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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-12.8K- 11.4% |
$1.62M - $1.72M
|
99.4K
$13.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
30+ 0.02% |
$3.8K - $4.04K
|
136K
$18M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1+ 0.02% |
$127 - $135
|
5.15K
$681K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
65+ 120.37% |
$8.23K - $8.76K
|
119
$15.7K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-56- 0.34% |
$7.09K - $7.55K
|
16.2K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.81K+ 5.32% |
$356K - $379K
|
55.7K
$7.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-303- 1.92% |
$38.4K - $40.8K
|
15.4K
$2.04M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.47K- 0.69% |
$186K - $197K
|
212K
$28M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.71K+ 79.21% |
$596K - $634K
|
10.6K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.37K+ 44.09% |
$174K - $185K
|
4.48K
$592K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
7.7K+ 38.77% |
$975K - $1.04M
|
27.5K
$3.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
637+ 23.73% |
$80.7K - $85.8K
|
3.32K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.96K+ 5.03% |
$629K - $669K
|
104K
$13.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-92- 2.56% |
$11.7K - $12.4K
|
3.51K
$464K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.27K- 1.6% |
$288K - $306K
|
140K
$18.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
40+ 2.09% |
$5.07K - $5.39K
|
1.95K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-175- 2.23% |
$22.2K - $23.6K
|
7.67K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-9.14K- 4.3% |
$1.16M - $1.23M
|
204K
$26.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
195+ 7.12% |
$24.7K - $26.3K
|
2.93K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
81+ 0.67% |
$10.3K - $10.9K
|
12.1K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-4- 0.08% |
$507 - $539
|
4.98K
$659K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.5K+ 95.64% |
$317K - $337K
|
5.12K
$677K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.23K+ 4.13% |
$535K - $570K
|
107K
$14.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
486+ 0.7% |
$61.6K - $65.5K
|
69.7K
$9.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
37.3KNew |
$4.73M - $5.03M
|
37.3K
$4.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
47+ 1.99% |
$5.95K - $6.33K
|
2.41K
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
700+ 2.81% |
$88.7K - $94.3K
|
25.6K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
4.89KNew |
$620K - $659K
|
4.89K
$647K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5- 0.3% |
$633 - $674
|
1.64K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10.1K- 6.34% |
$1.27M - $1.35M
|
149K
$19.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
22New |
$2.79K - $2.96K
|
22
$2.91K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-12- 0.06% |
$1.52K - $1.62K
|
19.3K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-18.4K- 49.98% |
$2.33M - $2.47M
|
18.4K
$2.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
363+ 8.85% |
$46K - $48.9K
|
4.46K
$591K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
511+ 3.16% |
$64.7K - $68.9K
|
16.7K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-1.22K- 1.92% |
$154K - $164K
|
62.3K
$8.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7.2K+ 1.07% |
$912K - $970K
|
677K
$89.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-383K- 98.51% |
$48.6M - $51.7M
|
5.8K
$768K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
448+ 1.09% |
$56.8K - $60.4K
|
41.4K
$5.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.81K+ 3.31% |
$736K - $783K
|
181K
$24M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.17K+ 22.23% |
$401K - $427K
|
17.4K
$2.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
6.77KNew |
$857K - $912K
|
6.77K
$896K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-13- 0.17% |
$1.65K - $1.75K
|
7.48K
$990K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
128+ 0.37% |
$16.2K - $17.2K
|
34.5K
$4.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
9.84K+ 3.48% |
$1.25M - $1.33M
|
293K
$38.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 4.86% |
$363K - $386K
|
56.1K
$7.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 4.19% |
$136K - $144K
|
24.5K
$3.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.38K- 56.32% |
$175K - $186K
|
1.07K
$142K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
830+ 2.36% |
$105K - $112K
|
36K
$4.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.21K+ 2.83% |
$154K - $163K
|
44K
$5.82M
|