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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
Eukles Asset Management19,281$2.49M1.09%-24113F-HRTimeline
Hayek Kallen Investment Management19,279$2.49M0.92%+29513F-HRTimeline
VeraBank, N.A.19,247$2.48M0.69%-713F-HRTimeline
Wilkins Miller Wealth Management, LLC19,174$2.47M1.86%+1,31313F-HRTimeline
Sageworth Trust Co18,985$2.45M0.15%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC18,929$2.44M0.31%-7213F-HRTimeline
Aegis Wealth Management LLC18,870$2.43M1.43%013F-HRTimeline
Roundview Capital LLC18,801$2.42M0.17%+67013F-HRTimeline
Independent Wealth Network Inc.18,656$2.41M0.96%+52013F-HRTimeline
Kovack Advisors, Inc.18,640$2.4M0.25%-41713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC18,594$2.4M0.7%+69313F-HRTimeline
Federation des caisses Desjardins du Qu…18,500$2.39M0.01%+3,32213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC18,491$2.38M0.11%-28513F-HRTimeline
Hickory Point Bank & Trust18,345$2.37M2.08%+2,23313F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV18,304$2.36M2.13%-43113F-HRTimeline
New England Private Wealth Advisors LLC18,235$2.35M0.36%+11613F-HRTimeline
Carnegie Investment Counsel20,229$2.35M0.06%+1,65413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC18,213$2.35M0.9%+5,86313F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.18,134$2.34M0.04%013F-HRTimelineGroup
Rehmann Capital Advisory Group18,093$2.33M0.15%+2,09413F-HRTimeline
BRIGHTON JONES LLC17,759$2.29M0.07%+92313F-HRTimeline
HUB Investment Partners, LLC17,636$2.27M0.09%+2,63913F-HRTimeline
Delta Financial Group, Inc.17,522$2.27M0.52%+15813F-HRTimeline
Bouchey Financial Group, Ltd.17,615$2.27M0.2%+24813F-HRTimeline
Elite Financial, Inc.17,611$2.27M1.2%+44713F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT17,604$2.27M0.15%-36113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC17,590$2.27M0.02%-26813F-HRTimeline
Riverbend Wealth Management, LLC17,530$2.26M2.02%-28513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC17,491$2.26M0.61%-11013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.17,468$2.25M7.75%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC17,393$2.24M0.22%+25013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC17,340$2.24M0.62%+5,61413F-HRTimeline
PLANNING DIRECTIONS INC17,337$2.24M0.96%+15,60913F-HRTimeline
Opes Wealth Management LLC17,257$2.23M0.45%-15013F-HRTimeline
My Personal CFO, LLC17,216$2.22M1.12%+5113F-HRTimeline
Blankinship & Foster, LLC17,170$2.21M0.56%-39013F-HRTimeline
Koshinski Asset Management, Inc.17,130$2.21M0.19%-56613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…17,300$2.21M0.01%-1,50013F-HRTimelineGroup
CROBAN17,063$2.2M2.03%+2,80113F-HRTimeline
Fonville Wealth Management LLC17,463$2.2M0.65%-32713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,954$2.19M0.09%-39313F-HRTimelineGroup
Weaver Consulting Group16,950$2.19M0.66%-39713F-HRTimeline
Factor Wealth Management LTD16,805$2.17M0.67%-28413F-HRTimeline
Kuhn & Co Investment Counsel16,777$2.16M1.82%+7113F-HRTimeline
Stonebridge Financial Planning Group, L…16,767$2.16M0.99%013F-HRTimeline
Capital Advantage, Inc.16,908$2.16M0.39%013F-HRTimeline
BOK Financial Private Wealth, Inc.16,697$2.15M0.16%-20813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.16,691$2.15M0.03%+1,05213F-HRTimelineGroup
