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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.5K+ 3.41% |
$2.22M - $2.36M
|
532K
$69.3M
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.01K- 1.53% |
$128K - $137K
|
65.3K
$8.5M
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-175- 5.49% |
$22.2K - $23.6K
|
3.01K
$392K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
127K+ 9.9% |
$16.1M - $17.1M
|
1.41M
$184M
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
4.69K+ 6.6% |
$594K - $632K
|
75.7K
$9.85M
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-4.84K- 7.8% |
$614K - $653K
|
57.2K
$7.45M
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
5.25KNew |
$665K - $708K
|
5.25K
$684K
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-634- 11.61% |
$80.3K - $85.4K
|
4.83K
$629K
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7+ 0.36% |
$887 - $943
|
1.96K
$255K
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-78- 4.63% |
$9.88K - $10.5K
|
1.61K
$209K
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.6KNew |
$202K - $215K
|
1.6K
$208K
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.17K- 64.96% |
$655K - $696K
|
2.79K
$363K
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-317- 2.94% |
$40.2K - $42.7K
|
10.5K
$1.36M
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
425New |
$53.8K - $57.3K
|
425
$55.3K
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
298+ 7.92% |
$37.8K - $40.2K
|
4.06K
$529K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
950New |
$120K - $128K
|
950
$124K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
6.57KNew |
$832K - $885K
|
6.57K
$855K
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
9.84KNew |
$1.25M - $1.33M
|
9.84K
$1.28M
|
|
Feb 13, 2025
Q4 2024
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
4.91KNew |
$622K - $662K
|
4.91K
$639K
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.73K+ 5.42% |
$219K - $233K
|
33.6K
$4.37M
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
SELL
|
- |
-588- 4.36% |
$74.5K - $79.2K
|
12.9K
$1.68M
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.04% |
$633 - $674
|
13.3K
$1.73M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.07K+ 3.16% |
$263K - $279K
|
67.6K
$8.8M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
186+ 3.8% |
$23.6K - $25.1K
|
5.09K
$662K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39.9K- 2.52% |
$5.06M - $5.38M
|
1.55M
$201M
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
160+ 7.32% |
$20.3K - $21.6K
|
2.35K
$305K
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-53- 1.49% |
$6.71K - $7.14K
|
3.49K
$455K
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
7.4K+ 1.57% |
$937K - $997K
|
479K
$62.4M
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
731+ 0.96% |
$92.6K - $98.5K
|
76.6K
$9.97M
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
763+ 4.33% |
$96.7K - $103K
|
18.4K
$2.39M
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.15K- 29.58% |
$146K - $155K
|
2.74K
$356K
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.08K+ 7.68% |
$137K - $146K
|
15.2K
$1.98M
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-63- 1.56% |
$7.98K - $8.49K
|
3.97K
$516K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.29M+ 152.12% |
$417M - $444M
|
5.46M
$711M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.9K+ 2.72% |
$494K - $525K
|
147K
$19.2M
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7- 0.09% |
$887 - $943
|
7.5K
$977K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9.55K+ 14.6% |
$1.21M - $1.29M
|
74.9K
$9.76M
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-185- 5.75% |
$23.4K - $24.9K
|
3.04K
$395K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10+ 0.7% |
$1.27K - $1.35K
|
1.44K
$187K
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
112KNew |
$14.2M - $15.1M
|
112K
$14.6M
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.4KNew |
$2.08M - $2.21M
|
16.4K
$2.14M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.93K+ 27.93% |
$1M - $1.07M
|
36.3K
$4.73M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-8.14K- 21.07% |
$1.03M - $1.1M
|
30.5K
$3.97M
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.18K+ 3.17% |
$149K - $159K
|
38.4K
$4.99M
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
189+ 9.91% |
$23.9K - $25.5K
|
2.1K
$273K
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
127KNew |
$16.1M - $17.1M
|
127K
$16.5M
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
254+ 4.59% |
$32.2K - $34.2K
|
5.79K
$753K
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.7KNew |
$215K - $229K
|
1.7K
$221K
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
386New |
$48.9K - $52K
|
386
$50.3K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.01K- 2.89% |
$128K - $136K
|
34K
$4.43M
|