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Disclosery

VYM VANGUARD WHITEHALL FDS

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SHS (fund)

1,821 managers (1,840 13F filers) reported a position in VYM shares at 2025-09-30, 171,329,188 shares in all. 103 filers opened a position and 49 filers sold out during the quarter.

Managers
1,821
13F filers
1,840
New
103
Added
753
Reduced
619
Sold out
49
Shares held by filers
171,329,188

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Iron Gate Global Advisors LLC101,976$14.4M1.49%+8,10913F-HRTimeline
VSM Wealth Advisory, LLC101,872$14.4M4.47%-24513F-HRTimeline
HEADINVEST, LLC101,483$14.3M2.96%-1,82513F-HRTimeline
High Net Worth Advisory Group LLC101,424$14.3M3.44%+6,43913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP100,309$14.1M0.18%-4,05113F-HRTimeline
Stonebridge Capital Advisors LLC99,389$14M1%+70613F-HRTimeline
Pointe Capital Management LLC99,164$14M6.83%+39113F-HRTimeline
Bernardo Wealth Planning LLC98,459$13.9M2.72%-81813F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC98,357$13.9M2.33%+1,16813F-HRTimeline
Causey Wealth LLC98,296$13.9M6.76%+3913F-HRTimeline
SlateStone Wealth, LLC97,688$13.8M1.19%-4,88413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC96,510$13.6M0.11%+6,83213F-HRTimelineGroup
Seneca Financial Advisors LLC95,505$13.5M4.4%+3,56613F-HRTimeline
Capital Advisors Wealth Management, LLC94,604$13.3M1.9%+2,52613F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC94,366$13.3M<0.01%-31013F-HRTimelineGroup
Global Wealth Management Investment Adv…93,304$13.2M2.2%+2,08713F-HRTimeline
GW HENSSLER & ASSOCIATES LTD93,218$13.1M0.66%+5,88913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC92,840$13.1M0.02%+6,37713F-HRTimelineGroup
HOWE & RUSLING INC92,773$13.1M0.9%+5,57313F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.95,053$13.1M5.99%+1,20913F-HRTimeline
Kingsview Wealth Management, LLC92,598$13.1M0.2%+6,31213F-HRTimeline
Bryn Mawr Trust Advisors, LLC91,868$12.9M0.64%+5713F-HRTimeline
Cherry Tree Wealth Management, LLC91,809$12.9M2.84%-95313F-HRTimeline
IEQ CAPITAL, LLC91,212$12.9M0.04%+4,28713F-HRTimeline
NWAM LLC90,503$12.8M0.69%-5,12713F-HR/ATimeline
Grandview Asset Management LLC90,497$12.8M3.59%+2,42313F-HRTimeline
HB Wealth Management, LLC89,856$12.7M0.09%+14,06413F-HRTimeline
Insight Wealth Strategies, LLC89,792$12.7M1.49%-14413F-HRTimeline
MATRIX ASSET ADVISORS INC/NY89,436$12.6M1.17%+3,37513F-HRTimeline
Asset Allocation Strategies LLC89,038$12.5M2.48%-3,68913F-HRTimeline
FIRST HORIZON CORP87,937$12.4M0.58%13F-HRTimeline
Aptus Capital Advisors, LLC87,771$12.4M0.11%-3,43813F-HRTimeline
Accretive Wealth Partners, LLC87,649$12.4M3.77%+4,99713F-HRTimeline
Stokes Family Office, LLC87,437$12.3M1.17%-6513F-HRTimeline
RWA WEALTH PARTNERS, LLC87,188$12.3M0.14%+20613F-HRTimeline
Pinnacle Financial Group, LLC / IL85,344$12M3.64%+1,49713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC85,171$12M0.29%-31,64713F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC85,110$12M1.37%-1,81313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.83,042$11.7M0.44%-21,12713F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co82,749$11.7M0.13%+2,37213F-HRTimelineGroup
Linscomb Wealth, Inc.82,732$11.7M0.5%-4,78313F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC82,589$11.6M4.93%-55413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management82,221$11.6M0.14%+4,81113F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…81,308$11.5M2.95%+1,68713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC80,884$11.4M0.23%+10,71613F-HRTimeline
