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Disclosery

VYM VANGUARD WHITEHALL FDS

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SHS (fund)

1,986 managers (2,007 13F filers) reported a position in VYM shares at 2025-12-31, 176,675,400 shares in all. 97 filers opened a position and 60 filers sold out during the quarter.

Managers
1,986
13F filers
2,007
New
97
Added
813
Reduced
568
Sold out
60
Shares held by filers
176,675,400

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CENTRAL TRUST Co113,510$16.3M0.32%-1,56313F-HRTimeline
Iron Gate Global Advisors LLC112,933$16.2M1.66%+10,95713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC111,875$16.1M7.01%+3,19013F-HRTimeline
Tepp RIA, LLC108,931$15.6M15.47%+4,15013F-HRTimeline
MAI Capital Management108,654$15.6M0.09%+36,04613F-HRTimeline
Francis Financial, Inc.108,113$15.5M3.04%-8,04413F-HRTimeline
Bell Bank107,334$15.4M0.66%-613,86513F-HRTimeline
Aptus Capital Advisors, LLC107,215$15.4M0.13%+19,44413F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.105,986$15.2M9.36%+15113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…105,497$15.1M0.96%-16,14113F-HRTimeline
Integrated Advisors Network LLC104,846$15M0.67%-14,52413F-HRTimeline
Asset Allocation & Management Company, …102,990$14.8M5.89%013F-HRTimeline
High Net Worth Advisory Group LLC102,923$14.8M3.4%+1,49913F-HRTimeline
Stonebridge Capital Advisors LLC102,056$14.6M1.01%+2,66713F-HRTimeline
HEADINVEST, LLC102,006$14.6M2.91%+52313F-HRTimeline
Seneca Financial Advisors LLC101,846$14.6M4.45%+6,34113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC101,796$14.6M0.16%+62,19913F-HRTimelineGroup
VSM Wealth Advisory, LLC101,238$14.5M4.36%-63413F-HRTimeline
Causey Wealth LLC100,953$14.5M6.58%+2,65713F-HRTimeline
Private Advisory Group LLC100,807$14.5M1.14%-1,68513F-HRTimeline
Kingsview Wealth Management, LLC100,000$14.4M0.21%+7,40213F-HRTimeline
Rollins Financial Advisors, LLC99,928$14.3M2.1%+19,13113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC99,176$14.2M0.02%+6,33613F-HRTimelineGroup
MATRIX ASSET ADVISORS INC/NY98,624$14.2M1.27%+9,18813F-HRTimeline
Capital Advisors Wealth Management, LLC98,503$14.1M1.93%+3,89913F-HRTimeline
IEQ CAPITAL, LLC98,480$14.1M0.04%+7,26813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP98,464$14.1M0.18%-1,84513F-HRTimeline
Pointe Capital Management LLC98,378$14.1M7%-78613F-HRTimeline
Global Wealth Management Investment Adv…98,270$14.1M2.26%+4,96613F-HRTimeline
SlateStone Wealth, LLC97,565$14M1.17%-12313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD97,455$14M0.67%+4,23713F-HRTimeline
Bernardo Wealth Planning LLC97,190$13.9M2.66%-1,26913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management97,133$13.9M0.16%+14,91213F-HRTimelineGroup
ARTHUR M. COHEN & ASSOCIATES, LLC97,090$13.9M2.28%-1,26713F-HRTimeline
Midwest Trust Co96,874$13.9M0.17%+54,17713F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.92,786$13.7M6.13%-2,26713F-HRTimeline
HB Wealth Management, LLC94,990$13.6M0.09%+5,13413F-HRTimeline
Asset Allocation Strategies LLC94,195$13.5M2.5%+5,15713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC93,945$13.5M0.33%+8,77413F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC93,247$13.4M<0.01%-1,11913F-HRTimelineGroup
Grandview Asset Management LLC92,797$13.3M3.65%+2,30013F-HRTimeline
Cherry Tree Wealth Management, LLC92,056$13.2M2.79%+24713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…91,406$13.1M0.08%+10,84313F-HRTimelineGroup