Capital Investment Advisors, LLC16,494$2.13M0.04%+7,70013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC16,488$2.13M0.09%+4,00013F-HRTimeline
DIVERSIFIED TRUST CO16,477$2.12M0.05%+1213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC16,456$2.12M<0.01%+313F-HRTimelineGroup
Tradition Wealth Management, LLC16,449$2.12M0.19%-15313F-HRTimeline
Clarity Capital Advisors, LLC16,402$2.12M1.39%+4813F-HRTimeline
AssuredPartners Investment Advisors, LLC16,336$2.11M0.41%-8213F-HRTimeline
Carr Financial Group Corp16,335$2.11M0.69%+20413F-HRTimeline
Colony Family Offices, LLC16,286$2.1M0.66%-1,36313F-HRTimeline
Legacies Wealth LLC16,007$2.06M1.53%-16,80813F-HRTimeline
VICUS CAPITAL15,963$2.06M0.19%+51613F-HRTimeline
FIRST MERCHANTS CORP15,948$2.06M0.08%-25113F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC15,883$2.05M0.09%-4113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC15,875$2.05M0.14%013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson16,034$2.05M<0.01%+11913F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.15,838$2.04M0.1%+17313F-HRTimeline
Keystone Financial Group15,703$2.02M0.21%-1,04613F-HRTimeline
Circle Wealth Management, LLC15,681$2.02M0.05%+113F-HRTimeline
Investmark Advisory Group LLC15,598$2.01M0.99%-56613F-HRTimeline
Bensler, LLC15,571$2.01M0.25%-1,97813F-HRTimeline
CAPITAL CITY TRUST CO/FL15,544$2M0.55%+72213F-HRTimeline
New Insight Wealth Advisors15,538$2M0.91%+64313F-HRTimeline
WEBSTER BANK, N. A.15,530$2M0.22%-1,47013F-HRTimeline
R. W. Roge & Company, Inc.15,515$2M1.1%-1,61713F-HRTimeline
Coordinated Financial Services, Inc./CO15,443$1.99M1.53%13F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…15,371$1.98M1%+1,14313F-HRTimeline
Rockingstone Advisors LLC15,370$1.98M0.89%-69013F-HRTimeline
AIMZ Investment Advisors, LLC15,307$1.97M0.69%+1,10313F-HRTimeline
Regal Investment Advisors LLC15,228$1.96M0.16%-63513F-HRTimeline
ROTHSCHILD INVESTMENT LLC15,148$1.95M0.13%+4,27613F-HRTimeline
SP Asset Management LLC15,107$1.95M0.17%+10813F-HRTimeline
Axis Wealth Partners, LLC14,978$1.93M1.43%-14213F-HRTimeline
Bristlecone Advisors, LLC14,931$1.93M0.16%+1713F-HRTimeline
Savvy Advisors, Inc.14,856$1.92M0.19%+94913F-HRTimeline
CGN Advisors LLC14,806$1.91M0.19%+54913F-HRTimeline
InvesTrust14,783$1.91M0.52%-9013F-HRTimeline
PRIVATE TRUST CO NA14,755$1.9M0.2%+36313F-HRTimeline
North Star Investment Management Corp.14,683$1.89M0.14%+66113F-HRTimeline
IBEX WEALTH ADVISORS14,647$1.89M0.25%-99113F-HRTimeline
Glass Jacobson Investment Advisors llc14,698$1.88M0.62%013F-HRTimeline
Pacific Sun Financial Corp14,431$1.86M1.06%-13513F-HRTimeline
Formidable Asset Management, LLC14,377$1.85M0.31%-31013F-HRTimeline
O'ROURKE & COMPANY, Inc14,372$1.85M0.92%+2,28813F-HRTimeline
MGO ONE SEVEN LLC14,369$1.85M0.07%+33413F-HRTimeline
CAPITAL ADVISORS INC/OK14,358$1.85M0.04%-81813F-HRTimeline
Joseph Group Capital Management14,317$1.85M0.71%-1,46713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources14,308$1.85M<0.01%-22,90213F-HRTimelineGroup
Main Street Financial Solutions, LLC14,294$1.84M0.16%+3,24313F-HRTimeline
Orgel Wealth Management, LLC14,264$1.84M0.05%-1,24113F-HRTimeline
Snider Financial Group14,261$1.84M0.6%013F-HRTimeline
