Skip to content
Disclosery

VYM VANGUARD WHITEHALL FDS

Follow

SHS (fund)

1,986 managers (2,007 13F filers) reported a position in VYM shares at 2025-12-31, 176,675,400 shares in all. 97 filers opened a position and 60 filers sold out during the quarter.

Managers
1,986
13F filers
2,007
New
97
Added
813
Reduced
568
Sold out
60
Shares held by filers
176,675,400

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Embree Financial Group46,414$6.66M0.82%-21013F-HRTimeline
FFG RETIREMENT ADVISORS LLC46,361$6.65M4.13%-56813F-HRTimeline
CROBAN46,288$6.64M3.2%+21,14613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding46,056$6.61M+1,235Timeline
Biltmore Family Office, LLC46,026$6.61M0.91%+88513F-HRTimeline
Cypress Wealth Services, LLC45,978$6.6M0.91%+10113F-HRTimeline
Caprock Group, LLC45,812$6.57M0.14%+5,25213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC45,781$6.57M0.67%-1413F-HRTimelineGroup
BIP Wealth, LLC45,584$6.54M0.23%-1,56613F-HRTimeline
WEALTHSPAN PARTNERS, LLC45,538$6.54M2.38%-14913F-HRTimeline
WealthPLAN Partners, LLC45,006$6.46M0.96%+7,41113F-HRTimeline
Chaney Capital Management, Inc.44,634$6.41M2.21%-47913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …44,413$6.37M0.38%+32,82113F-HRTimeline
First PREMIER Bank44,146$6.34M1.45%-1,51613F-HRTimeline
Telos Capital Management, Inc.44,110$6.33M0.59%-96613F-HRTimeline
Allen Capital Group, LLC44,037$6.32M0.58%-1,43913F-HRTimeline
MidAtlantic Capital Management, Inc.43,894$6.3M4.03%-5613F-HRTimeline
MANNING & NAPIER ADVISORS LLC42,889$6.2M0.08%-6013F-HRTimeline
Wealth Management Associates, Inc.43,142$6.19M2.15%+2613F-HRTimeline
PFG Investments, LLC43,092$6.18M0.29%+46513F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC42,791$6.14M1.48%-2,76913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO42,572$6.11M0.03%+4,55413F-HRTimelineGroup
Oxler Private Wealth LLC42,546$6.11M1.77%-3,99613F-HRTimeline
Payne Capital LLC42,082$6.04M6.15%+9113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC41,535$5.96M0.05%+41,48613F-HRTimeline
Gotham Asset Management, LLC41,525$5.96M0.02%+8,52213F-HRTimeline
Flywheel Private Wealth LLC41,365$5.94M3.71%-413F-HRTimeline
Independence Bank of Kentucky41,277$5.92M0.74%013F-HRTimeline
Aspire Capital Advisors LLC41,162$5.91M1.39%+1,60613F-HRTimeline
Hofer & Associates. Inc41,102$5.9M3.13%+1,08913F-HRTimeline
Arcataur Capital Management LLC41,004$5.88M1.68%-67413F-HRTimeline
Clear Harbor Asset Management, LLC40,967$5.88M0.4%-76613F-HRTimeline
Parallel Advisors, LLC40,875$5.87M0.11%-2,93413F-HRTimeline
Trinity Financial Advisors LLC40,781$5.85M1.64%-3,36913F-HRTimeline
Wilmington Savings Fund Society, FSB40,715$5.84M0.14%+7,80213F-HRTimeline
MassMutual Private Wealth & Trust, FSB40,655$5.83M0.15%+36,91813F-HRTimeline
SWEENEY & MICHEL, LLC37,211$5.82M1.72%+11813F-HRTimeline
Gallagher Capital Advisors, LLC40,007$5.77M3.73%-1,92413F-HRTimeline
UNION SAVINGS BANK40,127$5.76M2.49%13F-HRTimeline
Dynamic Advisor Solutions LLC40,057$5.75M0.18%-22,54913F-HRTimeline
Rosenberg Matthew Hamilton39,987$5.74M1.19%+75713F-HRTimeline
IHT Wealth Management, LLC39,527$5.67M0.14%+9,21513F-HRTimeline
Farther Finance Advisors, LLC39,454$5.66M0.06%+5,53213F-HRTimeline
Breakwater Investment Management39,439$5.66M2.05%-1,23313F-HRTimeline
Accel Wealth Management39,251$5.63M1.54%-31413F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…39,059$5.61M1.5%-13513F-HRTimeline
