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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
W ADVISORS, LLC10,536$1.36M0.85%+45813F-HRTimeline
Thomasville National Bank10,513$1.36M0.1%+22513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD10,467$1.35M0.81%-1113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV10,441$1.35M0.49%-5,81713F-HRTimeline
Wealthfront Advisers LLC10,424$1.34M<0.01%+3,99813F-HRTimeline
Anchor Investment Management, LLC10,411$1.34M0.13%-4813F-HRTimeline
Cypress Point Wealth Management, LLC10,407$1.34M0.43%-37513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC10,364$1.34M0.74%-47613F-HRTimeline
GLOBALT Investments LLC / GA10,356$1.34M0.05%-1,11413F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC10,343$1.33M0.12%+15813F-HRTimeline
KFA Private Wealth Group, LLC10,337$1.33M0.47%+6,42713F-HRTimeline
UMB Bank, n.a.10,323$1.33M0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LAZARI CAPITAL MANAGEMENT, INC.10,276$1.33M0.54%new13F-HRTimeline
JT Stratford LLC10,236$1.32M0.23%-1113F-HRTimeline
Magnus Financial Group LLC10,213$1.32M0.13%+15013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…10,124$1.31M1.48%-1,27813F-HRTimeline
Birchcreek Wealth Management, LLC10,124$1.31M0.82%-1813F-HRTimeline
Fairscale Capital, LLC10,104$1.3M1.18%-25513F-HRTimeline
Quantinno Capital Management LP10,057$1.3M0.01%+13813F-HRTimeline
LJI Wealth Management, LLC10,036$1.29M0.26%013F-HRTimeline
Gotham Asset Management, LLC10,028$1.29M0.01%new13F-HRTimeline
Compound Planning, Inc.10,028$1.29M0.06%+1,10513F-HRTimeline
HOLDERNESS INVESTMENTS CO10,020$1.29M0.3%+40913F-HRTimeline
Claris Financial LLC10,076$1.29M0.84%013F-HRTimeline
CENTAURUS FINANCIAL, INC.9,850$1.27M0.08%-88213F-HRTimeline
3Chopt Investment Partners, LLC9,815$1.27M0.33%new13F-HRTimeline
CRA Financial Services, LLC9,767$1.26M0.22%-4513F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,764$1.26M0.04%-11,18813F-HRTimeline
Tradewinds, LLC.9,725$1.25M0.35%-58413F-HRTimeline
FFT WEALTH MANAGEMENT LLC9,693$1.25M0.26%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,683$1.25M0.03%+1,36013F-HRTimelineGroup
HM PAYSON & CO9,630$1.24M0.02%-37013F-HRTimeline
Finward Bancorp9,573$1.23M1.07%-27013F-HRTimeline
Alesco Advisors, LLC, An ESL Co9,560$1.23M0.04%013F-HRTimeline
Prossimo Advisors, LLC9,545$1.23M0.93%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC9,522$1.23M0.12%-1,19913F-HRTimeline
VALLEY NATIONAL ADVISERS INC9,512$1.23M0.22%+62713F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,478$1.22M0.74%+39513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.9,473$1.22M<0.01%-5,16813F-HRTimelineGroup
Zuckerman Investment Group, LLC9,414$1.21M0.13%+14913F-HRTimeline
CARDIFF PARK ADVISORS, LLC9,385$1.21M0.12%+8413F-HRTimeline
SMITH, MOORE & CO.9,371$1.21M0.11%-1,00213F-HRTimeline
Rossmore Private Capital9,317$1.2M0.15%013F-HRTimeline
NAPATREE CAPITAL LLC9,315$1.2M0.68%+1,28713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,305$1.2M<0.01%+7,15713F-HRTimelineGroup
Bogart Wealth, LLC9,291$1.2M0.06%+15113F-HRTimeline
Klingman & Associates, LLC9,272$1.2M0.07%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.9,245$1.19M0.38%+38013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,243$1.19M0.11%-5,39013F-HR/ATimeline
