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
M.E. ALLISON & CO., INC.19,545$2.75M1.92%-50313F-HRTimeline
DIVERSIFIED TRUST CO19,352$2.73M0.05%+1213F-HRTimeline
VeraBank, N.A.19,305$2.72M0.51%013F-HRTimeline
Bison Wealth, LLC19,452$2.72M0.25%+11,12213F-HRTimeline
Eukles Asset Management19,297$2.72M1.06%+15013F-HRTimeline
1900 WEALTH MANAGEMENT LLC19,241$2.71M0.18%-1,03213F-HRTimeline
COMMONS CAPITAL, LLC19,226$2.71M1.82%+20713F-HRTimeline
WCG Wealth Advisors LLC19,216$2.71M0.17%-78013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC19,139$2.7M0.28%+33713F-HRTimeline
Sara-Bay Financial19,106$2.69M0.75%+4,92213F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC19,089$2.69M4.4%new13F-HRTimeline
Larson Financial Group LLC19,071$2.69M0.09%-1,92713F-HRTimeline
Independent Wealth Network Inc.18,997$2.68M0.86%+54513F-HRTimeline
Savvy Advisors, Inc.18,962$2.67M0.12%+41513F-HRTimeline
Sageworth Trust Co18,944$2.67M0.12%-513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP18,724$2.64M<0.01%+15613F-HRTimelineGroup
Obermeyer Wealth Partners18,561$2.62M0.12%013F-HRTimeline
Roundview Capital LLC18,393$2.59M0.16%-45913F-HRTimeline
Riverbend Wealth Management, LLC18,319$2.58M1.8%-26813F-HRTimeline
Cubist Systematic Strategies, LLC18,230$2.57M0.04%new13F-HRTimeline
VICUS CAPITAL18,222$2.57M0.2%+90313F-HRTimeline
TFB Advisors LLC18,237$2.56M0.75%+5,21213F-HRTimeline
TRUE Private Wealth Advisors18,116$2.55M0.26%-1,24313F-HRTimeline
Capital Investment Advisors, LLC18,105$2.55M0.04%-7613F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC18,072$2.55M0.56%+18513F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV18,041$2.54M2.19%-20113F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT17,997$2.54M0.17%+40913F-HRTimeline
Antonelli Financial Advisors, LLC17,932$2.53M1.72%-58413F-HRTimeline
Kovack Advisors, Inc.17,742$2.5M0.24%-36713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC17,719$2.5M0.95%+15113F-HRTimeline
GTS SECURITIES LLC17,689$2.49M0.1%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC17,630$2.48M0.6%+27813F-HRTimeline
Bouchey Financial Group, Ltd.17,541$2.47M0.19%-913F-HRTimeline
Opes Wealth Management LLC17,502$2.47M0.43%+35513F-HRTimeline
HUB Investment Partners, LLC17,436$2.46M0.09%+52213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17,425$2.46M0.07%+6,77813F-HRTimelineGroup
CGN Advisors LLC17,347$2.45M0.2%+1,28513F-HRTimeline
Clarity Capital Advisors, LLC17,297$2.44M1.33%+4913F-HRTimeline
Elite Financial, Inc.17,254$2.43M1.11%-34413F-HRTimeline
McNamara Financial Services, Inc.17,190$2.42M0.45%-10913F-HRTimeline
Blankinship & Foster, LLC17,170$2.42M0.53%013F-HRTimeline
Ashton Thomas Private Wealth, LLC17,123$2.41M0.06%+25313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC17,062$2.4M0.15%-85613F-HRTimeline
Weaver Consulting Group16,998$2.4M0.61%-7313F-HRTimeline
Factor Wealth Management LTD16,965$2.39M0.6%-15813F-HRTimeline
CAPITAL CITY TRUST CO/FL16,960$2.39M0.58%+53613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC16,954$2.39M0.73%-1,47913F-HRTimelineGroup
PRIVATE TRUST CO NA16,784$2.37M0.21%+1,50513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC16,688$2.35M0.09%+20013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC16,565$2.33M0.56%-2,70113F-HRTimeline