CoreFirst Bank & Trust39,015$5.6M3.03%-1,31413F-HRTimeline
Onyx Bridge Wealth Group LLC38,888$5.58M0.59%+2,43313F-HRTimeline
McGlone Suttner Wealth Management, Inc.38,868$5.58M0.75%-1,13913F-HRTimeline
UPTICK PARTNERS, LLC38,769$5.56M1.19%-7,04813F-HRTimeline
MEANS INVESTMENT CO., INC.38,572$5.54M0.47%-43513F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co38,485$5.52M1.17%+42013F-HRTimeline
Western Wealth Management, LLC38,444$5.52M0.25%+10,41713F-HRTimeline
CHOREO, LLC38,164$5.52M0.07%-72513F-HRTimeline
Bridgewealth Advisory Group, LLC38,431$5.52M1.22%-7213F-HRTimeline
Catalyst Investment Management LLC38,359$5.51M5.21%13F-HRTimeline
Blackston Financial Advisory Group, LLC38,358$5.51M3.35%-1,67313F-HRTimeline
OneDigital Investment Advisors LLC38,342$5.5M0.05%+61513F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD37,465$5.38M0.02%-68513F-HRTimelineGroup
Composition Wealth, LLC37,161$5.33M0.08%+1,96913F-HRTimeline
Seneca House Advisors36,999$5.31M1.99%+413F-HRTimeline
GeoWealth Management, LLC36,492$5.24M0.19%+4,46113F-HRTimeline
Investor's Fiduciary Advisor Network, L…36,139$5.19M1.11%+15613F-HRTimeline
Parkside Financial Bank & Trust35,869$5.15M0.39%+1,23413F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…35,765$5.13M<0.01%-560,97213F-HRTimelineGroup
tru Independence LLC35,440$5.09M1.28%-75013F-HRTimeline
Cannon Wealth Management Services, LLC35,296$5.07M3.58%+1,02413F-HRTimeline
Capital Investment Advisory Services, L…35,240$5.06M0.36%+1,15613F-HRTimeline
ROCKLAND TRUST CO34,853$5M0.2%+28613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI34,652$4.97M0.27%+4,30313F-HRTimeline
J.W. COLE ADVISORS, INC.45,350$4.95M0.12%-18,78313F-HRTimeline
Legacy Advisors, LLC34,446$4.94M0.53%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…34,344$4.93M0.1%-3,65213F-HRTimelineGroup
Pacific Center for Financial Services34,930$4.92M1.26%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding33,682$4.83M+6,937Timeline
Orion Porfolio Solutions, LLC33,624$4.83M0.04%-8,72113F-HRTimeline
McNaughton Wealth Management, LLC33,571$4.82M1.98%+1,11613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources33,469$4.8M<0.01%+18,77713F-HRTimelineGroup
Ally Invest Advisors Inc.33,466$4.8M0.33%+2,98613F-HRTimeline
Manchester Capital Management LLC33,260$4.77M0.65%+1,05013F-HRTimeline
Trust Co33,249$4.77M0.45%-45313F-HRTimeline
Ironsides Asset Advisors, LLC33,231$4.77M1.21%-9613F-HRTimeline
Prospera Financial Services Inc33,052$4.75M0.08%+82813F-HRTimeline
Strategic Advisors LLC33,096$4.75M0.74%+26,91413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…33,063$4.75M0.8%-3013F-HRTimeline
CORDA Investment Management, LLC.33,025$4.74M0.34%+16513F-HRTimeline
Rehmann Capital Advisory Group33,014$4.74M0.25%+12,12813F-HRTimeline
CX Institutional32,998$4.74M0.14%-1,83713F-HRTimeline
EVERETT HARRIS & CO /CA/32,682$4.69M0.06%+1,79913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC32,600$4.68M0.01%-22,00013F-HRTimeline
Climber Capital SA33,793$4.66M3.04%13F-HRTimeline
M Holdings Securities, Inc.32,390$4.65M0.33%+2,91413F-HRTimeline
RFG Advisory, LLC32,130$4.61M0.09%+5,78913F-HRTimeline
Meridian Wealth Management, LLC32,106$4.61M0.16%+6,99413F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC32,101$4.61M0.71%+28113F-HRTimelineGroup
Omnitrust Wealth Management, Inc32,089$4.61M5.85%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC31,860$4.57M1.13%+68113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC31,788$4.56M0.31%+75413F-HRTimeline
