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Disclosery

VYM VANGUARD WHITEHALL FDS

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SHS (fund)

2,046 managers (2,071 13F filers) reported a position in VYM shares at 2026-06-30, 183,578,212 shares in all. 123 filers opened a position and 74 filers sold out during the quarter.

Managers
2,046
13F filers
2,071
New
123
Added
844
Reduced
696
Sold out
74
Shares held by filers
183,578,212

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SWAN Capital LLC115,374$18.2M6.24%+10,03113F-HRTimeline
Avior Wealth Management, LLC115,320$18.2M0.48%-9,98513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC114,135$18M1.22%-1,53413F-HRTimeline
FIRST HORIZON CORP113,455$17.9M0.69%+12,88213F-HRTimeline
Principle Wealth Partners LLC111,870$17.7M0.87%-1,68613F-HRTimeline
Tepp RIA, LLC111,613$17.6M11.96%-12,53613F-HRTimeline
Hardy Reed LLC111,422$17.6M1.13%-6,20613F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding111,366$17.6M+16,969Timeline
MATRIX ASSET ADVISORS INC/NY110,817$17.5M1.42%+6,69913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.109,557$17.3M<0.01%+3,95513F-HRTimelineGroup
Reality Financial Planning Services, LLC108,910$17.2M16.61%-8,73013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.106,217$17.2M9.24%-3,26013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding107,652$17M+41,202Timeline
Causey Wealth LLC105,102$16.6M6.49%+2,52613F-HRTimeline
Asset Allocation Strategies LLC104,832$16.6M2.55%+6,91313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD104,813$16.6M0.74%+2,78013F-HRTimeline
High Net Worth Advisory Group LLC104,430$16.5M3.51%+42613F-HRTimeline
Seneca Financial Advisors LLC104,197$16.5M4.28%-50613F-HRTimeline
Stonebridge Capital Advisors LLC103,886$16.4M1.05%+1,12213F-HRTimeline
CENTRAL TRUST Co103,227$16.3M0.3%-1,36413F-HRTimeline
HEADINVEST, LLC102,583$16.2M3.02%+21013F-HRTimeline
HOWE & RUSLING INC102,327$16.2M0.94%-1,88613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…101,768$16.1M0.93%-1,87413F-HRTimeline
HARBOUR INVESTMENTS, INC.101,759$16.1M0.22%+1,30013F-HRTimeline
Capital Advisors Wealth Management, LLC100,515$15.9M1.87%+11113F-HRTimeline
VSM Wealth Advisory, LLC100,115$15.8M4.2%-1,26413F-HRTimeline
Pinnacle Financial Group, LLC / IL99,482$15.7M3.84%+5,40413F-HRTimeline
NOVEM GROUP99,238$15.7M1.59%-38,05513F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC498,844$15.6M2.44%+401,84213F-HRTimeline
Pointe Capital Management LLC98,634$15.6M6.97%+1,11813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…97,983$15.5M0.09%+1,33113F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP96,450$15.2M0.18%-1,22413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC96,413$15.2M0.1%+3,24413F-HRTimelineGroup
Mittelman Wealth Management19,314$15.2M10.07%-98,33613F-HRTimeline
Global Wealth Management Investment Adv…95,900$15.2M2.16%+2,89213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC95,356$15.1M0.02%-1,83713F-HRTimelineGroup
WEST BANCORPORATION INC94,584$14.9M6.39%+6,03813F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding94,138$14.9M+42,960Timeline
Aptus Capital Advisors, LLC93,785$14.8M0.11%-13,33113F-HRTimeline
First PREMIER Bank93,274$14.7M2.38%+50,02113F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.91,590$14.7M6.22%-28313F-HRTimeline
Raab & Moskowitz Asset Management LLC92,893$14.7M2.95%+4,25013F-HRTimeline
IEQ CAPITAL, LLC92,681$14.6M0.07%+1,59313F-HRTimeline
