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 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
30.3K+ 4.68% |
$3.84M - $4.09M
|
678K
$90.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-12.8K- 50.4% |
$1.62M - $1.73M
|
12.6K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.74K+ 15.17% |
$220K - $234K
|
13.2K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-14- 5.74% |
$1.77K - $1.89K
|
230
$30.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
300+ 15.35% |
$38K - $40.4K
|
2.25K
$302K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.59K+ 15.45% |
$202K - $215K
|
11.9K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-2.01K- 0.83% |
$254K - $270K
|
239K
$31.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-271- 12.15% |
$34.3K - $36.5K
|
1.96K
$262K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
4+ 0.09% |
$507 - $539
|
4.69K
$628K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
900+ 32.81% |
$114K - $121K
|
3.64K
$487K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.85K+ 35.83% |
$361K - $384K
|
10.8K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
16+ 0.03% |
$2.03K - $2.16K
|
46.9K
$6.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.95K+ 13.84% |
$373K - $397K
|
24.2K
$3.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-40- 0.66% |
$5.07K - $5.39K
|
6.05K
$809K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.12K+ 53.87% |
$396K - $421K
|
8.92K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-50- 1.79% |
$6.33K - $6.74K
|
2.75K
$367K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
52+ 0.75% |
$6.59K - $7.01K
|
6.99K
$935K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-165- 0.27% |
$20.9K - $22.2K
|
60.1K
$8.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-19.8K- 26.67% |
$2.51M - $2.67M
|
54.5K
$7.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.54K- 2.1% |
$322K - $343K
|
119K
$15.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.95K+ 7.09% |
$1.01M - $1.07M
|
120K
$16.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-153- 1.08% |
$19.4K - $20.6K
|
14.1K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-830- 67.15% |
$105K - $112K
|
406
$54.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
30+ 0.28% |
$3.8K - $4.04K
|
10.7K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.71K- 12.28% |
$344K - $366K
|
19.4K
$2.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-105- 7.68% |
$13.3K - $14.1K
|
1.26K
$169K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.52K+ 5.93% |
$953K - $1.01M
|
134K
$18M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
4+ 0.11% |
$507 - $539
|
3.75K
$502K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
431+ 7.58% |
$54.6K - $58.1K
|
6.12K
$819K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.41K- 1.55% |
$178K - $190K
|
89.2K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$127 - $135
|
1
$134
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
55+ 2.75% |
$6.97K - $7.41K
|
2.06K
$275K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.74K+ 30.0% |
$473K - $504K
|
16.2K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
88.5K+ 207.53% |
$11.2M - $11.9M
|
131K
$17.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
9.24K+ 1.17% |
$1.17M - $1.25M
|
797K
$107M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.18K+ 18.07% |
$276K - $294K
|
14.3K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
339+ 12.06% |
$42.9K - $45.7K
|
3.15K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.56K- 2.39% |
$197K - $210K
|
63.5K
$8.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.83K+ 6.74% |
$232K - $247K
|
29K
$3.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
61+ 1.3% |
$7.73K - $8.22K
|
4.76K
$636K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.6K+ 10.74% |
$1.34M - $1.43M
|
109K
$14.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
328+ 4.51% |
$41.6K - $44.2K
|
7.59K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-107- 1.9% |
$13.6K - $14.4K
|
5.54K
$741K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
876+ 3.2% |
$111K - $118K
|
28.2K
$3.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-197- 2.84% |
$25K - $26.5K
|
6.73K
$901K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
138+ 0.9% |
$17.5K - $18.6K
|
15.5K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-349- 1.45% |
$44.2K - $47K
|
23.7K
$3.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
201+ 7.89% |
$25.5K - $27.1K
|
2.75K
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
299+ 6.93% |
$37.9K - $40.3K
|
4.62K
$617K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1.83KNew |
$232K - $247K
|
1.83K
$245K
|