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Disclosery

VYM VANGUARD WHITEHALL FDS

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SHS (fund)

1,786 managers (1,803 13F filers) reported a position in VYM shares at 2024-12-31, 179,927,425 shares in all. 77 filers opened a position and 64 filers sold out during the quarter.

Managers
1,786
13F filers
1,803
New
77
Added
694
Reduced
569
Sold out
64
Shares held by filers
179,927,425

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Breakwater Investment Management42,253$5.39M2.29%+4,68913F-HR/ATimeline
Apollon Wealth Management, LLCgroup of 2 filers holding41,680$5.32M+1,759Timeline
McGlone Suttner Wealth Management, Inc.41,670$5.32M0.89%+4,86513F-HRTimeline
WEALTHSPAN PARTNERS, LLC41,604$5.31M2.54%+2,85113F-HRTimeline
CoreFirst Bank & Trust41,504$5.3M3.15%+1,57713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,371$5.28M0.12%+44813F-HRTimelineGroup
Telos Capital Management, Inc.41,022$5.23M0.56%+62713F-HRTimeline
Gallagher Capital Advisors, LLC40,846$5.21M3.8%13F-HRTimeline
Lane & Associates LLC38,970$5.16M2.67%+3,89013F-HRTimeline
Arcataur Capital Management LLC40,416$5.16M1.74%-1513F-HRTimeline
PFG Private Wealth Management, LLC40,186$5.13M2.92%-30,93113F-HRTimeline
Independence Bank of Kentucky40,124$5.12M0.79%+31,19213F-HRTimeline
Hofer & Associates. Inc40,117$5.12M3.44%-9113F-HRTimeline
FFG RETIREMENT ADVISORS LLC39,776$5.08M3.32%-27413F-HRTimeline
OneDigital Investment Advisors LLC39,127$4.99M0.06%-3,69813F-HRTimeline
CVA Family Office, LLC38,975$4.97M0.79%+40413F-HRTimeline
Haverford Trust Co38,928$4.97M0.05%+19813F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD38,355$4.89M0.02%-9,45013F-HRTimelineGroup
Covington Investment Advisors Inc.38,350$4.89M0.73%+1,17913F-HR/ATimeline
STEEL GROVE CAPITAL ADVISORS, LLC38,071$4.86M0.69%new13F-HRTimeline
MSH Capital Advisors LLC37,570$4.79M1.51%+1,84213F-HRTimeline
Wilmington Savings Fund Society, FSB37,434$4.78M0.09%+1,90713F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.37,341$4.76M4.05%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding37,219$4.75M-1,892Timeline
FRANKLIN RESOURCES INCin group Franklin Resources37,210$4.75M<0.01%+20,08813F-HRTimelineGroup
Sigma Planning Corp36,660$4.68M0.15%-1,91613F-HRTimeline
Sovereign Financial Group, Inc.36,497$4.66M1.07%+2,37513F-HRTimeline
Orion Porfolio Solutions, LLC36,318$4.63M0.05%+7,92913F-HRTimeline
Orion Portfolio Solutions, LLC36,318$4.63M0.05%+7,92913F-HRTimeline
Rosenberg Matthew Hamilton36,304$4.63M1.2%+49113F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co36,015$4.6M1.05%+83013F-HRTimeline
Geneos Wealth Management Inc.35,882$4.58M0.16%+3,04513F-HRTimeline
ROCKLAND TRUST CO35,520$4.53M0.23%-29813F-HRTimeline
CHOREO, LLC35,526$4.53M0.07%-23,52613F-HRTimeline
SageView Advisory Group, LLC35,137$4.48M0.19%+21113F-HRTimeline
Investor's Fiduciary Advisor Network, L…35,027$4.47M1.71%13F-HRTimeline
Mill Creek Capital Advisors, LLC34,810$4.44M0.11%+8613F-HRTimeline
Embree Financial Group34,508$4.4M0.75%+18713F-HRTimeline
J.W. COLE ADVISORS, INC.34,483$4.4M0.18%+12813F-HRTimeline
tru Independence LLC34,440$4.39M1.38%-1,40513F-HRTimeline
Onyx Bridge Wealth Group LLC34,374$4.39M0.63%+2,93313F-HRTimeline
EVERETT HARRIS & CO /CA/34,337$4.38M0.06%+22113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC34,216$4.37M0.06%+3,03613F-HRTimelineGroup
