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Disclosery

VIGI VANGUARD WHITEHALL FDS

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SHS (fund)

487 managers (492 13F filers) reported a position in VIGI shares at 2024-12-31, 46,553,456 shares in all. 32 filers opened a position and 33 filers sold out during the quarter.

Managers
487
13F filers
492
New
32
Added
215
Reduced
135
Sold out
33
Shares held by filers
46,553,456

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY6,195,515$496M0.03%-77,15313F-HR/ATimelineGroup
EP Wealth Advisors, LLC3,757,454$301M2.45%+655,93313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,207,129$257M0.02%-63,35513F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,927,481$154M2.99%+163,65413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,845,524$148M0.14%+198,31313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,454,000$116M0.02%-26,38113F-HRTimelineGroup
Parcion Private Wealth LLC1,198,981$95.9M7.33%+19,93513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,091,195$87.3M0.02%+51,30113F-HRTimelineGroup
LPL Financial LLC1,051,869$84.1M0.03%+44,67113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC941,671$75.3M0.03%13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding770,182$61.6M+16,464Timeline
UBS Group AGin group UBS Group AG661,849$52.9M0.01%-4,99713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…635,693$50.8M0.04%+21,07413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC632,018$50.4M0.01%+47,94713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA610,194$48.8M0.01%-88213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC592,915$47.4M0.07%+14,43413F-HRTimeline
EASTERN BANK579,127$46.3M0.86%+1,66413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP549,880$44M0.04%+133,45213F-HRTimelineGroup
ESL Trust Services, LLC528,893$42.3M9.43%+10513F-HRTimeline
Cresset Asset Management, LLC441,091$35.3M0.17%-57413F-HRTimeline
American Financial Advisors, LLC432,370$34.6M4.87%-7,27713F-HRTimeline
Capital Advantage, Inc.395,542$31.6M5.77%-8,94513F-HRTimeline
Cetera Investment Advisers376,398$30.1M0.06%+18,68613F-HRTimeline
Sugarloaf Wealth Management, LLC374,230$29.9M5.66%+14,19513F-HRTimeline
Mariner, LLCin group Mariner, LLC366,707$29.3M0.05%+9,17913F-HRTimelineGroup
GEN Financial Management, INC.319,877$25.6M16.61%13F-HRTimeline
VeraBank, N.A.315,321$25.2M7.11%+25,60213F-HRTimeline
Insight Wealth Strategies, LLC313,227$25.1M3.36%+5,82313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP307,910$24.6M0.04%-38,25313F-HRTimelineGroup
NewEdge Advisors, LLC305,758$24.5M0.15%+4,57713F-HRTimeline
CHOREO, LLC304,321$24.3M0.35%+63,21013F-HRTimeline
HighTower Advisors, LLC290,910$23.3M0.03%+8,18613F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC276,929$22.2M0.67%+1,93313F-HRTimeline
Janney Montgomery Scott LLC271,962$21.8M0.06%+4,42413F-HRTimeline
B & T Capital Management DBA Alpha Capi…271,085$21.7M3.97%+14,59113F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.246,759$19.7M1.75%+10,60713F-HRTimeline
Navalign, LLC231,070$18.5M5.43%+9,03213F-HRTimeline
Focused Wealth Management, Inc225,963$18.1M2.44%-11,05113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…219,989$17.6M0.99%+86,12113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…217,050$17.4M0.03%+44,70013F-HR/ATimeline
Ackerman Capital Advisors, LLC203,466$16.3M4.27%+45613F-HRTimeline
MML INVESTORS SERVICES, LLC195,107$15.6M0.05%+27,28813F-HRTimeline