Rollins Financial Advisors, LLC80,797$11.4M1.72%+6,20013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…80,563$11.4M0.08%+1,50313F-HRTimelineGroup
TBH Global Asset Management, LLC80,296$11.3M2.21%-48,04113F-HRTimeline
Crescent Grove Advisors, LLC79,345$11.2M1.07%+89313F-HRTimeline
Summit Wealth Partners, LLC79,079$11.1M2.01%-60213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp78,962$11.1M0.29%-1,06413F-HRTimelineGroup
AF Advisors, Inc.78,863$11.1M4.51%013F-HRTimeline
ROMANO BROTHERS AND COMPANY78,583$11.1M1.27%-1,05013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.78,488$11.1M6.39%+1,28013F-HRTimeline
Robertson Stephens Wealth Management, L…78,468$11.1M0.33%-66213F-HRTimeline
Octavia Wealth Advisors, LLC77,981$11M1.09%+4,02213F-HRTimeline
Sterling Financial Planning, Inc.76,746$10.8M3.41%+1,55213F-HRTimeline
Raab & Moskowitz Asset Management LLC76,667$10.8M2.42%+3,51713F-HRTimeline
AMG National Trust Bank76,425$10.8M0.26%+2,46613F-HRTimeline
Vestmark Advisory Solutions, Inc.76,379$10.8M0.21%-73,17913F-HRTimeline
Arax Advisory Partners77,052$10.7M0.15%+17,33913F-HRTimeline
Milestone Investment Advisors LLC75,826$10.7M2.66%-1,39313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC75,783$10.7M0.01%new13F-HRTimelineGroup
waypoint wealth counsel75,708$10.7M4.21%+2,19613F-HRTimeline
Granite FO LLC75,419$10.6M5.77%+813F-HRTimeline
AA Financial Advisors, LLC75,377$10.6M2.09%-63213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.74,364$10.5M0.02%-3,18413F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\74,344$10.5M<0.01%-2,34613F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…74,150$10.5M0.21%-1,64813F-HRTimeline
SWAN Capital LLC73,614$10.4M4.21%+28,23713F-HRTimeline
Kropog Financial Group, LLC73,607$10.4M8.5%new13F-HRTimeline
EPG Wealth Management LLC73,592$10.4M2.86%-2,21113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC73,347$10.3M0.45%+1,20013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC73,138$10.3M0.01%-3,81013F-HRTimelineGroup
Pettinga Financial Advisors LLC73,014$10.3M2.01%-8,25013F-HRTimeline
MAI Capital Management72,608$10.2M0.06%+9,73613F-HRTimeline
YARGER WEALTH STRATEGIES, LLC71,334$10.1M4.61%+16,90713F-HRTimeline
Evergreen Wealth Management, LLC69,822$9.84M5.16%+25813F-HRTimeline
SONATA CAPITAL GROUP INC69,025$9.73M3.59%-71013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.68,998$9.73M0.42%+1,00913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC68,430$9.65M0.28%-97513F-HRTimelineGroup
Avantax Planning Partners, Inc.68,374$9.64M0.28%-2,71513F-HRTimeline
Atlas Legacy Advisors, LLC68,043$9.59M1.85%-5,15413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC67,504$9.51M0.63%-2,92013F-HRTimeline
WEST BANCORPORATION INC66,679$9.4M5.23%+1,18913F-HRTimeline
HBW ADVISORY SERVICES LLC66,516$9.38M1.05%-18713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…66,470$9.37M0.12%+79813F-HRTimelineGroup
COUNTRY CLUB BANK66,215$9.3M0.55%-1,15913F-HRTimeline
Apeiron RIA LLC66,322$9.26M2.08%-7,41213F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.65,659$9.25M3.69%+38913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…65,261$9.2M1.35%-50313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC64,844$9.14M0.22%+99413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC64,722$9.12M0.22%+2,52313F-HRTimeline
CWM, LLCin group CWM, LLC64,688$9.12M0.03%+47713F-HRTimelineGroup
