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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
Kovack Advisors, Inc.19,057$2.43M0.24%+20313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC19,001$2.42M0.3%+36513F-HRTimeline
Sageworth Trust Co18,985$2.42M0.15%013F-HRTimeline
Hayek Kallen Investment Management18,984$2.42M0.88%-41,37813F-HRTimeline
Aegis Wealth Management LLC18,870$2.41M1.63%13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC18,776$2.4M0.11%-26513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…18,800$2.39M0.01%-1,00013F-HRTimelineGroup
OMNI 360 Wealth, Inc.18,741$2.39M1.59%+1,25613F-HR/ATimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV18,735$2.39M2.14%13F-HRTimeline
Carnegie Investment Counsel18,575$2.37M0.07%+2,92413F-HRTimeline
Obermeyer Wealth Partners18,392$2.35M0.12%+76313F-HRTimeline
Highland Financial Advisors, LLC18,369$2.34M0.81%-18,35413F-HRTimeline
New England Private Wealth Advisors LLC18,119$2.32M0.37%+3,70413F-HRTimeline
Independent Wealth Network Inc.18,136$2.31M0.94%+20913F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.18,134$2.31M0.03%-14,14013F-HRTimelineGroup
Roundview Capital LLC18,131$2.31M0.16%+51813F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT17,965$2.29M0.14%-17813F-HRTimeline
Farther Finance Advisors, LLC17,919$2.29M0.08%+53513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC17,901$2.28M0.64%+14,31713F-HRTimeline
Wilkins Miller Wealth Management, LLC17,861$2.28M2.38%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC17,858$2.28M0.02%+96613F-HRTimeline
Riverbend Wealth Management, LLC17,815$2.28M2.03%13F-HRTimeline
Fonville Wealth Management LLC17,790$2.27M0.75%-37713F-HRTimeline
Koshinski Asset Management, Inc.17,696$2.26M0.2%-29213F-HRTimeline
Colony Family Offices, LLC17,649$2.25M0.71%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC17,601$2.25M0.62%-22913F-HRTimeline
Blankinship & Foster, LLC17,560$2.24M0.55%013F-HRTimeline
Bensler, LLC17,549$2.24M0.27%-82713F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.17,468$2.23M11.18%013F-HRTimeline
Opes Wealth Management LLC17,407$2.22M0.46%+3,16613F-HRTimeline
Bouchey Financial Group, Ltd.17,367$2.22M0.19%+33413F-HRTimeline
Delta Financial Group, Inc.17,364$2.21M0.52%new13F-HRTimeline
Weaver Consulting Group17,347$2.21M0.68%+1,20713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,347$2.21M0.17%-43913F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC17,226$2.2M0.84%+1,53913F-HRTimeline
My Personal CFO, LLC17,165$2.19M1.12%013F-HRTimeline
Elite Financial, Inc.17,164$2.19M1.19%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC17,143$2.19M0.2%+6713F-HRTimeline
R. W. Roge & Company, Inc.17,132$2.19M1.18%-12,13713F-HRTimeline
Factor Wealth Management LTD17,089$2.18M0.72%13F-HRTimeline
WEBSTER BANK, N. A.17,000$2.17M0.23%+76913F-HRTimeline
Capital Advantage, Inc.16,908$2.16M0.39%-3613F-HRTimeline
BOK Financial Private Wealth, Inc.16,905$2.16M0.16%-27613F-HRTimeline
BRIGHTON JONES LLC16,836$2.15M0.06%+3,17713F-HR/ATimeline
Lake Hills Wealth Management, LLC16,828$2.15M1.47%+53213F-HRTimeline
Stonebridge Financial Planning Group, L…16,767$2.14M0.96%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC16,767$2.14M0.06%+13013F-HRTimeline
Keystone Financial Group16,749$2.14M0.21%+8313F-HRTimeline
