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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-230- 10.54% |
$23.3K - $24.8K
|
1.95K
$263K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-146- 7.28% |
$14.8K - $15.7K
|
1.86K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-137- 2.74% |
$13.9K - $14.8K
|
4.86K
$655K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-36- 0.55% |
$3.65K - $3.88K
|
6.51K
$877K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-22- 1.05% |
$2.23K - $2.37K
|
2.08K
$281K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-20- 0.82% |
$2.03K - $2.15K
|
2.41K
$325K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-12- 0.53% |
$1.22K - $1.29K
|
2.24K
$302K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-224K- 99.04% |
$22.6M - $24.9M
|
2.16K
$291K
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-76.2K- 92.11% |
$7.69M - $8.5M
|
6.53K
$880K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-43.4K- 20.6% |
$4.37M - $4.83M
|
167K
$22.5M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-5.19K- 67.52% |
$524K - $579K
|
2.5K
$337K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-3.55KClosed |
$358K - $396K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-2.66K- 4.02% |
$268K - $296K
|
63.3K
$8.53M
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-2.46KClosed |
$248K - $274K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.25K- 4.19% |
$227K - $251K
|
51.4K
$6.93M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.23KClosed |
$225K - $248K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-858- 18.26% |
$86.5K - $95.6K
|
3.84K
$518K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-629- 9.35% |
$63.4K - $70.1K
|
6.1K
$822K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-612- 23.14% |
$61.7K - $68.2K
|
2.03K
$274K
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-525- 20.08% |
$52.9K - $58.5K
|
2.09K
$282K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-500- 3.59% |
$50.4K - $55.7K
|
13.4K
$1.81M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-438- 45.53% |
$44.2K - $48.8K
|
524
$70.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-391- 16.39% |
$39.4K - $43.6K
|
1.99K
$269K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-385- 48.0% |
$38.8K - $42.9K
|
417
$56.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-350- 94.59% |
$35.3K - $39K
|
20
$2.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-326- 14.14% |
$32.9K - $36.3K
|
1.98K
$267K
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-230- 9.2% |
$23.2K - $25.6K
|
2.27K
$306K
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-205- 9.34% |
$20.7K - $22.8K
|
1.99K
$268K
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-54- 2.65% |
$5.44K - $6.02K
|
1.99K
$268K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-18- 0.38% |
$1.81K - $2.01K
|
4.66K
$629K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-6- 0.29% |
$605 - $669
|
2.04K
$275K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-556K- 99.08% |
$53.4M - $62.9M
|
5.18K
$699K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-3.51K- 53.08% |
$338K - $397K
|
3.1K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-2.94KClosed |
$282K - $332K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.54K- 33.48% |
$244K - $288K
|
5.05K
$681K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.31K- 25.56% |
$222K - $261K
|
6.72K
$906K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.24K- 36.65% |
$215K - $253K
|
3.87K
$522K
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
SELL
|
- |
-1.16K- 32.11% |
$112K - $131K
|
2.45K
$331K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-670- 21.87% |
$64.4K - $75.8K
|
2.39K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-470- 3.08% |
$45.2K - $53.2K
|
14.8K
$2M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-390- 64.46% |
$37.5K - $44.1K
|
215
$29K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-312- 6.58% |
$30K - $35.3K
|
4.43K
$597K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-235- 9.22% |
$22.6K - $26.6K
|
2.32K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-203- 1.12% |
$19.5K - $23K
|
17.9K
$2.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-200- 42.11% |
$19.2K - $22.6K
|
275
$37.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-189- 6.18% |
$18.2K - $21.4K
|
2.87K
$387K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-166- 56.08% |
$16K - $18.8K
|
130
$17.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-124- 2.76% |
$11.9K - $14K
|
4.37K
$588K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-119- 3.22% |
$11.4K - $13.5K
|
3.58K
$482K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-59- 0.66% |
$5.67K - $6.68K
|
8.89K
$1.2M
|
|