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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
18+ 0.01% |
$1.82K - $1.94K
|
135K
$18.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
9New |
$912 - $969
|
9
$1.21K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
6+ 0.17% |
$608 - $646
|
3.61K
$484K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2New |
$203 - $215
|
2
$268
|
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
1+ 0.05% |
$101 - $108
|
2.1K
$282K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
1+ 0.04% |
$101 - $108
|
2.43K
$326K
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
BUY
|
- |
1+ 1.54% |
$101 - $108
|
66
$8.85K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
51K+ 34.23% |
$5.14M - $5.68M
|
200K
$26.8M
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
20.2KNew |
$2.03M - $2.25M
|
20.2K
$2.7M
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
19.2KNew |
$1.93M - $2.14M
|
19.2K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
17.8KNew |
$1.79M - $1.98M
|
17.8K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
13.5KNew |
$1.36M - $1.5M
|
13.5K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
10.7K+ 279.22% |
$1.08M - $1.19M
|
14.5K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$1.01M - $1.11M
|
10K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
9.2K+ 70.23% |
$928K - $1.03M
|
22.3K
$2.99M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
6.9KNew |
$696K - $769K
|
6.9K
$925K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.4K+ 474.35% |
$444K - $491K
|
5.33K
$714K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.39KNew |
$342K - $378K
|
3.39K
$454K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$276K - $305K
|
2.74K
$367K
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.5KNew |
$252K - $279K
|
2.5K
$335K
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
2.4KNew |
$242K - $267K
|
2.4K
$322K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.15KNew |
$217K - $239K
|
2.15K
$288K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.08KNew |
$209K - $231K
|
2.08K
$278K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
2.03KNew |
$205K - $227K
|
2.03K
$273K
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
1.93KNew |
$195K - $215K
|
1.93K
$259K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.44KNew |
$145K - $160K
|
1.44K
$193K
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.15KNew |
$116K - $128K
|
1.15K
$154K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.14K+ 146.22% |
$115K - $127K
|
1.92K
$258K
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
912+ 31.97% |
$91.9K - $102K
|
3.77K
$505K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
388New |
$39.1K - $43.2K
|
388
$52K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
249+ 858.62% |
$25.1K - $27.7K
|
278
$37.3K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
195New |
$19.7K - $21.7K
|
195
$26.1K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
188New |
$19K - $21K
|
188
$25.2K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
109+ 4.26% |
$11K - $12.1K
|
2.67K
$358K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
72New |
$7.26K - $8.02K
|
72
$9.65K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
17+ 0.71% |
$1.71K - $1.89K
|
2.4K
$321K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5+ 0.75% |
$504 - $557
|
673
$90.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
195KNew |
$18.7M - $22M
|
195K
$26.1M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
114KNew |
$11M - $12.9M
|
114K
$15.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
102K+ 480.33% |
$9.8M - $11.5M
|
123K
$16.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
54.5KNew |
$5.24M - $6.16M
|
54.5K
$7.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
22K+ 6200.0% |
$2.12M - $2.49M
|
22.4K
$3M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
18.3K+ 16.78% |
$1.76M - $2.07M
|
128K
$17.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
18.1KNew |
$1.74M - $2.05M
|
18.1K
$2.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
15.8K+ 9.73% |
$1.52M - $1.79M
|
178K
$23.9M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
14.7K+ 11.77% |
$1.42M - $1.67M
|
140K
$18.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
10.8KNew |
$1.03M - $1.22M
|
10.8K
$1.44M
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
7.75KNew |
$745K - $877K
|
7.75K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.15K+ 175.84% |
$495K - $583K
|
8.08K
$1.08M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
5.05KNew |
$485K - $571K
|
5.05K
$677K
|
|