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Disclosery

VYM VANGUARD WHITEHALL FDS

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SHS (fund)

1,787 managers (1,804 13F filers) reported a position in VYM shares at 2025-03-31, 170,215,579 shares in all. 99 filers opened a position and 81 filers sold out during the quarter.

Managers
1,787
13F filers
1,804
New
99
Added
722
Reduced
665
Sold out
81
Shares held by filers
170,215,579

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SlateStone Wealth, LLC109,168$14.1M1.41%-8,45213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC106,820$13.8M0.41%-4,98513F-HRTimelineGroup
First Horizon Advisors, Inc.105,759$13.6M0.38%-28,01913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP105,616$13.6M0.2%-67013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.105,456$13.6M10.65%-1,30413F-HRTimeline
Clearstead Advisors, LLC104,521$13.5M0.21%+2,08413F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC104,405$13.5M7.5%-2,23613F-HRTimeline
Asset Allocation & Management Company, …102,990$13.3M6.72%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …102,630$13.2M0.86%+51,56613F-HRTimelineGroup
VSM Wealth Advisory, LLC101,595$13.1M4.71%+32613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers100,068$12.9M0.02%+5,46813F-HRTimelineGroup
Integrated Advisors Network LLC99,860$12.9M0.65%-34,28913F-HRTimeline
Aptus Capital Advisors, LLC99,830$12.9M0.15%-3,10113F-HRTimeline
Causey Wealth LLC98,613$12.7M7.11%-3,07313F-HRTimeline
Geneos Wealth Management Inc.97,962$12.6M0.18%+62,08013F-HRTimeline
Pointe Capital Management LLC97,684$12.6M7.37%+2,22313F-HRTimeline
Bordeaux Wealth Advisors LLC97,571$12.6M2.33%-6,00713F-HRTimeline
HANCOCK WHITNEY CORP97,412$12.6M0.41%+38213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding97,593$12.5M-15,247Timeline
Bernardo Wealth Planning LLC97,192$12.5M3%+1,53313F-HR/ATimeline
Stonebridge Capital Advisors LLC93,896$12.1M0.99%+5,55613F-HRTimeline
Cherry Tree Wealth Management, LLC93,760$12.1M2.92%-40813F-HRTimeline
High Net Worth Advisory Group LLC93,678$12.1M3.41%-11513F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC93,094$12M2.3%+3,86013F-HRTimeline
Certified Advisory Corp92,399$11.9M1.35%+7,47613F-HRTimeline
Stokes Family Office, LLC91,340$11.8M1.32%-5,57913F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC91,162$11.8M<0.01%-51713F-HRTimelineGroup
Insight Wealth Strategies, LLC91,139$11.8M1.58%-5,37413F-HRTimeline
Global Wealth Management Investment Adv…90,449$11.7M2.33%+3,30613F-HRTimeline
Linscomb Wealth, Inc.89,309$11.5M0.57%-2,14013F-HRTimeline
IEQ CAPITAL, LLC88,786$11.4M0.09%+1,88113F-HRTimeline
RWA WEALTH PARTNERS, LLC88,396$11.4M0.14%+68,51013F-HRTimeline
SWAN Capital LLC88,144$11.4M5.25%+1,44213F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC87,486$11.3M6.44%-26013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC87,040$11.2M1.47%-2,55413F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.93,959$11.2M5.84%+5,22013F-HRTimeline
Bryn Mawr Trust Advisors, LLC86,716$11.2M0.67%-6,56613F-HRTimeline
Grandview Asset Management LLC86,524$11.2M4.24%+3,10113F-HRTimeline
Capital Advisors Wealth Management, LLC86,232$11.1M1.96%-22,96913F-HRTimeline
Iron Gate Global Advisors LLC86,212$11.1M1.53%+10,52813F-HR/ATimeline
Seneca Financial Advisors LLC86,145$11.1M5.38%+3,42213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC84,857$10.9M0.01%-9,47013F-HRTimelineGroup
EP Wealth Advisors, LLC84,258$10.9M0.09%+16,62813F-HRTimeline