Fonville Wealth Management LLC16,488$2.32M0.52%-49013F-HRTimeline
Tradition Wealth Management, LLC16,460$2.32M0.17%+19113F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC16,449$2.32M1.05%+29013F-HRTimeline
BAILARD, INC.16,412$2.31M0.05%+9,13613F-HRTimeline
Capital Advantage, Inc.16,355$2.31M0.35%-28413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,279$2.29M0.08%-52913F-HRTimelineGroup
INVESTORS ASSET MANAGEMENT OF GEORGIA I…16,095$2.27M0.97%+3513F-HRTimeline
Carr Financial Group Corp16,060$2.26M0.62%+57513F-HRTimeline
Keystone Financial Group16,051$2.26M0.17%+7313F-HR/ATimeline
Colony Family Offices, LLC15,999$2.26M0.58%013F-HRTimeline
North Star Investment Management Corp.15,971$2.25M0.14%+82613F-HRTimeline
BRIGHTON JONES LLC15,964$2.25M0.05%-6,41813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO15,919$2.24M0.03%+31613F-HRTimeline
BOK Financial Private Wealth, Inc.15,909$2.24M0.14%-32913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC15,875$2.24M0.13%013F-HRTimeline
Stonebridge Financial Planning Group, L…15,767$2.22M0.83%013F-HRTimeline
Citizens National Bank Trust Department15,568$2.19M0.39%-5,02713F-HRTimeline
Coordinated Financial Services, Inc.15,558$2.19M1.41%+5513F-HRTimeline
BRIGHTON SECURITIES CORP.15,499$2.18M1.14%-1,01113F-HR/ATimeline
FIRST MERCHANTS CORP15,443$2.18M0.08%-50513F-HRTimeline
Prudent Man Advisors, LLC15,324$2.16M0.8%-4,74113F-HRTimeline
EVOKE WEALTH, LLC15,320$2.16M0.05%+1913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC15,318$2.16M0.15%-49,15513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC15,304$2.16M0.04%-9,00413F-HRTimeline
SP Asset Management LLC15,286$2.15M0.17%+9013F-HRTimeline
Rockingstone Advisors LLC15,210$2.14M1.06%-19013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson15,207$2.14M<0.01%-83913F-HRTimelineGroup
AIMZ Investment Advisors, LLC15,033$2.12M0.66%+69413F-HRTimeline
HM PAYSON & CO15,014$2.12M0.03%+5,55013F-HRTimeline
O'ROURKE & COMPANY, Inc14,952$2.11M0.88%-11513F-HRTimeline
Financial Engines Advisors L.L.C.14,912$2.1M<0.01%+9213F-HRTimeline
WEBSTER BANK, N. A.14,884$2.1M0.2%-57313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT14,857$2.09M0.03%+1,95213F-HRTimeline
Patriot Financial Group Insurance Agenc…14,848$2.09M0.27%+10,49413F-HRTimeline
Axis Wealth Partners, LLC14,838$2.09M1.22%+4713F-HRTimeline
Decker Retirement Planning Inc.14,731$2.08M1.14%-1,01413F-HRTimeline
Centurion Wealth Management LLC14,719$2.07M0.47%+9,80513F-HRTimeline
ROTHSCHILD INVESTMENT LLC14,716$2.07M0.12%+88913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources14,692$2.07M<0.01%-1,56013F-HRTimelineGroup
Investmark Advisory Group LLC14,641$2.06M0.9%-95513F-HRTimeline
Medallion Wealth Advisors, LLC14,579$2.05M0.73%+10013F-HRTimeline
InvesTrust14,555$2.05M0.75%-13013F-HRTimeline
21 West Wealth Management LLC14,520$2.05M1.94%+16213F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding14,520$2.05M-2,026Timeline
KINGSWOOD WEALTH ADVISORS, LLC14,517$2.05M0.12%+5,45213F-HRTimeline
FF Advisors,LLC14,503$2.04M0.98%013F-HRTimeline
R. W. Roge & Company, Inc.14,425$2.03M1.04%-3113F-HRTimeline
Beacon Financial Advisory LLC14,379$2.03M0.47%-9013F-HRTimeline
Walkner Condon Financial Advisors LLC14,351$2.02M0.32%+2,46113F-HRTimeline
