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Disclosery

VYM VANGUARD WHITEHALL FDS

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SHS (fund)

2,000 managers (2,024 13F filers) reported a position in VYM shares at 2026-03-31, 188,827,084 shares in all. 110 filers opened a position and 87 filers sold out during the quarter.

Managers
2,000
13F filers
2,024
New
110
Added
846
Reduced
671
Sold out
87
Shares held by filers
188,827,084

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
PARAGON FINANCIAL PARTNERS, INC.109,477$16.8M9.52%+3,49113F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC112,660$16.7M7.02%+78513F-HRTimeline
MAI Capital Management109,257$16.2M0.09%+60313F-HRTimeline
Kingsview Wealth Management, LLC108,356$16M0.22%+8,35613F-HRTimeline
EP Wealth Advisors, LLC108,296$16M0.08%-9,27513F-HRTimeline
Rollins Financial Advisors, LLC107,802$16M2.52%+7,87413F-HRTimeline
Aptus Capital Advisors, LLC107,116$15.9M0.13%-9913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.105,602$15.6M<0.01%+15,95713F-HRTimelineGroup
SWAN Capital LLC105,343$15.6M5.74%+18,74313F-HRTimeline
Seneca Financial Advisors LLC104,703$15.5M4.54%+2,85713F-HRTimeline
CENTRAL TRUST Co104,591$15.5M0.3%-8,91913F-HRTimeline
HOWE & RUSLING INC104,213$15.4M1.01%-43,29913F-HRTimeline
MATRIX ASSET ADVISORS INC/NY104,118$15.4M1.41%+5,49413F-HRTimeline
High Net Worth Advisory Group LLC104,004$15.4M3.59%+1,08113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…103,642$15.3M0.98%-1,85513F-HRTimeline
Stonebridge Capital Advisors LLC102,764$15.2M1.07%+70813F-HRTimeline
Causey Wealth LLC102,576$15.2M6.45%+1,62313F-HRTimeline
HEADINVEST, LLC102,373$15.2M3.11%+36713F-HRTimeline
GW HENSSLER & ASSOCIATES LTD102,033$15.1M0.71%+4,57813F-HRTimeline
VSM Wealth Advisory, LLC101,379$15M4.48%+14113F-HRTimeline
FIRST HORIZON CORP100,573$14.9M0.62%-20,16213F-HRTimeline
HARBOUR INVESTMENTS, INC.100,459$14.9M0.23%+35,25613F-HRTimeline
Capital Advisors Wealth Management, LLC100,404$14.9M2%+1,90113F-HRTimeline
Asset Allocation Strategies LLC97,919$14.5M2.58%+3,72413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP97,674$14.5M0.19%-79013F-HRTimeline
Pointe Capital Management LLC97,516$14.4M7.15%-86213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC97,193$14.4M0.02%-1,98313F-HRTimelineGroup
ARTHUR M. COHEN & ASSOCIATES, LLC97,002$14.4M2.55%-8813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…96,652$14.3M0.09%+5,24613F-HRTimelineGroup
Accretive Wealth Partners, LLC96,476$14.3M4.04%+7,71013F-HRTimeline
SlateStone Wealth, LLC94,834$14M1.16%-2,73113F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.91,873$14M6.29%-91313F-HRTimeline
Curran Financial Partners, LLC94,578$14M2.51%+43,76313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding94,397$14MnewTimeline
FLAGSHIP WEALTH ADVISORS, LLC104,584$13.9M5.99%-18,31113F-HRTimeline
Pinnacle Financial Group, LLC / IL94,078$13.9M3.82%+5,63913F-HRTimeline
Private Advisory Group LLC93,691$13.9M0.97%-7,11613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC93,169$13.8M0.11%-27,54113F-HRTimelineGroup
Global Wealth Management Investment Adv…93,008$13.8M2.16%-5,26213F-HRTimeline
PFG Private Wealth Management, LLC92,205$13.7M5.79%+24,80813F-HRTimeline
Cherry Tree Wealth Management, LLC91,306$13.5M2.86%-75013F-HRTimeline
IEQ CAPITAL, LLC91,088$13.5M0.06%-7,39213F-HRTimeline
Gross & Hartman Investments LLC90,185$13.4M6.94%+8,59113F-HRTimeline
Grandview Asset Management LLC88,704$13.2M3.86%-4,09313F-HRTimeline
