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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
Transform Wealth, LLC10,797$1.38M0.08%+2,84813F-HRTimeline
Tradewinds, LLC.10,309$1.38M0.38%+8013F-HRTimeline
Cypress Point Wealth Management, LLC10,782$1.38M0.43%013F-HRTimeline
Laird Norton Wetherby Wealth Management…10,770$1.37M0.07%+8013F-HRTimeline
Fulcrum Capital LLC10,765$1.37M0.29%013F-HRTimeline
Portland Financial Advisors Inc10,740$1.37M3.69%13F-HRTimeline
CENTAURUS FINANCIAL, INC.10,732$1.37M0.08%-13613F-HRTimeline
Mascagni Wealth Management, Inc.10,615$1.37M1.36%13F-HR/ATimeline
Relyea Zuckerberg Hanson LLC10,728$1.37M0.18%+3013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC10,721$1.37M0.13%-7813F-HRTimeline
Valeo Financial Advisors, LLC10,647$1.36M0.04%+4,70613F-HRTimeline
Smartleaf Asset Management LLC10,662$1.36M0.14%+84413F-HRTimeline
Collaborative Wealth Managment Inc.10,567$1.35M0.61%-10413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…10,550$1.35M0.05%+25113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC10,505$1.34M0.05%+2,26213F-HRTimeline
MOLLER WEALTH PARTNERS10,496$1.34M0.35%+3,95313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD10,478$1.34M0.81%+1113F-HRTimeline
Anchor Investment Management, LLC10,459$1.33M0.12%-31713F-HRTimeline
SMITH, MOORE & CO.10,373$1.32M0.12%+19813F-HRTimeline
Fairscale Capital, LLC10,359$1.32M1.14%013F-HRTimeline
UMB Bank, n.a.10,323$1.32M0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Thomasville National Bank10,288$1.31M0.09%+3,74913F-HRTimeline
JT Stratford LLC10,247$1.31M0.21%-3613F-HRTimeline
FIDUCIENT ADVISORS LLC10,241$1.31M0.16%+7413F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC10,185$1.3M0.11%013F-HRTimeline
Birchcreek Wealth Management, LLC10,142$1.29M0.81%-413F-HRTimeline
W ADVISORS, LLC10,078$1.29M0.8%+98413F-HRTimeline
Claris Financial LLC10,076$1.29M0.84%13F-HRTimeline
Magnus Financial Group LLC10,063$1.28M0.12%+1,66913F-HRTimeline
LJI Wealth Management, LLC10,036$1.28M0.25%-5113F-HRTimeline
HM PAYSON & CO10,000$1.28M0.02%-2513F-HRTimeline
CPA Asset Management Group, LLC9,933$1.27M0.59%013F-HRTimeline
Quantinno Capital Management LP9,919$1.27M0.01%+6,49413F-HRTimeline
Finward Bancorp9,843$1.26M1.09%13F-HRTimeline
CRA Financial Services, LLC9,812$1.25M0.21%+5913F-HRTimeline
Clarity Financial LLC9,716$1.24M0.15%-67413F-HRTimeline
LGL PARTNERS, LLC9,693$1.24M0.18%013F-HRTimeline
HOLDERNESS INVESTMENTS CO9,611$1.23M0.27%+54613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP9,598$1.22M<0.01%new13F-HRTimelineGroup
Zuckerman Investment Group, LLC9,265$1.22M0.12%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co9,560$1.22M0.04%-12513F-HRTimeline
Prossimo Advisors, LLC9,545$1.22M0.88%013F-HRTimeline
HTLF Bank9,544$1.22M0.14%-10013F-HRTimeline
TFB Advisors LLC9,415$1.2M0.34%+1,07913F-HRTimeline
Rossmore Private Capital9,317$1.19M0.15%013F-HRTimeline
DF DENT & CO INC9,308$1.19M0.02%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC9,301$1.19M0.11%-4113F-HRTimeline
Klingman & Associates, LLC9,272$1.18M0.07%-18813F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC9,238$1.18M0.64%+12313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,223$1.18M0.1%-29,09013F-HR/ATimeline
