Latest Institutional Sells of Vanguard Whitehall Fds (Vangua (VYM)
This list provides information on the latest institutional transactions involving Vanguard Whitehall Fds (Vangua (VYM) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-707- 15.08% |
$77.8K - $85.5K
|
3.98K
$532K
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-684- 6.44% |
$75.2K - $82.8K
|
9.93K
$1.33M
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-673- 24.94% |
$74K - $81.4K
|
2.03K
$271K
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-579- 25.14% |
$63.7K - $70.1K
|
1.72K
$230K
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-566- 9.43% |
$62.2K - $68.5K
|
5.44K
$726K
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-512- 2.91% |
$56.3K - $61.9K
|
17.1K
$2.28M
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-501- 13.77% |
$55.1K - $60.6K
|
3.14K
$419K
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-470- 3.41% |
$51.7K - $56.9K
|
13.3K
$1.78M
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-450- 6.49% |
$49.5K - $54.4K
|
6.48K
$866K
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-437- 16.51% |
$48.1K - $52.9K
|
2.21K
$295K
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-426- 2.37% |
$46.9K - $51.5K
|
17.6K
$2.35M
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-371- 8.83% |
$40.8K - $44.9K
|
3.83K
$512K
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-337- 4.68% |
$37.1K - $40.8K
|
6.86K
$917K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-305- 0.9% |
$33.5K - $36.9K
|
33.7K
$4.5M
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-301- 10.37% |
$33.1K - $36.4K
|
2.6K
$348K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-285- 7.23% |
$31.3K - $34.5K
|
3.66K
$489K
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
SELL
|
- |
-244- 3.55% |
$26.8K - $29.5K
|
6.63K
$886K
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-237- 10.59% |
$26.1K - $28.7K
|
2K
$267K
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-215- 8.43% |
$23.6K - $26K
|
2.34K
$312K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-192- 80.67% |
$21.1K - $23.2K
|
46
$6.15K
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-170- 1.03% |
$18.7K - $20.6K
|
16.3K
$2.17M
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-168- 6.61% |
$18.5K - $20.3K
|
2.37K
$317K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-145- 4.93% |
$15.9K - $17.5K
|
2.8K
$373K
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-136- 5.29% |
$15K - $16.5K
|
2.44K
$326K
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-120- 2.56% |
$13.2K - $14.5K
|
4.57K
$610K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-90- 14.63% |
$9.9K - $10.9K
|
525
$70.2K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-58- 0.96% |
$6.38K - $7.02K
|
5.97K
$797K
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 17.01% |
$5.5K - $6.05K
|
244
$32.6K
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-40- 1.47% |
$4.4K - $4.84K
|
2.67K
$357K
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-40- 1.65% |
$4.4K - $4.84K
|
2.38K
$319K
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-30- 1.61% |
$3.3K - $3.63K
|
1.84K
$246K
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-28- 4.64% |
$3.08K - $3.39K
|
576
$77K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-25- 0.47% |
$2.75K - $3.02K
|
5.28K
$705K
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-20- 0.04% |
$2.2K - $2.42K
|
46K
$6.14M
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-20- 0.62% |
$2.2K - $2.42K
|
3.23K
$432K
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-7- 21.21% |
$770 - $847
|
26
$3.47K
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-5- 1.23% |
$550 - $605
|
400
$53.4K
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2- 0.1% |
$220 - $242
|
2K
$267K
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-1- 0.03% |
$110 - $121
|
3.21K
$429K
|
|
Q4 2023 | |||||||
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.35M- 18.12% |
$331M - $375M
|
15.1M
$2.02B
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-79.4K- 77.53% |
$7.83M - $8.87M
|
23K
$3.07M
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-34K- 47.43% |
$3.35M - $3.8M
|
37.6K
$5.03M
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-25.8K- 16.54% |
$2.55M - $2.89M
|
130K
$17.4M
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-8.93K- 78.98% |
$881K - $998K
|
2.38K
$317K
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-8.55K- 59.78% |
$844K - $956K
|
5.75K
$768K
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-8.25K- 34.02% |
$815K - $923K
|
16K
$2.14M
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-6.55K- 63.19% |
$646K - $732K
|
3.81K
$509K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.56K- 95.65% |
$549K - $622K
|
253
$33.8K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.31K- 24.89% |
$524K - $594K
|
16K
$2.14M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.86K- 7.17% |
$480K - $543K
|
62.9K
$8.4M
|