Avantax Planning Partners, Inc.189,611$15.2M0.55%+8,01113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.179,230$14.3M1.95%-8,65813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP169,264$13.5M0.01%-58,83513F-HRTimelineGroup
Private Advisor Group, LLC167,534$13.4M0.08%+11,32413F-HRTimeline
Resonant Capital Advisors, LLC166,909$13.4M0.97%+4,05213F-HRTimeline
SWAN Capital LLC161,415$12.9M6.3%+32,35613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…156,461$12.5M0.03%-1,45513F-HRTimelineGroup
American Trust154,971$12.4M0.94%+4,25513F-HRTimeline
FreeGulliver LLC149,489$12M6.24%+7,58213F-HRTimeline
Compass Financial Group, INC/SD142,342$11.4M2.16%+12,07213F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…139,051$11.1M5.21%+11,25913F-HRTimeline
Human Investing LLC134,124$10.7M1.9%+7,48113F-HRTimeline
Wedmont Private Capital127,684$10.1M0.53%+6,34913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.125,515$10M0.02%+3,49213F-HR/ATimelineGroup
JNBA Financial Advisors123,555$9.88M1.01%-2,85013F-HRTimeline
Perritt Capital Management Inc116,350$9.31M4.84%+3,40613F-HRTimeline
D.A. DAVIDSON & CO.114,912$9.19M0.07%+1,07113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding114,754$9.18M-80,852Timeline
BCGM Wealth Management, LLC112,803$9.02M2.86%+6,08113F-HRTimeline
Elios Financial Group Inc.112,315$8.98M4.25%-40413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.110,429$8.83M0.43%+3,24513F-HRTimeline
New England Private Wealth Advisors LLC108,110$8.65M1.37%+813F-HRTimeline
RTD Financial Advisors, Inc.107,720$8.62M1.11%-2,09813F-HRTimeline
Kohmann Bosshard Financial Services, LLC107,061$8.56M1.03%-5,16913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.106,097$8.49M0.05%+10,33813F-HRTimeline
Financial Connections Group, Inc.104,106$8.33M4%+6,49513F-HRTimeline
Betterment LLC103,556$8.28M0.02%+10,05213F-HRTimeline
Destiny Wealth Partners, LLC102,927$8.23M1.34%-2,06213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV102,038$8.16M0.02%-72,24713F-HRTimeline
DAGCO, INC.101,739$8.14M2.7%+27,27213F-HRTimeline
Keystone Financial Group, Inc.99,877$7.99M6.47%13F-HRTimeline
SMITH, MOORE & CO.99,821$7.98M0.73%+1,08613F-HRTimeline
Tanglewood Wealth Management, Inc.99,022$7.92M0.91%-1,22313F-HRTimeline
Financial Perspectives, Inc98,923$7.91M2.66%+23913F-HRTimeline
Allworth Financial LP94,695$7.73M0.04%+54,27413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding95,737$7.66M+92,149Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding93,800$7.5M-921Timeline
Landmark Wealth Management, LLC91,027$7.28M3.23%+4,53413F-HRTimeline
Buttonwood Financial Advisors Inc.89,199$7.13M3.14%+11,77113F-HRTimeline
Montecito Bank & Trust86,679$6.93M1.2%-1,68513F-HRTimeline
Brady Martz Wealth Solutions, LLC86,550$6.83M1.65%13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC84,718$6.78M1.86%+6,61813F-HRTimeline
Parallel Advisors, LLC82,126$6.57M0.15%-1,53113F-HRTimeline
Ariston Services Group81,423$6.51M5.64%013F-HRTimeline
Archford Capital Strategies, LLC81,106$6.49M0.98%-6,50013F-HRTimeline
Goldstone Financial Group, LLC79,991$6.4M1%+68913F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC77,125$6.17M1.31%-43513F-HRTimeline
New Insight Wealth Advisors77,010$6.16M3.09%-7,11313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC75,852$6.07M0.12%+75,39613F-HRTimeline
Per Stirling Capital Management, LLC.74,104$5.93M0.84%-6,75713F-HRTimeline
Kathleen S. Wright Associates Inc.73,930$5.91M2.46%+55413F-HRTimeline
BLAIR WILLIAM & CO/IL73,158$5.85M0.02%-3,00813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …72,938$5.83M1.26%+2,61113F-HRTimeline
