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 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.08% |
$1.14K - $1.21K
|
11K
$1.45M
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.07K- 1.69% |
$135K - $144K
|
62.2K
$8.23M
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
150+ 6.65% |
$19K - $20.2K
|
2.41K
$318K
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
220+ 2.51% |
$27.9K - $29.6K
|
8.99K
$1.19M
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-42- 0.5% |
$5.32K - $5.66K
|
8.35K
$1.1M
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.11K+ 10.2% |
$267K - $284K
|
22.8K
$3.02M
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
45+ 0.05% |
$5.7K - $6.06K
|
96.9K
$12.8M
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3+ 0.07% |
$380 - $404
|
4.3K
$570K
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
254+ 7.22% |
$32.2K - $34.2K
|
3.77K
$499K
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.57KNew |
$326K - $347K
|
2.57K
$340K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
101KNew |
$12.8M - $13.6M
|
101K
$13.4M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19K- 2.04% |
$2.41M - $2.56M
|
915K
$121M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.64K+ 70.62% |
$714K - $760K
|
13.6K
$1.8M
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
17.6KNew |
$2.22M - $2.37M
|
17.6K
$2.32M
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-25- 0.25% |
$3.17K - $3.37K
|
10K
$1.32M
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.9KNew |
$240K - $255K
|
1.9K
$251K
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
104K+ 22.49% |
$13.1M - $14M
|
565K
$74.8M
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-405- 23.46% |
$51.3K - $54.6K
|
1.32K
$175K
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
320New |
$40.5K - $43.1K
|
320
$42.3K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.39KNew |
$176K - $187K
|
1.39K
$184K
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.75K+ 3.03% |
$221K - $235K
|
59.3K
$7.85M
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
14+ 0.12% |
$1.77K - $1.89K
|
11.4K
$1.51M
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
15.1KNew |
$1.92M - $2.04M
|
15.1K
$2M
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
15.5KNew |
$1.97M - $2.09M
|
15.5K
$2.06M
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5+ 0.11% |
$633 - $674
|
4.61K
$610K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-188K- 20.07% |
$23.8M - $25.3M
|
749K
$99.1M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-276- 1.61% |
$35K - $37.2K
|
16.9K
$2.24M
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-74- 29.48% |
$9.37K - $9.97K
|
177
$23.4K
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-33- 0.24% |
$4.18K - $4.45K
|
13.5K
$1.79M
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
917+ 13.09% |
$116K - $124K
|
7.92K
$1.05M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.2K- 37.53% |
$1.92M - $2.05M
|
25.3K
$3.35M
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-22.7K- 92.82% |
$2.87M - $3.05M
|
1.75K
$232K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.96K+ 8.2% |
$629K - $669K
|
65.5K
$8.67M
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-323- 1.62% |
$40.9K - $43.5K
|
19.6K
$2.6M
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
637+ 28.35% |
$80.7K - $85.8K
|
2.88K
$382K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
77New |
$9.75K - $10.4K
|
77
$10.2K
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
410+ 5.2% |
$51.9K - $55.2K
|
8.29K
$1.1M
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-705- 2.76% |
$89.3K - $95K
|
24.8K
$3.29M
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
2.03KNew |
$257K - $274K
|
2.03K
$269K
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
17.8KNew |
$2.26M - $2.4M
|
17.8K
$2.36M
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-870- 20.37% |
$110K - $117K
|
3.4K
$450K
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1- 0.03% |
$127 - $135
|
3.2K
$423K
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
605+ 4.88% |
$76.6K - $81.5K
|
13K
$1.72M
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
447+ 3.09% |
$56.6K - $60.2K
|
14.9K
$1.97M
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
40.8KNew |
$5.17M - $5.5M
|
40.8K
$5.4M
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4.9KNew |
$621K - $660K
|
4.9K
$648K
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-7.38K- 79.82% |
$935K - $995K
|
1.87K
$247K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
966+ 5.72% |
$122K - $130K
|
17.9K
$2.36M
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-17.6K- 7.79% |
$2.22M - $2.36M
|
208K
$27.5M
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
2.7K+ 5.89% |
$342K - $364K
|
48.5K
$6.42M
|