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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
7.44KNew |
$738K - $852K
|
7.44K
$1.05M
|
|
|
Jul 13, 2022
Q2 2022
|
Professional Advisory Services Inc
|
BUY
|
- |
6.6KNew |
$655K - $756K
|
6.6K
$931K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
6.09K+ 4.89% |
$604K - $698K
|
131K
$18.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Argent Capital Management LLC
|
BUY
|
- |
4.42KNew |
$438K - $506K
|
4.42K
$623K
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.92KNew |
$389K - $449K
|
3.92K
$553K
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.42KNew |
$339K - $392K
|
3.42K
$482K
|
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
3.15KNew |
$312K - $361K
|
3.15K
$444K
|
|
|
Mar 28, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.11KNew |
$308K - $356K
|
3.11K
$438K
|
|
|
Aug 11, 2022
Q2 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
3.06KNew |
$304K - $351K
|
3.06K
$431K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
2.76K+ 6.02% |
$274K - $316K
|
48.6K
$6.85M
|
|
|
Aug 15, 2022
Q2 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
2.6KNew |
$258K - $298K
|
2.6K
$367K
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
BUY
|
- |
2.35KNew |
$233K - $269K
|
2.35K
$331K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.06K+ 10.79% |
$204K - $236K
|
21.2K
$2.98M
|
|
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.03KNew |
$201K - $232K
|
2.03K
$286K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.99KNew |
$197K - $228K
|
1.99K
$280K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.7KNew |
$169K - $195K
|
1.7K
$240K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1.34K+ 5.83% |
$132K - $153K
|
24.2K
$3.42M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
786+ 76.38% |
$78K - $90.1K
|
1.82K
$256K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
BUY
|
- |
470+ 8.38% |
$46.6K - $53.8K
|
6.08K
$857K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
240+ 2.61% |
$23.8K - $27.5K
|
9.44K
$1.33M
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
206+ 0.27% |
$20.4K - $23.6K
|
76.2K
$10.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
172+ 2.18% |
$17.1K - $19.7K
|
8.08K
$1.14M
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
101New |
$10K - $11.6K
|
101
$14.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
100New |
$9.92K - $11.5K
|
100
$14.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
100+ 3.63% |
$9.92K - $11.5K
|
2.86K
$403K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
95New |
$9.42K - $10.9K
|
95
$13.4K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
17+ 11.26% |
$1.69K - $1.95K
|
168
$23.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 0.02% |
$99.2 - $115
|
5.44K
$767K
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
473K+ 1166.63% |
$50.7M - $54.4M
|
514K
$72.4M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
334KNew |
$35.9M - $38.5M
|
334K
$47.2M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
7.71KNew |
$826K - $886K
|
7.71K
$1.09M
|
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5.99KNew |
$642K - $688K
|
5.99K
$844K
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.46KNew |
$264K - $283K
|
2.46K
$347K
|
|
|
Apr 13, 2022
Q1 2022
|
Hikari Power LTD
|
BUY
|
- |
2.43KNew |
$261K - $279K
|
2.43K
$343K
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.34KNew |
$251K - $269K
|
2.34K
$330K
|
|
|
Apr 14, 2022
Q1 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
360+ 12.43% |
$38.6K - $41.4K
|
3.26K
$459K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
145New |
$15.5K - $16.7K
|
145
$20.4K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
54New |
$5.79K - $6.21K
|
54
$7.61K
|
|
| Q4 2021 | |||||||
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
4.8KNew |
$501K - $538K
|
4.8K
$677K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$313K - $337K
|
3K
$423K
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
2.3KNew |
$240K - $258K
|
2.3K
$324K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.19KNew |
$228K - $245K
|
2.19K
$308K
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2.11KNew |
$220K - $236K
|
2.11K
$297K
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.1KNew |
$219K - $235K
|
2.1K
$296K
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1KNew |
$104K - $112K
|
1K
$141K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
463New |
$48.3K - $51.9K
|
463
$65.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
265+ 6.61% |
$27.6K - $29.7K
|
4.27K
$602K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
29New |
$3.03K - $3.25K
|
29
$4.09K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.77% |
$104 - $112
|
131
$18.5K
|
|
| Q3 2021 | |||||||
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
1.03K+ 49.74% |
$106K - $112K
|
3.11K
$439K
|
|