Penney Financial, LLC83,122$10.7M7.04%+4,19213F-HRTimeline
Pinnacle Financial Group, LLC / IL82,807$10.7M3.88%+4,20213F-HRTimeline
GW HENSSLER & ASSOCIATES LTD81,976$10.6M0.61%+17,87113F-HR/ATimeline
Pettinga Financial Advisors LLC81,756$10.5M2.48%-3,79013F-HRTimeline
Asset Allocation Strategies LLC81,220$10.5M2.61%-5,92213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC80,800$10.4M0.13%+9,49413F-HRTimelineGroup
Milestone Investment Advisors LLC80,576$10.4M2.88%+8,43313F-HRTimeline
ROMANO BROTHERS AND COMPANY80,536$10.4M1.34%+1,24713F-HRTimeline
Strategic Family Wealth Counselors, L.L…80,473$10.4M3.37%+1,49113F-HRTimeline
EPG Wealth Management LLC80,397$10.4M2.89%-11213F-HRTimeline
Apeiron RIA LLC80,134$10.3M3.12%-4,99913F-HRTimeline
MATRIX ASSET ADVISORS INC/NY77,860$10M1.11%+8,65613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…77,484$9.99M0.09%-2,18913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management77,333$9.97M0.14%+5,52813F-HRTimelineGroup
Accretive Wealth Partners, LLC79,799$9.94M3.51%+10,10613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC77,011$9.93M0.01%+3,42913F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp76,780$9.9M0.3%-3,74813F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\76,690$9.89M<0.01%-2,10013F-HRTimelineGroup
Summit Wealth Partners, LLC76,294$9.84M2%-1,20113F-HRTimeline
Granite FO LLC76,187$9.83M5.58%-2,34113F-HRTimeline
AMG National Trust Bank75,800$9.78M0.27%+3,27413F-HRTimeline
HB Wealth Management, LLC75,214$9.7M0.08%+11,75013F-HRTimeline
Raab & Moskowitz Asset Management LLC75,090$9.68M2.44%+2,89513F-HRTimeline
CoreCap Advisors, LLC74,501$9.61M0.42%+28,17613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…74,475$9.6M0.14%-8,47313F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co74,289$9.58M0.13%-52,09213F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…73,891$9.53M0.25%-3,99413F-HRTimeline
Crescent Grove Advisors, LLC73,640$9.5M0.99%+1,72813F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.73,488$9.48M6.88%-22013F-HRTimeline
Summit Financial, LLC73,339$9.46M0.27%+7,20113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC73,153$9.43M0.23%-8,14113F-HRTimeline
Octavia Wealth Advisors, LLC72,839$9.39M1.14%-4,25313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.81,698$9.38M0.02%-1,81613F-HRTimelineGroup
Rollins Financial Advisors, LLC72,596$9.36M1.63%+1,28713F-HR/ATimeline
waypoint wealth counsel72,556$9.36M5.88%-1,30013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC71,444$9.21M0.48%+2,54313F-HRTimeline
Sterling Financial Planning, Inc.71,305$9.2M3.33%+1,44213F-HRTimeline
Atlas Legacy Advisors, LLC71,214$9.18M2.33%-2,40213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC71,181$9.18M0.66%-42113F-HRTimeline
SONATA CAPITAL GROUP INC70,140$9.04M3.94%-15013F-HRTimeline
Arax Advisory Partners70,008$9.03M0.58%-2513F-HRTimeline
Avantax Planning Partners, Inc.69,191$8.92M0.32%+2,74513F-HRTimeline
COUNTRY CLUB BANK69,806$8.9M0.6%-27113F-HRTimeline
Robertson Stephens Wealth Management, L…69,000$8.9M0.33%-96913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC68,988$8.9M0.33%+4,88113F-HRTimelineGroup
Paradigm Capital Management, LLC/NV68,943$8.89M9.09%-7,65513F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…68,438$8.83M1.54%-6,63313F-HRTimeline
Curran Financial Partners, LLC68,288$8.81M2.16%+24,60013F-HRTimeline
Advisory Services Network, LLC68,156$8.79M0.17%-51,27413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC68,116$8.78M0.75%-83013F-HR/ATimeline