Wealthspire Retirement, LLC31,737$4.55M0.28%+11,75913F-HRTimeline
MGO ONE SEVEN LLC31,636$4.54M0.09%+4,23313F-HRTimeline
Eagle Strategies LLC31,547$4.53M0.58%-16,86113F-HRTimeline
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.30,077$4.46M2.97%+1,22213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO31,023$4.45M0.09%+88313F-HRTimeline
HANOVER ADVISORS INC30,870$4.43M1.72%-12313F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC30,606$4.39M0.46%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.30,532$4.38M3.33%+1,47913F-HRTimeline
Hippocratic Financial Advisors, LLC30,497$4.38M2.02%-18813F-HRTimeline
Glen Eagle Advisors, LLC30,479$4.37M0.6%+5313F-HRTimeline
SAPIENT CAPITAL LLC30,104$4.35M0.06%+2,07413F-HRTimeline
Cornell Pochily Investment Advisors, In…30,294$4.35M1.26%-63413F-HRTimeline
Ayalon Insurance Comp Ltd.30,236$4.34M1.05%013F-HRTimeline
Oxinas Partners, LLC30,171$4.33M2.08%+3713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT29,928$4.3M0.08%+1,06713F-HRTimeline
FRG Family Wealth Advisors LLC29,786$4.27M0.66%-55513F-HRTimeline
GC Wealth Management RIA, LLC29,519$4.24M0.16%-10513F-HRTimeline
MASECO LLP29,489$4.23M0.18%new13F-HRTimeline
Forza Wealth Management, LLC29,481$4.23M1.53%-10013F-HRTimeline
Kapstone Financial Advisors LLC29,395$4.22M2.1%-1,02613F-HRTimeline
OMNI 360 Wealth, Inc.28,330$4.19M2.15%+3,43113F-HRTimeline
Triangle Securities Wealth Management29,174$4.19M0.88%+59013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DONALDSON CAPITAL MANAGEMENT, LLC29,118$4.18M0.13%-76913F-HRTimeline
LifeSteps Financial, Inc.29,075$4.17M2.67%-74313F-HRTimeline
Advisors Capital Management, LLC29,048$4.17M0.05%+71913F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …29,009$4.16M0.68%013F-HRTimeline
Infinity Wealth Counsel, LLC28,805$4.13M3.77%+9513F-HRTimeline
Wealth Management Partners, LLC28,788$4.13M1.18%-1,16813F-HRTimeline
Richard C. Young & CO., LTD.28,749$4.13M0.37%-23013F-HRTimeline
Sowell Financial Services LLC28,619$4.11M0.15%+8313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC28,413$4.08M0.51%-2,24713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC28,239$4.05M0.33%-3,09313F-HRTimelineGroup
Integrity Wealth Solutions LLC28,077$4.03M1.59%+1,59013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…27,979$4.02M0.01%-84313F-HRTimelineGroup
Sunburst Financial Group, LLC27,815$3.99M0.81%-1,25313F-HRTimeline
First County Bank /CT/27,789$3.99M2.09%+7,38013F-HRTimeline
Pekin Hardy Strauss, Inc.27,701$3.98M0.37%+24813F-HRTimeline
CULBERTSON A N & CO INC27,553$3.95M0.54%013F-HRTimeline
KDT Advisors, LLC27,539$3.95M5.54%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC27,229$3.91M0.02%+3,45613F-HRTimelineGroup
Hyposwiss Advisors SA27,170$3.9M3.83%13F-HRTimeline
Verdence Capital Advisors LLC27,165$3.9M0.23%+16213F-HRTimeline
Chicago Partners Investment Group LLC26,381$3.9M0.1%-1,31113F-HRTimeline
Ausdal Financial Partners, Inc.27,147$3.9M0.18%-2,14613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC27,078$3.89M0.03%+3,70213F-HRTimeline
Betterment LLC27,042$3.88M0.01%+84813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA26,948$3.87M0.01%+88413F-HRTimelineGroup
Sigma Planning Corp26,811$3.85M0.11%+1,02513F-HRTimeline
Dodds Wealth, LLC26,786$3.84M0.94%-3,92913F-HRTimeline
TRUST CO OF VERMONT26,721$3.83M0.16%+52213F-HRTimeline
Wedmont Private Capital26,340$3.82M0.13%-61113F-HRTimeline
