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 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
15+ 0.77% |
$1.9K - $2.02K
|
1.96K
$260K
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-17- 0.32% |
$2.15K - $2.29K
|
5.26K
$696K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5+ 0.02% |
$633 - $674
|
31.1K
$4.12M
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
15.2K+ 5.42% |
$1.92M - $2.05M
|
296K
$39.1M
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
357+ 1.37% |
$45.2K - $48.1K
|
26.3K
$3.49M
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.56K+ 1.66% |
$197K - $210K
|
95.5K
$12.6M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
203+ 1.08% |
$25.7K - $27.4K
|
19.1K
$2.52M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.24K+ 63.83% |
$158K - $168K
|
3.19K
$422K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
53+ 0.77% |
$6.71K - $7.14K
|
6.97K
$922K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
649+ 0.67% |
$82.2K - $87.4K
|
97.6K
$12.9M
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-957- 21.85% |
$121K - $129K
|
3.42K
$453K
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79KNew |
$227K - $242K
|
1.79K
$237K
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
3.74KNew |
$474K - $504K
|
3.74K
$495K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.68K- 1.17% |
$213K - $226K
|
142K
$18.8M
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9+ 0.55% |
$1.14K - $1.21K
|
1.64K
$218K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.08K+ 1.99% |
$137K - $145K
|
55.2K
$7.31M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-309- 6.95% |
$39.1K - $41.6K
|
4.14K
$548K
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.22KNew |
$281K - $299K
|
2.22K
$293K
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-302- 1.46% |
$38.3K - $40.7K
|
20.4K
$2.7M
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-3.85K- 2.87% |
$488K - $519K
|
130K
$17.3M
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-125- 0.85% |
$15.8K - $16.8K
|
14.6K
$1.93M
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
463+ 3.03% |
$58.7K - $62.4K
|
15.8K
$2.09M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-15.3K- 10.32% |
$1.94M - $2.06M
|
133K
$17.6M
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
436+ 4.02% |
$55.2K - $58.7K
|
11.3K
$1.49M
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
100+ 2.88% |
$12.7K - $13.5K
|
3.57K
$472K
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-195- 1.35% |
$24.7K - $26.3K
|
14.2K
$1.88M
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
49.7K+ 9.01% |
$6.29M - $6.69M
|
601K
$79.5M
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.15% |
$253 - $269
|
1.32K
$174K
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6- 11.54% |
$760 - $808
|
46
$6.09K
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
174+ 9.27% |
$22K - $23.4K
|
2.05K
$272K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
380New |
$48.1K - $51.2K
|
380
$50.3K
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.74K+ 2.23% |
$346K - $369K
|
125K
$16.6M
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-703- 16.93% |
$89.1K - $94.7K
|
3.45K
$457K
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.89K+ 11.09% |
$493K - $524K
|
39K
$5.16M
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
334+ 7.89% |
$42.3K - $45K
|
4.57K
$604K
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-11.2K- 19.85% |
$1.42M - $1.52M
|
45.4K
$6.01M
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
3.34KNew |
$423K - $450K
|
3.34K
$442K
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-136- 0.45% |
$17.2K - $18.3K
|
30.4K
$4.02M
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
438K+ 168.96% |
$55.4M - $59M
|
696K
$92.2M
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.2K+ 2.55% |
$278K - $296K
|
88.2K
$11.7M
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.07K- 6.72% |
$135K - $144K
|
14.8K
$1.96M
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.34K+ 4.56% |
$677K - $720K
|
123K
$16.2M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11.2K+ 9.14% |
$1.42M - $1.51M
|
134K
$17.7M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.92K- 4.97% |
$243K - $258K
|
36.7K
$4.85M
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
352+ 28.27% |
$44.6K - $47.4K
|
1.6K
$211K
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.12KNew |
$395K - $420K
|
3.12K
$413K
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
7.97KNew |
$1.01M - $1.07M
|
7.97K
$1.05M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.86K- 2.25% |
$236K - $251K
|
80.9K
$10.7M
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
372+ 1488.0% |
$47.1K - $50.1K
|
397
$52.5K
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-107- 0.13% |
$13.6K - $14.4K
|
81.3K
$10.8M
|