Raab & Moskowitz Asset Management LLC88,643$13.1M2.92%+7,60213F-HRTimeline
WEST BANCORPORATION INC88,546$13.1M6.54%+14,40613F-HRTimeline
HB Wealth Management, LLC87,951$13M0.08%-7,03913F-HRTimeline
NWAM LLC87,793$13M0.75%-45913F-HRTimeline
truNorth Financial Services, Inc.87,598$13M13.42%+2,26113F-HRTimeline
Stokes Family Office, LLC86,816$12.9M1.33%-69813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC86,095$12.8M0.06%+19,21913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…85,895$12.7M0.16%+21813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC85,725$12.7M0.29%-8,22013F-HRTimelineGroup
Elevation Advisory Partners LLC84,976$12.6M11.79%13F-HRTimeline
Strategic Family Wealth Counselors, L.L…84,688$12.5M3.3%+90613F-HRTimeline
Integrated Advisors Network LLC82,719$12.3M0.64%-22,12713F-HRTimeline
Octavia Wealth Advisors, LLC82,336$12.2M1.17%+2,08413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC81,500$12.1M0.02%+48,90013F-HRTimeline
Sterling Financial Planning, Inc.81,419$12.1M3.58%+2,37313F-HRTimeline
Francis Financial, Inc.81,308$12M2.24%-26,80513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC81,137$12M0.23%-99513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC80,623$11.9M1.32%-2,15913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co80,547$11.9M0.14%+76413F-HRTimelineGroup
Crescent Grove Advisors, LLC80,547$11.9M1.18%-29213F-HRTimeline
Milestone Investment Advisors LLC80,425$11.9M2.88%+5,05813F-HRTimeline
ROMANO BROTHERS AND COMPANY79,988$11.8M1.35%+1,02013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.79,953$11.8M5.58%+12,47613F-HRTimeline
Linscomb Wealth, Inc.79,907$11.8M0.53%-73213F-HRTimeline
PARK NATIONAL CORP /OH/79,793$11.8M0.36%+72,25913F-HRTimeline
World Investment Advisors79,740$11.8M0.19%-4,83213F-HRTimeline
Vestmark Advisory Solutions, Inc.79,689$11.8M0.13%+1,73613F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.79,492$11.8M7.19%+52213F-HRTimeline
Kropog Financial Group, LLC78,367$11.6M9.43%+1,73813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC78,136$11.6M0.01%+11,85013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC77,423$11.5M0.37%+87313F-HRTimeline
Beacon Bank & Trust77,292$11.4M2.35%new13F-HRTimeline
Summit Wealth Partners, LLC76,495$11.3M1.79%-1,32713F-HRTimeline
AMG National Trust Bank76,449$11.3M0.25%+2,59913F-HRTimeline
EPG Wealth Management LLC75,998$11.3M3.05%+90913F-HRTimeline
Stillwater Capital Advisors, LLC75,742$11.2M1.28%+3,35113F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC75,650$11.2M4.69%-5,03513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…74,930$11.1M0.02%+61213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC74,438$11M0.48%+47413F-HRTimeline
YARGER WEALTH STRATEGIES, LLC74,248$11M4.46%+1,86713F-HRTimeline
Geneos Wealth Management Inc.74,233$11M0.26%+7,28313F-HRTimeline
Western Pacific Wealth Management, LP74,156$11M11.17%+24613F-HRTimeline
Empirical Financial Services, LLC d.b.a…73,375$10.9M0.19%-59513F-HRTimeline
Keudell/Morrison Wealth Management73,085$10.8M2.21%-1,42613F-HRTimeline
Atlas Legacy Advisors, LLC72,813$10.8M1.97%+2,06313F-HRTimeline
Granite FO LLC72,511$10.7M6.35%-2,91713F-HR/ATimeline
Robertson Stephens Wealth Management, L…72,420$10.7M0.3%-2,08213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp72,404$10.7M0.28%+4913F-HRTimelineGroup
MCF Advisors LLC72,337$10.7M0.47%+59,61213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\72,148$10.7M<0.01%-2,19613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC72,110$10.7M0.24%+5,32813F-HR/ATimeline
