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Disclosery

VYM VANGUARD WHITEHALL FDS

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SHS (fund)

1,786 managers (1,803 13F filers) reported a position in VYM shares at 2024-12-31, 179,927,425 shares in all. 77 filers opened a position and 64 filers sold out during the quarter.

Managers
1,786
13F filers
1,803
New
77
Added
694
Reduced
569
Sold out
64
Shares held by filers
179,927,425

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
PFG Advisors112,391$14.3M0.88%-1,54813F-HRTimeline
FINANCIAL COUNSELORS INC112,011$14.3M0.21%+86,17613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC111,805$14.3M0.44%+13,51813F-HRTimelineGroup
HEADINVEST, LLC110,506$14.1M2.66%-1,75313F-HRTimeline
Capital Advisors Wealth Management, LLC109,201$13.9M2.48%+1,81913F-HRTimeline
McNaughton Wealth Management, LLC106,959$13.6M6.58%-1213F-HRTimeline
Independent Advisor Alliance106,858$13.6M0.18%new13F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.106,760$13.6M10.26%-16,57413F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC106,641$13.6M7.36%+4,22713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP106,286$13.6M0.2%-3,74513F-HRTimeline
Bordeaux Wealth Advisors LLC103,578$13.2M2.12%+4,96413F-HR/ATimeline
Asset Allocation & Management Company, …102,990$13.1M7.18%013F-HRTimeline
Aptus Capital Advisors, LLC102,931$13.1M0.16%+39,09813F-HRTimeline
Clearstead Advisors, LLC102,437$13.1M0.2%+3,70213F-HRTimeline
Causey Wealth LLC101,686$13M7.56%13F-HRTimeline
Vestmark Advisory Solutions, Inc.101,673$13M0.45%+39,67013F-HRTimeline
VSM Wealth Advisory, LLC101,269$12.9M4.61%13F-HRTimeline
TBH Global Asset Management, LLC99,415$12.7M3%-12,78713F-HRTimeline
NWAM LLC97,581$12.5M0.77%+64913F-HRTimeline
HANCOCK WHITNEY CORP97,030$12.4M0.39%-50513F-HRTimeline
Stokes Family Office, LLC96,919$12.4M1.32%+4513F-HRTimeline
Insight Wealth Strategies, LLC96,513$12.3M1.65%+2,28413F-HRTimeline
Pointe Capital Management LLC95,461$12.2M7%+1,55513F-HR/ATimeline
Avior Wealth Management, LLC95,451$12.2M0.45%+27,46413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC94,832$12.1M7.11%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers94,600$12.1M0.02%+1,31213F-HRTimelineGroup
Bernardo Wealth Planning LLC95,659$12.1M2.89%-19,76313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC94,327$12M0.01%-22,63213F-HRTimelineGroup
Cherry Tree Wealth Management, LLC94,168$12M2.97%-1,43413F-HRTimeline
High Net Worth Advisory Group LLC93,793$12M3.34%-2,97513F-HRTimeline
Bryn Mawr Trust Advisors, LLC93,282$11.9M0.64%-13,20213F-HR/ATimeline
&PARTNERS92,529$11.9M0.14%+19,84013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC91,679$11.7M<0.01%-3,166,41913F-HRTimelineGroup
Linscomb Wealth, Inc.91,449$11.7M0.58%-3,89413F-HRTimeline
Asset Allocation Strategies LLC87,142$11.6M2.79%-3,55113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC89,594$11.4M1.73%-1,36513F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC89,234$11.4M2.02%-1,40713F-HRTimeline
IFP Advisors, Inc88,632$11.3M0.37%+59913F-HRTimeline
Stonebridge Capital Advisors LLC88,340$11.3M0.91%+3,93713F-HRTimeline
Prentice Wealth Management LLC88,247$11.3M3.26%+2,19513F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC87,746$11.2M5.99%-39913F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.88,739$11.2M5.52%new13F-HRTimeline
Global Wealth Management Investment Adv…87,143$11.1M2.29%+3,55413F-HRTimeline
IEQ CAPITAL, LLC86,905$11.1M0.11%+4,07213F-HRTimeline
