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 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.39KNew |
$236K - $267K
|
2.39K
$320K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
111KNew |
$10.9M - $12.4M
|
111K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
7.39KNew |
$729K - $826K
|
7.39K
$990K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
3+ 0.99% |
$296 - $336
|
307
$41.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
61New |
$6.02K - $6.82K
|
61
$8.17K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.34KNew |
$231K - $261K
|
2.34K
$313K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.33K- 22.44% |
$230K - $260K
|
8.05K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
286New |
$28.2K - $32K
|
286
$38.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
70New |
$6.91K - $7.83K
|
70
$9.38K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4.7KNew |
$464K - $526K
|
4.7K
$630K
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-6.55K- 63.19% |
$646K - $732K
|
3.81K
$511K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
3.67K+ 13.67% |
$362K - $411K
|
30.5K
$4.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.56K- 95.65% |
$549K - $622K
|
253
$33.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.23KNew |
$220K - $249K
|
2.23K
$298K
|
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
BUY
|
- |
35+ 1.56% |
$3.45K - $3.91K
|
2.29K
$306K
|
|
|
Feb 02, 2024
Q4 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1.91KNew |
$189K - $214K
|
1.91K
$256K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.91KNew |
$188K - $213K
|
1.91K
$256K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-442- 9.57% |
$43.6K - $49.4K
|
4.18K
$559K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
4.91KNew |
$485K - $549K
|
4.91K
$658K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.95KNew |
$192K - $218K
|
1.95K
$261K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
234+ 0.99% |
$23.1K - $26.2K
|
23.9K
$3.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.35M- 18.12% |
$331M - $375M
|
15.1M
$2.03B
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-300- 9.9% |
$29.6K - $33.6K
|
2.73K
$366K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-2.05K- 66.59% |
$202K - $229K
|
1.03K
$137K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-75- 9.97% |
$7.4K - $8.39K
|
677
$90.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-79.4K- 77.53% |
$7.83M - $8.87M
|
23K
$3.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.88K+ 15.23% |
$185K - $210K
|
14.2K
$1.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
22+ 0.72% |
$2.17K - $2.46K
|
3.07K
$412K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-755- 18.02% |
$74.5K - $84.4K
|
3.44K
$460K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
280K+ 341.73% |
$27.7M - $31.3M
|
362K
$48.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.83KNew |
$180K - $204K
|
1.83K
$244K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.86K- 7.17% |
$480K - $543K
|
62.9K
$8.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-8.55K- 59.78% |
$844K - $956K
|
5.75K
$770K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
2.25KNew |
$222K - $252K
|
2.25K
$302K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-8.93K- 78.98% |
$881K - $998K
|
2.38K
$318K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
29New |
$2.86K - $3.24K
|
29
$3.88K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.33% |
$98.7 - $112
|
44
$5.89K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1- 3.85% |
$98.7 - $112
|
25
$3.35K
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
1.84KNew |
$181K - $206K
|
1.84K
$246K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.31K- 24.89% |
$524K - $594K
|
16K
$2.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.22KNew |
$219K - $248K
|
2.22K
$297K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.89KNew |
$483K - $547K
|
4.89K
$655K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
27New |
$2.67K - $3.02K
|
27
$3.62K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 2.32% |
$122K - $138K
|
52.1K
$6.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.16K- 16.25% |
$115K - $130K
|
6K
$803K
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.85KNew |
$183K - $207K
|
1.85K
$248K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.54K- 13.21% |
$152K - $173K
|
10.1K
$1.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3.12KNew |
$308K - $349K
|
3.12K
$418K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-2.57K- 50.01% |
$254K - $288K
|
2.57K
$344K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
587KNew |
$57.9M - $65.6M
|
587K
$78.6M
|