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Disclosery

VYM VANGUARD WHITEHALL FDS

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SHS (fund)

1,986 managers (2,007 13F filers) reported a position in VYM shares at 2025-12-31, 176,675,400 shares in all. 97 filers opened a position and 60 filers sold out during the quarter.

Managers
1,986
13F filers
2,007
New
97
Added
813
Reduced
568
Sold out
60
Shares held by filers
176,675,400

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Luminvest Wealth Management LLC12,549$1.8M0.5%013F-HRTimeline
Advocate Investing Services LLC12,546$1.8M1.61%13F-HRTimeline
HighPoint Advisor Group LLC12,535$1.8M0.04%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC12,482$1.79M0.06%-84213F-HRTimeline
NewEdge Wealth, LLC12,466$1.79M0.02%+2,13313F-HRTimeline
OPINICUS CAPITAL, INC.12,446$1.79M1.25%-7013F-HRTimeline
CIBC WORLD MARKET INC.12,437$1.78M<0.01%-1,52513F-HRTimeline
HOLDERNESS INVESTMENTS CO12,434$1.78M0.36%+2,47213F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,366$1.77M0.2%013F-HRTimeline
Red Door Wealth Management, LLC12,349$1.77M0.18%+7713F-HRTimeline
Kastel Capital Advisors, LLC12,306$1.77M1.08%13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.12,291$1.76M0.75%013F-HRTimeline
FCA CORP /TX12,240$1.76M0.5%+21913F-HRTimeline
TD Waterhouse Canada Inc.12,231$1.76M0.01%+4,57813F-HRTimeline
Armor Investment Advisors, LLC12,219$1.75M0.64%-39,89713F-HRTimeline
Seek First Inc.12,204$1.75M1.21%-49713F-HRTimeline
MOKAN Wealth Management Inc.12,190$1.75M0.78%+4,00313F-HRTimeline
Sagace Wealth Management LLC12,177$1.75M1.19%+16913F-HRTimeline
TME FINANCIAL, INC.12,113$1.74M1.22%-31313F-HRTimeline
IBEX WEALTH ADVISORS11,955$1.72M0.17%-77813F-HRTimeline
UMB Bank, n.a.11,936$1.71M0.02%+1,61313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Trinity Legacy Partners, LLC11,907$1.71M0.39%+14413F-HRTimeline
NOVEM GROUP11,883$1.71M0.2%-26513F-HRTimeline
Dakota Wealth Management11,819$1.7M0.03%-1,50013F-HR/ATimeline
Allie Family Office LLC11,795$1.69M0.79%013F-HRTimeline
WEDBUSH SECURITIES INC11,779$1.69M0.05%+4,82613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…11,720$1.68M0.5%-24913F-HRTimeline
Vermillion Wealth Management, Inc.11,711$1.68M0.69%-39013F-HRTimeline
Gladstone Institutional Advisory LLC11,707$1.68M0.06%+3,55713F-HRTimeline
CRA Financial Services, LLC11,686$1.68M0.22%+61113F-HRTimeline
Root Financial Partners, LLC11,657$1.67M0.09%-87413F-HRTimeline
Compound Planning, Inc.11,636$1.67M0.05%+813F-HRTimeline
Gateway Wealth Partners, LLC11,566$1.66M0.18%+56413F-HRTimeline
Mraz, Amerine & Associates, Inc.11,551$1.66M0.25%-16213F-HRTimeline
Glass Jacobson Investment Advisors llc11,536$1.66M0.6%+713F-HRTimeline
McClarren Financial Advisors, Inc.7,717$1.65M0.99%+1,81913F-HRTimeline
Snowden Capital Advisors LLC11,460$1.64M0.04%+17713F-HRTimeline
Ballentine Partners, LLC11,457$1.64M0.02%-3613F-HRTimeline
John Boyer, Inc.11,446$1.64M1.67%-25,79213F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC11,417$1.64M0.46%-40313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,374$1.63M0.18%013F-HRTimeline
BETO FINANCIAL GROUP, LLC10,799$1.63M1.1%13F-HRTimeline
