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 |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-190Closed |
$20.4K - $21.9K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1Closed |
$107 - $115
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-73Closed |
$7.83K - $8.4K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1Closed |
$107 - $115
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-151Closed |
$16.2K - $17.4K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
451+ 5.09% |
$48.4K - $51.9K
|
9.32K
$1.26M
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
SELL
|
- |
-2.86KClosed |
$307K - $329K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
54New |
$5.79K - $6.21K
|
54
$7.31K
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-54- 2.39% |
$5.79K - $6.21K
|
2.21K
$299K
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-19Closed |
$2.04K - $2.19K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-6.29KClosed |
$675K - $723K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.46KNew |
$264K - $283K
|
2.46K
$333K
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
7.71KNew |
$826K - $886K
|
7.71K
$1.04M
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
473K+ 1166.63% |
$50.7M - $54.4M
|
514K
$69.6M
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-948Closed |
$102K - $109K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-301Closed |
$32.3K - $34.6K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-15Closed |
$1.61K - $1.73K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-186Closed |
$19.9K - $21.4K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-700Closed |
$75.1K - $80.5K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
145New |
$15.5K - $16.7K
|
145
$19.6K
|
|
Apr 18, 2022
Q1 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-245- 3.01% |
$26.3K - $28.2K
|
7.9K
$1.07M
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-630Closed |
$67.6K - $72.5K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
360+ 12.43% |
$38.6K - $41.4K
|
3.26K
$441K
|
|
Apr 13, 2022
Q1 2022
|
Hikari Power LTD
|
BUY
|
- |
2.43KNew |
$261K - $279K
|
2.43K
$329K
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-3.58KClosed |
$384K - $412K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.34KNew |
$251K - $269K
|
2.34K
$317K
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-142- 23.95% |
$15.2K - $16.3K
|
451
$61.1K
|
|
Q4 2021 | |||||||
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1KNew |
$104K - $112K
|
1K
$135K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-145Closed |
$15.1K - $16.3K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.1KNew |
$219K - $235K
|
2.1K
$284K
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
463New |
$48.3K - $51.9K
|
463
$62.7K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-1KClosed |
$104K - $112K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
2.3KNew |
$240K - $258K
|
2.3K
$312K
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
29New |
$3.03K - $3.25K
|
29
$3.93K
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.66KClosed |
$277K - $298K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-30Closed |
$3.13K - $3.36K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.09KClosed |
$218K - $235K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.08KClosed |
$217K - $234K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.92KClosed |
$827K - $889K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-4.72KClosed |
$492K - $529K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-130Closed |
$13.6K - $14.6K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2.11KNew |
$220K - $236K
|
2.11K
$285K
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.77% |
$104 - $112
|
131
$17.7K
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-5.18KClosed |
$540K - $581K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
265+ 6.61% |
$27.6K - $29.7K
|
4.27K
$579K
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
4.8KNew |
$501K - $538K
|
4.8K
$650K
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.19KNew |
$228K - $245K
|
2.19K
$296K
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-235Closed |
$24.5K - $26.4K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-3.47KClosed |
$362K - $389K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$313K - $337K
|
3K
$407K
|