Kuhn & Co Investment Counsel16,706$2.13M1.81%+51113F-HRTimeline
Tradition Wealth Management, LLC16,602$2.12M0.19%-13113F-HRTimeline
DIVERSIFIED TRUST CO16,465$2.1M0.05%+25413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC16,453$2.1M<0.01%-45513F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC16,418$2.09M0.41%13F-HRTimeline
Auour Investments LLC15,766$2.09M0.73%+46313F-HRTimeline
Clarity Capital Advisors, LLC16,354$2.09M1.4%+5,25313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.16,299$2.08M0.02%+53813F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV16,258$2.07M0.71%013F-HRTimeline
FIRST MERCHANTS CORP16,199$2.07M0.08%-5613F-HRTimeline
Arkadios Wealth Advisors16,193$2.07M0.11%+3,73713F-HRTimeline
Investmark Advisory Group LLC16,164$2.06M1.01%-17613F-HRTimeline
Carr Financial Group Corp16,131$2.06M0.65%+32113F-HRTimeline
Good Life Advisors, LLC16,122$2.06M0.15%+12,59013F-HRTimeline
Hickory Point Bank & Trust16,112$2.06M1.82%13F-HRTimeline
Union Bancaire Privee, UBP SA16,100$2.05M0.04%13F-HR/ATimeline
Rockingstone Advisors LLC16,060$2.05M0.91%+10013F-HRTimeline
Rehmann Capital Advisory Group15,999$2.04M0.13%+2,33413F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC15,924$2.03M0.09%-6713F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson15,915$2.03M<0.01%-89113F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC15,875$2.03M0.13%013F-HRTimeline
Regal Investment Advisors LLC15,863$2.02M0.15%-5913F-HRTimeline
Joseph Group Capital Management15,784$2.01M0.79%+35913F-HRTimeline
Circle Wealth Management, LLC15,680$2M0.04%-53913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.15,665$2M0.1%-78213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.15,639$2M0.03%+3,85913F-HRTimelineGroup
IBEX WEALTH ADVISORS15,638$2M0.23%new13F-HRTimeline
Coordinated Financial Services, Inc.15,533$1.98M1.55%13F-HRTimeline
Orgel Wealth Management, LLC15,505$1.98M0.05%+13813F-HRTimeline
VICUS CAPITAL15,447$1.97M0.17%-30313F-HRTimeline
Federation des caisses Desjardins du Qu…15,178$1.94M0.01%+1,08313F-HRTimeline
CAPITAL ADVISORS INC/OK15,176$1.94M0.04%+80013F-HRTimeline
Axis Wealth Partners, LLC15,120$1.93M1.63%13F-HRTimeline
Copperwynd Financial, LLC15,080$1.92M0.53%+8,94313F-HRTimeline
SP Asset Management LLC14,999$1.91M0.16%+11213F-HRTimeline
HUB Investment Partners, LLC14,997$1.91M0.08%-1813F-HRTimeline
Bristlecone Advisors, LLC14,914$1.9M0.15%-813F-HRTimeline
New Insight Wealth Advisors14,895$1.9M0.95%+44713F-HRTimeline
InvesTrust14,873$1.89M0.53%13F-HRTimeline
CAPITAL CITY TRUST CO/FL14,822$1.89M0.47%-1,06813F-HRTimeline
Columbus Macro, LLC14,805$1.89M0.26%013F-HRTimeline
Glass Jacobson Investment Advisors llc14,698$1.88M0.62%-90913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Formidable Asset Management, LLC14,687$1.87M0.31%-2,33113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,641$1.87M<0.01%+2,52813F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC14,633$1.87M0.14%-1,92113F-HRTimeline
Pacific Sun Financial Corp14,566$1.86M1.01%-12513F-HRTimeline
FF Advisors,LLC14,075$1.86M1.27%-15313F-HRTimeline
PRIVATE TRUST CO NA14,392$1.84M0.19%+14513F-HRTimeline
CROBAN14,262$1.82M1.79%13F-HRTimeline
Snider Financial Group14,261$1.82M0.56%new13F-HRTimeline