SWAN Capital LLC86,702$11.1M5.4%+6,76313F-HRTimeline
Pettinga Financial Advisors LLC85,546$10.9M2.47%+8,43913F-HRTimeline
Apeiron RIA LLC85,133$10.9M3.04%-16,59613F-HRTimeline
Certified Advisory Corp84,923$10.8M1.18%+1,11113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.83,514$10.7M0.02%-1,26213F-HRTimelineGroup
Grandview Asset Management LLC83,423$10.6M3.91%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…82,948$10.6M0.15%+4,83913F-HRTimelineGroup
Seneca Financial Advisors LLC82,723$10.6M5.24%+1,16813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC81,294$10.4M0.24%-10713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC80,938$10.3M0.61%-1,86313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp80,528$10.3M0.31%-2,46513F-HRTimelineGroup
EPG Wealth Management LLC80,509$10.3M2.71%-10,71513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…79,673$10.2M0.09%-1,05213F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY79,289$10.1M1.28%-84613F-HRTimeline
Strategic Family Wealth Counselors, L.L…78,982$10.1M3.28%+3,08513F-HRTimeline
Penney Financial, LLC78,930$10.1M6.75%+1,44313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\78,790$10.1M<0.01%-18,81313F-HR/ATimelineGroup
Pinnacle Financial Group, LLC / IL78,605$10M3.93%+4,20213F-HRTimeline
Granite FO LLC78,528$10M5.72%-21513F-HRTimeline
Empirical Financial Services, LLC d.b.a…77,885$9.94M0.27%+2,33713F-HRTimeline
Summit Wealth Partners, LLC77,495$9.89M2.03%-5,16913F-HRTimeline
Octavia Wealth Advisors, LLC77,092$9.84M1.19%+5,27313F-HRTimeline
Paradigm Capital Management, LLC/NV76,598$9.77M9.13%+73113F-HRTimeline
Iron Gate Global Advisors LLC75,684$9.66M1.36%+4,68813F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…75,071$9.58M1.63%+1,47713F-HRTimeline
HOWE & RUSLING INC74,931$9.56M0.82%+9,54913F-HRTimeline
waypoint wealth counsel73,856$9.42M6.15%+1,01413F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.73,708$9.4M6.35%-53713F-HRTimeline
Atlas Legacy Advisors, LLC73,616$9.39M2.28%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC73,582$9.39M0.01%+70213F-HRTimelineGroup
AMG National Trust Bank72,526$9.24M0.25%+20513F-HRTimeline
Raab & Moskowitz Asset Management LLC72,195$9.21M2.26%+4,69613F-HRTimeline
Milestone Investment Advisors LLC72,143$9.2M2.5%+1,85713F-HRTimeline
Crescent Grove Advisors, LLC71,912$9.18M0.91%-50913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management71,805$9.16M0.13%+1,01013F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC71,602$9.14M0.68%-1,84713F-HRTimeline
Rollins Financial Advisors, LLC71,309$9.1M1.42%+4,06313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC71,306$9.1M0.09%+7,24413F-HRTimelineGroup
SONATA CAPITAL GROUP INC70,290$8.97M3.71%-94513F-HRTimeline
Arax Advisory Partners70,033$8.94M0.56%+3,58113F-HRTimeline
Robertson Stephens Wealth Management, L…69,969$8.93M0.32%+1,03313F-HRTimeline
COUNTRY CLUB BANK70,077$8.92M0.6%-2,36313F-HRTimeline
Sterling Financial Planning, Inc.69,863$8.91M3.28%+46913F-HRTimeline
Accretive Wealth Partners, LLC69,693$8.89M3.77%+48613F-HRTimeline
MATRIX ASSET ADVISORS INC/NY69,204$8.83M0.96%+3,47813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC68,946$8.8M0.71%+2,05313F-HR/ATimeline
HBW ADVISORY SERVICES LLC68,945$8.8M0.9%+1,15013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC68,901$8.79M0.46%+2,35213F-HRTimeline
EP Wealth Advisors, LLC67,630$8.63M0.07%+2,07313F-HRTimeline
Evergreen Wealth Management, LLC67,394$8.6M5.08%-35213F-HRTimeline
