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Disclosery

VYM VANGUARD WHITEHALL FDS

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SHS (fund)

1,788 managers (1,806 13F filers) reported a position in VYM shares at 2025-06-30, 174,275,759 shares in all. 88 filers opened a position and 83 filers sold out during the quarter.

Managers
1,788
13F filers
1,806
New
88
Added
776
Reduced
588
Sold out
83
Shares held by filers
174,275,759

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
HOWARD WEALTH MANAGEMENT, LLC105,789$14.1M7.13%+1,38413F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.105,707$14.1M9.63%+25113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP104,360$13.9M0.2%-1,25613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.104,169$13.9M0.62%+103,45713F-HRTimelineGroup
HEADINVEST, LLC103,308$13.8M2.93%-7,47213F-HRTimeline
Summit Financial, LLC103,247$13.8M0.31%+29,90813F-HRTimeline
Asset Allocation & Management Company, …102,990$13.7M6.35%013F-HRTimeline
SlateStone Wealth, LLC102,572$13.7M1.28%-6,59613F-HRTimeline
VSM Wealth Advisory, LLC102,117$13.6M4.5%+52213F-HRTimeline
Cresset Asset Management, LLC101,823$13.6M0.07%-10,14613F-HR/ATimeline
Drucker Wealth 3.0, LLC100,571$13.6M2.62%-28,97213F-HRTimeline
Bordeaux Wealth Advisors LLC101,065$13.5M1.73%+3,49413F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…100,627$13.4M<0.01%-52,64613F-HRTimelineGroup
EP Wealth Advisors, LLC99,601$13.3M0.09%+15,34313F-HRTimeline
Bernardo Wealth Planning LLC99,277$13.2M2.87%+2,08513F-HRTimeline
Pointe Capital Management LLC98,773$13.2M6.84%+1,08913F-HRTimeline
Stonebridge Capital Advisors LLC98,683$13.2M1%+4,78713F-HRTimeline
Causey Wealth LLC98,257$13.1M6.73%-35613F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC97,189$13M2.29%+4,09513F-HRTimeline
NWAM LLC95,630$12.8M0.74%+92,15413F-HR/ATimeline
High Net Worth Advisory Group LLC94,985$12.7M3.35%+1,30713F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.93,844$12.6M5.97%-11513F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC94,676$12.6M<0.01%+3,51413F-HRTimelineGroup
Iron Gate Global Advisors LLC93,867$12.5M1.39%+7,65513F-HRTimeline
Cherry Tree Wealth Management, LLC92,762$12.4M2.87%-99813F-HRTimeline
Asset Allocation Strategies LLC92,727$12.4M2.73%+11,50713F-HRTimeline
Capital Advisors Wealth Management, LLC92,078$12.3M1.93%+5,84613F-HRTimeline
Seneca Financial Advisors LLC91,939$12.3M4.72%+5,79413F-HRTimeline
Bryn Mawr Trust Advisors, LLC91,811$12.2M0.67%+5,09513F-HRTimeline
Global Wealth Management Investment Adv…91,217$12.2M2.28%+76813F-HRTimeline
Aptus Capital Advisors, LLC91,209$12.2M0.12%-8,62113F-HRTimeline
Insight Wealth Strategies, LLC89,936$12.1M1.53%-1,20313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC89,678$12M0.11%+8,87813F-HRTimelineGroup
Grandview Asset Management LLC88,074$11.7M3.76%+1,55013F-HRTimeline
Linscomb Wealth, Inc.87,515$11.7M0.54%-1,79413F-HRTimeline
Stokes Family Office, LLC87,502$11.7M1.22%-3,83813F-HRTimeline
GW HENSSLER & ASSOCIATES LTD87,329$11.6M0.62%+5,35313F-HRTimeline
HOWE & RUSLING INC87,200$11.6M0.86%+25,59613F-HRTimeline
RWA WEALTH PARTNERS, LLC86,982$11.6M0.15%-1,41413F-HRTimeline
IEQ CAPITAL, LLC86,925$11.6M0.07%-1,86113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC86,923$11.6M1.43%-11713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC86,463$11.5M0.02%+9,45213F-HRTimelineGroup
Kingsview Wealth Management, LLC86,286$11.5M0.19%+18,45613F-HRTimeline
MATRIX ASSET ADVISORS INC/NY86,061$11.5M1.16%+8,20113F-HR/ATimeline
