Latest Institutional Purchases of Vanguard Whitehall Fds (Vangua (VYM)
This list provides information on the latest institutional transactions involving Vanguard Whitehall Fds (Vangua (VYM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 10.0% |
$118 - $128
|
11
$1.47K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.44% |
$118 - $128
|
229
$30.7K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 0.43% |
$118 - $128
|
234
$31.4K
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
1New |
$118 - $128
|
1
$134
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.75% |
$118 - $128
|
135
$18.1K
|
|
Q2 2024 | |||||||
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
22KNew |
$2.52M - $2.67M
|
22K
$2.95M
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
10.3KNew |
$1.18M - $1.25M
|
10.3K
$1.38M
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
9.55KNew |
$1.09M - $1.16M
|
9.55K
$1.28M
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
9.45KNew |
$1.08M - $1.15M
|
9.45K
$1.27M
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
6.09K+ 1394.05% |
$699K - $740K
|
6.53K
$875K
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
5.76KNew |
$661K - $700K
|
5.76K
$772K
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
4.15KNew |
$476K - $504K
|
4.15K
$556K
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.38KNew |
$388K - $411K
|
3.38K
$453K
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.17KNew |
$363K - $385K
|
3.17K
$425K
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.71KNew |
$311K - $330K
|
2.71K
$364K
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
2.3KNew |
$264K - $280K
|
2.3K
$309K
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.24KNew |
$257K - $273K
|
2.24K
$301K
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.14KNew |
$246K - $260K
|
2.14K
$287K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.11KNew |
$242K - $257K
|
2.11K
$283K
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.06KNew |
$236K - $250K
|
2.06K
$276K
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2K+ 103.15% |
$229K - $243K
|
3.94K
$528K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2KNew |
$229K - $243K
|
2K
$268K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.92KNew |
$220K - $233K
|
1.92K
$257K
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.73KNew |
$198K - $210K
|
1.73K
$232K
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.7KNew |
$195K - $207K
|
1.7K
$228K
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.7KNew |
$195K - $207K
|
1.7K
$228K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.54K+ 22.03% |
$177K - $187K
|
8.54K
$1.14M
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
939New |
$108K - $114K
|
939
$126K
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
881+ 14.25% |
$101K - $107K
|
7.07K
$947K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
559New |
$64.1K - $67.9K
|
559
$74.9K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
535+ 19.81% |
$61.4K - $65K
|
3.24K
$434K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
526New |
$60.3K - $63.9K
|
526
$70.5K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
500+ 13.96% |
$57.4K - $60.8K
|
4.08K
$547K
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
420New |
$48.2K - $51K
|
420
$56.3K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
417New |
$47.8K - $50.7K
|
417
$55.9K
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
400New |
$45.9K - $48.6K
|
400
$53.6K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
353+ 1.17% |
$40.5K - $42.9K
|
30.5K
$4.08M
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
348+ 216.15% |
$39.9K - $42.3K
|
509
$68.2K
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
334+ 12.09% |
$38.3K - $40.6K
|
3.1K
$415K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
307New |
$35.2K - $37.3K
|
307
$41.2K
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
255+ 15.37% |
$29.3K - $31K
|
1.91K
$257K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
218New |
$25K - $26.5K
|
218
$29.2K
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
205+ 1.4% |
$23.5K - $24.9K
|
14.8K
$1.98M
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
200New |
$22.9K - $24.3K
|
200
$26.8K
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
200+ 8.14% |
$22.9K - $24.3K
|
2.66K
$356K
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
200New |
$22.9K - $24.3K
|
200
$26.8K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
169+ 19.16% |
$19.4K - $20.5K
|
1.05K
$141K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
150+ 882.35% |
$17.2K - $18.2K
|
167
$22.4K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
147New |
$16.9K - $17.9K
|
147
$19.7K
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
113+ 6.82% |
$13K - $13.7K
|
1.77K
$237K
|