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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
5.01K+ 69.19% |
$475K - $552K
|
12.2K
$1.62M
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
111New |
$10.5K - $12.2K
|
111
$14.7K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.88KClosed |
$558K - $648K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-984- 9.37% |
$93.4K - $109K
|
9.52K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
22K+ 183.16% |
$2.09M - $2.42M
|
34K
$4.5M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.58K+ 7.17% |
$245K - $284K
|
38.5K
$5.1M
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
37New |
$3.51K - $4.08K
|
37
$4.9K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.71K+ 8.34% |
$257K - $299K
|
35.1K
$4.65M
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
150New |
$14.2K - $16.5K
|
150
$19.8K
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
270+ 1.07% |
$25.6K - $29.8K
|
25.6K
$3.38M
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-77.3K- 85.98% |
$7.33M - $8.52M
|
12.6K
$1.67M
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.3KNew |
$218K - $254K
|
2.3K
$304K
|
|
Nov 14, 2022
Q3 2022
|
Metavasi Capital LP
Larchmont, NY |
BUY
|
PUT |
222KNew |
$21.1M - $24.5M
|
222K
$29.4M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-210- 2.43% |
$19.9K - $23.2K
|
8.43K
$1.11M
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
3.19K+ 29.13% |
$303K - $352K
|
14.1K
$1.87M
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
12.7K+ 8.22% |
$1.21M - $1.4M
|
167K
$22.2M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.76K+ 1.72% |
$262K - $305K
|
164K
$21.7M
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
553New |
$52.5K - $61K
|
553
$73.2K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
26New |
$2.47K - $2.87K
|
26
$3.44K
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
99+ 0.75% |
$9.39K - $10.9K
|
13.2K
$1.75M
|
|
Nov 07, 2022
Q3 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
335+ 12.81% |
$31.8K - $36.9K
|
2.95K
$390K
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-59- 1.64% |
$5.6K - $6.51K
|
3.54K
$469K
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-40- 1.47% |
$3.8K - $4.41K
|
2.69K
$356K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-180- 0.51% |
$17.1K - $19.9K
|
35.2K
$4.65M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.82KNew |
$647K - $752K
|
6.82K
$903K
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-6.21K- 5.49% |
$589K - $685K
|
107K
$14.2M
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.25K- 85.53% |
$118K - $138K
|
211
$27.9K
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-658- 20.92% |
$62.4K - $72.6K
|
2.49K
$329K
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-132K- 98.06% |
$12.6M - $14.6M
|
2.62K
$347K
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-475- 16.88% |
$45.1K - $52.4K
|
2.34K
$309K
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-22- 5.87% |
$2.09K - $2.43K
|
353
$46.7K
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-14- 28.57% |
$1.33K - $1.54K
|
35
$4.63K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
75New |
$7.12K - $8.27K
|
75
$9.92K
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
4.5KNew |
$427K - $496K
|
4.5K
$595K
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
2+ 0.04% |
$190 - $221
|
4.63K
$612K
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
161+ 282.46% |
$15.3K - $17.8K
|
218
$28.8K
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.86K- 11.25% |
$176K - $205K
|
14.6K
$1.94M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-913- 23.89% |
$86.6K - $101K
|
2.91K
$385K
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
700New |
$66.4K - $77.2K
|
700
$92.6K
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.59KNew |
$341K - $396K
|
3.59K
$475K
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
77.3KNew |
$7.34M - $8.53M
|
77.3K
$10.2M
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-46.3K- 37.47% |
$4.39M - $5.11M
|
77.3K
$10.2M
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-47- 0.75% |
$4.46K - $5.18K
|
6.25K
$827K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
29.9K+ 881.82% |
$2.84M - $3.3M
|
33.3K
$4.4M
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-800- 26.67% |
$75.9K - $88.2K
|
2.2K
$291K
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
6+ 0.27% |
$569 - $662
|
2.21K
$292K
|
|
Oct 11, 2022
Q3 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
50New |
$4.74K - $5.51K
|
50
$6.62K
|
|
Oct 06, 2022
Q3 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-219- 3.46% |
$20.8K - $24.2K
|
6.11K
$808K
|
|
Q2 2022 | |||||||
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.7KNew |
$169K - $195K
|
1.7K
$225K
|
|
Mar 28, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.11KNew |
$308K - $356K
|
3.11K
$411K
|