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 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-230- 9.2% |
$23.2K - $25.6K
|
2.27K
$300K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
388New |
$39.1K - $43.2K
|
388
$51.3K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
72New |
$7.26K - $8.02K
|
72
$9.53K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-3.55KClosed |
$358K - $396K
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-6- 0.29% |
$605 - $669
|
2.04K
$270K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-2.46KClosed |
$248K - $274K
|
0
$0
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
17+ 0.71% |
$1.71K - $1.89K
|
2.4K
$317K
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
19.2KNew |
$1.93M - $2.14M
|
19.2K
$2.54M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
109+ 4.26% |
$11K - $12.1K
|
2.67K
$353K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
249+ 858.62% |
$25.1K - $27.7K
|
278
$36.8K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.44KNew |
$145K - $160K
|
1.44K
$191K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$1.01M - $1.11M
|
10K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-5.19K- 67.52% |
$524K - $579K
|
2.5K
$331K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
13.5KNew |
$1.36M - $1.5M
|
13.5K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.15KNew |
$116K - $128K
|
1.15K
$152K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
145+ 2.41% |
$14.6K - $16.2K
|
6.16K
$815K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
17.8KNew |
$1.79M - $1.98M
|
17.8K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
10.7K+ 279.22% |
$1.08M - $1.19M
|
14.5K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
195New |
$19.7K - $21.7K
|
195
$25.8K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
188New |
$19K - $21K
|
188
$24.9K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-43.4K- 20.6% |
$4.37M - $4.83M
|
167K
$22.1M
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
9.2K+ 70.23% |
$928K - $1.03M
|
22.3K
$2.95M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-2.66K- 4.02% |
$268K - $296K
|
63.3K
$8.38M
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-205- 9.34% |
$20.7K - $22.8K
|
1.99K
$263K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
2.03KNew |
$205K - $227K
|
2.03K
$269K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.4K+ 474.35% |
$444K - $491K
|
5.33K
$705K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.15KNew |
$217K - $239K
|
2.15K
$284K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-12K- 79.44% |
$1.2M - $1.33M
|
3.09K
$409K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-224K- 99.04% |
$22.6M - $24.9M
|
2.16K
$286K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5+ 0.75% |
$504 - $557
|
673
$89.1K
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
1.93KNew |
$195K - $215K
|
1.93K
$255K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.23KClosed |
$225K - $248K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-525- 20.08% |
$52.9K - $58.5K
|
2.09K
$277K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-438- 45.53% |
$44.2K - $48.8K
|
524
$69.3K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-385- 48.0% |
$38.8K - $42.9K
|
417
$55.2K
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-76.2K- 92.11% |
$7.69M - $8.5M
|
6.53K
$864K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
20.2KNew |
$2.03M - $2.25M
|
20.2K
$2.67M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-629- 9.35% |
$63.4K - $70.1K
|
6.1K
$807K
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.5KNew |
$252K - $279K
|
2.5K
$331K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.39KNew |
$342K - $378K
|
3.39K
$449K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-391- 16.39% |
$39.4K - $43.6K
|
1.99K
$264K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2- 0.1% |
$202 - $223
|
2.09K
$276K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-160- 5.64% |
$16.1K - $17.8K
|
2.68K
$354K
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-54- 2.65% |
$5.44K - $6.02K
|
1.99K
$263K
|
|
|
Apr 24, 2023
Q1 2023
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
51K+ 34.23% |
$5.14M - $5.68M
|
200K
$26.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-858- 18.26% |
$86.5K - $95.6K
|
3.84K
$508K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-500- 3.59% |
$50.4K - $55.7K
|
13.4K
$1.78M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-612- 23.14% |
$61.7K - $68.2K
|
2.03K
$269K
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
2.4KNew |
$242K - $267K
|
2.4K
$318K
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-350- 94.59% |
$35.3K - $39K
|
20
$2.65K
|