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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
18.3K+ 16.78% |
$1.76M - $2.07M
|
128K
$18M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4.44K+ 10.85% |
$427K - $503K
|
45.4K
$6.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
1.77K+ 77.52% |
$170K - $200K
|
4.05K
$573K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.06KNew |
$102K - $120K
|
1.06K
$150K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
456+ 30.08% |
$43.8K - $51.6K
|
1.97K
$279K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-119- 3.22% |
$11.4K - $13.5K
|
3.58K
$506K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
18.1KNew |
$1.74M - $2.05M
|
18.1K
$2.56M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
4.67KNew |
$449K - $528K
|
4.67K
$660K
|
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
4.07KNew |
$391K - $460K
|
4.07K
$575K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
95New |
$9.13K - $10.7K
|
95
$13.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-18- 94.74% |
$1.73K - $2.04K
|
1
$141
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.05K+ 16.85% |
$197K - $232K
|
14.2K
$2.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
413New |
$39.7K - $46.7K
|
413
$58.4K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
25New |
$2.4K - $2.83K
|
25
$3.53K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
850New |
$81.7K - $96.2K
|
850
$120K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
804+ 9.88% |
$77.3K - $91K
|
8.94K
$1.26M
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
7.75KNew |
$745K - $877K
|
7.75K
$1.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-124- 2.76% |
$11.9K - $14K
|
4.37K
$617K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
494New |
$47.5K - $55.9K
|
494
$69.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
35New |
$3.36K - $3.96K
|
35
$4.95K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
86New |
$8.27K - $9.73K
|
86
$12.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.57KNew |
$151K - $178K
|
1.57K
$222K
|
|
| Q3 2022 | |||||||
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-395Closed |
$37.5K - $43.6K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-5.7K- 2.19% |
$541K - $628K
|
255K
$36.1M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
30.3KNew |
$2.88M - $3.34M
|
30.3K
$4.29M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-226- 3.43% |
$21.4K - $24.9K
|
6.37K
$900K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
289+ 0.58% |
$27.4K - $31.9K
|
50.2K
$7.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
8.51K+ 7.76% |
$807K - $938K
|
118K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-11.5K- 73.49% |
$1.09M - $1.26M
|
4.13K
$584K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
72+ 7.75% |
$6.83K - $7.94K
|
1K
$142K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
5.01K+ 69.19% |
$475K - $552K
|
12.2K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
111New |
$10.5K - $12.2K
|
111
$15.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.88KClosed |
$558K - $648K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-984- 9.37% |
$93.4K - $109K
|
9.52K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
22K+ 183.16% |
$2.09M - $2.42M
|
34K
$4.8M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.58K+ 7.17% |
$245K - $284K
|
38.5K
$5.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
37New |
$3.51K - $4.08K
|
37
$5.23K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.71K+ 8.34% |
$257K - $299K
|
35.1K
$4.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
150New |
$14.2K - $16.5K
|
150
$21.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
270+ 1.07% |
$25.6K - $29.8K
|
25.6K
$3.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-77.3K- 85.98% |
$7.33M - $8.52M
|
12.6K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.3KNew |
$218K - $254K
|
2.3K
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Metavasi Capital LP
Larchmont, NY |
BUY
|
PUT |
222KNew |
$21.1M - $24.5M
|
222K
$31.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-210- 2.43% |
$19.9K - $23.2K
|
8.43K
$1.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
3.19K+ 29.13% |
$303K - $352K
|
14.1K
$2M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
12.7K+ 8.22% |
$1.21M - $1.4M
|
167K
$23.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.76K+ 1.72% |
$262K - $305K
|
164K
$23.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
553New |
$52.5K - $61K
|
553
$78.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
26New |
$2.47K - $2.87K
|
26
$3.68K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
99+ 0.75% |
$9.39K - $10.9K
|
13.2K
$1.87M
|
|