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Disclosery

VYM VANGUARD WHITEHALL FDS

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SHS (fund)

1,787 managers (1,804 13F filers) reported a position in VYM shares at 2025-03-31, 170,215,579 shares in all. 99 filers opened a position and 81 filers sold out during the quarter.

Managers
1,787
13F filers
1,804
New
99
Added
722
Reduced
665
Sold out
81
Shares held by filers
170,215,579

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Wealth Management Associates, Inc.43,048$5.55M2.38%-63013F-HRTimeline
Telos Capital Management, Inc.42,614$5.5M0.6%+1,59213F-HRTimeline
GC Wealth Management RIA, LLC42,595$5.49M1.01%-1,38913F-HRTimeline
Breakwater Investment Management42,383$5.47M2.33%+13013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC41,809$5.39M1.01%-3,95813F-HRTimelineGroup
Covington Investment Advisors Inc.41,782$5.39M0.84%+3,43213F-HRTimeline
UPTICK PARTNERS, LLC41,723$5.38M1.82%-1,59513F-HRTimeline
CoreFirst Bank & Trust41,647$5.37M3.45%+14313F-HRTimeline
AdvisorNet Financial, Inc41,640$5.37M0.4%+9,40013F-HRTimeline
Arcataur Capital Management LLC41,119$5.3M1.81%+70313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,546$5.3M0.12%+17513F-HRTimelineGroup
Independence Bank of Kentucky40,810$5.26M0.82%+68613F-HRTimeline
Simplicity Wealth,LLC40,802$5.26M0.41%+39,04813F-HRTimeline
Hofer & Associates. Inc40,685$5.25M3.56%+56813F-HRTimeline
McGlone Suttner Wealth Management, Inc.40,619$5.24M0.86%-1,05113F-HRTimeline
MSH Capital Advisors LLC40,495$5.22M1.61%+2,92513F-HRTimeline
Gallagher Capital Advisors, LLC40,435$5.21M3.97%-41113F-HRTimeline
Accel Wealth Management40,189$5.18M1.87%-3,16213F-HRTimeline
Sovereign Financial Group, Inc.39,848$5.14M1.18%+3,35113F-HRTimeline
Rosenberg Matthew Hamilton39,043$5.03M1.26%+2,73913F-HRTimeline
OneDigital Investment Advisors LLC38,914$5.02M0.06%-21313F-HRTimeline
CHOREO, LLC38,428$4.96M0.08%+2,90213F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD38,025$4.9M0.03%-33013F-HRTimelineGroup
Advisor Resource Council52,777$4.87M0.39%new13F-HRTimeline
Onyx Bridge Wealth Group LLC37,695$4.86M0.7%+3,32113F-HRTimeline
SageView Advisory Group, LLC37,529$4.84M0.21%+2,39213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC37,468$4.83M0.07%+3,25213F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding37,275$4.81M+56Timeline
NORTHSTAR ASSET MANAGEMENT Co37,080$4.78M1.16%+1,06513F-HRTimeline
Haverford Trust Co37,062$4.78M0.05%-1,86613F-HRTimeline
BURNS J W & CO INC/NY36,828$4.75M0.62%+5,16613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…36,668$4.73M0.12%+14,93613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC36,556$4.71M0.04%+5,29213F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.36,377$4.69M4.17%-96413F-HRTimeline
tru Independence LLC36,030$4.65M1.44%+1,59013F-HRTimeline
Wilmington Savings Fund Society, FSB36,015$4.64M0.09%-1,41913F-HRTimeline
CORDA Investment Management, LLC.35,703$4.6M0.37%+3,86913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…34,586$4.59M0.01%-27,93513F-HR/ATimelineGroup
Fiduciary Group, LLC35,464$4.57M0.46%+3,08213F-HRTimeline
J.W. COLE ADVISORS, INC.34,861$4.5M0.14%+37813F-HRTimeline
World Investment Advisors34,853$4.49M0.12%+9,40913F-HRTimeline
ROCKLAND TRUST CO34,815$4.49M0.23%-70513F-HRTimeline
Trust Co34,417$4.44M0.53%+6,65613F-HRTimeline
Prospera Financial Services Inc34,211$4.42M0.1%+42713F-HRTimeline
Advisors Capital Management, LLC34,093$4.4M0.07%+1,04613F-HRTimeline
