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 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11.3KNew |
$1.44M - $1.53M
|
11.3K
$1.52M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 2.54% |
$12.7K - $13.5K
|
4.04K
$541K
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10+ 0.31% |
$1.27K - $1.35K
|
3.22K
$430K
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
4.85K+ 56.91% |
$615K - $654K
|
13.4K
$1.79M
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-312- 0.55% |
$39.5K - $42K
|
56.5K
$7.55M
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-846- 1.06% |
$107K - $114K
|
79.3K
$10.6M
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.05K- 37.38% |
$133K - $141K
|
1.76K
$235K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.02K- 17.81% |
$130K - $138K
|
4.73K
$632K
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-399- 0.45% |
$50.5K - $53.8K
|
87.7K
$11.7M
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.38K+ 6.96% |
$301K - $320K
|
36.5K
$4.88M
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
639+ 13.27% |
$80.9K - $86.1K
|
5.46K
$730K
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-298- 0.83% |
$37.8K - $40.2K
|
35.5K
$4.75M
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.35% |
$3.29K - $3.5K
|
7.4K
$990K
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.04% |
$127 - $135
|
2.6K
$348K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.24K+ 11.31% |
$918K - $976K
|
71.3K
$9.54M
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
178+ 7.39% |
$22.5K - $24K
|
2.59K
$346K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
184+ 9.42% |
$23.3K - $24.8K
|
2.14K
$286K
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
177+ 1.52% |
$22.4K - $23.8K
|
11.8K
$1.58M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
54.9KNew |
$6.95M - $7.39M
|
54.9K
$7.34M
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.21% |
$127 - $135
|
469
$62.7K
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
175+ 7.19% |
$22.2K - $23.6K
|
2.61K
$349K
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-7- 0.15% |
$887 - $943
|
4.63K
$620K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
5+ 0.08% |
$633 - $674
|
6.28K
$840K
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
20+ 1.08% |
$2.53K - $2.69K
|
1.87K
$250K
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-5.17K- 1.76% |
$655K - $696K
|
288K
$38.6M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-245- 1.73% |
$31K - $33K
|
13.9K
$1.86M
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-279- 10.78% |
$35.3K - $37.6K
|
2.31K
$309K
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
454+ 0.23% |
$57.5K - $61.2K
|
198K
$26.5M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.59K+ 5.37% |
$201K - $214K
|
31.2K
$4.17M
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
100+ 0.63% |
$12.7K - $13.5K
|
16.1K
$2.15M
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
25.7K+ 4.6% |
$3.26M - $3.47M
|
585K
$78.2M
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
437+ 2.77% |
$55.4K - $58.9K
|
16.2K
$2.17M
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-61- 3.71% |
$7.73K - $8.22K
|
1.58K
$212K
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-156- 4.81% |
$19.8K - $21K
|
3.09K
$413K
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-111- 11.88% |
$14.1K - $15K
|
823
$110K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
174+ 10.89% |
$22K - $23.4K
|
1.77K
$237K
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-1.92K- 30.87% |
$243K - $258K
|
4.29K
$574K
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.63K+ 7.28% |
$206K - $219K
|
23.9K
$3.2M
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
43KNew |
$5.44M - $5.79M
|
43K
$5.75M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
292+ 1.06% |
$37K - $39.3K
|
27.8K
$3.71M
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-22- 0.41% |
$2.79K - $2.96K
|
5.36K
$716K
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
184+ 41.91% |
$23.3K - $24.8K
|
623
$83.3K
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-29- 0.91% |
$3.67K - $3.91K
|
3.17K
$424K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.92K+ 18.68% |
$370K - $394K
|
18.6K
$2.48M
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.3K+ 6.61% |
$418K - $445K
|
53.2K
$7.12M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
302+ 0.89% |
$38.3K - $40.7K
|
34.1K
$4.57M
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-681- 17.17% |
$86.3K - $91.8K
|
3.29K
$439K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.11K- 2.47% |
$141K - $150K
|
44K
$5.88M
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
22.2K+ 5.15% |
$2.81M - $2.99M
|
454K
$60.7M
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.82K+ 1.69% |
$230K - $245K
|
109K
$14.6M
|