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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-500Closed |
$63.3K - $67.4K
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-302- 4.52% |
$38.3K - $40.7K
|
6.39K
$820K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
759+ 1.51% |
$96.2K - $102K
|
50.9K
$6.53M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-407- 2.01% |
$51.6K - $54.8K
|
19.9K
$2.55M
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-644- 25.28% |
$81.6K - $86.8K
|
1.9K
$244K
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.88K- 12.55% |
$364K - $387K
|
20K
$2.57M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-22.6K- 19.35% |
$2.87M - $3.05M
|
94.3K
$12.1M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.7K+ 4.69% |
$2.87M - $3.05M
|
506K
$65M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-65- 3.33% |
$8.23K - $8.76K
|
1.89K
$242K
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
14+ 0.72% |
$1.77K - $1.89K
|
1.96K
$252K
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.99KNew |
$252K - $268K
|
1.99K
$256K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.26K- 1.49% |
$160K - $170K
|
83.5K
$10.7M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
20.1K+ 117.32% |
$2.54M - $2.71M
|
37.2K
$4.78M
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
359+ 2.33% |
$45.5K - $48.4K
|
15.8K
$2.03M
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
11.5KNew |
$1.45M - $1.55M
|
11.5K
$1.47M
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
322+ 14.1% |
$40.8K - $43.4K
|
2.61K
$335K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-260- 12.23% |
$32.9K - $35K
|
1.87K
$240K
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
713+ 1.3% |
$90.3K - $96.1K
|
55.7K
$7.16M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.12K+ 11.09% |
$395K - $421K
|
31.3K
$4.01M
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-106K- 47.27% |
$13.4M - $14.3M
|
118K
$15.2M
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.47KNew |
$566K - $602K
|
4.47K
$574K
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
518+ 2.94% |
$65.6K - $69.8K
|
18.1K
$2.33M
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.99KNew |
$251K - $267K
|
1.99K
$255K
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
8+ 0.28% |
$1.01K - $1.08K
|
2.85K
$366K
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
11+ 0.11% |
$1.39K - $1.48K
|
10.5K
$1.35M
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
621+ 0.95% |
$78.7K - $83.7K
|
66.1K
$8.49M
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-70.4K- 52.28% |
$8.92M - $9.49M
|
64.3K
$8.25M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.86K+ 15.67% |
$236K - $251K
|
13.7K
$1.76M
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
80+ 0.78% |
$10.1K - $10.8K
|
10.3K
$1.32M
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.74K+ 1165.77% |
$220K - $234K
|
1.89K
$242K
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
24+ 1.16% |
$3.04K - $3.23K
|
2.1K
$270K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
40+ 0.02% |
$5.07K - $5.39K
|
218K
$28M
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3+ 0.09% |
$380 - $404
|
3.46K
$445K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-153- 0.77% |
$19.4K - $20.6K
|
19.8K
$2.54M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
51.1KNew |
$6.47M - $6.88M
|
51.1K
$6.56M
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-204- 9.27% |
$25.8K - $27.5K
|
2K
$256K
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.01K+ 933.26% |
$508K - $541K
|
4.44K
$570K
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
32.1KNew |
$4.07M - $4.33M
|
32.1K
$4.13M
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
23.6KNew |
$2.99M - $3.18M
|
23.6K
$3.03M
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
32+ 0.02% |
$4.05K - $4.31K
|
129K
$16.5M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
548+ 2.71% |
$69.4K - $73.8K
|
20.8K
$2.67M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
220+ 0.93% |
$27.9K - $29.6K
|
23.8K
$3.06M
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.55K- 4.85% |
$196K - $209K
|
30.4K
$3.91M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.51K+ 10.92% |
$317K - $338K
|
25.4K
$3.27M
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
740+ 15.74% |
$93.7K - $99.7K
|
5.44K
$698K
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
265+ 0.86% |
$33.6K - $35.7K
|
31.2K
$4M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
886+ 8.29% |
$112K - $119K
|
11.6K
$1.49M
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.86K+ 2.64% |
$235K - $250K
|
72.1K
$9.26M
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1K+ 44.62% |
$127K - $135K
|
3.25K
$418K
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
19+ 0.76% |
$2.41K - $2.56K
|
2.51K
$322K
|