Geneos Wealth Management Inc.64,596$9.1M0.23%+3,36313F-HRTimeline
Montz Harcus Wealth Management LLC64,583$9.1M3.97%+1,47813F-HRTimeline
Advisory Services Network, LLC64,423$9.08M0.13%+1013F-HRTimeline
Leelyn Smith, LLC64,221$9.05M1.36%+1,16613F-HRTimeline
J.W. COLE ADVISORS, INC.64,133$9.04M0.17%+1,81213F-HRTimeline
XML Financial, LLC63,737$8.98M0.73%+37913F-HRTimeline
Goldstone Financial Group, LLC63,535$8.96M1.06%+3,98013F-HRTimeline
HARBOUR INVESTMENTS, INC.62,848$8.86M0.2%+2,27613F-HRTimeline
180 WEALTH ADVISORS, LLC62,732$8.84M1.08%-62313F-HRTimeline
Dynamic Advisor Solutions LLC62,606$8.82M0.26%+4,68213F-HRTimeline
Western Pacific Wealth Management, LP62,254$8.77M8.56%+4,87013F-HRTimeline
Gleason Group, Inc.62,165$8.76M0.88%+37113F-HRTimeline
Guardian Financial Partners, LLC61,948$8.73M3.68%+2,80313F-HRTimeline
Stillwater Capital Advisors, LLC61,782$8.71M0.98%+52713F-HRTimeline
CHELSEA COUNSEL CO61,650$8.69M3.86%-15013F-HRTimeline
Sage Financial Management Group, Inc.61,645$8.69M2.77%-35013F-HRTimeline
BURNS J W & CO INC/NY61,453$8.66M0.98%+7,24813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC61,183$8.62M0.14%+13,78413F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC60,879$8.58M0.45%-1,17713F-HRTimeline
Paradigm Capital Management, LLC/NV60,809$8.57M8.5%-4,30513F-HRTimeline
World Investment Advisors60,805$8.57M0.18%+7,47713F-HRTimeline
Tilson Financial Group, Inc.60,573$8.54M2.81%+91613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC59,940$8.45M0.05%+21,51713F-HRTimeline
Tide Cove Capital Partners LLC60,523$8.44M6.49%+35813F-HRTimeline
Global Retirement Partners, LLC59,795$8.43M0.19%+15413F-HRTimeline
RDA Financial Network59,765$8.42M2.08%-1,36413F-HRTimeline
Sound View Wealth Advisors Group, LLC59,706$8.42M0.58%-1,18813F-HRTimeline
ETF Portfolio Partners, Inc.59,681$8.41M2.24%+1,01413F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC59,572$8.4M0.88%-1,37913F-HRTimeline
City State Bank58,263$8.21M2.37%+1,84113F-HRTimeline
JFS WEALTH ADVISORS, LLC58,231$8.21M0.48%+5613F-HRTimeline
Cascade Financial Partners, LLC58,226$8.21M0.94%-56413F-HRTimeline
WealthBridge Capital Management, LLC57,943$8.17M1.92%+1,91813F-HRTimeline
DAVIDSON INVESTMENT ADVISORS57,911$8.16M0.35%+1,43213F-HRTimeline
ArborFi Advisors, LLC57,710$8.13M6.62%-8,63013F-HRTimeline
Drucker Wealth 3.0, LLC57,303$8.08M1.44%-43,26813F-HRTimeline
CoreCap Advisors, LLC57,227$8.07M0.29%-12,57813F-HRTimeline
Investors Research Corp57,157$8.06M1.49%+1,88613F-HRTimeline
Evanson Asset Management, LLC57,010$8.04M0.45%+1,56813F-HRTimeline
Penney Financial, LLC56,933$8.02M3.59%+14213F-HRTimeline
Ranch Capital Advisors Inc.55,199$7.78M3.01%+2,47313F-HRTimeline
Consolidated Portfolio Review Corp55,086$7.76M0.98%-32513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC54,600$7.7M0.01%+31,00013F-HRTimeline
Williams Jones Wealth Management, LLC.54,408$7.67M0.09%-1,88213F-HRTimeline
Modera Wealth Management, LLC54,342$7.66M0.09%+2,05713F-HRTimeline
Quadcap Wealth Management, LLC54,012$7.61M0.9%-1,40013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV53,933$7.6M0.51%+5,26313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC53,683$7.57M1.78%-1,00113F-HRTimeline
Dorsey & Whitney Trust CO LLC53,615$7.56M0.4%-1,00013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC53,479$7.54M1.85%+27,74613F-HRTimeline
SAGE RHINO CAPITAL LLC53,442$7.53M1.46%-80613F-HRTimeline
Bay Capital Advisors, LLC52,413$7.39M4.81%+3,26513F-HRTimeline
Verity & Verity, LLC52,410$7.39M0.59%+2,48813F-HRTimeline