LANARK FINANCIAL, INC.14,340$2.02M0.16%-1,41813F-HRTimeline
Regal Investment Advisors LLC14,294$2.01M0.13%+16013F-HRTimeline
Bigelow Investment Advisors, LLC14,272$2.01M0.81%+95113F-HRTimeline
Snider Financial Group14,271$2.01M0.55%013F-HRTimeline
Joseph Group Capital Management14,251$2.01M0.57%-71713F-HRTimeline
Glassman Wealth Services14,246$2.01M0.28%+47713F-HRTimeline
Charter Oak Capital Management, LLC14,198$2M0.16%+75313F-HRTimeline
APS Management Group, Inc.14,187$2M1.77%13F-HRTimeline
Avidian Wealth Enterprises, LLC14,079$1.98M0.07%-6,49913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC14,012$1.97M<0.01%+11,05813F-HRTimelineGroup
Vise Technologies, Inc.13,993$1.97M0.07%+69813F-HRTimeline
CIBC WORLD MARKET INC.13,962$1.97M<0.01%+3,15513F-HRTimeline
Circle Wealth Management, LLC13,859$1.95M0.04%013F-HRTimeline
Creekside Partners13,828$1.95M0.86%-5713F-HRTimeline
Financial Insights, Inc.13,816$1.95M0.64%+48913F-HRTimeline
New Insight Wealth Advisors13,812$1.95M0.73%-1,35613F-HRTimeline
Patten Group, Inc.13,801$1.95M0.38%+44013F-HRTimeline
CAPITAL ADVISORS INC/OK13,743$1.94M0.03%013F-HRTimeline
Compass Financial Services Inc13,736$1.94M0.86%+13613F-HRTimeline
Formidable Asset Management, LLC14,480$1.93M0.3%+10313F-HRTimeline
Pacific Sun Financial Corp13,681$1.93M0.93%-52013F-HRTimeline
Eldridge Investment Advisors, Inc.13,673$1.93M0.44%-17013F-HRTimeline
Bristlecone Advisors, LLC13,651$1.92M0.16%-1,29713F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska13,620$1.92M0.23%+713F-HRTimelineGroup
Blue Chip Partners, LLC13,620$1.92M0.14%+1,43813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.13,592$1.92M0.08%-1,86613F-HRTimeline
N.E.W. Advisory Services LLC13,527$1.91M0.17%+81413F-HRTimeline
Strategic Wealth Partners, Ltd.13,521$1.91M0.14%+19413F-HRTimeline
Auour Investments LLC13,490$1.9M0.62%+1,63513F-HRTimeline
GreatBanc Trust CO13,440$1.89M1.3%13F-HRTimeline
Bensler, LLC13,430$1.89M0.2%-1,89813F-HRTimeline
CARDIFF PARK ADVISORS, LLC13,382$1.89M0.14%-1713F-HRTimeline
Financial Enhancement Group LLC13,316$1.88M0.25%+64413F-HRTimeline
KCM INVESTMENT ADVISORS LLC13,324$1.88M0.06%-12213F-HRTimeline
Dakota Wealth Management13,319$1.88M0.04%-33413F-HR/ATimeline
ALEXANDER LABRUNERIE & CO., INC.13,262$1.87M0.69%+18813F-HRTimeline
Red Tortoise LLC13,225$1.86M0.82%+4913F-HRTimeline
Wealthfront Advisers LLC13,222$1.86M<0.01%+1,76513F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC13,198$1.86M0.57%+41413F-HRTimeline
ZWJ INVESTMENT COUNSEL INC12,910$1.82M0.06%-14013F-HRTimeline
Fulton Bank, N.A.12,838$1.81M0.06%-17713F-HRTimeline
FAS Wealth Partners, Inc.12,812$1.81M0.12%+10613F-HRTimeline
Integrated Investment Consultants, LLC12,807$1.81M0.31%-7513F-HRTimeline
Legacies Wealth LLC12,806$1.81M1.16%013F-HRTimeline
IBEX WEALTH ADVISORS12,733$1.79M0.17%+6913F-HRTimeline
Seek First Inc.12,701$1.79M1.29%+7213F-HRTimeline
W ADVISORS, LLC12,680$1.79M0.94%+44913F-HRTimeline
Arete Wealth Advisors, LLC12,663$1.78M0.11%+35013F-HRTimeline
MATHER GROUP, LLC.12,652$1.78M0.02%-14213F-HRTimeline
Clarity Financial LLC12,603$1.78M0.18%-50713F-HRTimeline
Luminvest Wealth Management LLC12,549$1.77M0.58%+3,34413F-HRTimeline
Root Financial Partners, LLC12,531$1.77M0.11%-9,49513F-HRTimeline