Jaffetilchin Investment Partners, LLC9,135$1.18M0.09%+1,33313F-HRTimeline
Fort Sheridan Advisors LLC9,112$1.18M0.18%+49813F-HRTimeline
Luminvest Wealth Management LLC9,077$1.17M0.48%+2313F-HRTimeline
MAYPORT, LLC8,995$1.16M0.32%+17513F-HRTimeline
Morton Capital Management LLC/CA8,974$1.16M0.22%+1,05613F-HRTimeline
Greenwich Wealth Management LLC8,959$1.16M0.09%-3,62913F-HRTimeline
Transform Wealth, LLC8,947$1.15M0.07%-1,85013F-HRTimeline
Retirement Planning Co of New England, …8,925$1.15M0.57%-6113F-HR/ATimeline
WIMMER ASSOCIATES 1, LLC8,960$1.15M0.61%+43813F-HRTimeline
Relyea Zuckerberg Hanson LLC8,887$1.15M0.15%-1,84113F-HRTimeline
CPA Asset Management Group, LLC8,798$1.13M0.5%-1,13513F-HRTimeline
Badgley Phelps Wealth Managers, LLC8,753$1.13M0.03%+40713F-HRTimeline
Archer Investment Corp8,741$1.13M0.29%-1513F-HRTimeline
Values Added Financial LLC8,693$1.12M0.62%+50513F-HRTimeline
Eldridge Investment Advisors, Inc.8,651$1.12M0.26%+1,00813F-HRTimeline
Key Financial Inc8,639$1.11M0.24%+1,31513F-HRTimeline
Gateway Wealth Partners, LLC8,613$1.11M0.25%-17513F-HRTimeline
Financial Enhancement Group LLC9,155$1.11M0.17%new13F-HRTimeline
Cornerstone Wealth Management, LLC8,584$1.11M0.07%-16213F-HRTimeline
Smith Salley Wealth Management8,547$1.1M0.07%-4,83113F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH8,522$1.1M0.33%013F-HRTimeline
Coastwise Capital Group, LLC8,424$1.09M0.91%+47013F-HRTimeline
Invst, LLC8,330$1.07M0.15%+23813F-HRTimeline
Cambridge Financial Group, LLC8,363$1.07M0.46%013F-HRTimeline
Gladstone Institutional Advisory LLC8,303$1.07M0.05%+1,56113F-HRTimeline
Poehling Capital Management, INC.8,276$1.07M0.27%013F-HRTimeline
Vision Capital Management, Inc.8,254$1.06M0.15%013F-HRTimeline
Patton Albertson Miller Group, LLC8,220$1.06M0.16%-4413F-HR/ATimeline
Scott Capital Advisors, LLC8,164$1.05M0.31%-44713F-HRTimeline
Vantage Investment Partners, LLC8,132$1.05M0.09%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC8,085$1.04M0.06%-4,91913F-HRTimeline
PARK NATIONAL CORP /OH/8,077$1.04M0.04%-95713F-HRTimeline
Miramar Capital, LLC8,071$1.04M0.25%+15013F-HRTimeline
River Street Advisors LLC7,961$1.03M0.51%-43413F-HRTimeline
Thrive Wealth Management, LLC7,955$1.03M0.2%+12513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC7,942$1.02M0.92%-2313F-HRTimeline
DF DENT & CO INC7,933$1.02M0.01%-1,37513F-HRTimeline
Strategic Advocates LLC7,915$1.02M0.35%-38213F-HRTimeline
Plancorp, LLC7,880$1.02M0.04%+7513F-HRTimeline
Madison Wealth Partners, Inc7,864$1.01M0.25%+21313F-HRTimeline
Fortis Group Advisors, LLC7,847$1.01M0.2%+1613F-HRTimeline
MBA Advisors LLC7,817$1.01M0.5%+3013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/7,805$1.01M0.21%-48513F-HRTimeline
GWN SECURITIES INC.7,776$1M0.06%+1,81613F-HRTimeline
Next Capital Management LLC7,778$1M0.48%013F-HRTimeline
JB Capital LLC7,711$994K0.05%+1,98413F-HRTimeline
Willis Johnson & Associates, Inc.7,649$986K0.07%+50813F-HRTimeline
Curtis Advisory Group, LLC7,629$984K0.29%-3713F-HRTimeline
Beaumont Financial Advisors, LLC7,610$981K0.08%-25913F-HRTimeline
Vantage Financial Partners, LLC7,609$981K0.24%-95113F-HRTimeline
