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 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.3K- 8.66% |
$2.07M - $2.2M
|
172K
$22M
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
798+ 23.94% |
$101K - $108K
|
4.13K
$527K
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.06K+ 6.04% |
$515K - $547K
|
71.3K
$9.1M
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.2K+ 4.98% |
$152K - $161K
|
25.2K
$3.22M
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
38+ 0.19% |
$4.81K - $5.12K
|
19.8K
$2.52M
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-131- 0.78% |
$16.6K - $17.7K
|
16.6K
$2.12M
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
6.73K+ 32.1% |
$853K - $907K
|
27.7K
$3.53M
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
160+ 3.6% |
$20.3K - $21.6K
|
4.6K
$587K
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-108- 3.03% |
$13.7K - $14.6K
|
3.46K
$441K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.28K- 0.86% |
$416K - $442K
|
377K
$48.1M
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-118- 3.56% |
$14.9K - $15.9K
|
3.19K
$407K
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-455- 2.69% |
$57.6K - $61.3K
|
16.5K
$2.1M
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-14.1K- 43.81% |
$1.79M - $1.91M
|
18.1K
$2.31M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
775+ 11.5% |
$98.2K - $104K
|
7.51K
$958K
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-429- 17.45% |
$54.3K - $57.8K
|
2.03K
$259K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.21K- 1.52% |
$280K - $297K
|
143K
$18.3M
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
4.02K+ 6.99% |
$510K - $542K
|
61.6K
$7.85M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-425- 14.59% |
$53.8K - $57.3K
|
2.49K
$317K
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.75K+ 35.72% |
$221K - $235K
|
6.64K
$847K
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.68KNew |
$213K - $226K
|
1.68K
$214K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
141+ 1.96% |
$17.9K - $19K
|
7.32K
$934K
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
1.98K+ 4.81% |
$250K - $266K
|
43.1K
$5.5M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-909- 5.82% |
$115K - $122K
|
14.7K
$1.87M
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.93K- 46.33% |
$245K - $260K
|
2.24K
$286K
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
29+ 0.73% |
$3.67K - $3.91K
|
3.98K
$507K
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.81KNew |
$229K - $243K
|
1.81K
$230K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
120+ 4.59% |
$15.2K - $16.2K
|
2.73K
$349K
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
74+ 0.73% |
$9.37K - $9.97K
|
10.2K
$1.31M
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
3.11K+ 2.27% |
$393K - $419K
|
140K
$17.9M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
38.1K+ 20.79% |
$4.82M - $5.13M
|
221K
$28.2M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.15K+ 10.28% |
$399K - $424K
|
33.8K
$4.31M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.25K+ 2.63% |
$158K - $168K
|
48.7K
$6.21M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.7K- 8.64% |
$468K - $498K
|
39.1K
$4.99M
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-8.02K- 20.4% |
$1.02M - $1.08M
|
31.3K
$3.99M
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.71K- 3.6% |
$596K - $634K
|
126K
$16.1M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-41.4K- 46.91% |
$5.25M - $5.58M
|
46.9K
$5.98M
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
491+ 1.51% |
$62.2K - $66.2K
|
33K
$4.22M
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-33- 0.86% |
$4.18K - $4.45K
|
3.82K
$487K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.5K+ 13.75% |
$1.71M - $1.82M
|
112K
$14.3M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-46K- 92.55% |
$5.83M - $6.2M
|
3.71K
$473K
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
804+ 7.13% |
$102K - $108K
|
12.1K
$1.54M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.84K+ 1.66% |
$233K - $248K
|
113K
$14.4M
|
|
Feb 13, 2025
Q4 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-4.61K- 3.3% |
$584K - $621K
|
135K
$17.2M
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
47+ 0.43% |
$5.95K - $6.33K
|
10.9K
$1.39M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
211+ 0.6% |
$26.7K - $28.4K
|
35.1K
$4.48M
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
120+ 4.59% |
$15.2K - $16.2K
|
2.73K
$349K
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
125+ 3.1% |
$15.8K - $16.8K
|
4.15K
$529K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.23K+ 43.64% |
$535K - $569K
|
13.9K
$1.77M
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
6.12KNew |
$775K - $824K
|
6.12K
$780K
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
24.7KNew |
$3.12M - $3.32M
|
24.7K
$3.15M
|