OPINICUS CAPITAL, INC.12,516$1.76M1.22%-36413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,441$1.75M0.04%-21913F-HRTimelineGroup
TME FINANCIAL, INC.12,426$1.75M1.31%-18213F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,366$1.74M0.22%-10013F-HRTimeline
360 Financial, Inc.12,321$1.74M0.56%+913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.12,291$1.73M0.74%013F-HRTimeline
Red Door Wealth Management, LLC12,272$1.73M0.18%-4913F-HRTimeline
Etesian Wealth Advisors, Inc.12,225$1.72M0.57%+6,22513F-HRTimeline
JB Capital LLC12,221$1.72M0.07%+2,23613F-HRTimeline
NOVEM GROUP12,148$1.71M0.2%+57213F-HRTimeline
Vermillion Wealth Management, Inc.12,101$1.71M0.46%+49413F-HRTimeline
Trilogy Capital Inc.12,069$1.7M0.08%+22013F-HRTimeline
Prospect Financial Services LLC12,039$1.7M0.98%+3,72113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC12,031$1.7M0.13%-25413F-HR/ATimeline
FCA CORP /TX12,021$1.69M0.47%+37613F-HRTimeline
Sagace Wealth Management LLC12,008$1.69M1.15%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,978$1.69M<0.01%+72913F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…11,969$1.69M0.53%-11213F-HRTimeline
MCF Advisors LLC11,938$1.68M0.1%+1913F-HRTimeline
BANTAMAC CAPITAL, LLC11,872$1.67M1.27%-13,25713F-HRTimeline
McClarren Financial Advisors, Inc.5,898$1.67M1.02%-6,25413F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC11,820$1.67M0.49%+14013F-HRTimeline
Allie Family Office LLC11,795$1.66M0.79%+2,92013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,748$1.66M0.06%+91613F-HRTimelineGroup
Trinity Legacy Partners, LLC11,763$1.65M0.38%-26613F-HRTimeline
Mraz, Amerine & Associates, Inc.11,713$1.65M0.26%-26513F-HRTimeline
ASPIRIANT, LLC11,633$1.64M0.05%+913F-HRTimeline
Compound Planning, Inc.11,628$1.64M0.05%+1,17713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,595$1.63M0.02%+7113F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …11,592$1.63M0.09%-39,34713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,563$1.63M0.03%-51413F-HRTimelineGroup
Glass Jacobson Investment Advisors llc11,529$1.62M0.59%-38313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC11,525$1.62M0.07%-6,68013F-HRTimeline
Ballentine Partners, LLC11,493$1.62M0.02%-37113F-HRTimeline
Lion Street Advisors, LLC14,913$1.62M0.56%-11,62913F-HRTimeline
SRH ADVISORS, LLC11,441$1.61M0.47%-81313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.11,390$1.61M0.87%-1,45513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,374$1.6M0.19%013F-HRTimeline
Richardson Capital Management LLC11,319$1.6M0.76%-2613F-HRTimeline
Snowden Capital Advisors LLC11,283$1.59M0.04%-87713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…11,187$1.58M0.03%-6713F-HRTimelineGroup
NWF Advisory Services Inc.11,184$1.58M0.17%+24513F-HRTimeline
Rossmore Private Capital11,079$1.56M0.17%+1,76213F-HRTimeline
CRA Financial Services, LLC11,075$1.56M0.21%+1,18813F-HRTimeline
Lynx Investment Advisory11,058$1.56M0.93%+1,47313F-HRTimeline
FIDUCIENT ADVISORS LLC11,038$1.56M0.18%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC11,036$1.56M0.11%-2,08513F-HRTimeline
Gateway Wealth Partners, LLC11,002$1.55M0.21%+3,07313F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.10,944$1.54M0.52%+1213F-HRTimeline