Latest Institutional Transactions on Vanguard Whitehall Fds (Vangua (VYM)
This table provides information on the latest institutional transactions involving Vanguard Whitehall Fds (Vangua (VYM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4.31K+ 684.29% |
$546K - $581K
|
4.94K
$654K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-140- 26.67% |
$17.7K - $18.9K
|
385
$50.9K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.66K+ 29.8% |
$337K - $359K
|
11.6K
$1.53M
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-40- 0.81% |
$5.07K - $5.39K
|
4.92K
$651K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
180K+ 8.3% |
$22.8M - $24.2M
|
2.34M
$310M
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
377+ 5.18% |
$47.8K - $50.8K
|
7.65K
$1.01M
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
4+ 0.13% |
$507 - $539
|
2.99K
$395K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
277+ 2.02% |
$35.1K - $37.3K
|
14K
$1.86M
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-108- 2.77% |
$13.7K - $14.6K
|
3.8K
$502K
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-639- 5.22% |
$80.9K - $86.1K
|
11.6K
$1.54M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.1K- 0.99% |
$1.28M - $1.36M
|
1.01M
$133M
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-74- 4.01% |
$9.37K - $9.97K
|
1.77K
$235K
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
15.8K+ 9.29% |
$2M - $2.13M
|
186K
$24.6M
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.47K- 2.97% |
$312K - $332K
|
80.5K
$10.7M
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
2.65KNew |
$336K - $357K
|
2.65K
$351K
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-1.6K- 0.83% |
$202K - $215K
|
191K
$25.3M
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
4.84KNew |
$613K - $652K
|
4.84K
$641K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.7K+ 3.75% |
$469K - $499K
|
102K
$13.6M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
136+ 0.53% |
$17.2K - $18.3K
|
25.8K
$3.42M
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
8.94K+ 145.72% |
$1.13M - $1.2M
|
15.1K
$2M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.31K+ 1.41% |
$166K - $177K
|
94.6K
$12.5M
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-14- 0.6% |
$1.77K - $1.89K
|
2.33K
$309K
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
274+ 11.18% |
$34.7K - $36.9K
|
2.73K
$361K
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-207- 2.9% |
$26.2K - $27.9K
|
6.93K
$917K
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-104- 0.97% |
$13.2K - $14K
|
10.6K
$1.4M
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-22- 0.35% |
$2.79K - $2.96K
|
6.31K
$834K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-150- 2.9% |
$19K - $20.2K
|
5.02K
$664K
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-565- 1.64% |
$71.6K - $76.1K
|
33.9K
$4.48M
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4.53K+ 56.2% |
$574K - $610K
|
12.6K
$1.67M
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-980- 11.36% |
$124K - $132K
|
7.64K
$1.01M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.09K+ 3.96% |
$265K - $282K
|
55K
$7.28M
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-81- 1.72% |
$10.3K - $10.9K
|
4.63K
$612K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-23.1K- 8.28% |
$2.93M - $3.11M
|
256K
$33.9M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14.5K- 8.69% |
$1.84M - $1.95M
|
152K
$20.2M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.96KNew |
$755K - $803K
|
5.96K
$789K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.16K+ 8.04% |
$400K - $426K
|
42.4K
$5.61M
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.19K- 1.83% |
$278K - $295K
|
118K
$15.6M
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-346- 2.93% |
$43.8K - $46.6K
|
11.5K
$1.52M
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
8+ 0.07% |
$1.01K - $1.08K
|
12.1K
$1.6M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
82New |
$10.4K - $11K
|
82
$10.9K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.14K- 1.8% |
$145K - $154K
|
62.5K
$8.27M
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
48+ 0.09% |
$6.08K - $6.47K
|
55.2K
$7.31M
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
1+ 0.04% |
$127 - $135
|
2.53K
$335K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.51K- 3.14% |
$191K - $203K
|
46.6K
$6.16M
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.51K+ 7.5% |
$192K - $204K
|
21.7K
$2.87M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.13K+ 230.78% |
$650K - $691K
|
7.35K
$973K
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
781+ 74.81% |
$98.9K - $105K
|
1.83K
$241K
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
40New |
$5.07K - $5.39K
|
40
$5.29K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
94.8KNew |
$12M - $12.8M
|
94.8K
$12.5M
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
11+ 0.23% |
$1.39K - $1.48K
|
4.82K
$637K
|