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 07, 2023
Q2 2023
|
Savior LLC
|
BUY
|
- |
1+ 1.54% |
$101 - $108
|
66
$9.31K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
51K+ 34.23% |
$5.14M - $5.68M
|
200K
$28.2M
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
20.2KNew |
$2.03M - $2.25M
|
20.2K
$2.84M
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
19.2KNew |
$1.93M - $2.14M
|
19.2K
$2.7M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
17.8KNew |
$1.79M - $1.98M
|
17.8K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
13.5KNew |
$1.36M - $1.5M
|
13.5K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
10.7K+ 279.22% |
$1.08M - $1.19M
|
14.5K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$1.01M - $1.11M
|
10K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
9.2K+ 70.23% |
$928K - $1.03M
|
22.3K
$3.14M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
6.9KNew |
$696K - $769K
|
6.9K
$973K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.4K+ 474.35% |
$444K - $491K
|
5.33K
$752K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.39KNew |
$342K - $378K
|
3.39K
$478K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$276K - $305K
|
2.74K
$386K
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.5KNew |
$252K - $279K
|
2.5K
$353K
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
2.4KNew |
$242K - $267K
|
2.4K
$338K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.15KNew |
$217K - $239K
|
2.15K
$303K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.08KNew |
$209K - $231K
|
2.08K
$293K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
2.03KNew |
$205K - $227K
|
2.03K
$287K
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
1.93KNew |
$195K - $215K
|
1.93K
$272K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.44KNew |
$145K - $160K
|
1.44K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.15KNew |
$116K - $128K
|
1.15K
$162K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.14K+ 146.22% |
$115K - $127K
|
1.92K
$271K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
388New |
$39.1K - $43.2K
|
388
$54.7K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
195New |
$19.7K - $21.7K
|
195
$27.5K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
188New |
$19K - $21K
|
188
$26.5K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
109+ 4.26% |
$11K - $12.1K
|
2.67K
$376K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
72New |
$7.26K - $8.02K
|
72
$10.2K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
17+ 0.71% |
$1.71K - $1.89K
|
2.4K
$338K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
195KNew |
$18.7M - $22M
|
195K
$27.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
114KNew |
$11M - $12.9M
|
114K
$16.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
102K+ 480.33% |
$9.8M - $11.5M
|
123K
$17.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
54.5KNew |
$5.24M - $6.16M
|
54.5K
$7.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
22K+ 6200.0% |
$2.12M - $2.49M
|
22.4K
$3.15M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
18.3K+ 16.78% |
$1.76M - $2.07M
|
128K
$18M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
18.1KNew |
$1.74M - $2.05M
|
18.1K
$2.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
15.8K+ 9.73% |
$1.52M - $1.79M
|
178K
$25.1M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
14.7K+ 11.77% |
$1.42M - $1.67M
|
140K
$19.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
10.8KNew |
$1.03M - $1.22M
|
10.8K
$1.52M
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
7.75KNew |
$745K - $877K
|
7.75K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.15K+ 175.84% |
$495K - $583K
|
8.08K
$1.14M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
5.05KNew |
$485K - $571K
|
5.05K
$712K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.83KNew |
$464K - $546K
|
4.83K
$680K
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
4.67KNew |
$449K - $528K
|
4.67K
$658K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4.44K+ 10.85% |
$427K - $503K
|
45.4K
$6.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.44KNew |
$426K - $502K
|
4.44K
$625K
|
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
4.07KNew |
$391K - $460K
|
4.07K
$573K
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
3.76KNew |
$362K - $426K
|
3.76K
$531K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.21KNew |
$308K - $363K
|
3.21K
$452K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
3.05KNew |
$293K - $345K
|
3.05K
$429K
|
|
|
Feb 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
3KNew |
$288K - $339K
|
3K
$423K
|
|