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 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
500+ 14.04% |
$63.3K - $67.4K
|
4.06K
$537K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.82K- 9.32% |
$991K - $1.05M
|
76.1K
$10.1M
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
693+ 0.34% |
$87.8K - $93.4K
|
206K
$27.2M
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.59KNew |
$581K - $618K
|
4.59K
$607K
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-51- 0.51% |
$6.46K - $6.87K
|
10K
$1.33M
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-100- 1.04% |
$12.7K - $13.5K
|
9.54K
$1.26M
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
10.8KNew |
$1.37M - $1.46M
|
10.8K
$1.43M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
416New |
$52.7K - $56.1K
|
416
$55K
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-86- 1.48% |
$10.9K - $11.6K
|
5.71K
$756K
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1New |
$127 - $135
|
1
$132
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-602- 11.18% |
$76.3K - $81.1K
|
4.79K
$633K
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-8.98K- 14.97% |
$1.14M - $1.21M
|
51K
$6.75M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.1K- 14.63% |
$520K - $553K
|
23.9K
$3.17M
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-183- 2.3% |
$23.2K - $24.7K
|
7.79K
$1.03M
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.09K- 38.25% |
$138K - $146K
|
1.75K
$232K
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-377- 2.08% |
$47.8K - $50.8K
|
17.8K
$2.35M
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.03% |
$380 - $404
|
9.05K
$1.2M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
307New |
$38.9K - $41.4K
|
307
$40.6K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.08KNew |
$391K - $415K
|
3.08K
$408K
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
466+ 29.03% |
$59K - $62.8K
|
2.07K
$274K
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.19K- 4.51% |
$151K - $160K
|
25.2K
$3.33M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16.6K- 70.37% |
$2.1M - $2.24M
|
6.99K
$925K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.9K+ 1.66% |
$1.38M - $1.47M
|
669K
$88.6M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.06K+ 29.8% |
$261K - $278K
|
8.97K
$1.19M
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
384+ 3.22% |
$48.6K - $51.7K
|
12.3K
$1.63M
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
3+ 0.09% |
$380 - $404
|
3.45K
$456K
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
280+ 1.03% |
$35.5K - $37.7K
|
27.4K
$3.62M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1K- 5.05% |
$127K - $135K
|
18.8K
$2.49M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.36K- 3.26% |
$299K - $318K
|
70.1K
$9.27M
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.47K+ 7.47% |
$187K - $199K
|
21.2K
$2.81M
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.83K+ 14.01% |
$358K - $381K
|
23K
$3.04M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.17K- 6.25% |
$655K - $696K
|
77.5K
$10.3M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.09K+ 1.83% |
$391K - $416K
|
172K
$22.8M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-23.5K- 39.84% |
$2.98M - $3.17M
|
35.5K
$4.7M
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
19+ 1.06% |
$2.41K - $2.56K
|
1.82K
$241K
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-178- 0.98% |
$22.5K - $24K
|
18K
$2.38M
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-449- 13.63% |
$56.9K - $60.5K
|
2.85K
$377K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.93K+ 9.33% |
$372K - $395K
|
34.4K
$4.55M
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
18+ 0.32% |
$2.28K - $2.43K
|
5.58K
$739K
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-90- 2.44% |
$11.4K - $12.1K
|
3.6K
$476K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 0.56% |
$633 - $674
|
891
$118K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 1.5% |
$131K - $139K
|
70K
$9.26M
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-31- 0.27% |
$3.93K - $4.18K
|
11.6K
$1.54M
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
717+ 0.57% |
$90.8K - $96.6K
|
125K
$16.6M
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-78- 0.72% |
$9.88K - $10.5K
|
10.7K
$1.42M
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
96+ 2.17% |
$12.2K - $12.9K
|
4.52K
$599K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-491- 16.83% |
$62.2K - $66.2K
|
2.43K
$321K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-369- 2.71% |
$46.7K - $49.7K
|
13.3K
$1.75M
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
149+ 2.7% |
$18.9K - $20.1K
|
5.68K
$751K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.08% |
$253 - $269
|
2.37K
$313K
|