CGN Advisors LLC14,257$1.82M0.18%+2,18213F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…14,228$1.82M0.89%-19513F-HRTimeline
AIMZ Investment Advisors, LLC14,204$1.81M0.63%-15013F-HRTimeline
MGO ONE SEVEN LLC14,035$1.79M0.07%-13113F-HRTimeline
North Star Investment Management Corp.14,022$1.79M0.12%+27713F-HRTimeline
Strategic Wealth Partners, Ltd.13,354$1.79M0.15%+1,35113F-HRTimeline
LVW Advisors, LLC13,987$1.78M0.22%+3,50713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.13,979$1.78M0.04%013F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.13,936$1.78M0.24%-24513F-HRTimeline
Savvy Advisors, Inc.13,907$1.77M0.21%+4,22513F-HRTimeline
TME FINANCIAL, INC.13,757$1.76M1.65%13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD13,775$1.76M<0.01%-16,70913F-HRTimelineGroup
Glassman Wealth Services13,774$1.76M0.3%-56913F-HRTimeline
KCM INVESTMENT ADVISORS LLC13,738$1.75M0.06%+39413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/13,727$1.75M<0.01%+1,86013F-HRTimelineGroup
Financial Insights, Inc.13,722$1.75M0.65%-35013F-HRTimeline
Financial Engines Advisors L.L.C.13,634$1.74M<0.01%+2,87413F-HRTimeline
Larson Financial Group LLC13,619$1.74M0.09%+5,63713F-HRTimeline
Mraz, Amerine & Associates, Inc.13,564$1.73M0.31%-3,72613F-HR/ATimeline
Creekside Partners13,528$1.73M0.89%-3313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC13,492$1.72M0.04%-4413F-HRTimeline
N.E.W. Advisory Services LLC13,483$1.72M0.16%+1,18913F-HRTimeline
SRH ADVISORS, LLC13,387$1.71M0.51%-95013F-HRTimeline
Smith Salley Wealth Management13,378$1.71M0.11%+4,85213F-HRTimeline
Dakota Wealth Management13,371$1.71M0.04%+613F-HRTimeline
Compass Investment Advisers LLC13,324$1.7M4.94%13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC13,275$1.69M0.23%+513F-HRTimeline
Beacon Financial Advisory LLC13,255$1.69M0.55%-36913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC13,240$1.69M0.04%-3013F-HRTimelineGroup
Ballentine Partners, LLC13,209$1.69M0.03%+1,74013F-HRTimeline
Red Tortoise LLC13,134$1.68M0.88%+2313F-HRTimeline
Westfuller Advisors, LLC13,127$1.67M1.06%-24213F-HRTimeline
BAILARD, INC.13,116$1.67M0.04%+7,22813F-HRTimeline
ZWJ INVESTMENT COUNSEL INC13,049$1.66M0.07%+6313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.13,023$1.66M0.87%+43113F-HRTimeline
Fulton Bank, N.A.13,015$1.66M0.06%+3,37413F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC13,004$1.66M0.1%+60513F-HRTimeline
Sequoia Financial Advisors, LLC13,003$1.66M0.02%-3,20313F-HR/ATimeline
LIBERTY SQUARE WEALTH PARTNERS LLC12,350$1.65M0.6%13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC12,933$1.65M0.67%+4513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC12,899$1.65M0.16%-26513F-HR/ATimeline
360 Financial, Inc.12,891$1.64M0.6%-58813F-HRTimeline
Integrated Investment Consultants, LLC12,882$1.64M0.34%-94,99813F-HR/ATimeline
Tempus Wealth Planning, LLC12,863$1.64M0.5%-10113F-HRTimeline
Royal Fund Management, LLC12,619$1.62M0.18%-12,82513F-HRTimeline
McNamara Financial Services, Inc.12,683$1.62M0.38%-2,72413F-HRTimeline
Greenwich Wealth Management LLC12,588$1.61M0.11%+4,52913F-HRTimeline
Tyler-Stone Wealth Management12,542$1.6M0.28%+17213F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC12,517$1.6M0.52%-5213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO12,516$1.6M0.03%-99,50313F-HRTimeline