SIMPLEX TRADING, LLC7,586$978K0.03%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC7,564$975K0.41%+113F-HRTimeline
Good Life Advisors, LLC7,538$972K0.07%-8,58413F-HRTimeline
Kathleen S. Wright Associates Inc.7,530$971K0.4%+84613F-HRTimeline
Leo Wealth, LLC7,503$968K0.14%-21,09813F-HRTimeline
FOCUS Wealth Advisors, LLC7,484$965K0.53%+1,37713F-HRTimeline
Moloney Securities Asset Management, LLC7,449$961K0.13%+91213F-HRTimeline
Compass Financial Group, INC/SD7,446$960K0.18%-22213F-HRTimeline
Jackson Hole Capital Partners, LLC7,445$960K0.19%013F-HRTimeline
Columbia River Financial Group, LLC7,434$958K0.64%-27613F-HRTimeline
Old Mission Investment Co LLC7,407$955K0.29%+23213F-HRTimeline
Estate Counselors, LLC7,400$954K0.1%new13F-HRTimeline
ORBA Wealth Advisors, L.L.C.7,390$953K0.48%013F-HRTimeline
Liberty Capital Management, Inc.7,359$949K0.21%013F-HRTimeline
Marcum Wealth, LLC7,335$946K0.08%-64413F-HRTimeline
Southland Equity Partners LLC7,325$945K0.22%-6313F-HRTimeline
Aspen Grove Capital, LLC7,320$944K0.18%+7013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.7,318$944K0.18%-11913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,242$924K0.14%-6113F-HRTimeline
NCM Capital Management, LLC7,156$923K0.41%013F-HRTimeline
Continuum Advisory, LLC7,147$922K0.12%+16213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp7,114$917K0.04%+2,68313F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT7,103$916K0.09%-39513F-HRTimeline
Winthrop Advisory Group LLC7,101$916K0.11%-67513F-HRTimeline
Mayflower Financial Advisors, LLC7,083$913K0.14%+8613F-HRTimeline
Courage Miller Partners, LLC7,081$913K0.31%013F-HRTimeline
Lynx Investment Advisory7,076$913K0.61%-38413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,074$912K0.01%+60013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.7,065$911K0.51%013F-HRTimeline
Nilsine Partners, LLC7,053$910K0.1%-5213F-HRTimeline
Uptown Financial Advisors LLC7,049$909K0.94%013F-HRTimeline
Ackerman Capital Advisors, LLC7,039$908K0.24%013F-HRTimeline
Greenhouse Wealth Management, LLC7,039$908K0.68%+4613F-HRTimeline
Huntleigh Advisors, Inc.7,037$907K0.21%+12913F-HR/ATimeline
WEDBUSH SECURITIES INC7,031$907K0.03%+3213F-HRTimeline
Keystone Financial Planning, Inc.7,024$906K0.27%-14,86513F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC7,011$904K0.45%-5213F-HRTimeline
Archford Capital Strategies, LLC7,007$904K0.13%-19,92913F-HRTimeline
TD Waterhouse Canada Inc.6,991$899K0.01%-52113F-HRTimeline
Covestor Ltd6,962$898K0.6%-36113F-HRTimeline
MOKAN Wealth Management Inc.6,916$892K0.54%+14813F-HRTimeline
Steigerwald, Gordon & Koch Inc.6,914$892K0.1%+113F-HRTimeline
NorthRock Partners, LLC6,899$890K0.03%-15213F-HRTimeline
WOLVERINE TRADING, LLC6,968$889K0.03%+45113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,877$887K0.01%-8813F-HRTimelineGroup
Lindbrook Capital, LLC6,838$882K0.08%013F-HRTimeline
Bison Wealth, LLC6,980$878K0.08%+4,82613F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,805$878K0.34%+1013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,747$870K0.02%-60313F-HRTimeline
TruWealth Advisors, LLC6,740$869K0.05%+613F-HRTimeline