Thompson David Blair9,207$1.17M0.86%13F-HRTimeline
Douglass Winthrop Advisors, LLC9,170$1.17M0.02%013F-HRTimeline
Bogart Wealth, LLC9,140$1.17M0.06%+9213F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,083$1.16M0.68%13F-HRTimeline
Luminvest Wealth Management LLC9,054$1.16M0.47%+313F-HRTimeline
PARK NATIONAL CORP /OH/9,034$1.15M0.04%-12513F-HRTimeline
Retirement Planning Co of New England, …8,986$1.15M0.56%+22013F-HRTimeline
Compound Planning, Inc.8,923$1.14M0.06%+3,12413F-HRTimeline
VALLEY NATIONAL ADVISERS INC8,885$1.13M0.2%-16013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.8,865$1.13M0.37%-15013F-HRTimeline
MAYPORT, LLC8,820$1.13M0.33%+46013F-HRTimeline
Capital Investment Advisors, LLC8,794$1.12M0.02%+6,25813F-HRTimeline
Gateway Wealth Partners, LLC8,788$1.12M0.29%+3713F-HRTimeline
Archer Investment Corp8,756$1.12M0.3%-113F-HRTimeline
Cornerstone Wealth Management, LLC8,746$1.12M0.08%-6413F-HRTimeline
Fort Sheridan Advisors LLC8,614$1.1M0.16%+12613F-HRTimeline
Scott Capital Advisors, LLC8,611$1.1M0.31%-14613F-HRTimeline
Vantage Financial Partners, LLC8,560$1.09M0.27%-3613F-HRTimeline
WIMMER ASSOCIATES 1, LLC8,522$1.09M0.54%+42313F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH8,522$1.09M0.32%013F-HRTimeline
River Street Advisors LLC8,395$1.07M0.55%-40213F-HRTimeline
Cambridge Financial Group, LLC8,363$1.07M0.46%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC8,346$1.06M0.02%-4213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,323$1.06M0.02%-37213F-HRTimelineGroup
Strategic Advocates LLC8,297$1.06M0.36%-23613F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/8,290$1.06M0.22%+41013F-HRTimeline
Poehling Capital Management, INC.8,276$1.06M0.26%013F-HRTimeline
Patton Albertson Miller Group, LLC8,264$1.05M0.14%-1,05013F-HRTimeline
Vision Capital Management, Inc.8,254$1.05M0.15%013F-HRTimeline
Asset Dedication, LLC8,189$1.04M0.08%+3,06713F-HRTimeline
Values Added Financial LLC8,188$1.04M0.6%+3,97513F-HRTimeline
Vantage Investment Partners, LLC8,132$1.04M0.09%013F-HRTimeline
Invst, LLC8,092$1.03M0.13%-2,81413F-HRTimeline
NAPATREE CAPITAL LLC8,028$1.02M0.6%+2,60013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,987$1.02M0.02%+7,98513F-HRTimelineGroup
Marcum Wealth, LLC7,979$1.02M0.09%-6013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC7,965$1.02M0.78%13F-HRTimeline
Coastwise Capital Group, LLC7,954$1.01M0.81%-4013F-HRTimeline
Miramar Capital, LLC7,921$1.01M0.24%+91713F-HRTimeline
Morton Capital Management LLC/CA7,918$1.01M0.19%+313F-HRTimeline
Beaumont Financial Advisors, LLC7,869$1M0.08%-22313F-HRTimeline
Fortis Group Advisors, LLC7,831$999K0.19%+1313F-HRTimeline
Thrive Wealth Management, LLC7,830$999K0.18%-2713F-HRTimeline
Plancorp, LLC7,805$996K0.04%013F-HRTimeline
Jaffetilchin Investment Partners, LLC7,802$995K0.07%+5313F-HRTimeline
MBA Advisors LLC7,787$994K0.5%-18313F-HRTimeline
Next Capital Management LLC7,778$992K0.41%013F-HRTimeline
Winthrop Advisory Group LLC7,776$992K0.12%+87313F-HRTimeline
Columbia River Financial Group, LLC7,710$983K0.68%13F-HRTimeline