HB Wealth Management, LLC92,432$14.6M0.08%+4,48113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…90,542$14.3M0.16%+4,64713F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP90,346$14.3M0.18%+45,10313F-HRTimeline
truNorth Financial Services, Inc.90,239$14.3M12.77%+2,64113F-HRTimeline
Gross & Hartman Investments LLC89,709$14.2M6.26%-47613F-HRTimeline
Cherry Tree Wealth Management, LLC89,616$14.2M2.66%-1,69013F-HRTimeline
SlateStone Wealth, LLC87,631$13.8M1.06%-7,20313F-HRTimeline
Global Retirement Partners, LLC87,342$13.8M0.21%13F-HRTimeline
IFG Advisors, LLC86,797$13.7M1.89%+20,28513F-HRTimeline
Grandview Asset Management LLC86,416$13.7M3.4%-2,28813F-HRTimeline
Simplicity Wealth,LLC86,122$13.6M0.46%+22,48913F-HRTimeline
Strategic Family Wealth Counselors, L.L…86,065$13.6M3.16%+1,37713F-HRTimeline
NWAM LLC85,738$13.5M0.68%-2,05513F-HRTimeline
Geneos Wealth Management Inc.84,947$13.4M0.27%+10,71413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC84,630$13.4M0.22%+3,49313F-HRTimeline
Elevation Advisory Partners LLC83,517$13.3M13.63%-1,45913F-HRTimeline
Octavia Wealth Advisors, LLC83,726$13.2M1.14%+1,39013F-HRTimeline
Sterling Financial Planning, Inc.83,032$13.1M3.57%+1,61313F-HRTimeline
Empirical Financial Services, LLC d.b.a…82,964$13.1M0.19%+9,58913F-HRTimeline
PFG Private Wealth Management, LLC81,983$13M5.61%-10,22213F-HRTimeline
Vestmark Advisory Solutions, Inc.81,972$13M0.12%+2,28313F-HRTimeline
Crescent Grove Advisors, LLC81,898$12.9M1.1%+1,35113F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.81,351$12.9M4.68%+1,39813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co81,316$12.9M0.14%+76913F-HRTimelineGroup
Linscomb Wealth, Inc.81,176$12.8M0.56%+1,26913F-HRTimeline
Integrated Advisors Network LLC80,899$12.8M0.59%-1,82013F-HRTimeline
Kropog Financial Group, LLC80,850$12.8M9%+2,48313F-HRTimeline
Stillwater Capital Advisors, LLC79,556$12.6M1.28%+3,81413F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.79,353$12.5M6.77%-13913F-HRTimeline
Milestone Investment Advisors LLC79,043$12.5M2.7%-1,38213F-HRTimeline
ROMANO BROTHERS AND COMPANY78,855$12.5M1.25%-1,13313F-HRTimeline
R2 Capital Strategies, LLC78,303$12.4M5.61%13F-HRTimeline
Northwest & Ethical Investments L.P.78,220$12.4M0.29%new13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC76,504$12.3M4.43%+2,25613F-HRTimeline
Francis Financial, Inc.77,743$12.3M2.02%-3,56513F-HRTimeline
BURNS J W & CO INC/NY77,678$12.3M1.28%+6,20613F-HRTimeline
AMG National Trust Bank77,471$12.2M0.25%+1,02213F-HRTimeline
EPG Wealth Management LLC77,201$12.2M2.92%+1,20313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding74,906$12.2M+35,940Timeline
Summit Wealth Partners, LLC77,091$12.2M1.74%+59613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC77,062$12.2M0.23%+4,95213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC76,795$12.1M0.19%-62813F-HRTimeline
Gateway Wealth Partners, LLC76,345$12.1M0.72%-46,19413F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC76,113$12.1M1.06%+9,28413F-HRTimelineGroup
CVA Family Office, LLC75,888$12M1.09%+16,49813F-HRTimeline
Western Pacific Wealth Management, LP75,442$11.9M10.78%+1,28613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC75,035$11.9M1.22%-5,58813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…75,000$11.9M0.02%+7013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC74,244$11.7M0.45%-19413F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC74,000$11.7M4.13%-1,65013F-HRTimeline
CoreCap Advisors, LLC73,793$11.7M0.34%+3,00713F-HRTimeline
Keudell/Morrison Wealth Management73,504$11.6M2.2%+41913F-HRTimeline
Bluespring Wealth Management, LLC72,828$11.5M0.22%+70,77413F-HRTimeline
