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 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
59+ 0.01% |
$7.47K - $7.95K
|
1.04M
$138M
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-150- 1.66% |
$19K - $20.2K
|
8.87K
$1.17M
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
3.52KNew |
$446K - $474K
|
3.52K
$466K
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.14K+ 4.63% |
$144K - $153K
|
25.7K
$3.39M
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-2- 0.13% |
$253 - $269
|
1.59K
$211K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
994+ 21.56% |
$126K - $134K
|
5.61K
$742K
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
55+ 0.49% |
$6.97K - $7.41K
|
11.3K
$1.5M
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.61K- 1.48% |
$457K - $486K
|
241K
$31.8M
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-413- 10.71% |
$52.3K - $55.6K
|
3.44K
$456K
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
43+ 1.53% |
$5.45K - $5.79K
|
2.86K
$378K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7K- 2.99% |
$887K - $943K
|
227K
$30M
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-32- 0.74% |
$4.05K - $4.31K
|
4.31K
$570K
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
10.2K+ 4.39% |
$1.29M - $1.37M
|
243K
$32.1M
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
3.4KNew |
$431K - $458K
|
3.4K
$450K
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-352- 0.52% |
$44.6K - $47.4K
|
67.4K
$8.92M
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2.27KNew |
$288K - $306K
|
2.27K
$301K
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.02K+ 4.78% |
$129K - $138K
|
22.4K
$2.96M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-21.3K- 2.27% |
$2.7M - $2.87M
|
918K
$121M
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
249+ 2.13% |
$31.5K - $33.6K
|
11.9K
$1.58M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.31K+ 28.08% |
$166K - $177K
|
5.98K
$791K
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
13+ 0.17% |
$1.65K - $1.75K
|
7.83K
$1.04M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.18K+ 0.65% |
$530K - $564K
|
645K
$85.3M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.7K+ 3.45% |
$1.61M - $1.71M
|
381K
$50.4M
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.73K- 21.55% |
$472K - $502K
|
13.6K
$1.79M
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
59+ 0.6% |
$7.47K - $7.95K
|
9.81K
$1.3M
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
192+ 314.75% |
$24.3K - $25.9K
|
253
$33.5K
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.22KNew |
$1.17M - $1.24M
|
9.22K
$1.22M
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.07K+ 4.64% |
$643K - $684K
|
114K
$15.1M
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-1.89K- 3.25% |
$240K - $255K
|
56.4K
$7.46M
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-1.24K- 4.96% |
$156K - $166K
|
23.7K
$3.13M
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.3K- 21.3% |
$165K - $175K
|
4.8K
$636K
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
SELL
|
- |
-5- 0.08% |
$633 - $674
|
6.63K
$877K
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-500- 25.5% |
$63.3K - $67.4K
|
1.46K
$193K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-188- 1.99% |
$23.8K - $25.3K
|
9.27K
$1.23M
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-52- 0.41% |
$6.59K - $7.01K
|
12.5K
$1.66M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
420New |
$53.2K - $56.6K
|
420
$55.6K
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
73.6KNew |
$9.33M - $9.92M
|
73.6K
$9.74M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.59KNew |
$201K - $214K
|
1.59K
$210K
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
497+ 4.14% |
$63K - $67K
|
12.5K
$1.65M
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
262+ 0.91% |
$33.2K - $35.3K
|
29K
$3.84M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
692+ 1.33% |
$87.7K - $93.2K
|
52.8K
$6.99M
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
20+ 0.59% |
$2.53K - $2.69K
|
3.39K
$448K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.59K+ 0.69% |
$328K - $349K
|
375K
$49.6M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
12.6K+ 356.46% |
$1.59M - $1.7M
|
16.1K
$2.13M
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-660- 2.34% |
$83.6K - $88.9K
|
27.6K
$3.65M
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
7+ 0.3% |
$887 - $943
|
2.31K
$306K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.07K+ 4.92% |
$516K - $549K
|
86.9K
$11.5M
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
469+ 0.68% |
$59.4K - $63.2K
|
69.9K
$9.24M
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
9+ 0.17% |
$1.14K - $1.21K
|
5.16K
$683K
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-13.2K- 12.4% |
$1.67M - $1.78M
|
93.3K
$12.3M
|