LexAurum Advisors, LLC7,701$983K0.19%+28413F-HRTimeline
Signal Advisors Wealth, LLC7,673$979K0.11%-77913F-HRTimeline
Compass Financial Group, INC/SD7,668$978K0.19%-17513F-HRTimeline
Curtis Advisory Group, LLC7,666$978K0.26%013F-HRTimeline
Madison Wealth Partners, Inc7,651$976K0.27%+37713F-HRTimeline
Eldridge Investment Advisors, Inc.7,643$975K0.23%-98013F-HRTimeline
Sara-Bay Financial7,593$967K0.36%+32813F-HRTimeline
HARMONY ASSET MANAGEMENT LLC7,563$965K0.38%-1,03513F-HRTimeline
TD Waterhouse Canada Inc.7,512$959K0.01%+77513F-HRTimeline
Rockbridge Investment Management, LCC7,503$957K0.12%-713F-HRTimeline
CONDOR CAPITAL MANAGEMENT7,498$957K0.08%013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding7,495$956K+592Timeline
TWO SIGMA SECURITIES, LLC7,490$956K0.17%new13F-HRTimeline
Anson Capital, Inc.7,483$955K0.83%-1313F-HRTimeline
Lynx Investment Advisory7,460$952K0.65%+8413F-HRTimeline
Jackson Hole Capital Partners, LLC7,445$950K0.19%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.7,437$949K0.19%+20013F-HRTimeline
Chicago Partners Investment Group LLC7,413$949K0.03%-49013F-HRTimeline
Curi Capital, LLC7,414$946K0.02%013F-HRTimeline
ORBA Wealth Advisors, L.L.C.7,390$943K0.49%013F-HRTimeline
Southland Equity Partners LLC7,388$943K0.22%-23313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…7,053$940K0.35%+27213F-HRTimeline
Liberty Capital Management, Inc.7,359$939K0.21%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,350$938K0.02%+5,12813F-HRTimeline
Key Financial Inc7,324$934K0.21%013F-HRTimeline
Covestor Ltd7,323$934K0.59%+14113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,303$932K0.14%+3713F-HRTimeline
Aspen Grove Capital, LLC7,250$925K0.2%013F-HRTimeline
Old Mission Investment Co LLC7,175$915K0.27%-1913F-HRTimeline
NCM Capital Management, LLC7,156$913K0.41%new13F-HRTimeline
Willis Johnson & Associates, Inc.7,141$911K0.07%+6613F-HRTimeline
Nilsine Partners, LLC7,105$907K0.1%+1,78613F-HRTimeline
Courage Miller Partners, LLC7,081$903K0.31%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.7,065$901K0.51%013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC7,063$901K0.44%-17013F-HRTimeline
NorthRock Partners, LLC7,051$900K0.03%-5,44613F-HR/ATimeline
Uptown Financial Advisors LLC7,049$899K0.97%13F-HRTimeline
Ackerman Capital Advisors, LLC7,039$898K0.24%013F-HRTimeline
WEDBUSH SECURITIES INC6,999$893K0.03%-2513F-HRTimeline
Mayflower Financial Advisors, LLC6,997$893K0.13%+5413F-HRTimeline
Greenhouse Wealth Management, LLC6,993$892K0.59%+5213F-HRTimeline
Continuum Advisory, LLC6,985$891K0.11%+16913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,965$889K0.01%+5313F-HRTimelineGroup
Glenview Trust Co6,930$884K0.02%-20713F-HRTimeline
Steigerwald, Gordon & Koch Inc.6,913$882K0.1%+2413F-HRTimeline
Huntleigh Advisors, Inc.6,908$881K0.19%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,905$881K<0.01%+1,06713F-HRTimelineGroup
Allie Family Office LLC6,863$876K0.49%013F-HRTimeline
Lindbrook Capital, LLC6,838$872K0.08%-2,00013F-HRTimeline
FLC Capital Advisors6,806$868K0.2%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,795$867K0.33%+69013F-HRTimeline
MOKAN Wealth Management Inc.6,768$863K0.55%13F-HRTimeline
