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 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-391Closed |
$35.3K - $39.8K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-9.6KClosed |
$868K - $977K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4+ 0.61% |
$362 - $407
|
661
$93.5K
|
|
|
May 06, 2021
Q1 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-6KClosed |
$542K - $611K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-1.46KClosed |
$132K - $149K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-257Closed |
$23.2K - $26.2K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-337Closed |
$30.5K - $34.3K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-14Closed |
$1.27K - $1.43K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-114Closed |
$10.3K - $11.6K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.45K- 82.57% |
$221K - $249K
|
517
$73.1K
|
|
|
Apr 28, 2021
Q1 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-8.28KClosed |
$748K - $843K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-590Closed |
$53.3K - $60.1K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-2.79KClosed |
$252K - $284K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-6Closed |
$542 - $611
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-145Closed |
$13.1K - $14.8K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fenimore Asset Management Inc
|
SELL
|
- |
-2.3KClosed |
$208K - $234K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-235Closed |
$21.2K - $23.9K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 17, 2021
Q4 2020
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
114KNew |
$9.02M - $10.5M
|
114K
$16.2M
|
|
|
Feb 16, 2021
Q4 2020
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.01KClosed |
$238K - $277K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-274Closed |
$21.6K - $25.2K
|
0
$0
|
|
|
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
$452K
|
|
|
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
$508K
|
|
|
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
$727K
|
|
|
Jan 11, 2021
Q4 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-8.66KClosed |
$683K - $798K
|
0
$0
|
|
| Q3 2020 | |||||||
|
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
$694K
|
|
|
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
$19.2K
|
|
|
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
$7.88M
|
|
|
Oct 21, 2020
Q3 2020
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.79KClosed |
$294K - $323K
|
0
$0
|
|