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 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$1.57M - $1.67M
|
12.4K
$1.64M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-99.5K- 88.83% |
$12.6M - $13.4M
|
12.5K
$1.66M
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-30.1K- 11.5% |
$3.82M - $4.06M
|
232K
$30.7M
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
393+ 25.06% |
$49.8K - $53K
|
1.96K
$259K
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.21KNew |
$280K - $298K
|
2.21K
$293K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-362- 92.58% |
$45.9K - $48.8K
|
29
$3.84K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.14K- 3.16% |
$777K - $827K
|
188K
$24.8M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.02K+ 124.11% |
$256K - $272K
|
3.64K
$482K
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-18- 0.77% |
$2.28K - $2.43K
|
2.31K
$305K
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.12K- 3.35% |
$142K - $151K
|
32.5K
$4.3M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-59- 1.56% |
$7.47K - $7.95K
|
3.73K
$494K
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-74- 0.6% |
$9.37K - $9.97K
|
12.3K
$1.63M
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-6- 0.03% |
$760 - $808
|
21.3K
$2.81M
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
92+ 2.24% |
$11.7K - $12.4K
|
4.2K
$556K
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-27- 1.07% |
$3.42K - $3.64K
|
2.49K
$329K
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
7.23K+ 122.76% |
$916K - $974K
|
13.1K
$1.74M
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
203+ 5.65% |
$25.7K - $27.4K
|
3.8K
$503K
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-841- 20.37% |
$107K - $113K
|
3.29K
$435K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.58K+ 5.39% |
$454K - $483K
|
70K
$9.27M
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-39- 2.04% |
$4.94K - $5.25K
|
1.87K
$248K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
844+ 8.6% |
$107K - $114K
|
10.7K
$1.41M
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
16.1KNew |
$2.04M - $2.17M
|
16.1K
$2.13M
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.36KNew |
$299K - $318K
|
2.36K
$312K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.9K- 11.76% |
$494K - $526K
|
29.3K
$3.88M
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-569- 3.97% |
$72.1K - $76.7K
|
13.8K
$1.82M
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.21KNew |
$153K - $163K
|
1.21K
$160K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.67K+ 3.22% |
$211K - $225K
|
53.4K
$7.07M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
199K+ 13.89% |
$25.2M - $26.8M
|
1.63M
$216M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
608KNew |
$77M - $81.9M
|
608K
$80.5M
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
16+ 0.41% |
$2.03K - $2.16K
|
3.91K
$517K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
17.4KNew |
$2.2M - $2.34M
|
17.4K
$2.3M
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
205+ 4.19% |
$26K - $27.6K
|
5.1K
$675K
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.1KNew |
$266K - $283K
|
2.1K
$278K
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4- 0.04% |
$507 - $539
|
10.1K
$1.34M
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.43K- 1.5% |
$182K - $193K
|
94.2K
$12.5M
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$201K - $214K
|
1.59K
$210K
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-500- 20.14% |
$63.3K - $67.4K
|
1.98K
$262K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
599+ 0.68% |
$75.9K - $80.7K
|
88.6K
$11.7M
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
4.97K+ 1.15% |
$629K - $669K
|
435K
$57.6M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.71K+ 10.91% |
$723K - $769K
|
58K
$7.68M
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.88K- 0.21% |
$238K - $253K
|
893K
$118M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
789+ 7.83% |
$100K - $106K
|
10.9K
$1.44M
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.18K+ 3.94% |
$150K - $159K
|
31.1K
$4.12M
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.08K- 0.13% |
$263K - $280K
|
1.6M
$211M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
51+ 1.31% |
$6.46K - $6.87K
|
3.94K
$521K
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
133+ 1.19% |
$16.8K - $17.9K
|
11.3K
$1.5M
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
10.7KNew |
$1.36M - $1.45M
|
10.7K
$1.42M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
6.46KNew |
$818K - $870K
|
6.46K
$855K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-13- 0.74% |
$1.65K - $1.75K
|
1.75K
$231K
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-681- 13.46% |
$86.3K - $91.8K
|
4.38K
$579K
|