Atlas Legacy Advisors, LLC72,780$11.5M1.7%-3313F-HRTimeline
SONATA CAPITAL GROUP INC72,662$11.5M3.71%+3,53713F-HRTimeline
World Investment Advisors76,738$11.5M0.19%-3,00213F-HRTimeline
Evergreen Wealth Management, LLC72,610$11.5M5.38%+1,43013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\72,128$11.4M<0.01%-2013F-HRTimelineGroup
MCF Advisors LLC72,061$11.4M0.41%-27613F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.71,973$11.4M0.01%+2,76813F-HRTimelineGroup
Vise Technologies, Inc.71,958$11.4M0.13%+23,95613F-HRTimeline
Adirondack Capital Advisors, LLC71,527$11.3M6.06%+9,23013F-HRTimeline
Robertson Stephens Wealth Management, L…71,399$11.3M0.28%-1,02113F-HRTimeline
Pettinga Financial Advisors LLC71,018$11.2M1.8%-80913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp70,390$11.1M0.26%-2,01413F-HRTimelineGroup
Montz Harcus Wealth Management LLC68,544$10.8M3.85%+1,49913F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding67,915$10.8M-3,092Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.67,369$10.6M0.35%-3,00813F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…67,361$10.6M<0.01%-82,17413F-HRTimelineGroup
Daybright Advisory Services, Inc.65,322$10.6M2.53%-40913F-HRTimeline
Western Wealth Management, LLC66,833$10.6M0.35%+7,85813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC66,690$10.5M0.05%-19,40513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC66,022$10.4M<0.01%-12,11413F-HRTimelineGroup
City State Bank65,858$10.4M2.38%+28513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC65,828$10.4M0.57%-35013F-HRTimeline
Leelyn Smith, LLC65,340$10.3M1.26%+64113F-HRTimeline
Sage Financial Management Group, Inc.65,086$10.3M2.83%+46013F-HRTimeline
Aspire Capital Advisors LLC64,909$10.3M2%+14,37913F-HRTimeline
Private Advisory Group LLC64,767$10.2M0.57%-28,92413F-HRTimeline
HBW ADVISORY SERVICES LLC64,715$10.2M0.93%-14213F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC63,030$10.2M1.25%13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC64,209$10.1M1.94%+39013F-HRTimeline
PARK NATIONAL CORP /OH/64,152$10.1M0.28%-15,64113F-HRTimeline
Goldstone Financial Group, LLC64,064$10.1M0.93%-1,82413F-HRTimeline
Investors Research Corp63,877$10.1M1.81%+1,51913F-HRTimeline
TBH Global Asset Management, LLC63,785$10.1M1.85%-6,64813F-HRTimeline
Gleason Group, Inc.63,714$10.1M0.88%+39113F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…63,632$10.1M1.27%-73813F-HRTimeline
Bay Capital Advisors, LLC63,487$10M5.38%+3,37013F-HRTimeline
ArborFi Advisors, LLC63,447$10M7.27%+2,54913F-HRTimeline
Carolina Wealth Management Inc63,179$9.98M4.59%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…63,109$9.97M0.28%+5,11113F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC62,826$9.93M1.45%-2,21013F-HRTimeline
ETF Portfolio Partners, Inc.62,768$9.92M2.36%-1,00313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV62,415$9.86M0.47%+1,62413F-HRTimeline
Tilson Financial Group, Inc.62,351$9.85M2.71%+24213F-HRTimeline
Safe Harbor Family Capital, LLC61,838$9.77M6.53%-23513F-HRTimeline
CHELSEA COUNSEL CO61,650$9.74M4.13%013F-HRTimeline
RDA Financial Network61,570$9.73M2.12%+6413F-HRTimeline
AA Financial Advisors, LLC61,496$9.72M1.17%-1,53313F-HRTimeline
Paradigm Capital Management, LLC/NV61,271$9.68M8.33%-1,14913F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC61,227$9.68M1.3%+97513F-HRTimelineGroup
IHT Wealth Management, LLC61,106$9.66M0.21%+12,49113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC61,020$9.64M0.12%+1,02713F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.60,937$9.63M8.63%-91913F-HRTimeline