Sunburst Financial Group, LLC34,169$4.36M1.08%-24,63513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT34,129$4.35M0.13%+30213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO34,020$4.34M0.03%-1,01213F-HRTimelineGroup
Ironsides Asset Advisors, LLC33,859$4.32M1.24%-56513F-HRTimeline
Prospera Financial Services Inc33,784$4.32M0.1%+3,14813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding34,194$4.31M-486Timeline
Stuart Chaussee & Associates, Inc.33,584$4.29M1.06%+1,72713F-HRTimeline
Advisors Capital Management, LLC33,047$4.22M0.07%+49113F-HRTimeline
Kapstone Financial Advisors LLC31,812$4.2M2.24%013F-HRTimeline
Legacies Wealth LLC32,815$4.19M3.25%+16,80813F-HRTimeline
HANOVER ADVISORS INC32,474$4.14M1.74%-1,12413F-HRTimeline
Fiduciary Group, LLC32,382$4.13M0.41%+2,61313F-HRTimeline
CX Institutional32,350$4.13M0.16%+13,92213F-HRTimeline
AdvisorNet Financial, Inc32,240$4.11M0.34%+5,12113F-HRTimeline
Cannon Wealth Management Services, LLC31,144$4.11M3.54%+1,18213F-HRTimeline
CORDA Investment Management, LLC.31,834$4.06M0.32%-18013F-HRTimeline
BURNS J W & CO INC/NY31,662$4.04M0.52%+1,24013F-HRTimeline
Bridgewealth Advisory Group, LLC30,109$4.03M1.14%-1,02613F-HRTimeline
Capital Investment Advisory Services, L…31,484$4.02M0.39%+29413F-HRTimeline
MassMutual Private Wealth & Trust, FSB31,368$4M0.11%+24,19113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC31,322$4M0.15%+81413F-HRTimeline
Wealthspire Retirement, LLC31,288$3.99M0.32%-3,95713F-HRTimeline
Thrive Capital Management, LLC31,268$3.99M1.83%-8,01513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC31,264$3.99M0.03%+3,12113F-HRTimeline
BRIGHTON SECURITIES CORP.31,261$3.99M1.94%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC31,190$3.98M0.32%+1,58913F-HRTimeline
Quantum Capital Management, LLC / NJ31,166$3.98M0.43%+26513F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC31,139$3.97M0.18%+513F-HRTimeline
Wealth Management Partners, LLC30,892$3.94M1.7%-1,72113F-HRTimeline
Climber Capital SA32,128$3.93M3.24%13F-HRTimeline
Pacific Center for Financial Services30,719$3.92M1.01%+1,75813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,488$3.89M0.16%-8,13913F-HRTimelineGroup
PAX Financial Group, LLC30,418$3.88M0.69%-1,54913F-HRTimeline
LifeSteps Financial, Inc.30,399$3.88M2.98%-13613F-HRTimeline
Parkside Financial Bank & Trust30,396$3.88M0.51%+44513F-HRTimeline
BANTAMAC CAPITAL, LLC30,053$3.83M1.72%-21813F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC30,010$3.83M1.19%+1,47113F-HRTimeline
Legacy Advisors, LLC29,808$3.8M0.37%+4,06013F-HRTimeline
Ally Invest Advisors Inc.29,632$3.78M0.33%-10713F-HRTimeline
Ayalon Insurance Comp Ltd.29,545$3.77M1.16%013F-HRTimeline
Cornell Pochily Investment Advisors, In…29,414$3.75M1.31%-1513F-HRTimeline
Kohmann Bosshard Financial Services, LLC29,290$3.74M0.45%-3,90313F-HRTimeline
TRUST CO OF VERMONT29,011$3.7M0.18%+1,83113F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …29,009$3.7M0.8%+26213F-HRTimeline
SIMON QUICK ADVISORS, LLC28,894$3.69M0.22%-16113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC28,820$3.68M0.97%13F-HRTimeline
Oxinas Partners, LLC28,645$3.65M2.14%+61213F-HRTimeline
Infinity Wealth Counsel, LLC28,632$3.65M3.9%13F-HRTimeline
Leo Wealth, LLC28,601$3.65M0.33%+18,03113F-HRTimeline
Richard C. Young & CO., LTD.28,557$3.64M0.4%+53713F-HRTimeline
Ausdal Financial Partners, Inc.28,486$3.63M0.31%-33413F-HRTimeline
Petix & Botte Co28,423$3.63M0.95%-2,26913F-HRTimeline
