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Disclosery

VYM VANGUARD WHITEHALL FDS

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SHS (fund)

1,788 managers (1,806 13F filers) reported a position in VYM shares at 2025-06-30, 174,275,759 shares in all. 88 filers opened a position and 83 filers sold out during the quarter.

Managers
1,788
13F filers
1,806
New
88
Added
776
Reduced
588
Sold out
83
Shares held by filers
174,275,759

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
PFG Investments, LLC42,932$5.72M0.34%-1,04813F-HRTimeline
MSH Capital Advisors LLC42,805$5.71M1.64%+2,31013F-HRTimeline
Covington Investment Advisors Inc.42,688$5.69M0.81%+90613F-HRTimeline
UNION SAVINGS BANK42,322$5.68M2.61%-93613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC42,471$5.66M0.07%+5,00313F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC42,440$5.66M<0.01%+13,82213F-HRTimelineGroup
CoreFirst Bank & Trust42,404$5.65M3.19%+75713F-HRTimeline
Redhawk Wealth Advisors, Inc.42,380$5.65M0.71%+28,43813F-HRTimeline
Breakwater Investment Management42,356$5.65M2.18%-2713F-HRTimeline
Flywheel Private Wealth LLC41,811$5.57M4.47%-1,24913F-HRTimeline
Hofer & Associates. Inc41,625$5.55M3.46%+94013F-HRTimeline
Sovereign Financial Group, Inc.41,610$5.55M1.14%+1,76213F-HRTimeline
Blackston Financial Advisory Group, LLC41,363$5.51M3.45%-1,98713F-HR/ATimeline
Independence Bank of Kentucky41,343$5.51M0.78%+53313F-HRTimeline
Gallagher Capital Advisors, LLC40,211$5.48M4.43%-22413F-HRTimeline
Arcataur Capital Management LLC40,850$5.45M1.7%-26913F-HRTimeline
Accel Wealth Management40,123$5.35M1.79%-6613F-HRTimeline
McGlone Suttner Wealth Management, Inc.39,988$5.33M0.8%-63113F-HRTimeline
Rosenberg Matthew Hamilton39,605$5.28M1.23%+56213F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…39,245$5.23M1.52%-4,53213F-HRTimeline
OneDigital Investment Advisors LLC38,666$5.15M0.06%-24813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC38,423$5.12M0.03%+1,86713F-HRTimeline
Bridgewealth Advisory Group, LLC38,316$5.11M1.3%+34,45313F-HRTimeline
CHOREO, LLC38,209$5.09M0.07%-21913F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD38,175$5.09M0.02%+15013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO37,434$4.99M0.03%+3,97213F-HRTimelineGroup
SWEENEY & MICHEL, LLC36,973$4.99M1.77%+13213F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co37,370$4.98M1.15%+29013F-HRTimeline
Orion Porfolio Solutions, LLC37,169$4.96M0.04%-5,94113F-HR/ATimeline
Fiduciary Group, LLC37,016$4.93M0.46%+1,55213F-HRTimeline
tru Independence LLC36,515$4.87M1.41%+48513F-HRTimeline
SageView Advisory Group, LLC35,708$4.86M0.18%-1,82113F-HRTimeline
Investor's Fiduciary Advisor Network, L…36,453$4.86M1.81%+3,35813F-HRTimeline
Omnitrust Wealth Management, Inc30,618$4.84M5.7%13F-HRTimeline
Onyx Bridge Wealth Group LLC36,273$4.84M0.64%-1,42213F-HRTimeline
Seneca House Advisors36,005$4.8M2.04%+4,20013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…35,861$4.78M0.11%-80713F-HRTimelineGroup
Haverford Trust Co35,672$4.76M0.05%-1,39013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…35,614$4.75M0.01%+1,02813F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB35,448$4.73M0.08%-56713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding34,461$4.71M+3,767Timeline
HICKORY ASSET MANAGEMENT, INC.35,256$4.7M3.89%-1,12113F-HRTimeline
ROCKLAND TRUST CO35,234$4.7M0.23%+41913F-HRTimeline
TOWNSQUARE CAPITAL LLC34,531$4.6M0.45%-160,04713F-HRTimeline
