Skip to content
Disclosery

VYM VANGUARD WHITEHALL FDS

Follow

SHS (fund)

1,821 managers (1,840 13F filers) reported a position in VYM shares at 2025-09-30, 171,329,188 shares in all. 103 filers opened a position and 49 filers sold out during the quarter.

Managers
1,821
13F filers
1,840
New
103
Added
753
Reduced
619
Sold out
49
Shares held by filers
171,329,188

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Fiduciary Group, LLC41,961$5.91M0.52%+4,94513F-HRTimeline
Clear Harbor Asset Management, LLC41,733$5.88M0.41%-2,85413F-HR/ATimeline
Arcataur Capital Management LLC41,678$5.87M1.73%+82813F-HRTimeline
Flywheel Private Wealth LLC41,369$5.83M4.55%-44213F-HRTimeline
Independence Bank of Kentucky41,277$5.82M0.75%-6613F-HRTimeline
Breakwater Investment Management40,672$5.73M2.11%-1,68413F-HRTimeline
CoreFirst Bank & Trust40,329$5.68M3.07%-2,07513F-HRTimeline
Caprock Group, LLC40,560$5.65M0.14%13F-HRTimeline
Blackston Financial Advisory Group, LLC40,031$5.64M3.35%-1,33213F-HR/ATimeline
Hofer & Associates. Inc40,013$5.64M3.23%-1,61213F-HRTimeline
McGlone Suttner Wealth Management, Inc.40,007$5.64M0.79%+1913F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC39,597$5.58M0.06%+23,82913F-HRTimelineGroup
Accel Wealth Management39,565$5.58M1.62%-55813F-HRTimeline
Aspire Capital Advisors LLC39,556$5.58M1.38%+12,08013F-HRTimeline
Rosenberg Matthew Hamilton39,230$5.53M1.2%-37513F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…39,194$5.52M1.53%-5113F-HRTimeline
MEANS INVESTMENT CO., INC.39,007$5.5M0.48%-4,95013F-HRTimeline
CHOREO, LLC38,889$5.48M0.07%+68013F-HRTimeline
Bridgewealth Advisory Group, LLC38,503$5.43M1.26%+18713F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD38,150$5.38M0.02%-2513F-HRTimelineGroup
NORTHSTAR ASSET MANAGEMENT Co38,065$5.37M1.15%+69513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO38,018$5.36M0.03%+58413F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…37,996$5.36M0.11%+2,13513F-HRTimelineGroup
OneDigital Investment Advisors LLC37,727$5.32M0.05%-93913F-HRTimeline
WealthPLAN Partners, LLC37,595$5.3M0.79%+13,87113F-HRTimeline
John Boyer, Inc.37,238$5.25M5.23%13F-HRTimeline
Seneca House Advisors36,995$5.21M2.11%+99013F-HRTimeline
Tyche Wealth Partners LLC36,943$5.21M0.91%+26,76213F-HRTimeline
Onyx Bridge Wealth Group LLC36,455$5.14M0.56%+18213F-HRTimeline
tru Independence LLC36,190$5.1M1.33%-32513F-HRTimeline
SWEENEY & MICHEL, LLC37,093$5.1M1.71%+12013F-HRTimeline
Investor's Fiduciary Advisor Network, L…35,983$5.07M1.72%-47013F-HRTimeline
Composition Wealth, LLC35,192$4.96M0.07%-83,23813F-HRTimeline
Pacific Center for Financial Services34,930$4.92M1.26%+89513F-HRTimeline
CX Institutional34,835$4.91M0.15%+1,34213F-HRTimeline
Parkside Financial Bank & Trust34,635$4.88M0.38%+2,31113F-HRTimeline
ROCKLAND TRUST CO34,567$4.87M0.2%-66713F-HRTimeline
Legacy Advisors, LLC34,446$4.86M0.6%new13F-HRTimeline
Cannon Wealth Management Services, LLC34,272$4.83M3.66%+48213F-HRTimeline
Capital Investment Advisory Services, L…34,084$4.8M0.38%+67813F-HRTimeline
Farther Finance Advisors, LLC33,922$4.78M0.07%+7,13213F-HRTimeline
Trust Co33,702$4.75M0.49%+1,99913F-HRTimeline
Ironsides Asset Advisors, LLC33,327$4.7M1.21%-38613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…33,093$4.66M0.82%+32,64113F-HRTimeline
Gotham Asset Management, LLC33,003$4.65M0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB32,913$4.64M0.11%-2,53513F-HR/ATimeline