Avantax Planning Partners, Inc.66,446$8.48M0.31%-1,13813F-HRTimeline
Summit Financial, LLC66,138$8.44M0.3%+62113F-HRTimeline
Cascade Financial Partners, LLC65,793$8.39M1.09%-84213F-HRTimeline
Sound View Wealth Advisors Group, LLC65,492$8.36M0.67%+4,96313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC65,312$8.33M0.27%-1,01413F-HRTimeline
ArborFi Advisors, LLC64,583$8.24M8.27%13F-HRTimeline
GW HENSSLER & ASSOCIATES LTD64,105$8.22M0.47%-15913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.64,258$8.2M0.45%-70,40013F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC64,107$8.18M0.33%-94713F-HRTimelineGroup
180 WEALTH ADVISORS, LLC64,021$8.17M1.28%-6513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…62,521$8.16M0.02%-1,14413F-HRTimelineGroup
MEANS INVESTMENT CO., INC.63,617$8.12M0.84%-1,04313F-HRTimeline
Darrow Company, Inc.63,577$8.11M4.7%-1,78413F-HRTimeline
MAI Capital Management63,485$8.1M0.06%+32,51713F-HRTimeline
HB Wealth Management, LLC63,464$8.1M0.08%-1,55713F-HRTimeline
CHELSEA COUNSEL CO62,650$7.99M4.13%-23,00013F-HRTimeline
AGILIS PARTNERS LLC62,304$7.95M2.39%-1,21713F-HRTimeline
Leelyn Smith, LLC62,228$7.94M1.41%-1,06813F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.61,563$7.85M3.41%+4,02313F-HRTimeline
BIP Wealth, LLC61,159$7.8M0.52%-3,93313F-HRTimeline
AA Financial Advisors, LLC61,148$7.8M2.08%+8,53813F-HRTimeline
Williams Jones Wealth Management, LLC.61,147$7.8M0.09%-3,25013F-HRTimeline
Sage Financial Management Group, Inc.61,141$7.8M2.89%-19613F-HRTimeline
Kingsview Wealth Management, LLC61,082$7.79M0.15%+9,90713F-HRTimeline
Foundations Investment Advisors, LLC60,752$7.75M0.15%+24,62413F-HRTimeline
Montz Harcus Wealth Management LLC60,412$7.71M4.31%+2,01413F-HRTimeline
RDA Financial Network60,116$7.67M2.24%-16513F-HRTimeline
Quadcap Wealth Management, LLC59,782$7.63M1.12%-4,35413F-HRTimeline
Atria Investments, Inc59,771$7.63M0.09%+79413F-HRTimeline
XML Financial, LLC59,685$7.62M0.7%-2,63513F-HRTimeline
Bremer Bank National Association59,633$7.61M1.51%013F-HRTimeline
WHITTIER TRUST CO59,371$7.58M0.1%-61413F-HRTimeline
Tilson Financial Group, Inc.59,344$7.57M3.09%-38913F-HRTimeline
Eagle Strategies LLC59,032$7.53M1.3%+33813F-HRTimeline
Tide Cove Capital Partners LLC58,817$7.52M6.47%13F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC58,537$7.47M0.25%+19313F-HRTimeline
CWM, LLCin group CWM, LLC58,036$7.41M0.03%+5,70913F-HRTimelineGroup
Armor Investment Advisors, LLC57,805$7.38M3.03%-1,73913F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC57,215$7.3M0.85%-4,84313F-HRTimeline
Stillwater Capital Advisors, LLC56,469$7.2M0.89%-31213F-HRTimeline
DAVIDSON INVESTMENT ADVISORS56,396$7.2M0.35%-1,89313F-HRTimeline
Consolidated Portfolio Review Corp56,213$7.17M1.14%+18,78513F-HRTimeline
JFS WEALTH ADVISORS, LLC56,067$7.15M0.49%-2,86513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…55,745$7.11M2.65%+71313F-HRTimeline
Rooted Wealth Advisors, Inc.55,651$7.11M2.78%+2,81213F-HRTimeline
WealthBridge Capital Management, LLC55,240$7.05M1.96%+1,07913F-HRTimeline
Custos Family Office, LLC55,236$7.05M2.47%+4813F-HRTimeline
Evanson Asset Management, LLC55,120$7.03M0.48%+29713F-HRTimeline
HARBOUR INVESTMENTS, INC.55,008$7.02M0.2%+2,09313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC54,882$7M2.03%13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC54,467$6.95M4.01%-19,81413F-HRTimeline
SAGE RHINO CAPITAL LLC53,584$6.84M1.49%-32613F-HRTimeline
Oxler Private Wealth LLC53,553$6.83M2.25%-313F-HRTimeline