CORDA Investment Management, LLC.34,442$4.59M0.34%-1,26113F-HRTimeline
Pacific Center for Financial Services34,035$4.54M1.23%+1,49613F-HRTimeline
Cannon Wealth Management Services, LLC33,790$4.5M3.68%+90013F-HRTimeline
Ironsides Asset Advisors, LLC33,713$4.49M1.3%-15013F-HRTimeline
GC Wealth Management RIA, LLC33,495$4.47M0.36%-9,10013F-HRTimeline
CX Institutional33,493$4.46M0.16%+11,01613F-HR/ATimeline
Capital Investment Advisory Services, L…33,406$4.45M0.36%+1,20813F-HRTimeline
Gotham Asset Management, LLC33,003$4.4M0.03%+22,97513F-HRTimeline
Sunburst Financial Group, LLC32,973$4.4M0.98%-9513F-HRTimeline
Prospera Financial Services Inc32,410$4.33M0.08%-1,80113F-HRTimeline
Climber Capital SA33,793$4.31M2.77%013F-HRTimeline
Parkside Financial Bank & Trust32,324$4.31M0.46%+3,66013F-HRTimeline
Manchester Capital Management LLC32,210$4.29M0.56%+7,71013F-HRTimeline
Hippocratic Financial Advisors, LLC32,200$4.29M2.29%-95,06813F-HRTimeline
McNaughton Wealth Management, LLC32,059$4.27M1.91%+23913F-HRTimeline
HANOVER ADVISORS INC31,733$4.23M1.72%-1,59713F-HRTimeline
Trust Co31,703$4.23M0.48%-2,71413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…31,543$4.21M0.15%-7613F-HRTimelineGroup
FRG Family Wealth Advisors LLC31,503$4.2M0.73%+1,48013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC31,472$4.2M0.78%-10,33713F-HRTimelineGroup
Kapstone Financial Advisors LLC31,408$4.19M2.09%-25313F-HRTimeline
EVERETT HARRIS & CO /CA/31,351$4.18M0.05%-2,64113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC31,069$4.14M0.31%-12113F-HRTimeline
Cornell Pochily Investment Advisors, In…30,953$4.13M1.35%+26613F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC30,887$4.12M1.11%+1,12213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC30,829$4.11M0.4%+70213F-HRTimelineGroup
Dodds Wealth, LLC30,763$4.1M1.1%-58013F-HRTimeline
Wealth Management Partners, LLC30,412$4.1M1.45%+11313F-HRTimeline
Lowe Wealth Advisors, LLC30,727$4.1M1.6%+1,65213F-HRTimeline
Richard C. Young & CO., LTD.30,280$4.04M0.4%+56013F-HRTimeline
Ally Invest Advisors Inc.30,155$4.02M0.31%+39613F-HRTimeline
Oxinas Partners, LLC30,155$4.02M2.06%+32713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC30,150$4.02M0.15%-46713F-HRTimeline
Foundations Investment Advisors, LLC30,116$4.01M0.06%-27,47113F-HRTimeline
Ayalon Insurance Comp Ltd.29,808$3.97M1.15%013F-HRTimeline
LifeSteps Financial, Inc.29,777$3.97M2.73%+13013F-HRTimeline
Stuart Chaussee & Associates, Inc.29,698$3.96M0.89%-3,61313F-HRTimeline
Forza Wealth Management, LLC29,671$3.96M1.62%+6,37313F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.29,383$3.95M2.63%-14,20413F-HRTimeline
SIMON QUICK ADVISORS, LLC29,541$3.94M0.2%+87513F-HR/ATimeline
GeoWealth Management, LLC29,499$3.93M0.15%+25,80913F-HRTimeline
IHT Wealth Management, LLC29,225$3.9M0.11%+45913F-HRTimeline
Chicago Partners Investment Group LLC28,485$3.89M0.11%+1,02813F-HRTimeline
MJP ASSOCIATES INC /ADV29,140$3.88M0.58%+65813F-HRTimeline
Infinity Wealth Counsel, LLC29,079$3.88M3.92%+14413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …29,009$3.87M0.74%013F-HRTimeline
Sigma Planning Corp28,843$3.85M0.12%-4,94513F-HRTimeline
Ausdal Financial Partners, Inc.28,598$3.81M0.25%-71213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT28,581$3.81M0.08%-72313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO28,529$3.8M0.07%+1,79613F-HRTimeline
MASECO LLP28,468$3.79M0.14%13F-HRTimeline
SCOTIA CAPITAL INC.28,356$3.78M0.02%+38813F-HRTimeline