McNamara Financial Services, Inc.14,253$1.84M0.4%+1,57013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.14,129$1.82M0.05%+15013F-HRTimelineGroup
FF Advisors,LLC14,486$1.81M1.04%+41113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO14,056$1.81M0.03%+1,54013F-HRTimeline
Beacon Financial Advisory LLC13,990$1.8M0.55%+73513F-HRTimeline
Redhawk Wealth Advisors, Inc.13,942$1.8M0.24%+613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,937$1.8M0.06%+1,96613F-HRTimelineGroup
ZWJ INVESTMENT COUNSEL INC13,878$1.79M0.07%+82913F-HRTimeline
LANARK FINANCIAL, INC.13,799$1.78M0.15%+13,78613F-HRTimeline
Glassman Wealth Services13,769$1.78M0.3%-513F-HRTimeline
STOCK YARDS BANK & TRUST CO13,718$1.77M0.06%+1,45113F-HRTimeline
TUDOR INVESTMENT CORP ET AL13,668$1.76M0.02%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC13,656$1.76M0.04%+16413F-HRTimeline
Dakota Wealth Management13,648$1.76M0.04%+27713F-HRTimeline
Medallion Wealth Advisors, LLC13,650$1.76M0.8%+2,54413F-HRTimeline
Highland Financial Advisors, LLC13,579$1.75M0.63%-4,79013F-HRTimeline
KCM INVESTMENT ADVISORS LLC13,547$1.75M0.06%-19113F-HRTimeline
Financial Insights, Inc.13,470$1.74M0.69%-25213F-HRTimeline
N.E.W. Advisory Services LLC13,468$1.74M0.13%-1513F-HRTimeline
Creekside Partners13,454$1.74M0.91%-7413F-HRTimeline
Larson Financial Group LLC13,250$1.71M0.08%-36913F-HRTimeline
Bigelow Investment Advisors, LLC13,227$1.71M0.81%+72513F-HRTimeline
Charter Oak Capital Management, LLC13,224$1.71M0.16%+1,33813F-HRTimeline
Red Tortoise LLC13,155$1.7M0.89%+2113F-HRTimeline
Patten Group, Inc.13,141$1.69M0.39%+66513F-HRTimeline
Fulton Bank, N.A.13,015$1.68M0.07%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP13,012$1.68M<0.01%+3,41413F-HRTimelineGroup
Royal Fund Management, LLC12,911$1.68M0.2%+29213F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC12,998$1.68M0.88%+3,76013F-HRTimeline
Integrated Investment Consultants, LLC12,882$1.66M0.33%013F-HR/ATimeline
Tempus Wealth Planning, LLC12,869$1.66M0.5%+613F-HRTimeline
Ashton Thomas Private Wealth, LLC12,836$1.66M0.06%+2,33113F-HRTimeline
360 Financial, Inc.12,819$1.65M0.6%-7213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.12,756$1.65M0.87%-26713F-HRTimeline
TME FINANCIAL, INC.12,749$1.64M1.43%-1,00813F-HRTimeline
Quartz Partners, LLC12,724$1.64M1%+1,39613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC12,693$1.64M0.16%-20613F-HR/ATimeline
INTEGRITY ALLIANCE, LLC.12,676$1.63M0.06%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,666$1.63M0.04%-57413F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC13,163$1.63M0.14%+1,55113F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD12,628$1.63M<0.01%-1,14713F-HR/ATimelineGroup
QRG CAPITAL MANAGEMENT, INC.12,610$1.63M0.02%-3,68913F-HRTimeline
Westfuller Advisors, LLC12,610$1.63M1.09%-51713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,607$1.63M<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.12,596$1.62M0.02%+39813F-HRTimeline
Mraz, Amerine & Associates, Inc.12,710$1.62M0.28%-85413F-HR/ATimeline
Seek First Inc.12,508$1.61M1.43%13F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.12,483$1.61M0.7%+17513F-HRTimeline
Financial Engines Advisors L.L.C.12,468$1.61M<0.01%-1,16613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC12,431$1.6M0.22%-84413F-HRTimeline