Pinnacle Financial Group, LLC / IL83,847$11.2M3.74%+1,04013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC83,143$11.1M10.64%-4,34313F-HRTimeline
Accretive Wealth Partners, LLC82,652$11M3.61%+2,85313F-HRTimeline
Pettinga Financial Advisors LLC81,264$10.8M2.37%-49213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co80,377$10.7M0.13%+6,08813F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp80,026$10.7M0.3%+3,24613F-HRTimelineGroup
Summit Wealth Partners, LLC79,681$10.6M2.03%+3,38713F-HRTimeline
ROMANO BROTHERS AND COMPANY79,633$10.6M1.31%-90313F-HRTimeline
Strategic Family Wealth Counselors, L.L…79,621$10.6M3.02%-85213F-HRTimeline
Robertson Stephens Wealth Management, L…79,130$10.5M0.37%+10,13013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…79,060$10.5M0.09%+1,57613F-HRTimelineGroup
AF Advisors, Inc.78,863$10.5M3.63%new13F-HRTimeline
Crescent Grove Advisors, LLC78,452$10.5M1.01%+4,81213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.77,548$10.3M0.02%-4,15013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management77,410$10.3M0.14%+7713F-HRTimelineGroup
Milestone Investment Advisors LLC77,219$10.3M2.69%-3,35713F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.77,208$10.3M6.49%+3,72013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC76,948$10.3M0.01%-7,90913F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\76,690$10.2M<0.01%013F-HRTimelineGroup
AA Financial Advisors, LLC76,009$10.1M2.18%+8,34713F-HRTimeline
EPG Wealth Management LLC75,803$10.1M3.03%-4,59413F-HRTimeline
Empirical Financial Services, LLC d.b.a…75,798$10.1M0.23%+1,90713F-HRTimeline
HB Wealth Management, LLC75,792$10.1M0.08%+57813F-HRTimeline
Granite FO LLC75,411$10.1M5.69%-77613F-HRTimeline
Sterling Financial Planning, Inc.75,194$10M3.35%+3,88913F-HRTimeline
Rollins Financial Advisors, LLC74,597$9.94M1.59%+2,00113F-HRTimeline
Simplicity Wealth,LLC73,990$9.86M0.41%+33,18813F-HRTimeline
AMG National Trust Bank73,959$9.86M0.26%-1,84113F-HRTimeline
Octavia Wealth Advisors, LLC73,959$9.86M1.12%+1,12013F-HRTimeline
Apeiron RIA LLC73,734$9.83M2.53%-6,40013F-HRTimeline
waypoint wealth counsel73,512$9.8M4.86%+95613F-HRTimeline
Atlas Legacy Advisors, LLC73,197$9.76M2.15%+1,98313F-HRTimeline
Raab & Moskowitz Asset Management LLC73,150$9.75M2.32%-1,94013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC72,147$9.62M0.46%+70313F-HRTimeline
Avantax Planning Partners, Inc.71,089$9.48M0.3%+1,89813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC70,424$9.39M0.62%-75713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC70,168$9.35M0.2%-2,98513F-HRTimeline
CoreCap Advisors, LLC69,805$9.31M0.37%-4,69613F-HRTimeline
SONATA CAPITAL GROUP INC69,735$9.3M3.71%-40513F-HRTimeline
Evergreen Wealth Management, LLC69,564$9.27M5.2%+2,25713F-HRTimeline
Apella Capital, LLC68,770$9.27M0.25%+61,93913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC69,405$9.25M0.31%+41713F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.67,989$9.06M0.44%+1,98213F-HRTimelineGroup
COUNTRY CLUB BANK67,374$8.93M0.56%-2,43213F-HRTimeline
HBW ADVISORY SERVICES LLC66,703$8.89M1.1%-68113F-HRTimeline
ArborFi Advisors, LLC66,340$8.84M7.79%-1,34413F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…65,764$8.77M1.4%-2,67413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…65,672$8.75M0.12%-8,80313F-HRTimelineGroup
WEST BANCORPORATION INC65,490$8.73M5.52%+4,39213F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.65,270$8.7M3.6%+1,57513F-HRTimeline
