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 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-369- 2.71% |
$46.7K - $49.7K
|
13.3K
$1.78M
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
149+ 2.7% |
$18.9K - $20.1K
|
5.68K
$760K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.08% |
$253 - $269
|
2.37K
$317K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.81K- 13.58% |
$483K - $514K
|
24.3K
$3.25M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
53+ 3.46% |
$6.71K - $7.14K
|
1.58K
$212K
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.31KNew |
$673K - $715K
|
5.31K
$711K
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.56K+ 0.94% |
$197K - $210K
|
168K
$22.4M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
18.8K+ 50.19% |
$2.38M - $2.53M
|
56.2K
$7.53M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
627+ 1.55% |
$79.4K - $84.5K
|
41K
$5.49M
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-120- 3.13% |
$15.2K - $16.2K
|
3.72K
$498K
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-410- 1.86% |
$51.9K - $55.2K
|
21.6K
$2.9M
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8.81K+ 3.59% |
$1.12M - $1.19M
|
254K
$34M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18K+ 170.59% |
$2.28M - $2.43M
|
28.6K
$3.83M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
31.2K+ 349.22% |
$3.95M - $4.2M
|
40.1K
$5.37M
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-4- 0.08% |
$507 - $539
|
5K
$669K
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
228+ 9.43% |
$28.9K - $30.7K
|
2.65K
$354K
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
470+ 1.02% |
$59.5K - $63.3K
|
46.4K
$6.22M
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
21New |
$2.66K - $2.83K
|
21
$2.81K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.71K+ 1.66% |
$470K - $499K
|
227K
$30.4M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.54K- 50.0% |
$195K - $207K
|
1.54K
$206K
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
133+ 3.94% |
$16.8K - $17.9K
|
3.51K
$470K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
570+ 5.0% |
$72.2K - $76.8K
|
12K
$1.6M
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-372- 16.73% |
$47.1K - $50.1K
|
1.85K
$248K
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.14K+ 64.43% |
$145K - $154K
|
2.91K
$390K
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.97K- 0.74% |
$250K - $265K
|
265K
$35.6M
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-402- 4.57% |
$50.9K - $54.2K
|
8.4K
$1.12M
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.31KNew |
$293K - $311K
|
2.31K
$310K
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
16.8K+ 105.0% |
$2.13M - $2.26M
|
32.8K
$4.4M
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
88.7KNew |
$11.2M - $12M
|
88.7K
$11.9M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
410+ 2.0% |
$51.9K - $55.2K
|
21K
$2.81M
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.86% |
$633 - $674
|
586
$78.5K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-160- 1.77% |
$20.3K - $21.6K
|
8.89K
$1.19M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.06K- 3.68% |
$768K - $817K
|
159K
$21.2M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
49+ 1.14% |
$6.21K - $6.6K
|
4.36K
$584K
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
463+ 0.96% |
$58.7K - $62.4K
|
48.7K
$6.52M
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23+ 0.18% |
$2.91K - $3.1K
|
13.1K
$1.76M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-132- 5.55% |
$16.7K - $17.8K
|
2.25K
$301K
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-32.9K- 72.85% |
$4.17M - $4.43M
|
12.3K
$1.64M
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-159- 0.25% |
$20.1K - $21.4K
|
64.1K
$8.59M
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.67K+ 106.17% |
$338K - $359K
|
5.18K
$694K
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-141- 4.91% |
$17.9K - $19K
|
2.73K
$366K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-10- 0.25% |
$1.27K - $1.35K
|
4.01K
$538K
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.04K- 1.61% |
$132K - $141K
|
63.6K
$8.52M
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-2.67K- 31.81% |
$338K - $360K
|
5.73K
$767K
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
33+ 0.15% |
$4.18K - $4.45K
|
22.1K
$2.96M
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.95KNew |
$374K - $398K
|
2.95K
$395K
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-103- 4.86% |
$13K - $13.9K
|
2.02K
$270K
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.72K- 17.68% |
$345K - $367K
|
12.7K
$1.7M
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
88+ 93.62% |
$11.1K - $11.9K
|
182
$24.4K
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.85K+ 7.36% |
$361K - $384K
|
41.6K
$5.57M
|