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 |
---|---|---|---|---|---|---|---|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
864+ 39.91% |
$99.2K - $115K
|
3.03K
$428K
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-13- 0.07% |
$1.49K - $1.73K
|
17.6K
$2.49M
|
|
Aug 11, 2025
Q2 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
471+ 2.42% |
$54.1K - $62.8K
|
20K
$2.82M
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.07K+ 2.17% |
$352K - $409K
|
144K
$20.4M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.85K+ 14.09% |
$672K - $780K
|
47.4K
$6.7M
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-288- 16.28% |
$33.1K - $38.4K
|
1.48K
$209K
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-150- 0.53% |
$17.2K - $20K
|
27.9K
$3.94M
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-41- 1.08% |
$4.71K - $5.47K
|
3.77K
$533K
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.2KNew |
$138K - $160K
|
1.2K
$170K
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
17+ 4.27% |
$1.95K - $2.27K
|
415
$58.7K
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.5K+ 108.41% |
$516K - $599K
|
8.65K
$1.22M
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.81K+ 40.3% |
$322K - $374K
|
9.77K
$1.38M
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.39K+ 4.44% |
$389K - $452K
|
79.7K
$11.3M
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-4.53K- 10.35% |
$520K - $604K
|
39.2K
$5.55M
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.38K+ 1.33% |
$159K - $185K
|
106K
$15M
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
390New |
$44.8K - $52K
|
390
$55.1K
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-37.6K- 71.15% |
$4.31M - $5.01M
|
15.2K
$2.15M
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.09K- 7.18% |
$126K - $146K
|
14.1K
$2M
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.58K+ 2.03% |
$181K - $210K
|
79.1K
$11.2M
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.51K+ 3.85% |
$403K - $468K
|
94.7K
$13.4M
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.19K+ 17.05% |
$137K - $159K
|
8.18K
$1.16M
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.99K+ 3.45% |
$228K - $265K
|
59.6K
$8.43M
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3+ 0.09% |
$344 - $400
|
3.28K
$463K
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
103+ 0.47% |
$11.8K - $13.7K
|
21.9K
$3.1M
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
17+ 0.5% |
$1.95K - $2.27K
|
3.42K
$484K
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-506- 17.22% |
$58.1K - $67.5K
|
2.43K
$344K
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-233- 9.45% |
$26.7K - $31.1K
|
2.23K
$316K
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-400- 2.02% |
$45.9K - $53.3K
|
19.4K
$2.74M
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
13.1K+ 6.61% |
$1.51M - $1.75M
|
212K
$29.9M
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
522+ 0.51% |
$59.9K - $69.6K
|
102K
$14.4M
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
8.68KNew |
$996K - $1.16M
|
8.68K
$1.23M
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-75- 2.03% |
$8.61K - $10K
|
3.61K
$511K
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.41K- 0.88% |
$277K - $322K
|
271K
$38.3M
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6+ 0.1% |
$689 - $800
|
5.85K
$827K
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.26% |
$115 - $133
|
393
$55.6K
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
4.21K+ 2.04% |
$484K - $562K
|
211K
$29.9M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-33.4K- 3.75% |
$3.84M - $4.46M
|
858K
$121M
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
21+ 0.68% |
$2.41K - $2.8K
|
3.12K
$442K
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-65- 0.37% |
$7.46K - $8.67K
|
17.6K
$2.48M
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
142+ 3.34% |
$16.3K - $18.9K
|
4.4K
$622K
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-2.64K- 7.77% |
$303K - $352K
|
31.4K
$4.43M
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-4.35K- 37.39% |
$499K - $579K
|
7.28K
$1.03M
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.21K+ 3.75% |
$139K - $161K
|
33.4K
$4.72M
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
15.1K+ 3.88% |
$1.73M - $2.01M
|
403K
$57M
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.24% |
$574 - $667
|
2.12K
$299K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7.75K+ 58.48% |
$889K - $1.03M
|
21K
$2.97M
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-172- 3.82% |
$19.7K - $22.9K
|
4.33K
$612K
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.61K- 71.45% |
$644K - $747K
|
2.24K
$317K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
181New |
$20.8K - $24.1K
|
181
$25.6K
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-134- 7.31% |
$15.4K - $17.9K
|
1.7K
$240K
|