Simplicity Wealth,LLC52,309$7.37M0.43%-21,68113F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC52,448$7.37M0.71%+8,15313F-HRTimelineGroup
Rooted Wealth Advisors, Inc.52,021$7.36M2.25%-3,22313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…52,147$7.35M0.25%+20,60413F-HRTimelineGroup
Armor Investment Advisors, LLC52,116$7.35M2.33%-4,75513F-HRTimeline
CVA Family Office, LLC52,067$7.34M0.94%+5,83013F-HRTimeline
JMAC ENTERPRISES LLC51,943$7.32M1.45%+57313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP51,852$7.31M0.15%+2,27613F-HRTimeline
Talisman Wealth Advisors LLC51,625$7.28M6.03%+39513F-HRTimeline
Global Strategic Investment Solutions, …51,271$7.23M0.72%-18113F-HRTimeline
WHITTIER TRUST CO51,005$7.22M0.08%+15913F-HRTimeline
Curran Financial Partners, LLC51,117$7.2M1.43%+6,65913F-HRTimeline
Sequoia Financial Advisors, LLC50,629$7.14M0.04%+25,77013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC50,421$7.11M1.3%+77513F-HRTimeline
Busey Bank50,019$7.05M0.2%+2,74213F-HRTimeline
Atria Investments, Inc49,129$6.92M0.08%-76113F-HRTimeline
Destiny Wealth Partners, LLC48,875$6.89M0.84%-32913F-HRTimeline
SYNOVUS FINANCIAL CORP48,828$6.88M0.08%-8513F-HRTimeline
Prime Capital Investment Advisors, LLC48,646$6.86M0.09%+15713F-HRTimeline
Eagle Strategies LLC48,408$6.82M0.91%-16,52113F-HRTimeline
Darrow Company, Inc.47,887$6.73M3.12%-1,30213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…47,703$6.72M0.27%-23113F-HRTimelineGroup
BIP Wealth, LLC47,150$6.65M0.33%-6,43313F-HRTimeline
FFG RETIREMENT ADVISORS LLC46,929$6.61M4.1%-10413F-HRTimeline
Embree Financial Group46,624$6.57M0.88%+91113F-HRTimeline
Oxler Private Wealth LLC46,542$6.56M1.91%-4,24613F-HRTimeline
Cypress Wealth Services, LLC45,877$6.47M1.06%-46613F-HRTimeline
UPTICK PARTNERS, LLC45,817$6.46M1.7%-12413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC45,795$6.45M0.55%-18013F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC45,687$6.44M2.48%+37013F-HRTimeline
First PREMIER Bank45,662$6.44M1.46%-1,43513F-HRTimeline
Sovereign Financial Group, Inc.45,609$6.43M1.2%+3,99913F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC45,560$6.42M1.56%-10513F-HRTimeline
Allen Capital Group, LLC45,476$6.41M0.61%-4413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC45,288$6.38M0.07%+2,81713F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding45,237$6.38M-4,557Timeline
Biltmore Family Office, LLC45,141$6.36M0.91%+43213F-HRTimeline
Chaney Capital Management, Inc.45,113$6.36M2.26%-57013F-HRTimeline
Telos Capital Management, Inc.45,076$6.35M0.61%+29713F-HRTimeline
Covington Investment Advisors Inc.45,022$6.35M0.83%+2,33413F-HRTimeline
MSH Capital Advisors LLC45,002$6.34M1.7%+2,19713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding44,821$6.32M+421Timeline
Trinity Financial Advisors LLC44,150$6.22M1.8%-2,21313F-HRTimeline
MidAtlantic Capital Management, Inc.43,950$6.19M4.23%-8013F-HRTimeline
Parallel Advisors, LLC43,809$6.17M0.11%-46613F-HRTimeline
Wealth Management Associates, Inc.43,116$6.08M2.16%+6613F-HRTimeline
MANNING & NAPIER ADVISORS LLC42,949$6.05M0.08%-1,22513F-HRTimeline
Midwest Trust Co42,697$6.02M0.08%-4,79213F-HRTimeline
PFG Investments, LLC42,627$6.01M0.31%-30513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…42,577$6M0.01%+6,96313F-HRTimelineGroup
Gallagher Capital Advisors, LLC41,931$5.98M3.44%+1,72013F-HRTimeline
Orion Porfolio Solutions, LLC42,345$5.97M0.05%+5,17613F-HRTimeline
Payne Capital LLC41,991$5.92M6%13F-HRTimeline