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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-87- 34.25% |
$11K - $11.7K
|
167
$22.1K
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-327- 10.66% |
$41.4K - $44.1K
|
2.74K
$363K
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$253 - $269
|
3.45K
$457K
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-80- 4.44% |
$10.1K - $10.8K
|
1.72K
$228K
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-12.1K- 41.47% |
$1.54M - $1.64M
|
17.1K
$2.27M
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-75- 2.47% |
$9.5K - $10.1K
|
2.96K
$392K
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
4.7K+ 6.96% |
$595K - $633K
|
72.2K
$9.55M
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
7+ 0.18% |
$887 - $943
|
3.82K
$506K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
92+ 1.02% |
$11.7K - $12.4K
|
9.14K
$1.21M
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-24.6K- 41.89% |
$3.12M - $3.32M
|
34.2K
$4.52M
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-235- 10.24% |
$29.8K - $31.7K
|
2.06K
$272K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.11% |
$127 - $135
|
916
$121K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
49+ 0.41% |
$6.21K - $6.6K
|
12.1K
$1.61M
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
11.2KNew |
$1.42M - $1.51M
|
11.2K
$1.48M
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.98K+ 94.35% |
$504K - $536K
|
8.19K
$1.08M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 0.54% |
$507 - $539
|
750
$99.2K
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-160- 0.36% |
$20.3K - $21.6K
|
44.3K
$5.87M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-1- 0.01% |
$127 - $135
|
8.76K
$1.16M
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-1.78K- 2.73% |
$226K - $240K
|
63.6K
$8.41M
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
481New |
$60.9K - $64.8K
|
481
$63.6K
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
365+ 1.96% |
$46.2K - $49.2K
|
19K
$2.51M
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.33KNew |
$295K - $314K
|
2.33K
$308K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.49KNew |
$568K - $604K
|
4.49K
$593K
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1- 0.04% |
$127 - $135
|
2.44K
$322K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-210- 4.74% |
$26.6K - $28.3K
|
4.22K
$558K
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-15- 0.04% |
$1.9K - $2.02K
|
40.4K
$5.35M
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-719- 1.48% |
$91.1K - $96.9K
|
48K
$6.35M
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
27.3K+ 3.05% |
$3.46M - $3.68M
|
923K
$122M
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
79+ 5.03% |
$10K - $10.6K
|
1.65K
$218K
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.17% |
$633 - $674
|
2.89K
$382K
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
405+ 1.97% |
$51.3K - $54.6K
|
21K
$2.77M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.91K+ 19.36% |
$1.26M - $1.33M
|
61.1K
$8.08M
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
3.02K+ 104.21% |
$383K - $407K
|
5.92K
$784K
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
28+ 1.29% |
$3.55K - $3.77K
|
2.2K
$291K
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
2.08KNew |
$263K - $280K
|
2.08K
$275K
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
110+ 1.79% |
$13.9K - $14.8K
|
6.26K
$829K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.75K+ 5.25% |
$221K - $236K
|
35K
$4.64M
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
3.22KNew |
$408K - $434K
|
3.22K
$426K
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-192- 1.56% |
$24.3K - $25.9K
|
12.1K
$1.6M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
11+ 0.17% |
$1.39K - $1.48K
|
6.64K
$879K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
930+ 16.59% |
$118K - $125K
|
6.54K
$865K
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-63- 2.61% |
$7.98K - $8.49K
|
2.35K
$311K
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-20- 1.21% |
$2.53K - $2.69K
|
1.63K
$215K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.91K+ 5.37% |
$242K - $257K
|
37.4K
$4.95M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
989New |
$125K - $133K
|
989
$131K
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-557- 1.12% |
$70.6K - $75.1K
|
49K
$6.48M
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
537+ 1.92% |
$68K - $72.4K
|
28.6K
$3.78M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
4.84K+ 6.2% |
$613K - $652K
|
82.9K
$11M
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
3.9K+ 45.41% |
$494K - $525K
|
12.5K
$1.65M
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.6KNew |
$203K - $216K
|
1.6K
$212K
|