Kingsview Wealth Management, LLC67,830$8.75M0.16%+6,74813F-HRTimeline
ArborFi Advisors, LLC67,684$8.73M8.67%+3,10113F-HRTimeline
AA Financial Advisors, LLC67,662$8.73M2.13%+6,51413F-HRTimeline
HBW ADVISORY SERVICES LLC67,384$8.69M1.24%-1,56113F-HRTimeline
Evergreen Wealth Management, LLC67,307$8.68M5.18%-8713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.66,007$8.51M0.47%+1,74913F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC64,833$8.36M0.03%+6,79713F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…64,509$8.32M0.27%+61,79413F-HRTimelineGroup
Cascade Financial Partners, LLC64,006$8.25M1.04%-1,78713F-HRTimeline
GREENBERG FINANCIAL GROUP55,564$8.23M3.43%13F-HRTimeline
180 WEALTH ADVISORS, LLC63,774$8.22M1.31%-24713F-HRTimeline
Sound View Wealth Advisors Group, LLC63,771$8.22M0.67%-1,72113F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.63,695$8.21M3.71%+2,13213F-HRTimeline
MAI Capital Management62,937$8.12M0.06%-54813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC62,838$8.1M0.27%-2,47413F-HRTimeline
Leelyn Smith, LLC61,864$7.98M1.42%-36413F-HRTimeline
CHELSEA COUNSEL CO61,800$7.97M4.33%-85013F-HRTimeline
Eagle Strategies LLC61,798$7.97M1.39%+2,76613F-HRTimeline
HOWE & RUSLING INC61,604$7.94M0.67%-13,32713F-HRTimeline
WEST BANCORPORATION INC61,098$7.88M5.35%+14,87213F-HRTimeline
Stillwater Capital Advisors, LLC61,092$7.88M1.1%+4,62313F-HRTimeline
RDA Financial Network61,029$7.87M2.35%+91313F-HRTimeline
Montz Harcus Wealth Management LLC61,021$7.87M4.3%+60913F-HRTimeline
XML Financial, LLC60,565$7.81M0.73%+88013F-HRTimeline
HARBOUR INVESTMENTS, INC.60,303$7.78M0.22%+5,29513F-HRTimeline
Dynamic Advisor Solutions LLC60,276$7.77M0.26%new13F-HRTimeline
Tilson Financial Group, Inc.60,046$7.74M3.06%+70213F-HRTimeline
Bremer Bank National Association59,633$7.69M1.37%013F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC59,448$7.67M0.95%+2,23313F-HRTimeline
Tide Cove Capital Partners LLC59,072$7.62M6.63%+25513F-HRTimeline
Sage Financial Management Group, Inc.59,064$7.62M2.76%-2,07713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC59,047$7.61M0.47%-21,89113F-HRTimeline
WHITTIER TRUST CO58,827$7.59M0.11%-54413F-HRTimeline
Williams Jones Wealth Management, LLC.57,997$7.48M0.1%-3,15013F-HRTimeline
Aspire Capital Advisors LLC57,877$7.46M2.23%+54,38213F-HRTimeline
PFG Private Wealth Management, LLC57,612$7.43M4.02%+17,42613F-HRTimeline
Foundations Investment Advisors, LLC57,587$7.43M0.14%-3,16513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC57,532$7.42M0.26%-1,00513F-HRTimeline
Armor Investment Advisors, LLC57,506$7.42M3.07%-29913F-HRTimeline
JFS WEALTH ADVISORS, LLC57,428$7.41M0.5%+1,36113F-HRTimeline
Quadcap Wealth Management, LLC56,852$7.33M1.06%-2,93013F-HRTimeline
Guardian Financial Partners, LLC56,778$7.32M3.5%+3,55213F-HRTimeline
Goldstone Financial Group, LLC56,578$7.3M1.1%+3,79913F-HRTimeline
Prime Capital Investment Advisors, LLC56,392$7.27M0.08%+5,51213F-HRTimeline
DAVIDSON INVESTMENT ADVISORS56,197$7.25M0.36%-19913F-HRTimeline
Consolidated Portfolio Review Corp56,184$7.25M1.16%-2913F-HRTimeline
BIP Wealth, LLC56,122$7.24M0.47%-5,03713F-HRTimeline
City State Bank55,956$7.22M2.38%+4,55313F-HRTimeline
WealthBridge Capital Management, LLC55,615$7.17M2.03%+37513F-HRTimeline
Evanson Asset Management, LLC55,316$7.13M0.51%+19613F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC55,316$7.13M1.99%+43413F-HRTimeline
Custos Family Office, LLC55,277$7.13M2.53%+4113F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…55,240$7.12M2.53%-50513F-HRTimeline
