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
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.13KNew |
$649K - $691K
|
5.13K
$686K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
16.1KNew |
$2.03M - $2.16M
|
16.1K
$2.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-25.6K- 96.07% |
$3.24M - $3.44M
|
1.05K
$140K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2+ 0.08% |
$253 - $269
|
2.58K
$346K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
11.2KNew |
$1.42M - $1.51M
|
11.2K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
28+ 0.51% |
$3.55K - $3.77K
|
5.51K
$738K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-950- 6.63% |
$120K - $128K
|
13.4K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-945- 1.33% |
$120K - $127K
|
70.3K
$9.42M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.51KNew |
$318K - $338K
|
2.51K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
1.66KNew |
$210K - $224K
|
1.66K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.22K+ 4.57% |
$281K - $299K
|
50.9K
$6.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-782- 4.75% |
$99.1K - $105K
|
15.7K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-96- 0.43% |
$12.2K - $12.9K
|
22.4K
$3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
51+ 0.76% |
$6.46K - $6.87K
|
6.74K
$903K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-87- 1.81% |
$11K - $11.7K
|
4.73K
$634K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-537- 15.03% |
$68K - $72.4K
|
3.04K
$407K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
861New |
$109K - $116K
|
861
$115K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
800+ 5.56% |
$101K - $108K
|
15.2K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.01K+ 3.45% |
$255K - $271K
|
60.4K
$8.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.19K- 0.87% |
$278K - $295K
|
249K
$33.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.08K+ 12.94% |
$137K - $145K
|
9.42K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.21K- 0.73% |
$154K - $164K
|
164K
$22M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-48- 2.3% |
$6.08K - $6.47K
|
2.04K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-55- 0.96% |
$6.97K - $7.41K
|
5.65K
$757K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-87- 34.25% |
$11K - $11.7K
|
167
$22.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-327- 10.66% |
$41.4K - $44.1K
|
2.74K
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$253 - $269
|
3.45K
$463K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-80- 4.44% |
$10.1K - $10.8K
|
1.72K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-12.1K- 41.47% |
$1.54M - $1.64M
|
17.1K
$2.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-75- 2.47% |
$9.5K - $10.1K
|
2.96K
$396K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
4.7K+ 6.96% |
$595K - $633K
|
72.2K
$9.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
7+ 0.18% |
$887 - $943
|
3.82K
$512K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
92+ 1.02% |
$11.7K - $12.4K
|
9.14K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-24.6K- 41.89% |
$3.12M - $3.32M
|
34.2K
$4.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-235- 10.24% |
$29.8K - $31.7K
|
2.06K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.11% |
$127 - $135
|
916
$123K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
49+ 0.41% |
$6.21K - $6.6K
|
12.1K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
11.2KNew |
$1.42M - $1.51M
|
11.2K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.98K+ 94.35% |
$504K - $536K
|
8.19K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 0.54% |
$507 - $539
|
750
$100K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-160- 0.36% |
$20.3K - $21.6K
|
44.3K
$5.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-1- 0.01% |
$127 - $135
|
8.76K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-1.78K- 2.73% |
$226K - $240K
|
63.6K
$8.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
481New |
$60.9K - $64.8K
|
481
$64.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
365+ 1.96% |
$46.2K - $49.2K
|
19K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.33KNew |
$295K - $314K
|
2.33K
$312K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.49KNew |
$568K - $604K
|
4.49K
$601K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1- 0.04% |
$127 - $135
|
2.44K
$326K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-210- 4.74% |
$26.6K - $28.3K
|
4.22K
$565K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-15- 0.04% |
$1.9K - $2.02K
|
40.4K
$5.41M
|