Modera Wealth Management, LLC53,439$6.82M0.08%+1,66713F-HRTimeline
Guardian Financial Partners, LLC53,226$6.79M4.03%+3,30013F-HRTimeline
Global Retirement Partners, LLC52,827$6.74M0.19%+69213F-HRTimeline
Goldstone Financial Group, LLC52,779$6.73M1.06%+3,58513F-HRTimeline
Ranch Capital Advisors Inc.52,085$6.65M3.14%+1,94513F-HRTimeline
Global Strategic Investment Solutions, …52,045$6.64M0.78%-513F-HRTimeline
City State Bank51,403$6.56M2.31%+2,12113F-HRTimeline
Destiny Wealth Partners, LLC51,314$6.55M1.07%-87013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …51,064$6.51M0.55%new13F-HRTimelineGroup
Gunma Bank,Ltd.51,000$6.51M2.15%-8,98113F-HRTimeline
JMAC ENTERPRISES LLC50,882$6.49M1.02%+2,22213F-HRTimeline
Prime Capital Investment Advisors, LLC50,880$6.49M0.09%+75913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…48,686$6.43M0.36%+1,24813F-HRTimeline
Semmax Financial Advisors Inc.47,974$6.43M1.71%+10,70813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP49,783$6.35M0.15%-3,97213F-HRTimeline
Dodds Wealth, LLC47,964$6.33M2.04%-71913F-HRTimeline
Chaney Capital Management, Inc.48,961$6.25M2.96%-55713F-HRTimeline
Western Pacific Wealth Management, LP48,704$6.21M5.01%+46313F-HRTimeline
Investors Research Corp48,494$6.19M1.36%+2,69813F-HRTimeline
PFG Investments, LLC48,097$6.14M0.38%+3,13913F-HRTimeline
Allen Capital Group, LLC47,962$6.12M0.75%+18213F-HRTimeline
Trinity Financial Advisors LLC47,892$6.11M2.32%-87213F-HRTimeline
MANNING & NAPIER ADVISORS LLC47,253$6.03M0.07%-9,44413F-HRTimeline
Talisman Wealth Advisors LLC47,233$6.03M6.39%+1,64313F-HRTimeline
Clear Harbor Asset Management, LLC46,939$5.99M0.48%+1613F-HRTimeline
SYNOVUS FINANCIAL CORP46,916$5.99M0.08%-41,44913F-HRTimeline
First PREMIER Bank46,820$5.97M1.52%+1,06513F-HRTimeline
Parallel Advisors, LLC46,561$5.94M0.13%-1,50713F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC46,445$5.93M0.54%+47013F-HRTimelineGroup
CoreCap Advisors, LLC46,325$5.91M0.27%+7,67213F-HRTimeline
WEST BANCORPORATION INC46,226$5.9M3.88%+5,17913F-HRTimeline
Dorsey & Whitney Trust CO LLC46,061$5.88M0.32%013F-HRTimeline
Glen Eagle Advisors, LLC45,889$5.85M0.97%-4,89613F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC45,767$5.84M1.07%+28,84513F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC45,758$5.84M1.57%-16713F-HRTimeline
Biltmore Family Office, LLC45,522$5.81M0.98%013F-HRTimeline
Blackston Financial Advisory Group, LLC45,415$5.79M2.89%-11,24513F-HRTimeline
Caprock Group, LLC44,780$5.71M0.19%-2,01813F-HRTimeline
Busey Bank44,758$5.71M0.19%+29213F-HRTimeline
MidAtlantic Capital Management, Inc.44,333$5.66M4.14%-16013F-HRTimeline
GC Wealth Management RIA, LLC43,984$5.61M0.99%-4,21213F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…43,967$5.61M1.7%+1,21213F-HRTimeline
Cypress Wealth Services, LLC43,966$5.61M1.13%-1,11413F-HRTimeline
UNION SAVINGS BANK43,781$5.59M2.75%-2,56013F-HRTimeline
Curran Financial Partners, LLC43,688$5.57M1.46%+8,71013F-HRTimeline
Wealth Management Associates, Inc.43,678$5.57M2.38%+29713F-HRTimeline
Accel Wealth Management43,351$5.53M2.1%-1,81713F-HRTimeline
UPTICK PARTNERS, LLC43,318$5.53M2%+2,44613F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC43,140$5.5M1.54%+1,53213F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…43,084$5.5M0.15%+1,97713F-HRTimelineGroup
Flywheel Private Wealth LLC42,960$5.48M5.04%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV42,413$5.41M0.44%+3,15813F-HRTimeline
Bay Capital Advisors, LLC42,319$5.4M4.34%13F-HRTimeline