YARGER WEALTH STRATEGIES, LLC55,016$7.09M4.14%+54913F-HRTimeline
Dorsey & Whitney Trust CO LLC54,615$7.04M0.41%+8,55413F-HRTimeline
ETF Portfolio Partners, Inc.53,971$6.96M2.09%new13F-HRTimeline
Oxler Private Wealth LLC53,329$6.88M2.42%-22413F-HRTimeline
SAGE RHINO CAPITAL LLC53,058$6.84M1.59%-52613F-HRTimeline
Investors Research Corp52,302$6.74M1.46%+3,80813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC52,000$6.71M0.01%+48,00013F-HRTimeline
Global Strategic Investment Solutions, …51,937$6.7M0.77%-10813F-HRTimeline
Modera Wealth Management, LLC51,918$6.7M0.09%-1,52113F-HRTimeline
Ranch Capital Advisors Inc.51,334$6.62M3.14%-75113F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC51,248$6.61M1.91%+8,10813F-HRTimeline
Darrow Company, Inc.50,191$6.47M3.61%-13,38613F-HRTimeline
JMAC ENTERPRISES LLC49,949$6.44M1.53%-93313F-HRTimeline
Destiny Wealth Partners, LLC49,839$6.43M1.02%-1,47513F-HRTimeline
Talisman Wealth Advisors LLC48,991$6.32M6.49%+1,75813F-HRTimeline
Western Pacific Wealth Management, LP48,712$6.28M5.68%+813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP48,332$6.23M0.16%-1,45113F-HRTimeline
Rooted Wealth Advisors, Inc.53,182$6.22M2.68%-2,46913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…47,773$6.16M0.34%+20,55113F-HRTimelineGroup
Verity & Verity, LLC47,714$6.15M0.54%-83,44313F-HRTimeline
Chaney Capital Management, Inc.47,690$6.15M2.74%-1,27113F-HRTimeline
First PREMIER Bank47,573$6.13M1.56%+75313F-HRTimeline
Busey Bank47,507$6.13M0.21%+2,74913F-HRTimeline
MANNING & NAPIER ADVISORS LLC47,052$6.07M0.07%-20113F-HRTimeline
Lane & Associates LLC46,450$5.99M3.23%+7,48013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV46,377$5.98M0.48%+3,96413F-HRTimeline
Allen Capital Group, LLC46,339$5.98M0.69%-1,62313F-HRTimeline
Biltmore Family Office, LLC46,127$5.95M1.01%+60513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC45,961$5.93M0.56%-48413F-HRTimelineGroup
MEANS INVESTMENT CO., INC.45,920$5.92M0.63%-17,69713F-HRTimeline
Trinity Financial Advisors LLC47,657$5.91M2.13%-23513F-HR/ATimeline
Embree Financial Group45,772$5.9M0.99%+11,26413F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC45,719$5.9M1.65%-3913F-HRTimeline
SYNOVUS FINANCIAL CORP45,515$5.87M0.08%-1,40113F-HRTimeline
Gunma Bank,Ltd.45,000$5.8M1.87%-6,00013F-HRTimeline
Bay Capital Advisors, LLC44,927$5.79M4.83%+2,60813F-HRTimeline
Atria Investments, Inc44,827$5.78M0.07%-14,94413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding44,806$5.78M+3,126Timeline
Clear Harbor Asset Management, LLC44,588$5.75M0.46%-2,35113F-HRTimeline
CVA Family Office, LLC44,259$5.71M0.87%+5,28413F-HRTimeline
MidAtlantic Capital Management, Inc.44,249$5.71M4.48%-8413F-HRTimeline
Caprock Group, LLC44,241$5.71M0.17%-53913F-HRTimeline
PFG Investments, LLC43,980$5.67M0.36%-4,11713F-HRTimeline
FFG RETIREMENT ADVISORS LLC43,971$5.67M3.86%+4,19513F-HRTimeline
WEALTHSPAN PARTNERS, LLC43,936$5.67M2.62%+2,33213F-HRTimeline
Cypress Wealth Services, LLC43,847$5.65M1.15%-11913F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…43,777$5.65M1.7%-19013F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.43,587$5.62M4.76%13F-HRTimeline
Parallel Advisors, LLC43,369$5.59M0.13%-3,19213F-HRTimeline
Blackston Financial Advisory Group, LLC43,350$5.59M3.79%-2,06513F-HR/ATimeline
UNION SAVINGS BANK43,258$5.58M2.73%-52313F-HRTimeline
Orion Porfolio Solutions, LLC43,110$5.56M0.05%+6,79213F-HRTimeline
Orion Portfolio Solutions, LLC43,110$5.56M0.05%+6,79213F-HR/ATimeline
Flywheel Private Wealth LLC43,060$5.55M5.06%+10013F-HRTimeline