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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
2.6KNew |
$258K - $298K
|
2.6K
$340K
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
BUY
|
- |
2.35KNew |
$233K - $269K
|
2.35K
$307K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.06K+ 10.79% |
$204K - $236K
|
21.2K
$2.77M
|
|
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.03KNew |
$201K - $232K
|
2.03K
$265K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.99KNew |
$197K - $228K
|
1.99K
$260K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.7KNew |
$169K - $195K
|
1.7K
$222K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1.34K+ 5.83% |
$132K - $153K
|
24.2K
$3.17M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
786+ 76.38% |
$78K - $90.1K
|
1.82K
$238K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
BUY
|
- |
470+ 8.38% |
$46.6K - $53.8K
|
6.08K
$795K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
289New |
$28.7K - $33.1K
|
289
$37.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
240+ 2.61% |
$23.8K - $27.5K
|
9.44K
$1.23M
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
206+ 0.27% |
$20.4K - $23.6K
|
76.2K
$9.97M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
172+ 2.18% |
$17.1K - $19.7K
|
8.08K
$1.06M
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
101+ 17.44% |
$10K - $11.6K
|
680
$89K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
101New |
$10K - $11.6K
|
101
$13.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
100New |
$9.92K - $11.5K
|
100
$13.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
100+ 3.63% |
$9.92K - $11.5K
|
2.86K
$374K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
95New |
$9.42K - $10.9K
|
95
$12.4K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
63New |
$6.25K - $7.22K
|
63
$8.24K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
17+ 11.26% |
$1.69K - $1.95K
|
168
$22K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 0.02% |
$99.2 - $115
|
5.44K
$711K
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
473K+ 1166.63% |
$50.7M - $54.4M
|
514K
$67.2M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
334KNew |
$35.9M - $38.5M
|
334K
$43.8M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
7.71KNew |
$826K - $886K
|
7.71K
$1.01M
|
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.99KNew |
$642K - $688K
|
5.99K
$783K
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.46KNew |
$264K - $283K
|
2.46K
$322K
|
|
|
Apr 13, 2022
Q1 2022
|
Hikari Power LTD
|
BUY
|
- |
2.43KNew |
$261K - $279K
|
2.43K
$318K
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.34KNew |
$251K - $269K
|
2.34K
$306K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.46K+ 432.94% |
$156K - $168K
|
1.8K
$235K
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
451+ 5.09% |
$48.4K - $51.9K
|
9.32K
$1.22M
|
|
|
Apr 14, 2022
Q1 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
360+ 12.43% |
$38.6K - $41.4K
|
3.26K
$426K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
145New |
$15.5K - $16.7K
|
145
$19K
|
|
|
Apr 21, 2022
Q1 2022
|
Claris Advisors, LLC
|
BUY
|
- |
106+ 2.16% |
$11.4K - $12.2K
|
5.01K
$655K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
54New |
$5.79K - $6.21K
|
54
$7.07K
|
|
| Q4 2021 | |||||||
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
4.8KNew |
$501K - $538K
|
4.8K
$628K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$313K - $337K
|
3K
$393K
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
2.3KNew |
$240K - $258K
|
2.3K
$301K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.19KNew |
$228K - $245K
|
2.19K
$286K
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2.11KNew |
$220K - $236K
|
2.11K
$276K
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.1KNew |
$219K - $235K
|
2.1K
$274K
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1KNew |
$104K - $112K
|
1K
$131K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
463New |
$48.3K - $51.9K
|
463
$60.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
265+ 6.61% |
$27.6K - $29.7K
|
4.27K
$559K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
29New |
$3.03K - $3.25K
|
29
$3.79K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.77% |
$104 - $112
|
131
$17.1K
|
|
| Q3 2021 | |||||||
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
1.03K+ 49.74% |
$106K - $112K
|
3.11K
$407K
|
|
|
Oct 14, 2021
Q3 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
266New |
$27.2K - $28.8K
|
266
$34.8K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
85.9KNew |
$8.73M - $9.27M
|
85.9K
$11.2M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
34.8KNew |
$3.54M - $3.76M
|
34.8K
$4.56M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
4.2KNew |
$427K - $453K
|
4.2K
$550K
|
|