OPINICUS CAPITAL, INC.12,423$1.6M1.42%+33213F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC12,382$1.6M0.52%-13513F-HRTimeline
DUNCKER STREETT & CO INC12,322$1.59M0.31%-1413F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC12,315$1.59M0.62%+51613F-HRTimeline
Compass Financial Services Inc12,298$1.59M0.83%+1,47413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.12,291$1.59M0.78%013F-HRTimeline
SRH ADVISORS, LLC12,254$1.58M0.49%-1,13313F-HRTimeline
Clarity Financial LLC12,215$1.58M0.18%+2,49913F-HRTimeline
Walkner Condon Financial Advisors LLC12,183$1.57M0.32%+4213F-HRTimeline
LVW Advisors, LLC12,181$1.57M0.19%-1,80613F-HRTimeline
McClarren Financial Advisors, Inc.5,910$1.57M1.04%new13F-HRTimeline
EVOKE WEALTH, LLC12,158$1.57M0.04%+4213F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC12,068$1.56M0.63%-86513F-HRTimeline
Tyler-Stone Wealth Management12,041$1.55M0.28%-50113F-HRTimeline
Blue Chip Partners, LLC12,023$1.55M0.13%+8313F-HRTimeline
Arete Wealth Advisors, LLC12,011$1.55M0.12%+43213F-HRTimeline
NOVEM GROUP11,958$1.54M0.22%+81013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding12,301$1.54M+4,806Timeline
ASPIRIANT, LLC11,919$1.54M0.05%+913F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.11,907$1.54M0.62%+46013F-HRTimeline
MCF Advisors LLC11,899$1.53M0.11%+2113F-HRTimeline
Ballentine Partners, LLC11,891$1.53M0.03%-1,31813F-HRTimeline
TFB Advisors LLC11,813$1.52M0.44%+2,39813F-HRTimeline
Vermillion Wealth Management, Inc.11,745$1.51M0.44%+76513F-HRTimeline
FIDUCIENT ADVISORS LLC11,741$1.51M0.19%+1,50013F-HRTimeline
BAILARD, INC.11,622$1.5M0.04%-1,49413F-HRTimeline
Trilogy Capital Inc.11,606$1.5M0.08%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,608$1.49M0.12%+2,38513F-HRTimeline
Trinity Legacy Partners, LLC11,569$1.49M0.38%+27813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,478$1.48M<0.01%-2,24913F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC11,374$1.47M0.21%-42213F-HRTimeline
Richardson Capital Management LLC11,333$1.46M0.91%+1213F-HRTimeline
Auour Investments LLC11,733$1.46M0.53%-4,03313F-HRTimeline
FCA CORP /TX11,318$1.46M0.47%-57713F-HRTimeline
Strategic Blueprint, LLC11,242$1.45M0.08%-89113F-HRTimeline
FAS Wealth Partners, Inc.11,213$1.45M0.12%+19613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…11,212$1.45M0.01%+34013F-HRTimelineGroup
Red Door Wealth Management, LLC11,081$1.43M0.21%-46413F-HRTimeline
Valeo Financial Advisors, LLC11,067$1.43M0.04%+42013F-HRTimeline
Portland Financial Advisors Inc10,920$1.41M3.6%+18013F-HRTimeline
SIGNATUREFD, LLC10,888$1.4M0.03%-9913F-HRTimeline
TI-TRUST, INC10,868$1.4M0.93%013F-HRTimeline
HBK Sorce Advisory LLC10,837$1.4M0.04%-75413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…10,831$1.4M0.05%+28113F-HRTimelineGroup
CIBC WORLD MARKET INC.10,807$1.39M<0.01%-85813F-HRTimeline
Columbus Macro, LLC10,805$1.39M0.18%-4,00013F-HRTimeline
Fulcrum Capital LLC10,765$1.39M0.31%013F-HRTimeline
Collaborative Wealth Managment Inc.10,702$1.38M0.65%+13513F-HRTimeline
MOLLER WEALTH PARTNERS10,689$1.38M0.34%+19313F-HRTimeline
Root Financial Partners, LLC10,678$1.38M0.15%-52813F-HRTimeline
Mascagni Wealth Management, Inc.10,615$1.37M1.36%013F-HR/ATimeline
Sara-Bay Financial10,709$1.37M0.6%+3,11613F-HRTimeline