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 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
107KNew |
$13.5M - $14.4M
|
107K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.95K+ 3.88% |
$246K - $262K
|
52.1K
$6.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.47K+ 12.81% |
$313K - $333K
|
21.8K
$2.88M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.02KNew |
$256K - $273K
|
2.02K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
10New |
$1.27K - $1.35K
|
10
$1.32K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-50- 1.53% |
$6.33K - $6.74K
|
3.21K
$425K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
814+ 2.67% |
$103K - $110K
|
31.3K
$4.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-9.45K- 19.77% |
$1.2M - $1.27M
|
38.4K
$5.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-4.21K- 8.74% |
$534K - $568K
|
44K
$5.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-842- 1.26% |
$107K - $113K
|
65.8K
$8.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.55K- 1.36% |
$196K - $209K
|
112K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.14K- 1.68% |
$144K - $153K
|
66.4K
$8.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
411K+ 17578.5% |
$52.1M - $55.4M
|
414K
$54.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.2K- 19.76% |
$406K - $432K
|
13K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 1.68% |
$2.15M - $2.28M
|
1.02M
$136M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
47+ 1.62% |
$5.95K - $6.33K
|
2.94K
$389K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.7K+ 25.7% |
$469K - $499K
|
18.1K
$2.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-105- 4.47% |
$13.3K - $14.1K
|
2.25K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-4.16K- 46.49% |
$527K - $561K
|
4.79K
$634K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 12.56% |
$385K - $409K
|
27.2K
$3.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.16K+ 1.89% |
$654K - $696K
|
278K
$36.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.85% |
$127 - $135
|
118
$15.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
535+ 3.08% |
$67.8K - $72.1K
|
17.9K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.91KNew |
$242K - $258K
|
1.91K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
167New |
$21.2K - $22.5K
|
167
$22.1K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.22K- 1.89% |
$788K - $838K
|
324K
$42.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-125- 1.29% |
$15.8K - $16.8K
|
9.56K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-242- 4.03% |
$30.7K - $32.6K
|
5.77K
$763K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
51+ 2.41% |
$6.46K - $6.87K
|
2.17K
$287K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
13+ 0.76% |
$1.65K - $1.75K
|
1.73K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
431+ 3.42% |
$54.6K - $58.1K
|
13K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-335- 14.38% |
$42.4K - $45.1K
|
2K
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.29K+ 32.97% |
$163K - $174K
|
5.2K
$687K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.97K- 7.39% |
$503K - $535K
|
49.8K
$6.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-326- 0.6% |
$41.3K - $43.9K
|
53.6K
$7.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.42K+ 6.27% |
$180K - $191K
|
24.1K
$3.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-5- 0.01% |
$633 - $674
|
52K
$6.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21.6K- 3.82% |
$2.73M - $2.9M
|
543K
$71.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-22- 0.58% |
$2.79K - $2.96K
|
3.75K
$496K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-647- 80.88% |
$82K - $87.2K
|
153
$20.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.72KNew |
$217K - $231K
|
1.72K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-60.7K- 6.79% |
$7.7M - $8.18M
|
834K
$110M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
272+ 4.01% |
$34.5K - $36.6K
|
7.05K
$933K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
410+ 3.4% |
$51.9K - $55.2K
|
12.5K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.17KNew |
$148K - $157K
|
1.17K
$155K
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
16+ 0.37% |
$2.03K - $2.16K
|
4.31K
$570K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-29.2K- 86.23% |
$3.7M - $3.93M
|
4.66K
$617K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.3K- 2.22% |
$418K - $444K
|
145K
$19.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
2.94K+ 2.04% |
$373K - $397K
|
147K
$19.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.93KNew |
$244K - $260K
|
1.93K
$255K
|