StrongBox Wealth, LLC26,558$3.81M1.25%+45813F-HRTimeline
New England Private Wealth Advisors LLC26,485$3.8M0.47%-13313F-HR/ATimeline
Mill Creek Capital Advisors, LLC26,471$3.8M0.08%-79613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…26,135$3.75M0.26%+4,92513F-HRTimeline
SageView Advisory Group, LLC26,026$3.74M0.13%-6,00713F-HRTimeline
Choate Investment Advisors25,524$3.66M0.07%013F-HRTimeline
Orion Capital Management LLC25,522$3.66M1.24%-30013F-HRTimeline
DELTA FINANCIAL ADVISORS LLC25,512$3.66M0.95%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC25,465$3.65M0.21%-1,15013F-HRTimeline
COMMONS CAPITAL, LLC25,380$3.64M2.56%+6,15413F-HRTimeline
MJP ASSOCIATES INC /ADV25,324$3.63M0.45%-4,33913F-HRTimeline
Independent Advisor Alliance25,290$3.63M0.09%-3,63013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …25,270$3.63M<0.01%-2,609,15213F-HRTimelineGroup
Smartleaf Asset Management LLC25,044$3.62M0.14%+1,69513F-HRTimeline
DAVIDSON TRUST CO25,064$3.6M1.5%-1,74213F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…25,036$3.59M0.09%-1,18613F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Petix & Botte Co24,907$3.57M0.81%-2713F-HRTimeline
Confluence Wealth Services, Inc.24,670$3.54M0.15%+8613F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.24,656$3.54M3.32%13F-HRTimeline
PAX Financial Group, LLC24,628$3.53M0.61%-99913F-HRTimeline
Haverford Trust Co24,559$3.52M0.03%+39513F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC24,467$3.51M1.5%+12413F-HRTimeline
Jackson Wealth Management, LLC24,248$3.48M0.34%+1,26413F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC24,220$3.48M1.56%-33113F-HRTimeline
Redhawk Wealth Advisors, Inc.24,217$3.48M0.39%+3,05913F-HRTimeline
Charter Oak Capital Management, LLC24,166$3.47M0.26%+9,96813F-HRTimeline
Bison Wealth, LLC23,746$3.45M0.39%+4,29413F-HRTimeline
Disciplined Investors, L.L.C.23,901$3.43M2.25%-5213F-HRTimeline
Luminist Capital LLC23,899$3.43M4.23%-3,02713F-HRTimeline
GERMAN AMERICAN BANCORP, INC.23,821$3.42M0.29%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.23,773$3.41M9.58%+4813F-HRTimeline
Wilkins Miller Wealth Management, LLC23,712$3.4M2.03%+1,43713F-HRTimeline
Smith Salley Wealth Management23,676$3.4M0.17%+15,02613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO23,407$3.36M0.93%+57913F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…23,394$3.36M2.76%+2,32013F-HRTimeline
Sara-Bay Financial23,063$3.33M1%+3,95713F-HRTimeline
Bangor Savings Bank23,220$3.33M0.27%013F-HRTimeline
WARNER FINANCIAL, INC23,198$3.33M1.16%-44013F-HRTimeline
Founders Financial Alliance, LLC23,184$3.33M0.63%-37713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC23,158$3.32M1.81%+39213F-HRTimeline
Perigon Wealth Management, LLC23,158$3.32M0.06%-99713F-HRTimeline
URS Advisory LLC23,152$3.32M2.76%13F-HRTimeline
SCOTIA CAPITAL INC.23,046$3.31M0.01%+23613F-HRTimeline
SIMON QUICK ADVISORS, LLC22,906$3.29M0.14%-6,53913F-HRTimeline
Bowman & Co S.C.22,743$3.26M1.37%-64913F-HRTimeline
Wells Financial Advisors INC22,592$3.24M6.16%-4,20013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC22,552$3.24M0.08%-1113F-HRTimeline
Montecito Bank & Trust22,493$3.23M0.51%-1,28113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC21,723$3.19M0.07%+73913F-HRTimeline
Carnegie Investment Counsel22,059$3.17M0.06%+34113F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC22,046$3.16M0.19%13F-HRTimeline