Addison Advisors LLC71,213$5.7M1.58%+1,53513F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC71,006$5.68M1.35%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC68,320$5.46M0.88%-21,21313F-HRTimelineGroup
Oak Root LLC67,111$5.37M0.7%-6,69313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC66,616$5.33M1.38%+1,75413F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/66,433$5.31M<0.01%+50,63513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.66,095$5.29M0.05%+1,05213F-HRTimelineGroup
Cornerstone Wealth Management, LLC65,972$5.28M0.36%+3,93113F-HRTimeline
Revisor Wealth Management LLC65,016$5.24M4.83%-18,62813F-HRTimeline
Steward Partners Investment Advisory, L…65,444$5.23M0.05%+83713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC64,582$5.17M<0.01%+2,69713F-HRTimelineGroup
Cambridge Investment Research Advisors,…61,816$4.95M0.02%+4,47613F-HRTimeline
PDS Planning, Inc61,266$4.9M0.44%-1,58813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.58,191$4.65M0.94%-1,69813F-HRTimeline
Stokes Family Office, LLC58,035$4.64M0.5%+87713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers57,789$4.62M0.01%+22,59613F-HRTimelineGroup
Accredited Wealth Management, LLC55,945$4.48M3.92%13F-HRTimeline
180 WEALTH ADVISORS, LLC55,932$4.47M0.7%+4013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.55,537$4.44M0.01%+2,90013F-HRTimelineGroup
Wade Financial Advisory, Inc54,430$4.35M1.47%-61513F-HRTimeline
Verum Partners LLC53,172$4.25M1.22%+6,28213F-HRTimeline
NCM Capital Management, LLC52,811$4.22M1.9%-8213F-HRTimeline
Sanctuary Advisors, LLC50,673$4.22M0.03%+30213F-HRTimeline
High Net Worth Advisory Group LLC52,329$4.19M1.17%+36313F-HRTimeline
IFG Advisory, LLC51,752$4.14M0.23%+90413F-HRTimeline
WMS Partners, LLC50,652$4.05M0.23%-3,48213F-HRTimeline
Select Asset Management & Trust50,301$4.02M1.56%-45813F-HRTimeline
Aspect Partners, LLC49,983$4M2.31%-11513F-HRTimeline
World Investment Advisors49,609$3.97M0.11%+9,36413F-HRTimeline
Werba Rubin Papier Wealth Management49,302$3.94M0.93%-1,81513F-HRTimeline
Creative Planningin group Creative Planning49,243$3.94M<0.01%+3,51413F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC48,124$3.85M1.99%+1,47713F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.47,816$3.82M2.61%+3,64013F-HRTimeline
Nikulski Financial, Inc.45,163$3.61M1.06%+33613F-HRTimeline
Trilogy Capital Inc.43,921$3.51M0.18%+7313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …43,555$3.48M0.05%-1,89913F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC43,137$3.45M1.74%-61713F-HRTimeline
FAS Wealth Partners, Inc.40,408$3.23M0.27%-1,79113F-HRTimeline
Franklin Resourcesgroup of 2 filers holding39,451$3.16M0Timeline
Advisory Services Network, LLC39,223$3.14M0.06%+5,60713F-HRTimeline
Walkner Condon Financial Advisors LLC39,221$3.14M0.64%-26013F-HRTimeline
EQ WEALTH ADVISORS, LLC37,989$3.04M2.92%13F-HRTimeline
Waverly Advisors, LLC37,793$3.02M0.05%+95113F-HRTimeline
Capital Advisors, Ltd. LLC36,729$2.94M0.37%-3,97213F-HRTimeline
Frederick Financial Consultants, LLC35,566$2.84M2.27%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,104$2.81M0.09%+8713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…35,090$2.81M0.04%+82513F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC34,436$2.75M0.13%+93713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…34,286$2.74M0.09%+2,67913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS34,254$2.74M0.01%+9313F-HRTimeline
Red Mountain Financial, LLC33,186$2.65M2.85%+5,90613F-HRTimeline
Whipplewood Advisors, LLC32,883$2.63M1.5%13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC32,654$2.61M0.33%+54213F-HRTimeline
