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 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-475- 16.88% |
$45.1K - $52.4K
|
2.34K
$317K
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-14- 28.57% |
$1.33K - $1.54K
|
35
$4.74K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
75New |
$7.12K - $8.27K
|
75
$10.2K
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
4.5KNew |
$427K - $496K
|
4.5K
$609K
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
2+ 0.04% |
$190 - $221
|
4.63K
$627K
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
161+ 282.46% |
$15.3K - $17.8K
|
218
$29.5K
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.86K- 11.25% |
$176K - $205K
|
14.6K
$1.98M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-913- 23.89% |
$86.6K - $101K
|
2.91K
$394K
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
700New |
$66.4K - $77.2K
|
700
$94.8K
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.59KNew |
$341K - $396K
|
3.59K
$487K
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
77.3KNew |
$7.34M - $8.53M
|
77.3K
$10.5M
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-46.3K- 37.47% |
$4.39M - $5.11M
|
77.3K
$10.5M
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-47- 0.75% |
$4.46K - $5.18K
|
6.25K
$847K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
29.9K+ 881.82% |
$2.84M - $3.3M
|
33.3K
$4.51M
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-800- 26.67% |
$75.9K - $88.2K
|
2.2K
$298K
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
6+ 0.27% |
$569 - $662
|
2.21K
$299K
|
|
Oct 11, 2022
Q3 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
50New |
$4.74K - $5.51K
|
50
$6.77K
|
|
Oct 06, 2022
Q3 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-219- 3.46% |
$20.8K - $24.2K
|
6.11K
$827K
|
|
Q2 2022 | |||||||
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.7KNew |
$169K - $195K
|
1.7K
$230K
|
|
Mar 28, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.11KNew |
$308K - $356K
|
3.11K
$421K
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
3.15KNew |
$312K - $361K
|
3.15K
$427K
|
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.03KNew |
$201K - $232K
|
2.03K
$274K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-108- 1.6% |
$10.7K - $12.4K
|
6.65K
$900K
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-20- 22.22% |
$1.98K - $2.29K
|
70
$9.48K
|
|
Aug 18, 2022
Q2 2022
|
Infini Capital Management LTD
Central, K3 |
SELL
|
- |
-7KClosed |
$694K - $802K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-100Closed |
$9.92K - $11.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-2.34KClosed |
$232K - $268K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
2.6KNew |
$258K - $298K
|
2.6K
$352K
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
43.8KNew |
$4.34M - $5.01M
|
43.8K
$5.93M
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.92KNew |
$389K - $449K
|
3.92K
$531K
|
|
Aug 15, 2022
Q2 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-4.59KClosed |
$456K - $526K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.43KClosed |
$142K - $164K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-7.63KClosed |
$757K - $874K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-168Closed |
$16.7K - $19.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-9.14KClosed |
$906K - $1.05M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
23.7KNew |
$2.35M - $2.72M
|
23.7K
$3.21M
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.42KNew |
$339K - $392K
|
3.42K
$463K
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
21.6KNew |
$2.14M - $2.47M
|
21.6K
$2.93M
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.63KClosed |
$360K - $415K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.06K+ 10.79% |
$204K - $236K
|
21.2K
$2.87M
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-17.6KClosed |
$1.75M - $2.02M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-5.09KClosed |
$504K - $583K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-21.6KClosed |
$2.14M - $2.47M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
3.06KNew |
$304K - $351K
|
3.06K
$415K
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-13.6KClosed |
$1.34M - $1.55M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-2.5K- 99.8% |
$248K - $286K
|
5
$677
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
10.1KNew |
$1M - $1.16M
|
10.1K
$1.37M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
100New |
$9.92K - $11.5K
|
100
$13.5K
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.95KClosed |
$193K - $223K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Swiss Re LTD
Zurich, V8 |
SELL
|
- |
-600K- 45.15% |
$59.5M - $68.7M
|
729K
$98.7M
|