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 |
|---|---|---|---|---|---|---|---|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
362New |
$39.8K - $43.8K
|
362
$48.5K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
360+ 17.37% |
$39.6K - $43.6K
|
2.43K
$326K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
360New |
$39.6K - $43.6K
|
360
$48.3K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
250New |
$27.5K - $30.2K
|
250
$33.5K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
239+ 1.52% |
$26.3K - $28.9K
|
16K
$2.14M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
225+ 16.92% |
$24.7K - $27.2K
|
1.56K
$208K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
222New |
$24.4K - $26.9K
|
222
$29.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
201+ 3.51% |
$22.1K - $24.3K
|
5.93K
$795K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
200New |
$22K - $24.2K
|
200
$26.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
193+ 1.3% |
$21.2K - $23.4K
|
15.1K
$2.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
193+ 1.19% |
$21.2K - $23.4K
|
16.4K
$2.19M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
145+ 0.68% |
$15.9K - $17.5K
|
21.6K
$2.89M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
128+ 5.81% |
$14.1K - $15.5K
|
2.33K
$312K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
93New |
$10.2K - $11.3K
|
93
$12.5K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50New |
$5.5K - $6.05K
|
50
$6.7K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
50+ 0.67% |
$5.5K - $6.05K
|
7.5K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
44+ 0.54% |
$4.84K - $5.32K
|
8.13K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
35New |
$3.85K - $4.23K
|
35
$4.69K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
25New |
$2.75K - $3.02K
|
25
$3.35K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
20+ 1.1% |
$2.2K - $2.42K
|
1.84K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
13+ 0.46% |
$1.43K - $1.57K
|
2.86K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 2.7% |
$110 - $121
|
38
$5.09K
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
587KNew |
$57.9M - $65.6M
|
587K
$78.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
280K+ 341.73% |
$27.7M - $31.3M
|
362K
$48.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
111KNew |
$10.9M - $12.4M
|
111K
$14.9M
|
|
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
14.3KNew |
$1.41M - $1.6M
|
14.3K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
8.74KNew |
$863K - $977K
|
8.74K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
7.39KNew |
$729K - $826K
|
7.39K
$991K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
6.51KNew |
$642K - $728K
|
6.51K
$872K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
4.91KNew |
$485K - $549K
|
4.91K
$658K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.89KNew |
$483K - $547K
|
4.89K
$656K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4.7KNew |
$464K - $526K
|
4.7K
$630K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.6K+ 14.13% |
$454K - $514K
|
37.1K
$4.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
4.1KNew |
$405K - $458K
|
4.1K
$549K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
3.67K+ 13.67% |
$362K - $411K
|
30.5K
$4.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.55KNew |
$350K - $397K
|
3.55K
$476K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
3.5KNew |
$345K - $391K
|
3.5K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
3.5KNew |
$345K - $391K
|
3.5K
$469K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.26KNew |
$322K - $365K
|
3.26K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
3.22KNew |
$318K - $360K
|
3.22K
$432K
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3.12KNew |
$308K - $349K
|
3.12K
$418K
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.75KNew |
$272K - $308K
|
2.75K
$369K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.44KNew |
$241K - $273K
|
2.44K
$327K
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.39KNew |
$236K - $267K
|
2.39K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.34KNew |
$231K - $261K
|
2.34K
$313K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
2.25KNew |
$222K - $252K
|
2.25K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.24KNew |
$221K - $250K
|
2.24K
$300K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.23KNew |
$220K - $249K
|
2.23K
$298K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.22KNew |
$219K - $248K
|
2.22K
$297K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.95KNew |
$192K - $218K
|
1.95K
$261K
|
|