Sowell Financial Services LLC28,276$3.77M0.15%+60913F-HRTimeline
Glen Eagle Advisors, LLC28,044$3.74M0.58%-3,88613F-HRTimeline
SAPIENT CAPITAL LLC27,941$3.72M0.07%+2,45013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…27,928$3.72M0.01%-2013F-HRTimelineGroup
CULBERTSON A N & CO INC27,903$3.72M0.57%-15013F-HRTimeline
Kohmann Bosshard Financial Services, LLC27,840$3.71M0.41%-513F-HRTimeline
FIDUCIARY ADVISORS, INC.27,808$3.71M3.26%+3,27013F-HRTimeline
Orion Capital Management LLC27,788$3.7M1.41%-1,86513F-HRTimeline
Pekin Hardy Strauss, Inc.27,782$3.7M0.42%+1,26113F-HRTimeline
KDT Advisors, LLC27,539$3.67M5.92%013F-HRTimeline
Aspire Capital Advisors LLC27,476$3.66M1.01%-30,40113F-HRTimeline
Yukon Wealth Management, Inc.27,150$3.62M1.29%013F-HRTimeline
Verdence Capital Advisors LLC27,097$3.61M0.25%+2213F-HRTimeline
Mill Creek Capital Advisors, LLC27,043$3.61M0.08%+4513F-HRTimeline
DELTA FINANCIAL ADVISORS LLC26,942$3.59M1.26%013F-HRTimeline
Western Wealth Management, LLC26,920$3.59M0.21%+2,10013F-HRTimeline
Wells Financial Advisors INC26,892$3.58M4.93%-33213F-HRTimeline
Triangle Securities Wealth Management26,892$3.58M0.88%-1,78313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Farther Finance Advisors, LLC26,790$3.57M0.07%+2,95713F-HRTimeline
RFG Advisory, LLC26,772$3.57M0.08%+3,41213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC26,618$3.55M0.56%+2,78913F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC26,615$3.55M0.22%+1,01213F-HRTimeline
Lion Street Advisors, LLC26,542$3.54M1.07%-2,06913F-HRTimeline
PAX Financial Group, LLC26,092$3.48M0.66%-1,19413F-HRTimeline
Petix & Botte Co25,995$3.47M0.85%-83313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA25,940$3.46M0.01%+90813F-HRTimelineGroup
Blue Barn Wealth, LLC25,769$3.44M1.62%+67913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC25,733$3.43M1.01%+1,20913F-HRTimeline
Wedmont Private Capital25,375$3.42M0.15%+12113F-HRTimeline
TRUST CO OF VERMONT25,659$3.42M0.16%-4,86713F-HRTimeline
Advisors Capital Management, LLC25,638$3.42M0.05%-8,45513F-HRTimeline
Choate Investment Advisors25,524$3.4M0.07%-11613F-HRTimeline
Independent Advisor Alliance25,413$3.39M0.1%+23,41713F-HRTimeline
DAVIDSON TRUST CO25,385$3.38M1.56%+1,23113F-HRTimeline
StrongBox Wealth, LLC25,203$3.36M1.28%+92913F-HRTimeline
BANTAMAC CAPITAL, LLC25,129$3.35M1.2%+2,01713F-HRTimeline
Meridian Wealth Management, LLC25,029$3.34M0.14%+21713F-HRTimeline
Main Street Financial Solutions, LLC24,942$3.32M0.24%+10,64813F-HRTimeline
Luminist Capital LLC24,639$3.32M3.29%+24,34813F-HRTimeline
Sequoia Financial Advisors, LLC24,859$3.31M0.02%+2,23113F-HRTimeline
Integrity Wealth Solutions LLC24,794$3.31M1.61%+4,80813F-HRTimeline
Confluence Wealth Services, Inc.24,709$3.29M0.18%-8713F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC24,699$3.29M2.04%+15513F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC24,694$3.29M1.77%+8913F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…24,509$3.27M0.09%-3,16113F-HRTimelineGroup
Perigon Wealth Management, LLC24,498$3.27M0.08%-5,53513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI24,496$3.27M0.2%+43113F-HRTimeline
Moloney Securities Asset Management, LLC24,314$3.24M0.4%+16,86513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC24,308$3.24M0.07%-52113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding24,199$3.23M-2,118Timeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …24,024$3.2M<0.01%+21,71013F-HRTimelineGroup