West Branch Capital LLC6,764$863K0.28%-14413F-HRTimeline
First Command Advisory Services, Inc.6,755$862K0.01%-1,61313F-HRTimeline
Cornerstone Wealth Group, LLC6,744$860K0.07%-1213F-HRTimeline
Gladstone Institutional Advisory LLC6,742$860K0.04%+5113F-HRTimeline
TruWealth Advisors, LLC6,734$859K0.05%-19713F-HRTimeline
Kathleen S. Wright Associates Inc.6,684$853K0.36%+82213F-HRTimeline
Texas Capital Bank Wealth Management Se…6,638$847K0.09%+1,74713F-HRTimeline
Corus Family Wealth Advisors6,627$846K0.57%-513F-HRTimeline
Quest 10 Wealth Builders, Inc.6,566$838K0.83%13F-HRTimeline
Moloney Securities Asset Management, LLC6,537$834K0.11%+93013F-HRTimeline
Sage Capital Advisors,llc6,510$831K0.22%+1313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP6,505$830K0.08%013F-HRTimelineGroup
WOLVERINE TRADING, LLC6,517$830K0.02%+2,94013F-HRTimeline
Kagan Cocozza Asset Management6,488$828K0.69%13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS6,484$827K0.35%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,474$826K0.01%-29013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department6,458$824K0.27%13F-HRTimelineGroup
Wealthfront Advisers LLC6,426$820K<0.01%+4,08713F-HR/ATimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…6,385$815K0.28%-30213F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…6,337$808K0.13%+6113F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.6,335$808K0.13%-15013F-HRTimeline
FourThought Financial Partners, LLC6,316$806K0.08%013F-HRTimeline
Gray Wealth Management Inc.6,306$805K0.31%-2213F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC6,300$804K0.07%013F-HRTimeline
Apella Capital, LLC6,277$801K0.03%+513F-HRTimeline
TFG Advisers LLC6,264$799K0.29%+11013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC6,202$791K0.09%+3,47013F-HRTimeline
PITCAIRN COin group PITCAIRN CO6,173$788K0.05%013F-HRTimelineGroup
Avant Financial Advisors LLC6,172$788K0.72%13F-HRTimeline
Verum Partners LLC6,166$787K0.23%-13913F-HRTimeline
SOL Capital Management CO6,149$785K0.09%+30013F-HRTimeline
LongView Wealth Management6,119$781K0.24%+43113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.6,118$781K0.41%13F-HRTimeline
Single Point Partners, LLC6,113$780K0.18%new13F-HRTimeline
First National Bank of Mount Dora, Trus…6,107$779K0.18%013F-HRTimeline
FOCUS Wealth Advisors, LLC6,107$779K0.41%013F-HRTimeline
GWN SECURITIES INC.5,960$778K0.21%13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC6,529$774K0.49%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,050$772K0.05%-4013F-HRTimeline
FWG Investments, LLC.6,037$770K0.6%+1,50713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,036$770K0.05%-21613F-HRTimelineGroup
Sterling Wealth Management, Inc.6,027$769K0.28%013F-HRTimeline
Empower Advisory Group, LLC5,980$763K<0.01%+1,31113F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC5,922$756K0.52%+3,02213F-HRTimeline
Welch Group, LLC5,928$755K0.03%013F-HRTimeline
Wynn Capital, LLC5,892$752K0.47%013F-HRTimeline
Patriot Financial Group Insurance Agenc…5,877$750K0.1%-15713F-HRTimeline
MITCHELL SINKLER & STARR/PA5,860$748K0.2%013F-HRTimeline
HHM Wealth Advisors, LLC5,836$745K0.1%013F-HRTimeline