Paradigm Capital Management, LLC/NV65,114$8.68M8.58%-3,82913F-HRTimeline
Eagle Strategies LLC64,929$8.66M1.32%+3,13113F-HRTimeline
Advisory Services Network, LLC64,413$8.64M0.14%-3,74313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC64,473$8.59M0.67%-3,64313F-HR/ATimeline
GREENBERG FINANCIAL GROUP54,387$8.59M3.22%-1,17713F-HRTimeline
CWM, LLCin group CWM, LLC64,211$8.56M0.03%-62213F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC63,850$8.51M0.26%+1,01213F-HRTimeline
Arax Advisory Partners59,713$8.46M0.39%-10,29513F-HRTimeline
XML Financial, LLC63,358$8.45M0.73%+2,79313F-HRTimeline
180 WEALTH ADVISORS, LLC63,355$8.45M1.18%-41913F-HRTimeline
Montz Harcus Wealth Management LLC63,105$8.41M4.06%+2,08413F-HRTimeline
Leelyn Smith, LLC63,055$8.41M1.38%+1,19113F-HRTimeline
MAI Capital Management62,872$8.38M0.06%-6513F-HRTimeline
J.W. COLE ADVISORS, INC.62,321$8.31M0.18%+27,46013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC62,199$8.29M0.23%+4,66713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC62,056$8.27M0.46%+3,00913F-HRTimeline
Sage Financial Management Group, Inc.61,995$8.27M2.86%+2,93113F-HRTimeline
CHELSEA COUNSEL CO61,800$8.24M4.09%013F-HRTimeline
Gleason Group, Inc.61,794$8.24M0.89%+60,91013F-HRTimeline
Tide Cove Capital Partners LLC60,165$8.19M6.48%+1,09313F-HRTimeline
Stillwater Capital Advisors, LLC61,255$8.17M1.04%+16313F-HRTimeline
Geneos Wealth Management Inc.61,233$8.16M0.2%-36,72913F-HRTimeline
RDA Financial Network61,129$8.15M2.2%+10013F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC60,951$8.13M0.89%+1,50313F-HRTimeline
Sound View Wealth Advisors Group, LLC60,894$8.12M0.6%-2,87713F-HRTimeline
Goldstone Financial Group, LLC59,555$8.09M1.07%+2,97713F-HRTimeline
HARBOUR INVESTMENTS, INC.60,572$8.07M0.2%+26913F-HRTimeline
Tilson Financial Group, Inc.59,657$7.95M3%-38913F-HRTimeline
Global Retirement Partners, LLC59,641$7.95M0.2%13F-HRTimeline
PFG Private Wealth Management, LLC59,598$7.95M4.09%+1,98613F-HRTimeline
Guardian Financial Partners, LLC59,145$7.88M3.54%+2,36713F-HRTimeline
Cascade Financial Partners, LLC58,790$7.84M0.94%-5,21613F-HRTimeline
ETF Portfolio Partners, Inc.58,667$7.82M2.17%+4,69613F-HRTimeline
JFS WEALTH ADVISORS, LLC58,175$7.76M0.49%+74713F-HRTimeline
Dynamic Advisor Solutions LLC57,924$7.72M0.24%-2,35213F-HRTimeline
Western Pacific Wealth Management, LP57,384$7.65M7.34%+8,67213F-HRTimeline
Armor Investment Advisors, LLC56,871$7.58M2.86%-63513F-HRTimeline
Penney Financial, LLC56,791$7.57M3.85%-26,33113F-HRTimeline
DAVIDSON INVESTMENT ADVISORS56,479$7.53M0.34%+28213F-HRTimeline
City State Bank56,422$7.52M2.36%+46613F-HRTimeline
Williams Jones Wealth Management, LLC.56,290$7.5M0.09%-1,70713F-HRTimeline
WealthBridge Capital Management, LLC56,025$7.47M1.89%+41013F-HRTimeline
Rooted Wealth Advisors, Inc.55,244$7.45M2.58%+2,06213F-HRTimeline
Evanson Asset Management, LLC55,442$7.39M0.46%+12613F-HRTimeline
Consolidated Portfolio Review Corp55,411$7.39M1.02%-77313F-HRTimeline
Quadcap Wealth Management, LLC55,412$7.39M0.94%-1,44013F-HRTimeline
Custos Family Office, LLC55,319$7.37M2.35%+4213F-HRTimeline
Investors Research Corp55,271$7.37M1.44%+2,96913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC54,684$7.29M1.83%-63213F-HRTimeline
Dorsey & Whitney Trust CO LLC54,615$7.28M0.39%013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC54,427$7.26M3.79%-58913F-HRTimeline
SAGE RHINO CAPITAL LLC54,248$7.23M1.53%+1,19013F-HRTimeline
BURNS J W & CO INC/NY54,205$7.23M0.88%+17,37713F-HRTimeline
