Pensionmark Financial Group, LLC Vanguard Whitehall Fds (Vangua Transaction History

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 60,805 shares of VYM stock, worth $8.57 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

60,805

Previous 53,328 14.02%

Holding current value

$8.57 Million

Previous $7.11 Million 20.55%

% of portfolio

0.18%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$132.9 - $142.03 $993,693 - $1.06 Million	7,477 Added 14.02%	60,805 $8.57 Million
Q2 2025 Aug 04, 2025	BUY	$114.78 - $133.31 $2.12 Million - $2.46 Million	18,475 Added 53.01%	53,328 $7.11 Million
Q1 2025 Apr 29, 2025	BUY	$126.11 - $135.06 $1.19 Million - $1.27 Million	9,409 Added 36.98%	34,853 $4.49 Million
Q4 2024 Feb 12, 2025	BUY	$126.68 - $134.74 $317,333 - $337,523	2,505 Added 10.92%	25,444 $3.25 Million
Q3 2024 Nov 25, 2024	SELL	$117.9 - $128.2 $15.6 Million - $17 Million	-132,287 Reduced 85.22%	22,939 $2.94 Million

Q3 2024 Nov 14, 2024	BUY	$117.9 - $128.2 $17.8 Million - $19.4 Million	151,065 Added 3630.5%	155,226 $19.9 Million
Q2 2024 Aug 14, 2024	BUY	$114.71 - $121.51 $477,308 - $505,603	4,161 New	4,161 $493,000
Q4 2023 Feb 14, 2024	BUY	$98.71 - $111.84 $201,664 - $228,489	2,043 New	2,043 $228,000

Others Institutions Holding VYM

# of Institutions

2,114

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Pensionmark Financial Group, LLC Vanguard Whitehall Fds (Vangua Transaction History