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 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
100New |
$9.92K - $11.5K
|
100
$13.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
100+ 3.63% |
$9.92K - $11.5K
|
2.86K
$386K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
95New |
$9.42K - $10.9K
|
95
$12.9K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
17+ 11.26% |
$1.69K - $1.95K
|
168
$22.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 0.02% |
$99.2 - $115
|
5.44K
$736K
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
473K+ 1166.63% |
$50.7M - $54.4M
|
514K
$69.5M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
334KNew |
$35.9M - $38.5M
|
334K
$45.3M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
7.71KNew |
$826K - $886K
|
7.71K
$1.04M
|
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.99KNew |
$642K - $688K
|
5.99K
$810K
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.46KNew |
$264K - $283K
|
2.46K
$333K
|
|
|
Apr 13, 2022
Q1 2022
|
Hikari Power LTD
|
BUY
|
- |
2.43KNew |
$261K - $279K
|
2.43K
$329K
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.34KNew |
$251K - $269K
|
2.34K
$317K
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
451+ 5.09% |
$48.4K - $51.9K
|
9.32K
$1.26M
|
|
|
Apr 14, 2022
Q1 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
360+ 12.43% |
$38.6K - $41.4K
|
3.26K
$441K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
145New |
$15.5K - $16.7K
|
145
$19.6K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
54New |
$5.79K - $6.21K
|
54
$7.31K
|
|
| Q4 2021 | |||||||
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
4.8KNew |
$501K - $538K
|
4.8K
$650K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$313K - $337K
|
3K
$406K
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
2.3KNew |
$240K - $258K
|
2.3K
$311K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.19KNew |
$228K - $245K
|
2.19K
$296K
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2.11KNew |
$220K - $236K
|
2.11K
$285K
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.1KNew |
$219K - $235K
|
2.1K
$284K
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1KNew |
$104K - $112K
|
1K
$135K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
463New |
$48.3K - $51.9K
|
463
$62.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
265+ 6.61% |
$27.6K - $29.7K
|
4.27K
$578K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
29New |
$3.03K - $3.25K
|
29
$3.92K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.77% |
$104 - $112
|
131
$17.7K
|
|
| Q3 2021 | |||||||
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
1.03K+ 49.74% |
$106K - $112K
|
3.11K
$421K
|
|
|
Oct 14, 2021
Q3 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
266New |
$27.2K - $28.8K
|
266
$36K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
85.9KNew |
$8.73M - $9.27M
|
85.9K
$11.6M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
34.8KNew |
$3.54M - $3.76M
|
34.8K
$4.71M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
4.2KNew |
$427K - $453K
|
4.2K
$568K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
375New |
$38.1K - $40.5K
|
375
$50.8K
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4+ 0.61% |
$362 - $407
|
661
$89.5K
|
|
| Q4 2020 | |||||||
|
Feb 17, 2021
Q4 2020
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
114KNew |
$9.02M - $10.5M
|
114K
$15.5M
|
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.15KNew |
$406K - $474K
|
5.15K
$696K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
55.8KNew |
$4.33M - $4.75M
|
55.8K
$7.55M
|
|
|
Nov 12, 2020
Q3 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
136New |
$10.5K - $11.6K
|
136
$18.4K
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
110K+ 48.89% |
$7.46M - $9.55M
|
335K
$45.3M
|
|
|
Jul 20, 2020
Q2 2020
|
Empirical Finance, LLC
|
BUY
|
- |
3.31KNew |
$224K - $287K
|
3.31K
$448K
|
|
|
Jan 19, 2021
Q2 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
345New |
$23.4K - $29.9K
|
345
$46.7K
|
|
| Q1 2020 | |||||||
|
Apr 30, 2020
Q1 2020
|
Ziegler Capital Management, LLC
|
BUY
|
- |
10.3KNew |
$629K - $979K
|
10.3K
$1.4M
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.46K+ 11.6% |
$129K - $131K
|
14K
$1.9M
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
172New |
$15.2K - $15.4K
|
172
$23.3K
|
|
| Q1 2019 | |||||||
|
Jun 17, 2024
Q1 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
188KNew |
N/A
|
188K
$25.5M
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
5.83KNew |
N/A
|
5.83K
$789K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
727KNew |
N/A
|
727K
$98.4M
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
60New |
N/A
|
60
$8.12K
|
|
| Q4 2017 | |||||||
|
Jan 31, 2018
Q4 2017
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
34.5KNew |
N/A
|
34.5K
$4.67M
|
|