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 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
130+ 0.78% |
$16.5K - $17.5K
|
16.8K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.35K+ 3.53% |
$298K - $317K
|
68.9K
$9.22M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.3K+ 399.47% |
$1.81M - $1.93M
|
17.9K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11+ 0.09% |
$1.39K - $1.48K
|
11.7K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.05K- 11.27% |
$133K - $141K
|
8.26K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
99+ 3.13% |
$12.5K - $13.3K
|
3.27K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.7K+ 15.91% |
$468K - $498K
|
26.9K
$3.6M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.11K+ 45.92% |
$1.03M - $1.09M
|
25.8K
$3.45M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.98K- 3.07% |
$377K - $401K
|
93.8K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-509- 0.7% |
$64.5K - $68.6K
|
71.9K
$9.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
938+ 47.21% |
$119K - $126K
|
2.93K
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
187+ 0.54% |
$23.7K - $25.2K
|
34.5K
$4.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-2.27K- 7.39% |
$287K - $306K
|
28.4K
$3.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-13- 0.34% |
$1.65K - $1.75K
|
3.8K
$509K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.97KNew |
$249K - $265K
|
1.97K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-283- 5.72% |
$35.9K - $38.1K
|
4.67K
$624K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-255- 2.29% |
$32.3K - $34.4K
|
10.9K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.34K+ 3.09% |
$296K - $315K
|
77.9K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
612+ 2.18% |
$77.5K - $82.5K
|
28.6K
$3.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.28K+ 2.67% |
$415K - $441K
|
126K
$16.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.27K+ 7.34% |
$668K - $710K
|
77.1K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-139- 2.2% |
$17.6K - $18.7K
|
6.17K
$825K
|
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
58.8KNew |
$7.45M - $7.93M
|
58.8K
$7.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-161- 0.55% |
$20.4K - $21.7K
|
28.9K
$3.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-112- 0.93% |
$14.2K - $15.1K
|
11.9K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-223- 2.76% |
$28.2K - $30K
|
7.87K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.64K- 4.23% |
$334K - $355K
|
59.7K
$7.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.41K+ 1.58% |
$305K - $325K
|
155K
$20.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
6+ 0.04% |
$760 - $808
|
13.4K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.67K+ 19.88% |
$211K - $225K
|
10.1K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-844- 2.98% |
$107K - $114K
|
27.5K
$3.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 3.19% |
$12.7K - $13.5K
|
3.04K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-952- 20.05% |
$121K - $128K
|
3.8K
$508K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.68K- 0.31% |
$213K - $226K
|
540K
$72.2M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-144- 2.08% |
$18.2K - $19.4K
|
6.76K
$905K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-54- 8.85% |
$6.84K - $7.28K
|
556
$74.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-16.6K- 13.44% |
$2.1M - $2.23M
|
107K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
6.04K+ 1.94% |
$765K - $814K
|
318K
$42.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-228- 8.64% |
$28.9K - $30.7K
|
2.41K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
892+ 0.65% |
$113K - $120K
|
138K
$18.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
532+ 3.26% |
$67.4K - $71.7K
|
16.8K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.1K+ 1.07% |
$2.42M - $2.57M
|
1.8M
$241M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-290- 4.29% |
$36.7K - $39.1K
|
6.47K
$866K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.06K- 0.71% |
$134K - $143K
|
147K
$19.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-4.1K- 55.09% |
$519K - $552K
|
3.34K
$447K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
209+ 1.17% |
$26.5K - $28.2K
|
18.1K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
1.93KNew |
$244K - $259K
|
1.93K
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.32K+ 2315.0% |
$293K - $312K
|
2.42K
$323K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-787- 21.92% |
$99.7K - $106K
|
2.8K
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
1.07K+ 2.33% |
$135K - $143K
|
46.8K
$6.26M
|