CWM, LLCin group CWM, LLC71,937$10.7M0.03%+49213F-HRTimelineGroup
Pettinga Financial Advisors LLC71,827$10.6M2%+2,89913F-HRTimeline
BURNS J W & CO INC/NY71,472$10.6M1.21%+11,99013F-HRTimeline
Evergreen Wealth Management, LLC71,180$10.5M5.44%+33613F-HRTimeline
CoreCap Advisors, LLC70,786$10.5M0.36%+7,96613F-HRTimeline
TBH Global Asset Management, LLC70,433$10.4M2.1%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.70,377$10.4M0.38%-1,12513F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding71,007$10.4M-2,210Timeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.69,205$10.2M0.01%13F-HRTimelineGroup
SONATA CAPITAL GROUP INC69,125$10.2M3.78%+16513F-HRTimeline
Arax Advisory Partners67,559$10M0.28%+1,95513F-HRTimeline
Montz Harcus Wealth Management LLC67,045$9.93M4.01%+1,11813F-HRTimeline
IFG Advisors, LLC66,512$9.85M1.61%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding66,450$9.84M-2,841Timeline
WOODMONT INVESTMENT COUNSEL LLC66,178$9.8M0.6%-1,20613F-HRTimeline
Goldstone Financial Group, LLC65,888$9.76M1.06%-1,72913F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC66,829$9.74M0.97%+15,24613F-HRTimelineGroup
Daybright Advisory Services, Inc.65,731$9.73M2.69%-95513F-HRTimeline
City State Bank65,573$9.71M2.52%+3,82813F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC65,036$9.63M1.62%-5,70613F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC65,031$9.63M1.74%+14,19613F-HRTimeline
HBW ADVISORY SERVICES LLC64,857$9.61M1.01%-2,14213F-HRTimeline
Leelyn Smith, LLC64,699$9.58M1.34%+1,74413F-HRTimeline
Sage Financial Management Group, Inc.64,626$9.57M2.94%-30513F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…64,370$9.53M1.38%-97613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC64,175$9.51M0.25%-4,22713F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC63,819$9.45M1.99%-33513F-HRTimeline
ETF Portfolio Partners, Inc.63,771$9.44M2.48%+2,19813F-HRTimeline
Simplicity Wealth,LLC63,633$9.42M0.53%+2,63313F-HRTimeline
Gleason Group, Inc.63,323$9.38M0.93%+36813F-HRTimeline
AA Financial Advisors, LLC63,029$9.33M1.31%-4,23713F-HRTimeline
Paradigm Capital Management, LLC/NV62,420$9.24M8.47%+76713F-HRTimeline
Investors Research Corp62,358$9.24M1.76%+2,95113F-HRTimeline
Employees' Retirement Fund of the City …62,303$9.23M4%013F-HRTimeline
Adirondack Capital Advisors, LLC62,297$9.23M5.93%+6,78013F-HRTimeline
XML Financial, LLC62,172$9.21M0.74%+1,77413F-HRTimeline
Tilson Financial Group, Inc.62,109$9.2M2.76%+24313F-HRTimeline
Safe Harbor Family Capital, LLC62,073$9.19M7.19%+8,10013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.61,856$9.16M8.86%-24413F-HRTimeline
CHELSEA COUNSEL CO61,650$9.13M4.06%013F-HR/ATimeline
RDA Financial Network61,506$9.11M2.28%+1,32213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC61,276$9.07M0.2%-2,81513F-HRTimeline
Avantax Planning Partners, Inc.61,065$9.04M0.25%-9,20613F-HRTimeline
180 WEALTH ADVISORS, LLC60,934$9.02M1.03%-80713F-HRTimeline
ArborFi Advisors, LLC60,898$9.02M7.36%-16213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV60,791$9M0.55%+86713F-HRTimeline
Sound View Wealth Advisors Group, LLC60,702$8.99M0.61%-81813F-HRTimeline
Penney Financial, LLC60,660$8.98M3.45%-14813F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC60,252$8.92M1.3%+28,15113F-HRTimelineGroup
Bay Capital Advisors, LLC60,117$8.9M5.49%+4,25513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC59,993$8.88M0.13%-97213F-HRTimelineGroup
Eagle Strategies LLC59,923$8.87M1.06%+28,37613F-HRTimeline