BFSG, LLC32,498$2.6M0.3%-1,62713F-HRTimeline
JT Stratford LLC32,454$2.6M0.43%+1,37413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…32,000$2.56M0.01%-10,50013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…31,793$2.54M0.06%-1,26013F-HRTimelineGroup
VANCE WEALTH, LLC31,088$2.49M0.96%+1,22113F-HRTimeline
PFG Advisors30,594$2.45M0.15%+1,40413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC30,159$2.41M0.33%+3,52913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,303$2.34M<0.01%-227,72413F-HRTimelineGroup
Infinity Wealth Counsel, LLC29,291$2.34M2.5%13F-HRTimeline
Breakwater Capital Group29,282$2.34M0.47%+3,47113F-HRTimeline
Aptus Capital Advisors, LLC29,142$2.33M0.03%+75313F-HRTimeline
Glass Jacobson Investment Advisors llc28,874$2.31M0.76%-1,13813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Long Island Wealth Management, Inc.28,810$2.3M1.44%+42813F-HRTimeline
WESCAP Management Group, Inc.28,652$2.29M0.56%-46613F-HRTimeline
McKinley Carter Wealth Services, Inc.28,452$2.28M0.14%-54713F-HRTimeline
Savvy Advisors, Inc.28,056$2.24M0.27%new13F-HRTimeline
Parkside Financial Bank & Trust27,690$2.21M0.29%+25,60713F-HRTimeline
Centurion Wealth Management LLC27,084$2.17M0.68%+4,46213F-HRTimeline
Sunburst Financial Group, LLC26,479$2.12M0.52%-57313F-HRTimeline
Hubbell Strickland Wealth Management, L…25,810$2.06M0.98%+4113F-HRTimeline
Causey Wealth LLC25,700$2.06M1.2%13F-HRTimeline
Bahl & Gaynor LLC25,659$2.05M0.01%+11013F-HRTimeline
Avidian Wealth Enterprises, LLC25,591$2.05M0.09%-14813F-HRTimeline
Nicholas Hoffman & Company, LLC.25,256$2.02M0.08%+2,32013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Sound View Wealth Advisors Group, LLC25,026$2M0.16%+1,08613F-HRTimeline
Kingsview Wealth Management, LLC24,861$1.99M0.04%+93013F-HRTimeline
Composition Wealth, LLC24,467$1.96M0.04%-10,15013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…24,157$1.93M<0.01%+113F-HRTimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC24,062$1.92M0.75%+93213F-HRTimeline
BAXTER BROS INC23,761$1.9M0.25%+1,40913F-HRTimeline
ROBERTS GLORE & CO INC /IL/23,331$1.87M0.55%+1,29913F-HRTimeline
Compass Advisory Group LLC23,023$1.84M0.66%+7113F-HRTimeline
Swisher Financial Concepts, Inc.22,981$1.84M2.16%-77,66613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…22,917$1.83M0.02%+5013F-HRTimelineGroup
Johnson Bixby & Associates, LLC22,798$1.82M0.28%-1,39113F-HRTimeline
Strategic Wealth Partners, Ltd.21,531$1.82M0.15%+2,77013F-HRTimeline
RWA WEALTH PARTNERS, LLC22,541$1.8M0.02%+36613F-HRTimeline
Chicago Partners Investment Group LLC22,072$1.78M0.06%-19613F-HRTimeline
Five Pine Wealth Management22,106$1.77M1.49%13F-HRTimeline
Johnson & White Wealth Management, LLC22,045$1.76M1.07%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,857$1.75M<0.01%-21,20413F-HRTimelineGroup
Cedar Point Capital Partners, LLC21,588$1.73M1.17%+1,20113F-HRTimeline
Shore Point Advisors, LLC21,385$1.71M0.92%+37113F-HRTimeline
INVESTMENT PARTNERS, LTD.21,263$1.7M0.7%013F-HRTimeline
Smartleaf Asset Management LLC21,077$1.69M0.17%+2,49113F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC20,875$1.67M0.72%+62913F-HRTimeline
United Advisor Group, LLC20,759$1.66M0.33%new13F-HRTimeline
COUNTRY CLUB BANK19,618$1.57M0.1%013F-HRTimeline
CoreFirst Bank & Trust19,469$1.56M0.93%+1,42713F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC18,999$1.52M<0.01%-70213F-HRTimelineGroup
WNY Asset Management, LLC18,686$1.49M0.19%-55313F-HRTimeline
CIBC WORLD MARKET INC.18,520$1.48M<0.01%-2,18813F-HRTimeline