EVERETT HARRIS & CO /CA/33,992$4.38M0.06%-34513F-HRTimeline
Ironsides Asset Advisors, LLC33,863$4.37M1.28%+413F-HRTimeline
Sigma Planning Corp33,788$4.36M0.14%-2,87213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO33,462$4.32M0.03%-55813F-HRTimelineGroup
HANOVER ADVISORS INC33,330$4.3M1.86%+85613F-HRTimeline
Stuart Chaussee & Associates, Inc.33,311$4.3M1.07%-27313F-HRTimeline
Investor's Fiduciary Advisor Network, L…33,095$4.27M2.01%-1,93213F-HRTimeline
Sunburst Financial Group, LLC33,068$4.26M1.05%-1,10113F-HRTimeline
SWEENEY & MICHEL, LLC36,841$4.23M1.85%13F-HRTimeline
Pacific Center for Financial Services32,539$4.2M1.11%+1,82013F-HRTimeline
Capital Investment Advisory Services, L…32,198$4.15M0.37%+71413F-HRTimeline
Thrive Capital Management, LLC38,021$4.14M2.47%+6,75313F-HRTimeline
Cannon Wealth Management Services, LLC32,890$4.12M3.68%+1,74613F-HRTimeline
Glen Eagle Advisors, LLC31,930$4.12M0.68%-13,95913F-HRTimeline
McNaughton Wealth Management, LLC31,820$4.1M1.99%-75,13913F-HRTimeline
Seneca House Advisors31,805$4.1M1.75%+4,52413F-HRTimeline
Kapstone Financial Advisors LLC31,661$4.08M2.31%-15113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…31,619$4.08M0.17%+1,13113F-HRTimelineGroup
Dodds Wealth, LLC31,343$4.04M1.32%-16,62113F-HRTimeline
Quantum Capital Management, LLC / NJ30,899$3.98M0.41%-26713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC31,190$3.98M0.32%013F-HRTimeline
Cornell Pochily Investment Advisors, In…30,687$3.96M1.39%+1,27313F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC30,617$3.95M0.15%-70513F-HRTimeline
TRUST CO OF VERMONT30,526$3.94M0.2%+1,51513F-HRTimeline
Wealth Management Partners, LLC30,299$3.91M1.81%-59313F-HRTimeline
B. Riley Wealth Advisors, Inc.30,264$3.9M0.12%+3,38913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC30,127$3.89M0.44%+3,77913F-HRTimelineGroup
Perigon Wealth Management, LLC30,033$3.87M0.1%+2,55813F-HRTimeline
FRG Family Wealth Advisors LLC30,023$3.87M0.75%+4,80513F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC30,169$3.85M0.42%+2,37913F-HRTimelineGroup
Oxinas Partners, LLC29,828$3.85M2.27%+1,18313F-HRTimeline
Legacy Advisors, LLC29,808$3.84M0.4%013F-HRTimeline
Ayalon Insurance Comp Ltd.29,808$3.84M1.24%+26313F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC29,765$3.84M1.25%-24513F-HRTimeline
Ally Invest Advisors Inc.29,759$3.84M0.33%+12713F-HRTimeline
Richard C. Young & CO., LTD.29,720$3.83M0.41%+1,16313F-HRTimeline
Orion Capital Management LLC29,653$3.82M1.61%+1,91013F-HRTimeline
LifeSteps Financial, Inc.29,647$3.82M3.1%-75213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding30,694$3.82M-3,500Timeline
BRIGHTON SECURITIES CORP.29,523$3.81M1.86%-1,73813F-HRTimeline
Ausdal Financial Partners, Inc.29,310$3.78M0.28%+82413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT29,304$3.78M0.11%-4,82513F-HRTimeline
Lowe Wealth Advisors, LLC29,075$3.75M1.59%+2,63813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …29,009$3.74M0.77%013F-HRTimeline
Infinity Wealth Counsel, LLC28,935$3.73M4.03%+30313F-HRTimeline
IHT Wealth Management, LLC28,766$3.71M0.12%+57213F-HRTimeline
Triangle Securities Wealth Management28,675$3.7M0.95%+45313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIMON QUICK ADVISORS, LLC28,666$3.7M0.21%-22813F-HRTimeline
Parkside Financial Bank & Trust28,664$3.7M0.47%-1,73213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,618$3.69M<0.01%+21,71313F-HRTimelineGroup