XML Financial, LLC60,858$9.62M0.7%-1,31413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC60,819$9.61M0.17%-45713F-HRTimeline
Foundations Investment Advisors, LLC60,715$9.59M0.1%+14,98713F-HRTimeline
Vision Retirement, LLC60,356$9.54M2.31%+53013F-HRTimeline
Advisory Services Network, LLC60,292$9.53M0.11%+3,05513F-HRTimeline
Penney Financial, LLC60,279$9.53M3.33%-38113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC60,150$9.51M0.22%-4,02513F-HRTimelineGroup
Curran Financial Partners, LLC59,995$9.48M1.41%-34,58313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…59,954$9.47M0.31%-8,751,92713F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC59,618$9.42M0.58%-1,08413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC59,000$9.32M0.01%-22,50013F-HRTimeline
Apeiron RIA LLC58,747$9.28M2.38%-35413F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC58,514$9.25M1.51%-6,51713F-HRTimeline
Eagle Strategies LLC58,421$9.23M0.92%-1,50213F-HRTimeline
Avantax Planning Partners, Inc.58,200$9.2M0.23%-2,86513F-HRTimeline
Tyche Wealth Partners LLC58,163$9.19M1.29%-1,53913F-HRTimeline
Stokes Family Office, LLC58,152$9.19M1.07%-28,66413F-HRTimeline
Evanson Financial, LLC58,035$9.17M0.45%13F-HRTimeline
Ranch Capital Advisors Inc.57,830$9.14M2.89%+85513F-HRTimeline
180 WEALTH ADVISORS, LLC57,815$9.14M0.92%-3,11913F-HRTimeline
WealthBridge Capital Management, LLC57,489$9.08M1.81%-16713F-HRTimeline
Gotham Asset Management, LLC56,720$8.96M0.02%+2,23413F-HRTimeline
MSH Capital Advisors LLC56,357$8.91M1.55%+6,19213F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC55,794$8.82M1.03%-2,51413F-HRTimeline
INTEGRITY ALLIANCE, LLC.55,688$8.8M0.28%+5,02113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC55,302$8.74M0.43%-22513F-HRTimeline
Covington Investment Advisors Inc.55,224$8.73M1.13%-3,02513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC54,936$8.68M0.08%+5,25713F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC54,906$8.68M0.35%+15413F-HRTimeline
Granite FO LLC54,790$8.66M4.58%-17,72113F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC54,773$8.66M4.24%-46513F-HRTimeline
Williams Jones Wealth Management, LLC.54,629$8.63M0.1%-2,76213F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding54,552$8.62M+1,686Timeline
Verity & Verity, LLC54,437$8.6M0.59%-94613F-HRTimeline
Tide Cove Capital Partners LLC52,020$8.6M5.56%+41013F-HRTimeline
Guardian Financial Partners, LLC53,912$8.52M3.32%+1,62713F-HRTimeline
Employees' Retirement Fund of the City …53,603$8.47M3.02%-8,70013F-HRTimeline
Dorsey & Whitney Trust CO LLC53,482$8.45M0.41%-3313F-HRTimeline
BIP Wealth, LLC53,374$8.43M0.24%+14,85413F-HRTimeline
JMAC ENTERPRISES LLC53,178$8.4M1.42%-27913F-HRTimeline
Drucker Wealth 3.0, LLC53,015$8.38M1.32%-1,47613F-HRTimeline
Sherman Wealth Management LLC52,428$8.29M6.24%+44313F-HRTimeline
Fiduciary Group, LLC51,946$8.21M0.64%+1,71013F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …51,857$8.19M2.82%13F-HRTimeline
JFS WEALTH ADVISORS, LLC51,849$8.19M0.41%-47513F-HRTimeline
Modera Wealth Management, LLC51,778$8.18M0.09%-97413F-HRTimeline
Quadcap Wealth Management, LLC51,652$8.16M0.8%-22413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding51,515$8.14M+3,640Timeline
AssuredPartners Investment Advisors, LLC50,743$8.02M0.78%-5713F-HRTimeline
Midwest Trust Co50,412$7.97M0.09%-33313F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC50,346$7.96M0.23%+17,39613F-HRTimeline
Sequoia Financial Advisors, LLC50,029$7.91M0.04%-1,51413F-HRTimeline