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 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.29K+ 32.97% |
$163K - $174K
|
5.2K
$676K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.97K- 7.39% |
$503K - $535K
|
49.8K
$6.48M
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-326- 0.6% |
$41.3K - $43.9K
|
53.6K
$6.98M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.42K+ 6.27% |
$180K - $191K
|
24.1K
$3.13M
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-5- 0.01% |
$633 - $674
|
52K
$6.78M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21.6K- 3.82% |
$2.73M - $2.9M
|
543K
$70.7M
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-22- 0.58% |
$2.79K - $2.96K
|
3.75K
$488K
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-647- 80.88% |
$82K - $87.2K
|
153
$19.9K
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.72KNew |
$217K - $231K
|
1.72K
$223K
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-60.7K- 6.79% |
$7.7M - $8.18M
|
834K
$109M
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
272+ 4.01% |
$34.5K - $36.6K
|
7.05K
$918K
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
410+ 3.4% |
$51.9K - $55.2K
|
12.5K
$1.62M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.17KNew |
$148K - $157K
|
1.17K
$152K
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
16+ 0.37% |
$2.03K - $2.16K
|
4.31K
$561K
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-29.2K- 86.23% |
$3.7M - $3.93M
|
4.66K
$607K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.3K- 2.22% |
$418K - $444K
|
145K
$18.9M
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
2.94K+ 2.04% |
$373K - $397K
|
147K
$19.1M
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.93KNew |
$244K - $260K
|
1.93K
$251K
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
460+ 5.5% |
$58.3K - $62K
|
8.82K
$1.15M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-3.73K- 1.45% |
$472K - $502K
|
253K
$33M
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.1% |
$380 - $404
|
2.99K
$390K
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
155+ 5.65% |
$19.6K - $20.9K
|
2.9K
$377K
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3+ 0.06% |
$380 - $404
|
4.93K
$642K
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
14.3KNew |
$1.81M - $1.92M
|
14.3K
$1.86M
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-13K- 2.84% |
$1.64M - $1.75M
|
443K
$57.7M
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.57KNew |
$199K - $212K
|
1.57K
$204K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
794+ 1.35% |
$101K - $107K
|
59.8K
$7.78M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-6.29K- 1.6% |
$797K - $847K
|
387K
$50.4M
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
14+ 0.5% |
$1.77K - $1.89K
|
2.83K
$368K
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-83- 0.31% |
$10.5K - $11.2K
|
26.9K
$3.5M
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-36- 0.42% |
$4.56K - $4.85K
|
8.56K
$1.11M
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
11+ 2.52% |
$1.39K - $1.48K
|
447
$58.2K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.86K+ 32.76% |
$489K - $520K
|
15.6K
$2.04M
|
|
Feb 06, 2025
Q4 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-215- 0.27% |
$27.2K - $29K
|
78.5K
$10.2M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.22MNew |
$915M - $973M
|
7.22M
$940M
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-30.9K- 43.49% |
$3.92M - $4.17M
|
40.2K
$5.23M
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1+ 0.05% |
$127 - $135
|
1.87K
$243K
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-309- 1.17% |
$39.1K - $41.6K
|
26.1K
$3.4M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
39.7K+ 63.98% |
$5.03M - $5.35M
|
102K
$13.2M
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.23% |
$507 - $539
|
1.75K
$228K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2K- 22.63% |
$253K - $269K
|
6.84K
$890K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
251+ 2.44% |
$31.8K - $33.8K
|
10.6K
$1.37M
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
112+ 0.75% |
$14.2K - $15.1K
|
15K
$1.95M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-535K- 48.75% |
$67.8M - $72.1M
|
562K
$73.2M
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.62K+ 47.69% |
$205K - $219K
|
5.02K
$654K
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-43- 1.93% |
$5.45K - $5.79K
|
2.18K
$284K
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-150- 2.31% |
$19K - $20.2K
|
6.34K
$825K
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
205+ 0.28% |
$26K - $27.6K
|
72.5K
$9.44M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
37+ 0.51% |
$4.69K - $4.99K
|
7.3K
$951K
|