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 |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
88New |
$10.1K - $10.7K
|
88
$11.8K
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
82+ 1.75% |
$9.41K - $9.96K
|
4.76K
$638K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
75New |
$8.6K - $9.11K
|
75
$10.1K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
60New |
$6.88K - $7.29K
|
60
$8.04K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25New |
$2.87K - $3.04K
|
25
$3.35K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
22+ 13.17% |
$2.52K - $2.67K
|
189
$25.3K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
21+ 6.09% |
$2.41K - $2.55K
|
366
$49.1K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
14+ 0.93% |
$1.61K - $1.7K
|
1.52K
$203K
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
12+ 0.38% |
$1.38K - $1.46K
|
3.16K
$424K
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12New |
$1.38K - $1.46K
|
12
$1.61K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5New |
$574 - $608
|
5
$670
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 4.55% |
$459 - $486
|
92
$12.3K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
3+ 0.07% |
$344 - $365
|
4.29K
$575K
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.04% |
$115 - $122
|
2.81K
$377K
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$115 - $122
|
6.11K
$819K
|
|
Q1 2024 | |||||||
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
195K+ 199.4% |
$21.4M - $23.6M
|
292K
$39.2M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
118KNew |
$13M - $14.3M
|
118K
$15.8M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
97.4KNew |
$10.7M - $11.8M
|
97.4K
$13.1M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
41KNew |
$4.51M - $4.96M
|
41K
$5.49M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.8K+ 12.81% |
$4.27M - $4.7M
|
342K
$45.8M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35.6K+ 3.45% |
$3.92M - $4.31M
|
1.07M
$143M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
31.9KNew |
$3.51M - $3.86M
|
31.9K
$4.28M
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
16.3K+ 54.55% |
$1.79M - $1.97M
|
46.2K
$6.19M
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
9.17KNew |
$1.01M - $1.11M
|
9.17K
$1.23M
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
8.39KNew |
$922K - $1.01M
|
8.39K
$1.12M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.01KNew |
$771K - $848K
|
7.01K
$939K
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.92KNew |
$761K - $837K
|
6.92K
$927K
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
5.82KNew |
$640K - $704K
|
5.82K
$780K
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
5.61KNew |
$617K - $679K
|
5.61K
$752K
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
5.27K+ 3.04% |
$580K - $638K
|
179K
$24M
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.44KNew |
$379K - $416K
|
3.44K
$461K
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.52KNew |
$277K - $305K
|
2.52K
$338K
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.52KNew |
$277K - $304K
|
2.52K
$337K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
2.5KNew |
$275K - $302K
|
2.5K
$335K
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.08KNew |
$228K - $251K
|
2.08K
$278K
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.07KNew |
$228K - $250K
|
2.07K
$277K
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
1.82KNew |
$200K - $220K
|
1.82K
$244K
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.78KNew |
$196K - $215K
|
1.78K
$239K
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.77KNew |
$194K - $214K
|
1.77K
$237K
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1.75KNew |
$192K - $212K
|
1.75K
$235K
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.71KNew |
$188K - $207K
|
1.71K
$230K
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.71KNew |
$188K - $206K
|
1.71K
$229K
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
1.69KNew |
$186K - $204K
|
1.69K
$226K
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.35KNew |
$149K - $163K
|
1.35K
$181K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.06KNew |
$116K - $128K
|
1.06K
$141K
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
1.03K+ 5.9% |
$113K - $124K
|
18.4K
$2.46M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
900+ 900.0% |
$99K - $109K
|
1K
$134K
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
546New |
$60K - $66.1K
|
546
$73.2K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
542New |
$59.6K - $65.6K
|
542
$72.7K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
451+ 15.26% |
$49.6K - $54.6K
|
3.41K
$457K
|