Diversify Advisory Services, LLCgroup of 2 filers holding33,184$4.64M-1,277Timeline
CORDA Investment Management, LLC.32,860$4.63M0.33%-1,58213F-HRTimeline
McNaughton Wealth Management, LLC32,455$4.57M1.93%+39613F-HRTimeline
Prospera Financial Services Inc32,224$4.55M0.08%-18613F-HRTimeline
Manchester Capital Management LLC32,210$4.54M0.62%013F-HRTimeline
TOWNSQUARE CAPITAL LLC32,112$4.53M0.68%-2,41913F-HRTimeline
SageView Advisory Group, LLC32,033$4.52M0.16%-3,67513F-HRTimeline
GeoWealth Management, LLC32,031$4.51M0.16%+2,53213F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC31,820$4.49M0.78%+34813F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC31,332$4.42M0.38%+50313F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC31,179$4.39M1.11%+29213F-HRTimeline
Lowe Wealth Advisors, LLC31,073$4.38M1.6%+34613F-HRTimeline
Foundations Investment Advisors, LLC31,072$4.38M0.06%+95613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC31,034$4.37M0.31%-3513F-HRTimeline
HANOVER ADVISORS INC30,993$4.37M1.7%-74013F-HRTimeline
Cornell Pochily Investment Advisors, In…30,928$4.36M1.3%-2513F-HRTimeline
EVERETT HARRIS & CO /CA/30,883$4.35M0.05%-46813F-HRTimeline
Dodds Wealth, LLC30,715$4.33M1.07%-4813F-HRTimeline
Hippocratic Financial Advisors, LLC30,685$4.33M2.08%-1,51513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC30,660$4.32M0.59%+4,04213F-HRTimeline
Ally Invest Advisors Inc.30,480$4.3M0.31%+32513F-HRTimeline
Glen Eagle Advisors, LLC30,426$4.29M0.6%+2,38213F-HRTimeline
Kapstone Financial Advisors LLC30,421$4.29M2.02%-98713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI30,349$4.28M0.24%+5,85313F-HRTimeline
FRG Family Wealth Advisors LLC30,341$4.28M0.69%-1,16213F-HRTimeline
IHT Wealth Management, LLC30,312$4.27M0.11%+1,08713F-HRTimeline
Ayalon Insurance Comp Ltd.30,236$4.26M1.08%+42813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO30,140$4.25M0.09%+1,61113F-HRTimeline
Oxinas Partners, LLC30,134$4.25M2.27%-2113F-HRTimeline
Gunma Bank,Ltd.30,051$4.24M1.33%-16,85513F-HRTimeline
Wealth Management Partners, LLC29,956$4.22M1.34%-45613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC29,887$4.21M0.13%-26313F-HRTimeline
LifeSteps Financial, Inc.29,818$4.2M2.7%+4113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,706$4.19M0.01%+13,38313F-HRTimelineGroup
MJP ASSOCIATES INC /ADV29,663$4.18M0.55%+52313F-HRTimeline
GC Wealth Management RIA, LLC29,624$4.18M0.14%-3,87113F-HRTimeline
Forza Wealth Management, LLC29,581$4.17M1.6%-9013F-HRTimeline
M Holdings Securities, Inc.29,476$4.16M0.88%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC29,445$4.15M0.19%-9613F-HRTimeline
Ausdal Financial Partners, Inc.29,293$4.13M0.2%+69513F-HRTimeline
Stuart Chaussee & Associates, Inc.29,110$4.1M0.9%-58813F-HRTimeline
Sunburst Financial Group, LLC29,068$4.1M0.86%-3,90513F-HRTimeline
FIDUCIARY ADVISORS, INC.29,053$4.1M3.31%+1,24513F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …29,009$4.09M0.71%013F-HRTimeline
Richard C. Young & CO., LTD.28,979$4.08M0.38%-1,30113F-HRTimeline
Independent Advisor Alliance28,920$4.08M0.11%+3,50713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT28,861$4.07M0.08%+28013F-HRTimeline
Main Street Financial Solutions, LLC28,830$4.06M0.26%+3,88813F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…28,822$4.06M0.01%+89413F-HRTimelineGroup
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.28,855$4.06M2.83%-52813F-HRTimeline
Infinity Wealth Counsel, LLC28,710$4.05M3.93%-36913F-HRTimeline