Lion Street Advisors, LLC28,611$3.69M1.17%+1,25413F-HRTimeline
FINANCIAL COUNSELORS INC28,552$3.68M0.06%-83,45913F-HRTimeline
MJP ASSOCIATES INC /ADV28,482$3.67M0.66%+3,57613F-HRTimeline
Semmax Financial Advisors Inc.28,989$3.65M0.99%-18,98513F-HRTimeline
CULBERTSON A N & CO INC28,053$3.62M0.58%013F-HRTimeline
SCOTIA CAPITAL INC.27,968$3.61M0.02%+26613F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…27,948$3.6M0.01%+40013F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC27,845$3.59M0.42%-1,44513F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…27,670$3.57M0.1%-15,41413F-HRTimelineGroup
Sowell Financial Services LLC27,667$3.57M0.16%+2,38513F-HRTimeline
KDT Advisors, LLC27,539$3.55M5.22%+1,90513F-HRTimeline
PAX Financial Group, LLC27,286$3.52M0.62%-3,13213F-HRTimeline
Wells Financial Advisors INC27,224$3.51M4.84%-13113F-HRTimeline
Climber Capital SA33,793$3.51M2.76%+1,66513F-HRTimeline
Yukon Wealth Management, Inc.27,150$3.5M1.45%13F-HRTimeline
Verdence Capital Advisors LLC27,075$3.49M0.27%+19013F-HRTimeline
Mill Creek Capital Advisors, LLC26,998$3.48M0.08%-7,81213F-HRTimeline
DELTA FINANCIAL ADVISORS LLC26,942$3.47M1.3%013F-HRTimeline
Petix & Botte Co26,828$3.46M0.91%-1,59513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO26,733$3.45M0.09%+96613F-HRTimeline
Chicago Partners Investment Group LLC27,457$3.44M0.11%+20,04413F-HRTimeline
Pekin Hardy Strauss, Inc.26,521$3.42M0.41%+87113F-HRTimeline
Wealthspire Retirement, LLC26,363$3.4M0.27%-4,92513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding26,317$3.39M-11Timeline
Bangor Savings Bank26,043$3.36M0.32%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC25,874$3.34M0.14%-1,61413F-HR/ATimeline
Choate Investment Advisors25,640$3.31M0.08%-20013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC25,603$3.3M0.22%+3513F-HRTimeline
SAPIENT CAPITAL LLC25,491$3.29M0.06%+1,74213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC25,272$3.26M0.08%+2,10313F-HRTimeline
Founders Financial Alliance, LLC25,225$3.25M0.79%+37613F-HRTimeline
Blue Barn Wealth, LLC25,090$3.24M1.69%-1,05313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA25,032$3.23M0.01%+87113F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC24,829$3.2M0.08%+17113F-HRTimeline
Western Wealth Management, LLC24,820$3.2M0.21%+72313F-HRTimeline
Meridian Wealth Management, LLC24,812$3.2M0.15%+75413F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC24,605$3.17M2.01%+15713F-HRTimeline
Financial Advocates Investment Manageme…24,563$3.17M0.22%+30513F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC24,544$3.17M2.17%+5513F-HRTimeline
FIDUCIARY ADVISORS, INC.24,538$3.16M3.12%+1,00913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC24,524$3.16M1.21%-67413F-HRTimeline
Manchester Capital Management LLC24,500$3.16M0.39%+72013F-HRTimeline
Montecito Bank & Trust24,348$3.14M0.56%-24013F-HRTimeline
StrongBox Wealth, LLC24,274$3.13M1.3%+33813F-HRTimeline
DAVIDSON TRUST CO24,154$3.12M1.49%+49413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI24,065$3.1M0.17%-16313F-HRTimeline
Disciplined Investors, L.L.C.23,967$3.09M2.79%+37813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC23,903$3.08M0.42%-1,85313F-HRTimeline
GERMAN AMERICAN BANCORP, INC.23,821$3.07M0.33%-30013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC23,829$3.07M0.59%-4,99113F-HRTimeline
Farther Finance Advisors, LLC23,833$3.07M0.08%+5,91413F-HRTimeline
Wedmont Private Capital25,254$3.06M0.16%+1,44713F-HRTimeline