Disciplined Investors, L.L.C.23,969$3.2M2.49%+213F-HRTimeline
Semmax Financial Advisors Inc.23,579$3.19M0.82%-5,41013F-HRTimeline
Founders Financial Alliance, LLC23,888$3.18M0.72%-1,33713F-HRTimeline
Betterment LLC23,833$3.18M0.01%+1,19513F-HRTimeline
GERMAN AMERICAN BANCORP, INC.23,821$3.18M0.31%013F-HRTimeline
WealthPLAN Partners, LLC23,724$3.16M0.51%+2,18713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC23,600$3.15M<0.01%-28,40013F-HRTimeline
WARNER FINANCIAL, INC23,598$3.15M1.3%+49513F-HRTimeline
OMNI 360 Wealth, Inc.23,446$3.13M1.94%+58513F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC23,331$3.11M0.02%+1,27613F-HR/ATimelineGroup
Bowman & Co S.C.23,254$3.1M1.38%-34413F-HRTimeline
Alpha Cubed Investments, LLC23,246$3.1M0.12%+44813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO23,194$3.09M0.69%-2913F-HRTimeline
Smartleaf Asset Management LLC23,233$3.08M0.27%+1,87813F-HRTimeline
Bangor Savings Bank23,070$3.08M0.27%-2,97313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC22,687$3.02M0.08%+1,40213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC22,674$3.02M0.07%-2,59813F-HRTimeline
Mechanics Bank Trust Department22,615$3.01M0.43%-27513F-HRTimeline
Wealthspire Retirement, LLC22,525$3M0.2%-3,83813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC22,448$2.99M1.84%+6713F-HRTimeline
BRIGHTON JONES LLC22,382$2.98M0.08%+4,62313F-HRTimeline
Old Port Advisors22,241$2.96M0.81%-82513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC22,158$2.95M0.37%-1,74513F-HRTimeline
Root Financial Partners, LLC22,026$2.94M0.28%+11,34813F-HRTimeline
Platform Technology Partners21,996$2.93M0.77%013F-HRTimeline
Diversified Portfolios, Inc.21,928$2.92M0.28%+10313F-HRTimeline
COZAD ASSET MANAGEMENT INC21,895$2.92M0.26%+3313F-HR/ATimeline
Thrive Capital Management, LLC21,806$2.91M0.91%-16,21513F-HRTimeline
Jackson Wealth Management, LLC21,757$2.9M0.32%+27213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC21,734$2.9M0.11%-4,14013F-HRTimeline
Northstar Group, Inc.21,544$2.87M0.44%-9713F-HRTimeline
Martin Worley Group21,509$2.87M1.4%+1913F-HRTimeline
Arrowroot Family Office, LLC21,479$2.86M1.28%13F-HRTimeline
Wilkins Miller Wealth Management, LLC21,353$2.85M1.94%+2,17913F-HRTimeline
Intellectus Partners, LLC21,350$2.85M0.61%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,210$2.83M0.23%+84513F-HRTimeline
Connecticut Wealth Management, LLC21,191$2.82M0.13%-15113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…21,149$2.82M0.05%-60613F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP21,064$2.81M<0.01%+1,02513F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…21,050$2.81M3.18%+10,92613F-HRTimeline
Carnegie Investment Counsel21,023$2.8M0.06%+79413F-HRTimeline
Larson Financial Group LLC20,998$2.8M0.11%+7,74813F-HRTimeline
Pallas Capital Advisors LLC20,948$2.79M0.11%+57413F-HRTimeline
First County Bank /CT/20,762$2.77M1.49%-10113F-HRTimeline
Citizens National Bank Trust Department20,595$2.75M0.55%+18013F-HRTimeline
Avidian Wealth Enterprises, LLC20,578$2.74M0.11%-1,93913F-HRTimeline
Graypoint LLC20,417$2.72M0.15%-1,34313F-HRTimeline
New Covenant Trust Company, N.A.20,512$2.72M2.43%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC20,273$2.7M0.2%-66513F-HRTimeline
Compass Ion Advisors, LLC20,166$2.69M0.29%+45713F-HRTimeline
Prudent Man Advisors, LLC20,065$2.67M0.85%+8013F-HRTimeline
M.E. ALLISON & CO., INC.20,048$2.67M2.15%+413F-HRTimeline
WCG Wealth Advisors LLC19,996$2.67M0.17%-2,39013F-HRTimeline