Triangle Securities Wealth Management28,584$4.03M0.91%+1,69213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sowell Financial Services LLC28,536$4.02M0.15%+26013F-HRTimeline
Advisors Capital Management, LLC28,329$3.99M0.05%+2,69113F-HRTimeline
Western Wealth Management, LLC28,027$3.95M0.21%+1,10713F-HRTimeline
SAPIENT CAPITAL LLC28,030$3.94M0.06%+8913F-HRTimeline
Chicago Partners Investment Group LLC27,692$3.93M0.1%-79313F-HRTimeline
CULBERTSON A N & CO INC27,553$3.88M0.55%-35013F-HRTimeline
KDT Advisors, LLC27,539$3.88M5.68%013F-HR/ATimeline
Pekin Hardy Strauss, Inc.27,453$3.87M0.39%-32913F-HRTimeline
MGO ONE SEVEN LLC27,403$3.86M0.09%+12,76213F-HRTimeline
Verdence Capital Advisors LLC27,003$3.85M0.22%-9413F-HRTimeline
Mill Creek Capital Advisors, LLC27,267$3.84M0.08%+22413F-HRTimeline
Yukon Wealth Management, Inc.27,150$3.83M1.25%013F-HRTimeline
Wedmont Private Capital26,951$3.8M0.14%+1,57613F-HRTimeline
Luminist Capital LLC26,926$3.8M3.28%+2,28713F-HRTimeline
DAVIDSON TRUST CO26,806$3.78M1.56%+1,42113F-HRTimeline
Wells Financial Advisors INC26,792$3.78M5.05%-10013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding26,745$3.77M+2,546Timeline
New England Private Wealth Advisors LLC26,618$3.75M0.49%+8,56113F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC26,615$3.75M0.22%013F-HRTimeline
PFG Private Wealth Management, LLC26,487$3.73M1.66%-33,11113F-HRTimeline
Integrity Wealth Solutions LLC26,487$3.73M1.66%+1,69313F-HRTimeline
RFG Advisory, LLC26,341$3.71M0.08%-43113F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…26,222$3.7M0.09%+1,71313F-HRTimelineGroup
TRUST CO OF VERMONT26,199$3.69M0.16%+54013F-HRTimeline
Betterment LLC26,194$3.69M0.01%+2,36113F-HRTimeline
StrongBox Wealth, LLC26,100$3.68M1.24%+89713F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA26,064$3.67M0.01%+12413F-HRTimelineGroup
Orion Capital Management LLC25,822$3.64M1.27%-1,96613F-HRTimeline
Sigma Planning Corp25,786$3.63M0.1%-3,05713F-HRTimeline
PAX Financial Group, LLC25,627$3.61M0.65%-46513F-HRTimeline
Choate Investment Advisors25,524$3.6M0.07%013F-HRTimeline
DELTA FINANCIAL ADVISORS LLC25,512$3.6M1.02%-1,43013F-HRTimeline
SIMPLEX TRADING, LLC25,191$3.55M0.08%+20,26413F-HRTimeline
CROBAN25,142$3.54M2.36%+8,52113F-HRTimeline
Meridian Wealth Management, LLC25,112$3.54M0.14%+8313F-HRTimeline
Petix & Botte Co24,934$3.51M0.81%-1,06113F-HRTimeline
OMNI 360 Wealth, Inc.24,899$3.51M1.97%+1,45313F-HRTimeline
Confluence Wealth Services, Inc.24,584$3.47M0.17%-12513F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC24,551$3.46M1.66%-14313F-HRTimeline
Strengthening Families & Communities, L…24,604$3.45M0.77%+23,52413F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC24,343$3.43M1.5%-35613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…24,193$3.41M0.13%-7,957,49413F-HRTimelineGroup
Haverford Trust Co24,164$3.41M0.03%-11,50813F-HRTimeline
Perigon Wealth Management, LLC24,155$3.4M0.07%-34313F-HRTimeline
Disciplined Investors, L.L.C.23,953$3.38M2.4%-1613F-HRTimeline
GERMAN AMERICAN BANCORP, INC.23,821$3.36M0.3%013F-HRTimeline
Montecito Bank & Trust23,774$3.35M0.52%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC23,773$3.35M0.02%+44213F-HR/ATimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.23,725$3.34M9.38%+7,15313F-HRTimeline
WARNER FINANCIAL, INC23,638$3.33M1.24%+4013F-HRTimeline
Founders Financial Alliance, LLC23,561$3.32M0.63%-32713F-HRTimeline
