Latest Institutional Purchases of Vanguard Whitehall Fds (Vangua (VYM)
This list provides information on the latest institutional transactions involving Vanguard Whitehall Fds (Vangua (VYM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24+ 0.79% |
$3.04K - $3.23K
|
3.07K
$413K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
22New |
$2.79K - $2.96K
|
22
$2.97K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
15New |
$1.9K - $2.02K
|
15
$2.02K
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
11+ 2.52% |
$1.39K - $1.48K
|
447
$60.3K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
10New |
$1.27K - $1.35K
|
10
$1.35K
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9+ 0.55% |
$1.14K - $1.21K
|
1.64K
$222K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5+ 0.02% |
$633 - $674
|
31.1K
$4.2M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 0.54% |
$507 - $539
|
750
$101K
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
4+ 0.19% |
$507 - $539
|
2.07K
$279K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$253 - $269
|
2
$270
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.15% |
$253 - $269
|
1.32K
$178K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1+ 0.71% |
$127 - $135
|
142
$19.1K
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1+ 0.03% |
$127 - $135
|
3.35K
$451K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.85% |
$127 - $135
|
118
$15.9K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.11% |
$127 - $135
|
916
$123K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1New |
$127 - $135
|
1
$135
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$127 - $135
|
1
$135
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.1% |
$127 - $135
|
971
$131K
|
|
Q3 2024 | |||||||
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
131KNew |
$15.4M - $16.8M
|
131K
$17.6M
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
PUT |
100KNew |
$11.8M - $12.8M
|
100K
$13.5M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
96.9KNew |
$11.4M - $12.4M
|
96.9K
$13.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
73K+ 1.85% |
$8.61M - $9.36M
|
4.03M
$543M
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
59.4K+ 5.94% |
$7M - $7.62M
|
1.06M
$143M
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
BUY
|
- |
45.3K+ 316.17% |
$5.34M - $5.81M
|
59.6K
$8.04M
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
29.6K+ 15.97% |
$3.48M - $3.79M
|
215K
$28.9M
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
29.5KNew |
$3.48M - $3.78M
|
29.5K
$3.98M
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
10.1KNew |
$1.19M - $1.3M
|
10.1K
$1.36M
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8.12KNew |
$957K - $1.04M
|
8.12K
$1.09M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
6.22KNew |
$733K - $797K
|
6.22K
$838K
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.63KNew |
$663K - $721K
|
5.63K
$759K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.19KNew |
$494K - $538K
|
4.19K
$565K
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
4.13KNew |
$487K - $529K
|
4.13K
$557K
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.08K+ 194.23% |
$480K - $522K
|
6.17K
$832K
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
4K+ 211.42% |
$472K - $513K
|
5.89K
$794K
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.65KNew |
$430K - $468K
|
3.65K
$492K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.3K+ 152.54% |
$389K - $423K
|
5.47K
$737K
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.26KNew |
$384K - $418K
|
3.26K
$439K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.09K+ 5.46% |
$365K - $397K
|
59.8K
$8.06M
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.83KNew |
$333K - $362K
|
2.83K
$381K
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.71KNew |
$319K - $347K
|
2.71K
$365K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.64K+ 87.69% |
$311K - $339K
|
5.66K
$762K
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
2.59KNew |
$305K - $332K
|
2.59K
$349K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.52KNew |
$297K - $323K
|
2.52K
$340K
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.48KNew |
$292K - $318K
|
2.48K
$334K
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.28KNew |
$269K - $293K
|
2.28K
$308K
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
2.26KNew |
$266K - $290K
|
2.26K
$305K
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.23KNew |
$263K - $286K
|
2.23K
$301K
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.97KNew |
$232K - $253K
|
1.97K
$266K
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.87KNew |
$221K - $240K
|
1.87K
$252K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.75K+ 26.33% |
$206K - $224K
|
8.4K
$1.13M
|