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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
535+ 19.81% |
$61.4K - $65K
|
3.24K
$421K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-353- 2.29% |
$40.5K - $42.9K
|
15.1K
$1.96M
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
9.55KNew |
$1.09M - $1.16M
|
9.55K
$1.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$115 - $122
|
6.11K
$795K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-56- 2.54% |
$6.42K - $6.8K
|
2.15K
$280K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-761- 50.0% |
$87.3K - $92.5K
|
761
$99.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-97- 4.31% |
$11.1K - $11.8K
|
2.15K
$280K
|
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
113+ 6.82% |
$13K - $13.7K
|
1.77K
$230K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.11KNew |
$242K - $257K
|
2.11K
$275K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
60New |
$6.88K - $7.29K
|
60
$7.81K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
169+ 19.16% |
$19.4K - $20.5K
|
1.05K
$137K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-60- 3.28% |
$6.88K - $7.29K
|
1.77K
$231K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.7KNew |
$195K - $207K
|
1.7K
$222K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
348+ 216.15% |
$39.9K - $42.3K
|
509
$66.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-226- 10.8% |
$25.9K - $27.5K
|
1.87K
$243K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
881+ 14.25% |
$101K - $107K
|
7.07K
$920K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-250- 30.83% |
$28.7K - $30.4K
|
561
$73K
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-118- 3.99% |
$13.5K - $14.3K
|
2.84K
$370K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-168- 5.47% |
$19.3K - $20.4K
|
2.9K
$378K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2KNew |
$229K - $243K
|
2K
$260K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
150+ 882.35% |
$17.2K - $18.2K
|
167
$21.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
205+ 1.4% |
$23.5K - $24.9K
|
14.8K
$1.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
500+ 13.96% |
$57.4K - $60.8K
|
4.08K
$531K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-59- 3.07% |
$6.77K - $7.17K
|
1.86K
$243K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.38KNew |
$388K - $411K
|
3.38K
$440K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
22KNew |
$2.52M - $2.67M
|
22K
$2.87M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.08K- 79.76% |
$124K - $132K
|
275
$35.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-41- 13.36% |
$4.7K - $4.98K
|
266
$34.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.46K- 2.29% |
$512K - $542K
|
190K
$24.8M
|
|
| Q1 2024 | |||||||
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
250New |
$27.5K - $30.2K
|
250
$32.5K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-80Closed |
$8.8K - $9.68K
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
128+ 5.81% |
$14.1K - $15.5K
|
2.33K
$303K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.74KClosed |
$191K - $211K
|
0
$0
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
93New |
$10.2K - $11.3K
|
93
$12.1K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-145- 4.93% |
$15.9K - $17.5K
|
2.8K
$364K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
362New |
$39.8K - $43.8K
|
362
$47.1K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.92KNew |
$761K - $837K
|
6.92K
$901K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-707- 15.08% |
$77.8K - $85.5K
|
3.98K
$518K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-566- 9.43% |
$62.2K - $68.5K
|
5.44K
$708K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-305- 0.9% |
$33.5K - $36.9K
|
33.7K
$4.39M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.52KNew |
$277K - $305K
|
2.52K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
2.5KNew |
$275K - $302K
|
2.5K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-942- 19.62% |
$104K - $114K
|
3.86K
$503K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-830- 8.95% |
$91.3K - $100K
|
8.45K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-13.8K- 77.57% |
$1.52M - $1.67M
|
4K
$521K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 2.7% |
$110 - $121
|
38
$4.95K
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-337- 4.68% |
$37.1K - $40.8K
|
6.86K
$893K
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-684- 6.44% |
$75.2K - $82.8K
|
9.93K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.71KNew |
$188K - $207K
|
1.71K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-237- 10.59% |
$26.1K - $28.7K
|
2K
$260K
|
|