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.83KNew |
$464K - $546K
|
4.83K
$682K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.31K- 25.56% |
$222K - $261K
|
6.72K
$950K
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
10.8KNew |
$1.03M - $1.22M
|
10.8K
$1.52M
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.04K+ 8.31% |
$99.7K - $117K
|
13.5K
$1.91M
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.95KNew |
$188K - $221K
|
1.95K
$276K
|