Triangle Securities Wealth Management28,222$3.6M0.92%+87613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IHT Wealth Management, LLC28,194$3.6M0.12%-1,76513F-HRTimeline
Perigon Wealth Management, LLC27,475$3.59M0.09%+95113F-HRTimeline
CULBERTSON A N & CO INC28,053$3.58M0.57%-22013F-HRTimeline
Trust Co27,761$3.54M0.41%+29213F-HRTimeline
Orion Capital Management LLC27,743$3.54M1.56%-83213F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC27,790$3.54M0.38%+19513F-HRTimelineGroup
SCOTIA CAPITAL INC.27,702$3.53M0.02%+6,73213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC27,589$3.52M0.88%-66013F-HRTimelineGroup
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…27,548$3.51M0.01%+7,69713F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC27,488$3.51M0.15%-84413F-HR/ATimeline
Lion Street Advisors, LLC27,357$3.49M1.11%+28013F-HRTimeline
Wells Financial Advisors INC27,355$3.49M4.76%+1,01413F-HRTimeline
RFG Advisory, LLC27,348$3.49M0.1%+81413F-HRTimeline
Seneca House Advisors27,281$3.48M1.38%+4,83813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…27,222$3.47M0.2%+3,03713F-HRTimelineGroup
DELTA FINANCIAL ADVISORS LLC26,942$3.44M1.28%013F-HRTimeline
Archford Capital Strategies, LLC26,936$3.44M0.52%+3,69813F-HRTimeline
Verdence Capital Advisors LLC26,885$3.43M0.28%-8313F-HRTimeline
B. Riley Wealth Advisors, Inc.26,875$3.43M0.11%-5,09313F-HRTimeline
Lowe Wealth Advisors, LLC26,437$3.37M1.44%+59613F-HRTimeline
Snowden Capital Advisors LLC26,421$3.37M0.1%+2,91013F-HRTimeline
GTS SECURITIES LLC26,360$3.36M0.16%+6,42613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC26,348$3.36M0.39%+35713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding26,328$3.36M+1,290Timeline
Blue Barn Wealth, LLC26,143$3.34M1.76%-30913F-HRTimeline
Bangor Savings Bank26,043$3.32M0.31%-2,19513F-HRTimeline
Choate Investment Advisors25,840$3.3M0.08%+13613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO25,767$3.29M0.06%+8,10913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC25,756$3.29M0.42%+4013F-HRTimeline
Pekin Hardy Strauss, Inc.25,650$3.27M0.42%+1,13613F-HRTimeline
KDT Advisors, LLC25,634$3.27M4.8%13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC25,568$3.26M0.21%+70013F-HRTimeline
Kades & Cheifetz LLC25,567$3.26M1.67%+16,68013F-HRTimeline
World Investment Advisors25,444$3.25M0.09%+2,50513F-HRTimeline
Sowell Financial Services LLC25,282$3.23M0.17%-15,18613F-HRTimeline
FRG Family Wealth Advisors LLC25,218$3.22M0.58%+1,19713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC25,198$3.22M1.24%-1,18913F-HRTimeline
Old Port Advisors25,116$3.2M0.92%-37413F-HRTimeline
New Covenant Trust Company, N.A.25,055$3.19M3.17%013F-HRTimeline
MJP ASSOCIATES INC /ADV24,906$3.18M0.57%+19813F-HRTimeline
Founders Financial Alliance, LLC24,849$3.17M0.87%-70513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC24,658$3.15M0.08%13F-HRTimeline
Mechanics Bank Trust Department24,630$3.14M0.42%-3013F-HRTimeline
Montecito Bank & Trust24,588$3.14M0.54%-1,04113F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC24,489$3.12M2.18%-1,07113F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC24,448$3.12M2%-27213F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC24,337$3.11M1.4%13F-HRTimeline
Financial Advocates Investment Manageme…24,258$3.1M0.18%-3,81313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI24,228$3.09M0.17%-1,54113F-HRTimeline
Alpha Cubed Investments, LLC24,227$3.09M0.14%+2,94513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA24,161$3.08M0.01%-1,13113F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.24,121$3.08M0.32%013F-HRTimeline
