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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.66K- 25.76% |
$293K - $322K
|
7.67K
$998K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
1.69KNew |
$186K - $204K
|
1.69K
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
13+ 0.46% |
$1.43K - $1.57K
|
2.86K
$373K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.78KNew |
$196K - $215K
|
1.78K
$232K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.08KNew |
$228K - $251K
|
2.08K
$270K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-58- 0.96% |
$6.38K - $7.02K
|
5.97K
$777K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.07KNew |
$228K - $250K
|
2.07K
$269K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.05K- 13.35% |
$115K - $127K
|
6.8K
$885K
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-579- 25.14% |
$63.7K - $70.1K
|
1.72K
$224K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-215- 8.43% |
$23.6K - $26K
|
2.34K
$304K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
546New |
$60K - $66.1K
|
546
$71.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
1.82KNew |
$200K - $220K
|
1.82K
$237K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
900+ 900.0% |
$99K - $109K
|
1K
$130K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-4.4K- 86.27% |
$484K - $532K
|
700
$91.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.52KNew |
$277K - $304K
|
2.52K
$328K
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-3.54K- 8.55% |
$389K - $428K
|
37.9K
$4.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
1.03K+ 5.9% |
$113K - $124K
|
18.4K
$2.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
360New |
$39.6K - $43.6K
|
360
$46.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
193+ 1.19% |
$21.2K - $23.4K
|
16.4K
$2.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-7- 21.21% |
$770 - $847
|
26
$3.38K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-30- 1.61% |
$3.3K - $3.63K
|
1.84K
$239K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-25- 0.47% |
$2.75K - $3.02K
|
5.28K
$687K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-512- 2.91% |
$56.3K - $61.9K
|
17.1K
$2.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-1- 0.03% |
$110 - $121
|
3.21K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
16.3K+ 54.55% |
$1.79M - $1.97M
|
46.2K
$6.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2- 0.1% |
$220 - $242
|
2K
$260K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-450- 6.49% |
$49.5K - $54.4K
|
6.48K
$844K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
5.61KNew |
$617K - $679K
|
5.61K
$730K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
8.39KNew |
$922K - $1.01M
|
8.39K
$1.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
41KNew |
$4.51M - $4.96M
|
41K
$5.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-470- 3.41% |
$51.7K - $56.9K
|
13.3K
$1.73M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
195K+ 199.4% |
$21.4M - $23.6M
|
292K
$38.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-40- 1.65% |
$4.4K - $4.84K
|
2.38K
$310K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
201+ 3.51% |
$22.1K - $24.3K
|
5.93K
$772K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-673- 24.94% |
$74K - $81.4K
|
2.03K
$264K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
14.3KNew |
$1.41M - $1.6M
|
14.3K
$1.86M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-4.31K- 53.88% |
$425K - $482K
|
3.69K
$480K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.44KNew |
$241K - $273K
|
2.44K
$317K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
75New |
$7.4K - $8.39K
|
75
$9.76K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.21KNew |
$120K - $136K
|
1.21K
$158K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
114New |
$11.3K - $12.7K
|
114
$14.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
119+ 11900.0% |
$11.7K - $13.3K
|
120
$15.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
3.5KNew |
$345K - $391K
|
3.5K
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
3.5KNew |
$345K - $391K
|
3.5K
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1- 0.04% |
$98.7 - $112
|
2.4K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-4.34K- 46.58% |
$429K - $486K
|
4.98K
$648K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
250+ 3.57% |
$24.7K - $28K
|
7.25K
$944K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
94New |
$9.28K - $10.5K
|
94
$12.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
935New |
$92.3K - $105K
|
935
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.89KNew |
$187K - $211K
|
1.89K
$246K
|
|