Bowman & Co S.C.23,598$3.04M1.49%-10113F-HRTimeline
Confluence Wealth Services, Inc.24,796$3.02M0.19%+1,79713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC23,400$3.02M1.36%-93713F-HRTimeline
RFG Advisory, LLC23,360$3.01M0.08%-3,98813F-HRTimeline
Forza Wealth Management, LLC23,298$3M1.35%-26813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO23,223$2.99M0.72%+86113F-HRTimeline
BANTAMAC CAPITAL, LLC23,112$2.98M1.43%-6,94113F-HRTimeline
WARNER FINANCIAL, INC23,103$2.98M1.32%+30713F-HRTimeline
Old Port Advisors23,066$2.97M0.88%-2,05013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC22,978$2.96M0.76%-4,61113F-HRTimelineGroup
Mechanics Bank Trust Department22,890$2.95M0.4%-1,74013F-HRTimeline
OMNI 360 Wealth, Inc.22,861$2.95M1.98%+4,12013F-HR/ATimeline
Alpha Cubed Investments, LLC22,798$2.94M0.13%-1,42913F-HRTimeline
Betterment LLC22,638$2.92M0.01%+33713F-HRTimeline
Sequoia Financial Advisors, LLC22,628$2.92M0.02%+9,62513F-HRTimeline
Avidian Wealth Enterprises, LLC22,517$2.9M0.13%+10713F-HRTimeline
CX Institutional22,477$2.9M0.11%-9,87313F-HRTimeline
WCG Wealth Advisors LLC22,386$2.89M0.22%+2,29113F-HR/ATimeline
PANORAMIC INVESTMENT ADVISORS, LLC22,381$2.89M1.95%+29513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC22,055$2.84M0.02%-1,88513F-HR/ATimelineGroup
Platform Technology Partners21,996$2.84M0.83%013F-HRTimeline
COZAD ASSET MANAGEMENT INC21,862$2.82M0.28%+16013F-HRTimeline
Diversified Portfolios, Inc.21,825$2.81M0.3%+22913F-HRTimeline
Graypoint LLC21,760$2.81M0.17%-46113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…21,755$2.81M0.06%-1013F-HRTimelineGroup
Northstar Group, Inc.21,641$2.79M0.45%+67813F-HRTimeline
WealthPLAN Partners, LLC21,537$2.78M0.39%+18,60513F-HRTimeline
Martin Worley Group21,490$2.77M1.58%+613F-HRTimeline
Jackson Wealth Management, LLC21,485$2.77M0.34%+27313F-HRTimeline
Intellectus Partners, LLC21,350$2.75M0.68%013F-HRTimeline
Connecticut Wealth Management, LLC21,342$2.75M0.14%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC21,285$2.74M0.08%+4,51813F-HRTimeline
Smartleaf Asset Management LLC21,355$2.72M0.26%+10,69313F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC20,988$2.71M3.59%13F-HRTimeline
1900 WEALTH MANAGEMENT LLC20,938$2.7M0.22%-68013F-HRTimeline
First County Bank /CT/20,863$2.69M1.49%new13F-HRTimeline
Antonelli Financial Advisors, LLC20,710$2.67M2.15%+1,27413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC20,553$2.65M0.17%+78513F-HRTimeline
Citizens National Bank Trust Department20,415$2.63M0.56%-1413F-HRTimeline
Pallas Capital Advisors LLC20,374$2.63M0.11%+1,18513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20,365$2.63M0.23%-57613F-HRTimeline
New Covenant Trust Company, N.A.20,512$2.62M2.76%-4,54313F-HRTimeline
COMMONS CAPITAL, LLC20,140$2.6M2.38%new13F-HRTimeline
Snowden Capital Advisors LLC20,072$2.59M0.08%-6,34913F-HRTimeline
M.E. ALLISON & CO., INC.20,044$2.58M2.56%+67313F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP20,039$2.58M<0.01%013F-HRTimeline
Obermeyer Wealth Partners19,989$2.58M0.14%+1,59713F-HRTimeline
Integrity Wealth Solutions LLC19,986$2.58M1.4%+49213F-HRTimeline
Prudent Man Advisors, LLC19,985$2.58M0.94%-1,28913F-HRTimeline
TRUE Private Wealth Advisors19,759$2.55M0.31%-1913F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…19,325$2.54M1.08%+15,58513F-HRTimeline
Compass Ion Advisors, LLC19,709$2.54M0.3%-3,09513F-HRTimeline
Mount Lucas Management LP19,498$2.51M1.18%-14913F-HRTimeline