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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.54K- 13.21% |
$152K - $173K
|
10.1K
$1.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 2.32% |
$122K - $138K
|
52.1K
$7.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.16K- 16.25% |
$115K - $130K
|
6K
$808K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.1K- 11.85% |
$109K - $123K
|
8.21K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1K- 10.78% |
$98.7K - $112K
|
8.28K
$1.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-973- 9.78% |
$96K - $109K
|
8.98K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-755- 18.02% |
$74.5K - $84.4K
|
3.44K
$463K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-442- 9.57% |
$43.6K - $49.4K
|
4.18K
$563K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-300- 9.9% |
$29.6K - $33.6K
|
2.73K
$368K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-75- 9.97% |
$7.4K - $8.39K
|
677
$91.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 0.29% |
$1.48K - $1.68K
|
5.25K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1- 0.04% |
$98.7 - $112
|
2.4K
$324K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1- 3.85% |
$98.7 - $112
|
25
$3.37K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-44K- 5.59% |
$4.54M - $4.85M
|
742K
$100M
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-36.3K- 88.36% |
$3.75M - $4.01M
|
4.78K
$645K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-31.4K- 12.66% |
$3.25M - $3.47M
|
217K
$29.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-28.8K- 82.4% |
$2.97M - $3.18M
|
6.15K
$829K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-14.5KClosed |
$1.49M - $1.6M
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-7.16K- 36.22% |
$740K - $790K
|
12.6K
$1.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-5.13K- 71.35% |
$530K - $566K
|
2.06K
$278K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.03K- 46.83% |
$519K - $554K
|
5.71K
$769K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-3K- 92.36% |
$310K - $331K
|
248
$33.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.73K- 41.46% |
$282K - $301K
|
3.85K
$519K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.03K- 6.53% |
$106K - $113K
|
14.7K
$1.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-988- 33.66% |
$102K - $109K
|
1.95K
$262K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-840- 68.8% |
$86.8K - $92.7K
|
381
$51.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-247- 96.86% |
$25.5K - $27.3K
|
8
$1.08K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-229- 6.22% |
$23.7K - $25.3K
|
3.46K
$466K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-161- 5.65% |
$16.6K - $17.8K
|
2.69K
$363K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-159- 7.31% |
$16.4K - $17.5K
|
2.02K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-100- 5.15% |
$10.3K - $11K
|
1.84K
$248K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-15- 0.09% |
$1.55K - $1.66K
|
17.5K
$2.36M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.42M- 94.56% |
$144M - $153M
|
81.8K
$11M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-264K- 99.82% |
$26.7M - $28.4M
|
463
$62.4K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-19.5KClosed |
$1.97M - $2.1M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-19.3K- 28.85% |
$1.96M - $2.08M
|
47.6K
$6.42M
|
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
SELL
|
- |
-7.9K- 1.94% |
$801K - $851K
|
398K
$53.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-6.85K- 8.35% |
$694K - $738K
|
75.2K
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6.77K- 77.35% |
$686K - $729K
|
1.98K
$267K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-5.89K- 74.61% |
$597K - $634K
|
2K
$270K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-4.31K- 27.59% |
$436K - $464K
|
11.3K
$1.52M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-4.31K- 27.59% |
$436K - $464K
|
11.3K
$1.52M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.42K- 35.41% |
$144K - $153K
|
2.59K
$349K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.18K- 88.08% |
$120K - $127K
|
160
$21.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-1.18K- 2.07% |
$119K - $127K
|
55.6K
$7.5M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-548- 28.0% |
$55.5K - $59K
|
1.41K
$190K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-452- 28.92% |
$45.8K - $48.7K
|
1.11K
$150K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-356- 8.17% |
$36.1K - $38.3K
|
4K
$540K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-338- 88.95% |
$34.3K - $36.4K
|
42
$5.66K
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-257- 0.95% |
$26K - $27.7K
|
26.8K
$3.62M
|
|