Rockbridge Investment Management, LCC6,708$865K0.1%-79513F-HRTimeline
Glenview Trust Co6,700$864K0.02%-23013F-HR/ATimeline
FIRST NATIONAL BANK SIOUX FALLS6,672$860K0.35%+18813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC6,644$857K0.1%+44213F-HRTimeline
Alamar Capital Management, LLC6,635$856K0.51%+1,40013F-HRTimeline
Corus Family Wealth Advisors6,627$855K0.59%013F-HRTimeline
Texas Capital Bank Wealth Management Se…6,593$850K0.09%-4513F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…7,012$845K0.35%-4113F-HRTimeline
Cornerstone Wealth Group, LLC6,525$841K0.07%-21913F-HRTimeline
LongView Wealth Management6,516$840K0.25%+39713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP6,505$839K0.08%013F-HRTimelineGroup
Apella Capital, LLC6,831$838K0.03%+55413F-HRTimeline
Kagan Cocozza Asset Management6,482$836K0.68%-613F-HRTimeline
Next Level Wealth Planning, LLC6,476$835K0.63%+1,58413F-HRTimeline
CWA Asset Management Group, LLC6,474$835K0.04%+3,91613F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department6,458$833K0.28%013F-HRTimelineGroup
Sage Capital Advisors,llc6,437$830K0.22%-7313F-HRTimeline
Brown Financial Advisory6,419$828K0.52%new13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.6,335$817K0.14%013F-HRTimeline
FourThought Financial Partners, LLC6,335$817K0.09%+1913F-HRTimeline
Insight Advisors, LLC/ PA6,329$816K0.14%+1,80513F-HRTimeline
TFG Advisers LLC6,307$813K0.3%+4313F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC6,300$812K0.08%013F-HRTimeline
Fiduciary Alliance LLC6,237$804K0.08%+61313F-HRTimeline
Avant Financial Advisors LLC6,213$801K0.73%+4113F-HRTimeline
SAXON INTERESTS, INC.6,182$797K0.37%-13,20613F-HRTimeline
PITCAIRN COin group PITCAIRN CO6,173$796K0.05%013F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…6,163$795K0.28%-22213F-HRTimeline
First National Bank of Mount Dora, Trus…6,107$788K0.19%013F-HRTimeline
Signal Advisors Wealth, LLC6,042$779K0.08%-1,63113F-HRTimeline
Christensen, King & Associates Investme…6,013$777K0.37%+38513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.6,018$776K0.4%-10013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC6,005$774K0.05%-4513F-HRTimeline
Argent Trust Co5,970$770K0.03%+53313F-HRTimeline
Verum Partners LLC5,957$768K0.21%-20913F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC5,942$766K0.52%+2013F-HRTimeline
Anson Capital, Inc.5,903$761K0.65%-1,58013F-HRTimeline
Wynn Capital, LLC5,892$760K0.45%013F-HRTimeline
Gradient Capital Advisors, LLC5,875$758K0.25%+36513F-HRTimeline
Welch Group, LLC5,928$756K0.03%013F-HRTimeline
MITCHELL SINKLER & STARR/PA5,860$756K0.21%013F-HRTimeline
HHM Wealth Advisors, LLC5,842$753K0.1%+613F-HRTimeline
Caldwell Trust Co5,829$752K0.08%+10313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC5,816$750K0.3%+2,34713F-HRTimeline
Sovran Advisors, LLC6,188$748K0.1%-5,04213F-HRTimeline
Single Point Partners, LLC5,784$746K0.18%-32913F-HRTimeline
Geneva Partners, LLC5,761$743K0.38%+8513F-HRTimeline
LEE DANNER & BASS INC5,758$743K0.06%013F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO5,751$742K0.05%+29513F-HRTimeline
Asset Dedication, LLC5,750$741K0.06%-2,43913F-HRTimeline
Strategic Financial Concepts, LLC5,748$741K0.14%-5513F-HRTimeline