Bowman & Co S.C.23,392$3.3M1.39%+13813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC23,376$3.29M0.03%+5,52113F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.39,090$3.29M1.67%+37,00913F-HRTimeline
Smartleaf Asset Management LLC23,349$3.28M0.2%+11613F-HRTimeline
Bangor Savings Bank23,220$3.27M0.27%+15013F-HRTimeline
Jackson Wealth Management, LLC22,984$3.24M0.32%+1,22713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO22,828$3.22M0.69%-36613F-HRTimeline
SCOTIA CAPITAL INC.22,810$3.22M0.01%-5,54613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC22,766$3.21M1.8%+31813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC22,563$3.18M0.08%-12413F-HRTimeline
Arrowroot Family Office, LLC22,378$3.15M1.26%+89913F-HRTimeline
Wilkins Miller Wealth Management, LLC22,275$3.14M1.94%+92213F-HRTimeline
Mechanics Bank Trust Department22,198$3.13M0.44%-41713F-HRTimeline
Blue Barn Wealth, LLC22,165$3.12M1.37%-3,60413F-HRTimeline
Alpha Cubed Investments, LLC21,936$3.09M0.11%-1,31013F-HRTimeline
Diversified Portfolios, Inc.21,928$3.09M0.27%013F-HRTimeline
Platform Technology Partners21,855$3.08M0.74%-14113F-HRTimeline
Quantinno Capital Management LP21,745$3.07M0.01%+7,04913F-HRTimeline
Kohmann Bosshard Financial Services, LLC21,721$3.06M0.31%-6,11913F-HRTimeline
Carnegie Investment Counsel21,718$3.06M0.06%+69513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC21,694$3.06M0.36%-46413F-HRTimeline
Northstar Group, Inc.21,552$3.04M0.44%+813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC21,439$3.02M0.1%-29513F-HRTimeline
Old Port Advisors21,410$3.02M0.76%-83113F-HRTimeline
Intellectus Partners, LLC21,350$3.01M0.58%013F-HRTimeline
Pallas Capital Advisors LLC21,248$2.99M0.11%+30013F-HRTimeline
Connecticut Wealth Management, LLC21,191$2.99M0.13%013F-HRTimeline
Redhawk Wealth Advisors, Inc.21,158$2.98M0.35%-21,22213F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…21,074$2.97M2.94%+2413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC20,984$2.97M0.06%-1,69013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC21,042$2.97M0.25%+3,58213F-HRTimeline
COZAD ASSET MANAGEMENT INC20,988$2.96M0.24%-90713F-HRTimeline
Rehmann Capital Advisory Group20,886$2.94M0.16%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC20,708$2.92M<0.01%+4,02613F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…20,703$2.92M0.04%-44613F-HRTimelineGroup
Hayek Kallen Investment Management20,676$2.91M0.92%+1,37713F-HRTimeline
New Covenant Trust Company, N.A.20,512$2.89M2.69%013F-HRTimeline
First County Bank /CT/20,409$2.88M1.47%-35313F-HRTimeline
Hickory Point Bank & Trust20,393$2.87M2.15%+97813F-HRTimeline
Cambridge Financial Group, LLC20,378$2.87M0.92%+12,01513F-HRTimeline
Thrive Capital Management, LLC20,258$2.86M0.74%-1,54813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,210$2.85M0.23%013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP20,039$2.82M<0.01%-1,02513F-HRTimeline
Wealthspire Retirement, LLC19,978$2.82M0.18%-2,54713F-HR/ATimeline
LIBERTY SQUARE WEALTH PARTNERS LLC19,821$2.79M0.86%+1,79913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.19,805$2.79M0.03%+97913F-HRTimelineGroup
Federation des caisses Desjardins du Qu…19,767$2.79M0.01%+88413F-HRTimeline
Compass Ion Advisors, LLC19,714$2.78M0.27%-45213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…19,700$2.78M0.01%+3,00013F-HRTimelineGroup
Koshinski Asset Management, Inc.19,647$2.77M0.19%+58313F-HRTimeline
Mount Lucas Management LP19,613$2.76M1.25%-35613F-HRTimeline