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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-40- 2.08% |
$4.59K - $4.86K
|
1.88K
$252K
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-300- 8.33% |
$34.4K - $36.5K
|
3.3K
$442K
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-301- 8.92% |
$34.5K - $36.6K
|
3.07K
$411K
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-140- 4.35% |
$16.1K - $17K
|
3.08K
$413K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-225- 36.12% |
$25.8K - $27.3K
|
398
$53.3K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
559New |
$64.1K - $67.9K
|
559
$74.9K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
22+ 13.17% |
$2.52K - $2.67K
|
189
$25.3K
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
12+ 0.38% |
$1.38K - $1.46K
|
3.16K
$423K
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-30- 0.17% |
$3.44K - $3.65K
|
17.6K
$2.36M
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-100- 2.34% |
$11.5K - $12.2K
|
4.17K
$558K
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2K+ 103.15% |
$229K - $243K
|
3.94K
$528K
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-140- 3.39% |
$16.1K - $17K
|
4K
$535K
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
200+ 8.14% |
$22.9K - $24.3K
|
2.66K
$356K
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.73KNew |
$198K - $210K
|
1.73K
$232K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
6.09K+ 1394.05% |
$699K - $740K
|
6.53K
$875K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.46K- 50.39% |
$282K - $299K
|
2.42K
$325K
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-141- 3.4% |
$16.2K - $17.1K
|
4K
$536K
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
5.76KNew |
$661K - $700K
|
5.76K
$771K
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.04% |
$115 - $122
|
2.81K
$376K
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
2.3KNew |
$264K - $280K
|
2.3K
$308K
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.51K- 39.23% |
$174K - $184K
|
2.34K
$314K
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.7KNew |
$195K - $207K
|
1.7K
$228K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
14+ 0.93% |
$1.61K - $1.7K
|
1.52K
$203K
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12New |
$1.38K - $1.46K
|
12
$1.61K
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.06KNew |
$236K - $250K
|
2.06K
$276K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
417New |
$47.8K - $50.7K
|
417
$55.9K
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
88New |
$10.1K - $10.7K
|
88
$11.8K
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
10.3KNew |
$1.18M - $1.25M
|
10.3K
$1.38M
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-20- 0.27% |
$2.29K - $2.43K
|
7.32K
$981K
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1- 0.03% |
$115 - $122
|
2.89K
$387K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
526New |
$60.3K - $63.9K
|
526
$70.5K
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-5- 0.16% |
$574 - $608
|
3.09K
$414K
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.71KNew |
$311K - $330K
|
2.71K
$363K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.92KNew |
$220K - $233K
|
1.92K
$257K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
3+ 0.07% |
$344 - $365
|
4.29K
$574K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.54K+ 22.03% |
$177K - $187K
|
8.54K
$1.14M
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
200New |
$22.9K - $24.3K
|
200
$26.8K
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.53K- 41.16% |
$175K - $185K
|
2.18K
$292K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
307New |
$35.2K - $37.3K
|
307
$41.1K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
147New |
$16.9K - $17.9K
|
147
$19.7K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
535+ 19.81% |
$61.4K - $65K
|
3.24K
$433K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-353- 2.29% |
$40.5K - $42.9K
|
15.1K
$2.02M
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
9.55KNew |
$1.09M - $1.16M
|
9.55K
$1.28M
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$115 - $122
|
6.11K
$818K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-56- 2.54% |
$6.42K - $6.8K
|
2.15K
$288K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-761- 50.0% |
$87.3K - $92.5K
|
761
$102K
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-97- 4.31% |
$11.1K - $11.8K
|
2.15K
$288K
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
113+ 6.82% |
$13K - $13.7K
|
1.77K
$237K
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-253- 10.69% |
$29K - $30.7K
|
2.11K
$283K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.11KNew |
$242K - $257K
|
2.11K
$283K
|