Western Wealth Management, LLC24,097$3.07M0.2%+3,28213F-HR/ATimeline
Meridian Wealth Management, LLC24,058$3.07M0.15%+1,42013F-HRTimeline
Confluence Wealth Services, Inc.22,999$3.06M0.2%+2,82613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC23,940$3.05M0.02%-4,10313F-HRTimelineGroup
StrongBox Wealth, LLC23,936$3.05M1.29%+1,62513F-HRTimeline
Manchester Capital Management LLC23,780$3.03M0.35%013F-HRTimeline
SAPIENT CAPITAL LLC23,749$3.03M0.06%-21913F-HRTimeline
Bowman & Co S.C.23,699$3.02M1.56%-34913F-HRTimeline
DAVIDSON TRUST CO23,660$3.02M1.55%-1,23513F-HRTimeline
Forza Wealth Management, LLC23,566$3.01M1.37%-7213F-HRTimeline
Wedmont Private Capital23,807$3M0.16%+4413F-HRTimeline
FIDUCIARY ADVISORS, INC.23,529$3M3.02%13F-HRTimeline
Disciplined Investors, L.L.C.23,589$3M2.89%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC23,169$2.96M0.07%+2,76013F-HRTimeline
Compass Ion Advisors, LLC22,804$2.91M0.35%+2,11013F-HRTimeline
WARNER FINANCIAL, INC22,796$2.91M1.25%+16413F-HRTimeline
Avidian Wealth Enterprises, LLC22,410$2.86M0.13%-9613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO22,362$2.85M0.68%+1,02113F-HRTimeline
Betterment LLC22,301$2.85M0.01%+2,25613F-HRTimeline
Graypoint LLC22,221$2.84M0.17%-56813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC22,086$2.82M1.84%+3313F-HRTimeline
Platform Technology Partners21,996$2.81M0.85%013F-HRTimeline
Keystone Financial Planning, Inc.21,889$2.79M0.87%-1,24413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…21,765$2.78M0.05%+2,47113F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…21,732$2.77M0.07%-31513F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC21,702$2.77M0.26%+1,51413F-HRTimeline
1900 WEALTH MANAGEMENT LLC21,618$2.76M0.23%-41013F-HRTimeline
Diversified Portfolios, Inc.21,596$2.76M0.3%013F-HRTimeline
Martin Worley Group21,484$2.74M1.71%13F-HRTimeline
Intellectus Partners, LLC21,350$2.72M0.61%013F-HRTimeline
Connecticut Wealth Management, LLC21,342$2.72M0.13%013F-HRTimeline
Prudent Man Advisors, LLC21,274$2.71M0.99%-613F-HRTimeline
Jackson Wealth Management, LLC21,212$2.71M0.31%+1,47413F-HRTimeline
Northstar Group, Inc.20,963$2.67M0.45%+40513F-HRTimeline
U.S. Capital Wealth Advisors, LLC20,952$2.67M0.08%+41013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20,941$2.67M0.22%new13F-HRTimeline
Private Portfolio Partners LLC20,790$2.65M0.49%+54813F-HRTimeline
Citizens National Bank Trust Department20,429$2.61M0.55%-30213F-HRTimeline
WCG Wealth Advisors LLC20,095$2.56M0.17%+1,61913F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP20,039$2.56M<0.01%-2,87513F-HRTimeline
RWA WEALTH PARTNERS, LLC19,886$2.54M0.03%-40713F-HRTimeline
TRUE Private Wealth Advisors19,778$2.52M0.31%+3813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC19,768$2.52M0.15%-15313F-HRTimeline
Mount Lucas Management LP19,647$2.51M0.87%-32313F-HRTimeline
Arrowroot Family Office, LLC19,641$2.51M1.3%+3,85213F-HRTimeline
Eukles Asset Management19,522$2.49M1.06%-60313F-HRTimeline
Integrity Wealth Solutions LLC19,494$2.49M1.39%-2,11713F-HRTimeline
Antonelli Financial Advisors, LLC19,436$2.48M2.1%13F-HRTimeline
SAXON INTERESTS, INC.19,388$2.47M1.09%-2,71313F-HRTimeline
M.E. ALLISON & CO., INC.19,371$2.47M2.72%13F-HRTimeline
VeraBank, N.A.19,254$2.46M0.69%-1213F-HRTimeline
Pallas Capital Advisors LLC19,189$2.45M0.1%+37613F-HRTimeline