Insight Wealth Strategies, LLC90,603$13M1.49%+81113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.89,645$12.9M<0.01%+81,99113F-HRTimelineGroup
Accretive Wealth Partners, LLC88,766$12.7M3.78%+1,11713F-HRTimeline
NWAM LLC88,252$12.7M0.71%-2,25113F-HRTimeline
Pinnacle Financial Group, LLC / IL88,439$12.7M3.68%+3,09513F-HRTimeline
Stokes Family Office, LLC87,514$12.6M1.15%+7713F-HRTimeline
SWAN Capital LLC86,600$12.4M4.83%+12,98613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…85,677$12.3M0.15%+19,20713F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…83,782$12.3M2.76%+2,47413F-HRTimeline
truNorth Financial Services, Inc.85,337$12.2M13.28%13F-HRTimeline
World Investment Advisors84,572$12.1M0.2%+23,76713F-HR/ATimeline
Global Retirement Partners, LLC83,348$12M0.21%+23,55313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC82,782$11.9M1.33%-2,32813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC82,132$11.8M0.22%+1,24813F-HRTimeline
Gross & Hartman Investments LLC81,594$11.7M6.67%13F-HRTimeline
Raab & Moskowitz Asset Management LLC81,041$11.6M2.54%+4,37413F-HRTimeline
Crescent Grove Advisors, LLC80,839$11.6M1.1%+1,49413F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC80,685$11.6M4.85%-1,90413F-HRTimeline
Linscomb Wealth, Inc.80,639$11.6M0.49%-2,09313F-HRTimeline
waypoint wealth counsel80,320$11.5M4.23%+4,61213F-HRTimeline
Octavia Wealth Advisors, LLC80,252$11.5M1.1%+2,27113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co79,783$11.5M0.13%-2,96613F-HRTimelineGroup
Sterling Financial Planning, Inc.79,046$11.3M3.42%+2,30013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.78,970$11.3M6.58%+48213F-HRTimeline
ROMANO BROTHERS AND COMPANY78,968$11.3M1.29%+38513F-HRTimeline
Vestmark Advisory Solutions, Inc.77,953$11.2M0.15%+1,57413F-HRTimeline
Summit Wealth Partners, LLC77,822$11.2M2.06%-1,25713F-HRTimeline
Kropog Financial Group, LLC76,629$11M8.52%+3,02213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC76,550$11M0.2%+68,78913F-HR/ATimeline
NISA INVESTMENT ADVISORS, LLC76,316$11M0.04%new13F-HRTimeline
Granite FO LLC75,428$10.8M5.77%+913F-HRTimeline
Milestone Investment Advisors LLC75,367$10.8M2.62%-45913F-HRTimeline
EPG Wealth Management LLC75,089$10.8M2.9%+1,49713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…74,318$10.7M0.02%+31,74113F-HRTimelineGroup
Keudell/Morrison Wealth Management74,511$10.7M2.25%13F-HRTimeline
Robertson Stephens Wealth Management, L…74,502$10.7M0.3%-3,96613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\74,344$10.7M<0.01%013F-HRTimelineGroup
WEST BANCORPORATION INC74,140$10.6M5.58%+7,46113F-HRTimeline
Empirical Financial Services, LLC d.b.a…73,970$10.6M0.19%-18013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC73,964$10.6M0.5%+61713F-HRTimeline
Western Pacific Wealth Management, LP73,910$10.6M10.27%+11,65613F-HRTimeline
AMG National Trust Bank73,850$10.6M0.25%-2,57513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding73,217$10.6M+65,247Timeline
Stillwater Capital Advisors, LLC72,391$10.4M1.12%+10,60913F-HRTimeline
YARGER WEALTH STRATEGIES, LLC72,381$10.4M4.46%+1,04713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp72,355$10.4M0.27%-6,60713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.72,144$10.4M0.02%-2,22013F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.71,502$10.3M0.38%-11,54013F-HRTimelineGroup
CWM, LLCin group CWM, LLC71,445$10.3M0.03%+6,75713F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.70,997$10.2M0.44%+1,99913F-HRTimelineGroup
Evergreen Wealth Management, LLC70,844$10.2M5.12%+1,02213F-HRTimeline
