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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-18- 0.22% |
$2.12K - $2.31K
|
8.25K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
877+ 5.92% |
$103K - $112K
|
15.7K
$2.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-30- 1.14% |
$3.54K - $3.85K
|
2.61K
$349K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.47K- 48.92% |
$527K - $573K
|
4.67K
$624K
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-36- 0.42% |
$4.24K - $4.62K
|
8.52K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2KNew |
$236K - $256K
|
2K
$268K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-43- 0.52% |
$5.07K - $5.51K
|
8.3K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-23- 79.31% |
$2.71K - $2.95K
|
6
$803
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.38K- 36.46% |
$281K - $305K
|
4.15K
$555K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
4.13KNew |
$487K - $529K
|
4.13K
$552K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
750New |
$88.4K - $96.1K
|
750
$100K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
96New |
$11.3K - $12.3K
|
96
$12.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
10.1KNew |
$1.19M - $1.3M
|
10.1K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.35K+ 5.29% |
$160K - $173K
|
26.9K
$3.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-240- 2.87% |
$28.3K - $30.8K
|
8.13K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
21New |
$2.48K - $2.69K
|
21
$2.81K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.3K+ 152.54% |
$389K - $423K
|
5.47K
$731K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
400+ 9.79% |
$47.2K - $51.3K
|
4.49K
$600K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.19K- 9.94% |
$140K - $153K
|
10.8K
$1.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.26KNew |
$384K - $418K
|
3.26K
$436K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-55- 0.48% |
$6.48K - $7.05K
|
11.4K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
5.71K+ 32.59% |
$673K - $731K
|
23.2K
$3.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-55- 2.53% |
$6.48K - $7.05K
|
2.12K
$283K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
26+ 0.69% |
$3.07K - $3.33K
|
3.79K
$507K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
456+ 21.31% |
$53.8K - $58.5K
|
2.6K
$347K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-850- 28.33% |
$100K - $109K
|
2.15K
$288K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.83KNew |
$333K - $362K
|
2.83K
$378K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-865- 15.1% |
$102K - $111K
|
4.86K
$651K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.75K+ 26.33% |
$206K - $224K
|
8.4K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.06K+ 48.74% |
$125K - $136K
|
3.24K
$433K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 0.43% |
$118 - $128
|
234
$31.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-408- 19.7% |
$48.1K - $52.3K
|
1.66K
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8+ 0.27% |
$943 - $1.03K
|
3.01K
$403K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.67KNew |
$197K - $214K
|
1.67K
$223K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
38New |
$4.48K - $4.87K
|
38
$5.08K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
110New |
$13K - $14.1K
|
110
$14.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-198- 3.63% |
$23.3K - $25.4K
|
5.26K
$703K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
711+ 28.28% |
$83.8K - $91.2K
|
3.23K
$431K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.62KNew |
$191K - $207K
|
1.62K
$216K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-77- 1.95% |
$9.08K - $9.87K
|
3.88K
$519K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
343+ 1.15% |
$40.4K - $44K
|
30.2K
$4.04M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-34- 0.14% |
$4.01K - $4.36K
|
25.1K
$3.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-61- 0.21% |
$7.19K - $7.82K
|
29.5K
$3.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
1New |
$118 - $128
|
1
$134
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-30- 0.66% |
$3.54K - $3.85K
|
4.54K
$607K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
14+ 0.43% |
$1.65K - $1.79K
|
3.29K
$439K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.64K+ 87.69% |
$311K - $339K
|
5.66K
$756K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-25.8K- 57.57% |
$3.04M - $3.3M
|
19K
$2.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7+ 0.35% |
$825 - $897
|
2.03K
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.65KNew |
$430K - $468K
|
3.65K
$488K
|