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 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
661+ 19.06% |
$68.3K - $72.9K
|
4.13K
$553K
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
552+ 6.42% |
$57K - $60.9K
|
9.15K
$1.23M
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
445+ 380.34% |
$46K - $49.1K
|
562
$75.3K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
373New |
$38.5K - $41.2K
|
373
$50K
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
150+ 1.64% |
$15.5K - $16.6K
|
9.31K
$1.25M
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100+ 3.43% |
$10.3K - $11K
|
3.02K
$405K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
94New |
$9.71K - $10.4K
|
94
$12.6K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
56New |
$5.79K - $6.18K
|
56
$7.51K
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
41New |
$4.24K - $4.52K
|
41
$5.5K
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
30+ 3000.0% |
$3.1K - $3.31K
|
31
$4.16K
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
12+ 0.3% |
$1.24K - $1.32K
|
4.07K
$545K
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9New |
$930 - $993
|
9
$1.21K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.76% |
$620 - $662
|
797
$107K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
2+ 0.06% |
$207 - $221
|
3.19K
$428K
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$103 - $110
|
8.66K
$1.16M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 0.56% |
$103 - $110
|
180
$24.1K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
42.6K+ 3.11% |
$4.32M - $4.59M
|
1.41M
$189M
|
|
Aug 04, 2023
Q2 2023
|
Cvs Health Corp
Woonsocket, RI |
BUY
|
- |
39.2K+ 18.42% |
$3.97M - $4.22M
|
252K
$33.8M
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
16.5KNew |
$1.67M - $1.78M
|
16.5K
$2.21M
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
11.8KNew |
$1.19M - $1.27M
|
11.8K
$1.58M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
9.78KNew |
$991K - $1.05M
|
9.78K
$1.31M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.06KNew |
$615K - $653K
|
6.06K
$813K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4.82K+ 4871.72% |
$489K - $519K
|
4.92K
$660K
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
4K+ 30.38% |
$405K - $431K
|
17.2K
$2.3M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.96KNew |
$402K - $427K
|
3.96K
$531K
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.3KNew |
$334K - $355K
|
3.3K
$442K
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3K+ 23.3% |
$304K - $323K
|
15.9K
$2.13M
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.7KNew |
$274K - $291K
|
2.7K
$362K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
2.5KNew |
$253K - $269K
|
2.5K
$335K
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.46KNew |
$249K - $265K
|
2.46K
$330K
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.4KNew |
$243K - $258K
|
2.4K
$322K
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.33K+ 30.16% |
$236K - $251K
|
10.1K
$1.35M
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.24KNew |
$227K - $241K
|
2.24K
$300K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.18KNew |
$221K - $235K
|
2.18K
$292K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.98K+ 1.23% |
$200K - $213K
|
162K
$21.8M
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.89KNew |
$191K - $203K
|
1.89K
$253K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.22KNew |
$124K - $131K
|
1.22K
$164K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
874New |
$88.6K - $94.1K
|
874
$117K
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
844+ 21.94% |
$85.5K - $90.9K
|
4.69K
$629K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
653+ 2.41% |
$66.2K - $70.3K
|
27.7K
$3.72M
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
180New |
$18.2K - $19.4K
|
180
$24.1K
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
153New |
$15.5K - $16.5K
|
153
$20.5K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
145New |
$14.7K - $15.6K
|
145
$19.4K
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
133+ 0.2% |
$13.5K - $14.3K
|
66.7K
$8.94M
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
73+ 2.81% |
$7.4K - $7.86K
|
2.67K
$358K
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
68+ 0.43% |
$6.89K - $7.32K
|
15.8K
$2.12M
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
65+ 1.06% |
$6.59K - $7K
|
6.23K
$835K
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
33New |
$3.34K - $3.55K
|
33
$4.42K
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
30+ 0.78% |
$3.04K - $3.23K
|
3.9K
$523K
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
19+ 0.84% |
$1.93K - $2.05K
|
2.29K
$307K
|