Atlas Legacy Advisors, LLC70,750$10.2M1.78%+2,70713F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC70,742$10.2M1.71%13F-HRTimeline
Tide Cove Capital Partners LLC64,860$10.1M6.97%+4,33713F-HRTimeline
Avantax Planning Partners, Inc.70,271$10.1M0.28%+1,89713F-HRTimeline
INTEGRITY ALLIANCE, LLC.70,073$10.1M0.37%+63,30513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding69,291$9.94M+24,054Timeline
SONATA CAPITAL GROUP INC68,960$9.9M3.57%-6513F-HRTimeline
Pettinga Financial Advisors LLC68,928$9.89M1.88%-4,08613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC68,402$9.82M0.27%-2813F-HR/ATimelineGroup
Goldstone Financial Group, LLC67,617$9.7M1.08%+4,08213F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.67,477$9.68M3.8%+1,81813F-HRTimeline
PFG Private Wealth Management, LLC67,397$9.67M4.23%+40,91013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC67,384$9.67M0.61%-12013F-HRTimeline
AA Financial Advisors, LLC67,266$9.65M1.78%-8,11113F-HRTimeline
HBW ADVISORY SERVICES LLC66,999$9.62M1.04%+48313F-HRTimeline
Geneos Wealth Management Inc.66,950$9.61M0.24%+2,35413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC66,876$9.6M0.05%+6,93613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC66,782$9.58M0.21%+2,06013F-HRTimeline
Daybright Advisory Services, Inc.66,686$9.57M2.55%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC66,286$9.51M0.01%-6,85213F-HRTimelineGroup
Montz Harcus Wealth Management LLC65,927$9.46M3.84%+1,34413F-HRTimeline
Arax Advisory Partners65,604$9.42M0.27%-11,44813F-HRTimeline
Advisory Services Network, LLC65,546$9.41M0.13%+1,12313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…65,346$9.38M1.35%+8513F-HRTimeline
HARBOUR INVESTMENTS, INC.65,203$9.36M0.19%+2,35513F-HRTimeline
Sage Financial Management Group, Inc.64,931$9.32M2.85%+3,28613F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.62,100$9.31M8.71%13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC64,154$9.21M2.07%+10,67513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC64,091$9.2M0.21%-75313F-HRTimeline
Apeiron RIA LLC60,819$9.18M1.86%-5,50313F-HRTimeline
Gleason Group, Inc.62,955$9.04M0.89%+79013F-HRTimeline
Leelyn Smith, LLC62,955$9.04M1.31%-1,26613F-HRTimeline
CoreCap Advisors, LLC62,820$9.02M0.31%+5,59313F-HRTimeline
Employees' Retirement Fund of the City …62,303$8.94M4%-44,30013F-HRTimeline
Tilson Financial Group, Inc.61,866$8.88M2.73%+1,29313F-HRTimeline
City State Bank61,745$8.86M2.43%+3,48213F-HRTimeline
180 WEALTH ADVISORS, LLC61,741$8.86M1.01%-99113F-HRTimeline
CHELSEA COUNSEL CO61,650$8.85M3.8%013F-HRTimeline
Paradigm Capital Management, LLC/NV61,653$8.85M8.22%+84413F-HRTimeline
ETF Portfolio Partners, Inc.61,573$8.84M2.28%+1,89213F-HRTimeline
Sound View Wealth Advisors Group, LLC61,520$8.83M0.59%+1,81413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…61,497$8.83M0.29%+37,30413F-HRTimelineGroup
ArborFi Advisors, LLC61,060$8.76M7.11%+3,35013F-HRTimeline
Simplicity Wealth,LLC61,000$8.75M0.52%+8,69113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC60,965$8.75M0.13%-21813F-HRTimelineGroup
Penney Financial, LLC60,808$8.73M3.37%+3,87513F-HRTimeline
XML Financial, LLC60,398$8.67M0.71%-3,33913F-HRTimeline
RDA Financial Network60,184$8.64M2.08%+41913F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC60,078$8.62M0.93%+50613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC60,078$8.62M0.44%-80113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV59,924$8.6M0.54%+5,99113F-HRTimeline
BURNS J W & CO INC/NY59,482$8.54M0.95%-1,97113F-HRTimeline