BIP Wealth, LLC53,583$7.14M0.44%-2,53913F-HRTimeline
World Investment Advisors53,328$7.11M0.16%+18,47513F-HRTimeline
Ranch Capital Advisors Inc.52,726$7.03M3.05%+1,39213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …52,188$7.01M0.5%-50,44213F-HRTimelineGroup
Modera Wealth Management, LLC52,285$6.97M0.09%+36713F-HRTimeline
Global Strategic Investment Solutions, …51,452$6.86M0.73%-48513F-HRTimeline
JMAC ENTERPRISES LLC51,370$6.85M1.47%+1,42113F-HRTimeline
Talisman Wealth Advisors LLC51,230$6.83M6.24%+2,23913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …50,939$6.79M0.44%+39,33113F-HR/ATimeline
WHITTIER TRUST CO50,846$6.78M0.08%-7,98113F-HRTimeline
Oxler Private Wealth LLC50,788$6.77M2.13%-2,54113F-HRTimeline
Wealth Advisory Team LLC50,738$6.76M6.33%13F-HRTimeline
Verity & Verity, LLC49,922$6.66M0.57%+2,20813F-HRTimeline
Atria Investments, Inc49,890$6.65M0.08%+5,06313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding49,794$6.64M-47,799Timeline
CHILDRESS CAPITAL ADVISORS, LLC49,646$6.62M1.67%-1,60213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP49,576$6.61M0.14%+1,24413F-HRTimeline
Destiny Wealth Partners, LLC49,204$6.56M0.88%-63513F-HRTimeline
Darrow Company, Inc.49,189$6.56M3.32%-1,00213F-HRTimeline
Bay Capital Advisors, LLC49,148$6.55M4.99%+4,22113F-HRTimeline
SYNOVUS FINANCIAL CORP48,913$6.52M0.08%+3,39813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV48,670$6.49M0.47%+2,29313F-HRTimeline
Prime Capital Investment Advisors, LLC48,489$6.46M0.09%-7,90313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…47,934$6.39M0.29%+16113F-HRTimelineGroup
Midwest Trust Co47,489$6.33M0.09%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC47,399$6.32M0.12%+5,85313F-HRTimelineGroup
Busey Bank47,277$6.3M0.19%-23013F-HRTimeline
First PREMIER Bank47,097$6.28M1.52%-47613F-HRTimeline
FFG RETIREMENT ADVISORS LLC47,033$6.27M3.93%+3,06213F-HRTimeline
Gunma Bank,Ltd.46,906$6.25M2.04%+1,90613F-HRTimeline
Trinity Financial Advisors LLC46,363$6.18M1.89%-1,29413F-HRTimeline
Cypress Wealth Services, LLC46,343$6.18M1.11%+2,49613F-HRTimeline
CVA Family Office, LLC46,237$6.16M0.87%+1,97813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC45,975$6.13M0.57%+1413F-HRTimelineGroup
UPTICK PARTNERS, LLC45,941$6.12M1.75%+4,21813F-HRTimeline
Embree Financial Group45,713$6.09M0.92%-5913F-HRTimeline
Chaney Capital Management, Inc.45,683$6.09M2.39%-2,00713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC45,665$6.09M1.59%-5413F-HRTimeline
Allen Capital Group, LLC45,520$6.07M0.63%-81913F-HRTimeline
SWAN Capital LLC45,377$6.05M2.63%-42,76713F-HRTimeline
WEALTHSPAN PARTNERS, LLC45,317$6.04M2.51%+1,38113F-HRTimeline
Guerra Advisors Inc45,183$6.02M2.85%new13F-HRTimeline
Telos Capital Management, Inc.44,779$5.97M0.61%+2,16513F-HRTimeline
Biltmore Family Office, LLC44,709$5.96M1.01%-1,41813F-HRTimeline
Clear Harbor Asset Management, LLC44,587$5.94M0.45%-113F-HRTimeline
Curran Financial Partners, LLC44,458$5.93M1.31%-23,83013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding44,400$5.92M-406Timeline
Parallel Advisors, LLC44,275$5.9M0.12%+90613F-HRTimeline
MANNING & NAPIER ADVISORS LLC44,174$5.89M0.07%-2,87813F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC44,295$5.87M0.59%+14,12613F-HRTimelineGroup
MidAtlantic Capital Management, Inc.44,030$5.87M4.16%-21913F-HRTimeline
MEANS INVESTMENT CO., INC.43,957$5.86M0.56%-1,96313F-HRTimeline
Wealth Management Associates, Inc.43,050$5.74M2.23%+213F-HRTimeline