Bigelow Investment Advisors, LLC12,502$1.6M0.75%+49713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC12,488$1.59M0.07%+3,90013F-HRTimeline
Patten Group, Inc.12,476$1.59M0.35%+41013F-HRTimeline
SVB WEALTH LLC12,399$1.58M0.03%new13F-HRTimeline
DUNCKER STREETT & CO INC12,336$1.57M0.29%-7413F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.12,308$1.57M0.69%+38413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.12,291$1.57M0.76%013F-HRTimeline
STOCK YARDS BANK & TRUST CO12,267$1.57M0.05%-32,90813F-HRTimeline
MATHER GROUP, LLC.12,198$1.56M0.02%+513F-HRTimeline
Walkner Condon Financial Advisors LLC12,141$1.55M0.31%+4913F-HRTimeline
Strategic Blueprint, LLC12,133$1.55M0.09%+91313F-HRTimeline
EVOKE WEALTH, LLC12,116$1.55M0.04%+813F-HRTimeline
OPINICUS CAPITAL, INC.12,091$1.54M1.3%-19213F-HRTimeline
Constant Guidance Financial LLC12,086$1.54M1.33%+8113F-HRTimeline
O'ROURKE & COMPANY, Inc12,084$1.54M0.76%+80413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,971$1.53M0.05%+57013F-HRTimelineGroup
Blue Chip Partners, LLC11,940$1.52M0.13%+24913F-HRTimeline
ASPIRIANT, LLC11,910$1.52M0.05%+1,59413F-HRTimeline
FCA CORP /TX11,895$1.52M0.47%+24813F-HRTimeline
Charter Oak Capital Management, LLC11,886$1.52M0.14%+25813F-HRTimeline
MCF Advisors LLC11,878$1.52M0.11%-11213F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC11,799$1.51M0.59%+17713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,796$1.51M0.22%-61813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC11,726$1.5M0.49%+1113F-HRTimeline
CIBC WORLD MARKET INC.11,665$1.49M<0.01%+1,16813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC11,612$1.48M0.13%-63913F-HRTimeline
Trilogy Capital Inc.11,606$1.48M0.08%-3113F-HRTimeline
WMS Partners, LLC11,595$1.48M0.08%013F-HRTimeline
HBK Sorce Advisory LLC11,591$1.48M0.04%+2,66113F-HRTimeline
Arete Wealth Advisors, LLC11,579$1.48M0.11%+88613F-HRTimeline
Red Door Wealth Management, LLC11,545$1.47M0.23%+7213F-HRTimeline
Riggs Capital Management LLC11,482$1.46M1.44%13F-HRTimeline
GLOBALT Investments LLC / GA11,470$1.46M0.06%-34613F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.11,447$1.46M0.65%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…11,402$1.45M1.54%+1413F-HRTimeline
Moss Adams Wealth Advisors LLC11,334$1.45M0.15%new13F-HRTimeline
Quartz Partners, LLC11,328$1.45M0.88%+13313F-HRTimeline
Richardson Capital Management LLC11,321$1.44M0.92%+5513F-HRTimeline
Trinity Legacy Partners, LLC11,291$1.44M0.37%+43613F-HRTimeline
Sovran Advisors, LLC11,230$1.44M0.21%13F-HRTimeline
Root Financial Partners, LLC11,206$1.43M0.18%new13F-HRTimeline
Medallion Wealth Advisors, LLC11,106$1.42M0.71%13F-HRTimeline
NOVEM GROUP11,148$1.42M0.21%13F-HRTimeline
Main Street Financial Solutions, LLC11,051$1.41M0.14%-2,95813F-HRTimeline
FAS Wealth Partners, Inc.11,017$1.41M0.12%-25713F-HRTimeline
SIGNATUREFD, LLC10,987$1.4M0.03%+913F-HRTimeline
Vermillion Wealth Management, Inc.10,980$1.4M0.72%13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…10,872$1.39M0.01%+4713F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC10,872$1.39M0.09%+78913F-HRTimeline
TI-TRUST, INC10,868$1.39M0.93%-25513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC10,840$1.38M0.74%-9913F-HRTimeline
Compass Financial Services Inc10,824$1.38M0.78%13F-HRTimeline