Investors Research Corp59,407$8.53M1.56%+2,25013F-HRTimeline
Vision Retirement, LLC59,134$8.49M2.27%13F-HRTimeline
Sequoia Financial Advisors, LLC58,448$8.39M0.05%+7,81913F-HRTimeline
DAVIDSON INVESTMENT ADVISORS58,144$8.34M0.35%+23313F-HRTimeline
Evanson Asset Management, LLC57,579$8.26M0.45%+56913F-HRTimeline
Guardian Financial Partners, LLC57,157$8.2M3.46%-4,79113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC56,919$8.17M0.03%new13F-HRTimelineGroup
WealthBridge Capital Management, LLC56,624$8.13M1.85%-1,31913F-HRTimeline
JFS WEALTH ADVISORS, LLC56,589$8.12M0.46%-1,64213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…56,260$8.07M0.26%+4,11313F-HRTimelineGroup
Financially in Tune, LLC56,086$8.05M7.51%13F-HRTimeline
Bay Capital Advisors, LLC55,862$8.02M4.89%+3,44913F-HRTimeline
Covington Investment Advisors Inc.55,803$8.01M1.09%+10,78113F-HRTimeline
Adirondack Capital Advisors, LLC55,517$7.97M5.36%13F-HRTimeline
GREENBERG FINANCIAL GROUP55,329$7.94M3.27%13F-HRTimeline
Ranch Capital Advisors Inc.55,328$7.94M2.92%+12913F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC55,201$7.92M4.17%13F-HRTimeline
Drucker Wealth 3.0, LLC55,156$7.92M1.39%-2,14713F-HRTimeline
Tyche Wealth Partners LLC55,069$7.9M1.26%+18,12613F-HRTimeline
CVA Family Office, LLC54,497$7.82M0.9%+2,43013F-HRTimeline
Verity & Verity, LLC54,423$7.81M0.61%+2,01313F-HRTimeline
Quadcap Wealth Management, LLC54,181$7.78M0.89%+16913F-HRTimeline
Safe Harbor Family Capital, LLC53,973$7.75M6.81%13F-HRTimeline
Williams Jones Wealth Management, LLC.53,683$7.7M0.09%-72513F-HRTimeline
Dorsey & Whitney Trust CO LLC53,540$7.68M0.41%-7513F-HRTimeline
Sherman Wealth Management LLC53,528$7.68M6.67%13F-HR/ATimeline
Modera Wealth Management, LLC53,458$7.67M0.09%-88413F-HRTimeline
Talisman Wealth Advisors LLC53,317$7.66M5.96%+1,69213F-HRTimeline
JMAC ENTERPRISES LLC52,601$7.55M1.44%+65813F-HRTimeline
SAGE RHINO CAPITAL LLC52,538$7.54M1.42%-90413F-HRTimeline
WHITTIER TRUST CO50,957$7.48M0.08%-4813F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC51,583$7.46M0.72%-86513F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC51,410$7.38M0.36%+36,89313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC50,977$7.32M1.65%-2,70613F-HRTimeline
Global Strategic Investment Solutions, …50,849$7.3M0.71%-42213F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC50,835$7.3M1.17%+41413F-HRTimeline
Curran Financial Partners, LLC50,815$7.29M1.39%-30213F-HRTimeline
Destiny Wealth Partners, LLC48,900$7.26M0.83%+2513F-HRTimeline
Rooted Wealth Advisors, Inc.46,867$7.16M2.01%-5,15413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP49,622$7.12M0.15%-2,23013F-HRTimeline
Wealth Advisory Team LLC49,534$7.11M6.28%13F-HRTimeline
Cascade Financial Partners, LLC49,475$7.1M0.72%-8,75113F-HRTimeline
Atria Investments, Inc49,210$7.06M0.08%+8113F-HRTimeline
Foundations Investment Advisors, LLC49,098$7.05M0.09%+18,02613F-HRTimeline
Prime Capital Investment Advisors, LLC49,005$7.03M0.09%+35913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC48,380$6.94M0.08%+3,09213F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding46,680$6.91M+13,496Timeline
MSH Capital Advisors LLC48,133$6.91M1.48%+3,13113F-HRTimeline
Vise Technologies, Inc.48,002$6.89M0.13%+34,00913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…47,895$6.87M0.25%+19213F-HRTimelineGroup
Darrow Company, Inc.47,884$6.87M3.09%-313F-HRTimeline
Sovereign Financial Group, Inc.46,957$6.74M1.2%+1,34813F-HRTimeline
Fiduciary Group, LLC46,879$6.73M0.57%+4,91813F-HRTimeline
Busey Bank46,571$6.68M0.18%-3,44813F-HRTimeline