Vision Retirement, LLC59,826$8.86M2.52%+69213F-HRTimeline
Tyche Wealth Partners LLC59,702$8.84M1.36%+4,63313F-HRTimeline
CVA Family Office, LLC59,390$8.8M0.93%+4,89313F-HRTimeline
Apeiron RIA LLC59,101$8.75M2.03%-1,71813F-HRTimeline
Western Wealth Management, LLC58,975$8.73M0.33%+20,53113F-HR/ATimeline
Financially in Tune, LLC58,813$8.71M7.49%+2,72713F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC58,308$8.64M1.01%-1,77013F-HRTimeline
Covington Investment Advisors Inc.58,249$8.63M1.27%+2,44613F-HRTimeline
DAVIDSON INVESTMENT ADVISORS58,029$8.59M0.37%-11513F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…57,998$8.59M0.28%+1,73813F-HRTimelineGroup
Evanson Asset Management, LLC57,833$8.57M0.46%+25413F-HRTimeline
WealthBridge Capital Management, LLC57,656$8.54M1.97%+1,03213F-HRTimeline
Williams Jones Wealth Management, LLC.57,391$8.5M0.1%+3,70813F-HRTimeline
Advisory Services Network, LLC57,237$8.48M0.11%-8,30913F-HRTimeline
Ranch Capital Advisors Inc.56,975$8.44M3.08%+1,64713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC55,527$8.22M0.43%-4,55113F-HRTimeline
Verity & Verity, LLC55,383$8.2M0.61%+96013F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC55,238$8.18M4.38%+3713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC54,752$8.11M0.38%+3,34213F-HRTimeline
Drucker Wealth 3.0, LLC54,491$8.07M1.41%-66513F-HRTimeline
Gotham Asset Management, LLC54,486$8.07M0.02%+12,96113F-HRTimeline
Talisman Wealth Advisors LLC54,377$8.05M6.49%+1,06013F-HRTimeline
Tide Cove Capital Partners LLC51,610$7.99M5.43%-13,25013F-HRTimeline
Dorsey & Whitney Trust CO LLC53,515$7.93M0.44%-2513F-HRTimeline
JMAC ENTERPRISES LLC53,457$7.92M1.52%+85613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …52,866$7.83M0.42%+46,20813F-HRTimelineGroup
Modera Wealth Management, LLC52,752$7.81M0.09%-70613F-HRTimeline
JFS WEALTH ADVISORS, LLC52,324$7.75M0.43%-4,26513F-HRTimeline
Guardian Financial Partners, LLC52,285$7.74M3.27%-4,87213F-HRTimeline
Sherman Wealth Management LLC51,985$7.7M6.61%-1,54313F-HRTimeline
Quadcap Wealth Management, LLC51,876$7.68M0.88%-2,30513F-HRTimeline
SAGE RHINO CAPITAL LLC51,859$7.68M1.44%-67913F-HRTimeline
Sequoia Financial Advisors, LLC51,543$7.63M0.04%-6,90513F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding51,178$7.58M+5,397Timeline
AssuredPartners Investment Advisors, LLC50,800$7.55M0.82%+35,78413F-HRTimeline
Midwest Trust Co50,745$7.52M0.09%-46,12913F-HRTimeline
INTEGRITY ALLIANCE, LLC.50,667$7.5M0.29%-19,40613F-HRTimeline
Aspire Capital Advisors LLC50,530$7.48M1.68%+9,36813F-HRTimeline
Fiduciary Group, LLC50,236$7.44M0.64%+3,35713F-HRTimeline
MSH Capital Advisors LLC50,165$7.43M1.57%+2,03213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC49,679$7.36M0.07%+1,29913F-HRTimelineGroup
CROBAN49,433$7.32M3.44%+3,14513F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC49,215$7.29M1.66%-1,76213F-HRTimeline
Destiny Wealth Partners, LLC48,896$7.24M0.79%-413F-HRTimeline
Cascade Financial Partners, LLC48,650$7.21M0.74%-82513F-HRTimeline
IHT Wealth Management, LLC48,615$7.2M0.17%+9,08813F-HRTimeline
Rooted Wealth Advisors, Inc.46,394$7.19M1.9%-47313F-HRTimeline
WHITTIER TRUST CO48,316$7.18M0.08%-2,64113F-HRTimeline
Biltmore Family Office, LLC48,446$7.17M1%+2,42013F-HRTimeline
Atria Investments, Inc48,146$7.13M0.08%-1,06413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding47,875$7.09M+1,819Timeline
Prime Capital Investment Advisors, LLC47,794$7.08M0.08%-1,21113F-HRTimeline
WEALTHSPAN PARTNERS, LLC47,543$7.04M2.48%+2,00513F-HRTimeline