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 |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
118KNew |
$13M - $14.3M
|
118K
$15.9M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
97.4KNew |
$10.7M - $11.8M
|
97.4K
$13.1M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
41KNew |
$4.51M - $4.96M
|
41K
$5.52M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.8K+ 12.81% |
$4.27M - $4.7M
|
342K
$46.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35.6K+ 3.45% |
$3.92M - $4.31M
|
1.07M
$144M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
31.9KNew |
$3.51M - $3.86M
|
31.9K
$4.3M
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
16.3K+ 54.55% |
$1.79M - $1.97M
|
46.2K
$6.22M
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
9.17KNew |
$1.01M - $1.11M
|
9.17K
$1.24M
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
8.39KNew |
$922K - $1.01M
|
8.39K
$1.13M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.01KNew |
$771K - $848K
|
7.01K
$945K
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.92KNew |
$761K - $837K
|
6.92K
$933K
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
5.61KNew |
$617K - $679K
|
5.61K
$756K
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
5.27K+ 3.04% |
$580K - $638K
|
179K
$24.1M
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.44KNew |
$379K - $416K
|
3.44K
$464K
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.52KNew |
$277K - $305K
|
2.52K
$340K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
2.5KNew |
$275K - $302K
|
2.5K
$337K
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.08KNew |
$228K - $251K
|
2.08K
$280K
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.07KNew |
$228K - $250K
|
2.07K
$279K
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.78KNew |
$196K - $215K
|
1.78K
$240K
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.77KNew |
$194K - $214K
|
1.77K
$238K
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.71KNew |
$188K - $207K
|
1.71K
$231K
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
1.69KNew |
$186K - $204K
|
1.69K
$227K
|
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.43K+ 255.36% |
$157K - $173K
|
1.99K
$268K
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.35KNew |
$149K - $163K
|
1.35K
$182K
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
1.03K+ 5.9% |
$113K - $124K
|
18.4K
$2.48M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
900+ 900.0% |
$99K - $109K
|
1K
$135K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
542New |
$59.6K - $65.6K
|
542
$73.1K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
451+ 15.26% |
$49.6K - $54.6K
|
3.41K
$459K
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
362New |
$39.8K - $43.8K
|
362
$48.8K
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
360New |
$39.6K - $43.6K
|
360
$48.5K
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
250New |
$27.5K - $30.2K
|
250
$33.7K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
239+ 1.52% |
$26.3K - $28.9K
|
16K
$2.15M
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
225+ 16.92% |
$24.7K - $27.2K
|
1.56K
$210K
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
201+ 3.51% |
$22.1K - $24.3K
|
5.93K
$799K
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
200New |
$22K - $24.2K
|
200
$27K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
193+ 1.3% |
$21.2K - $23.4K
|
15.1K
$2.03M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
193+ 1.19% |
$21.2K - $23.4K
|
16.4K
$2.21M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50New |
$5.5K - $6.05K
|
50
$6.74K
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
44+ 0.54% |
$4.84K - $5.32K
|
8.13K
$1.1M
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
35New |
$3.85K - $4.23K
|
35
$4.72K
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
13+ 0.46% |
$1.43K - $1.57K
|
2.86K
$386K
|
|
Q4 2023 | |||||||
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
587KNew |
$57.9M - $65.6M
|
587K
$79.1M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
280K+ 341.73% |
$27.7M - $31.3M
|
362K
$48.8M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
111KNew |
$10.9M - $12.4M
|
111K
$14.9M
|
|
Feb 12, 2024
Q4 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
8.74KNew |
$863K - $977K
|
8.74K
$1.18M
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
7.39KNew |
$729K - $826K
|
7.39K
$996K
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
6.51KNew |
$642K - $728K
|
6.51K
$877K
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
4.91KNew |
$485K - $549K
|
4.91K
$662K
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.89KNew |
$483K - $547K
|
4.89K
$660K
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4.7KNew |
$464K - $526K
|
4.7K
$634K
|