Richardson Capital Management LLC11,328$1.63M0.82%+913F-HRTimeline
Lynx Investment Advisory11,291$1.62M0.88%+23313F-HRTimeline
LongView Wealth Management10,948$1.62M0.39%+2,33313F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…11,229$1.61M0.03%+4213F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO11,225$1.61M0.05%+1,22013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…11,219$1.61M0.03%new13F-HRTimelineGroup
HBK Sorce Advisory LLC10,347$1.61M0.04%+24213F-HRTimeline
SRH ADVISORS, LLC11,203$1.61M0.46%-23813F-HRTimeline
Trilogy Capital Inc.11,180$1.6M0.07%-88913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC11,100$1.59M0.06%-42513F-HRTimeline
Covestor Ltd11,100$1.59M0.83%+50713F-HRTimeline
Nilsine Partners, LLC11,088$1.59M0.14%+5,47413F-HRTimeline
Rossmore Private Capital11,079$1.59M0.14%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,069$1.59M0.05%-67913F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC11,064$1.59M0.76%+55013F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,976$1.58M0.04%+33313F-HRTimeline
Portland Financial Advisors Inc10,966$1.57M3.35%+4613F-HRTimeline
Columbus Macro, LLC10,938$1.57M0.17%+7013F-HRTimeline
Legacies Wealth LLC10,886$1.56M0.88%-1,92013F-HRTimeline
Westfuller Advisors, LLC10,843$1.56M0.63%+1113F-HRTimeline
Claris Financial LLC10,836$1.56M0.83%+72713F-HRTimeline
NWF Advisory Services Inc.10,814$1.55M0.17%-37013F-HRTimeline
Fulcrum Capital LLC10,765$1.54M0.31%013F-HRTimeline
JT Stratford LLC10,723$1.54M0.2%+55913F-HRTimeline
Black Diamond Financial, LLC10,685$1.53M0.16%+99213F-HRTimeline
B. Riley Wealth Advisors, Inc.10,671$1.53M0.07%+16813F-HRTimeline
Balboa Wealth Partners10,656$1.53M0.25%+2713F-HRTimeline
John W. Brooker & Co., CPAs10,648$1.53M2.74%013F-HRTimeline
Faithward Advisors, LLC10,644$1.53M0.22%+2,12113F-HRTimeline
Capital Squared Financial LLC10,574$1.52M1.18%+45713F-HRTimeline
TI-TRUST, INC10,564$1.52M0.94%-3913F-HRTimeline
Anchor Investment Management, LLC10,559$1.52M0.12%+8313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV10,441$1.5M0.41%013F-HRTimeline
Cypress Point Wealth Management, LLC10,407$1.49M0.33%013F-HRTimeline
Blue Water Asset Management10,397$1.49M0.54%13F-HRTimeline
Donalies Financial Planning, LLC10,363$1.49M1.27%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD10,333$1.48M0.7%-5713F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC10,332$1.48M0.51%-24213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…10,239$1.47M0.04%-4613F-HRTimelineGroup
Great Diamond Partners, LLC10,232$1.47M0.28%+87013F-HRTimeline
Plante Moran Financial Advisors, LLC10,221$1.47M0.09%+7,18913F-HRTimeline
Texas Capital Bank Wealth Management Se…10,206$1.46M0.08%+5,95713F-HRTimeline
CPA Asset Management Group, LLC10,088$1.45M0.51%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC10,060$1.44M0.11%-813F-HRTimeline
Highland Financial Advisors, LLC10,041$1.44M0.4%-37013F-HRTimeline
Fiduciary Alliance LLC10,028$1.44M0.09%+84413F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.10,009$1.44M0.48%-93513F-HR/ATimeline
PUREfi Wealth, LLC9,948$1.43M1.09%+6513F-HRTimeline
Fairscale Capital, LLC9,930$1.43M0.94%+2113F-HRTimeline
VALLEY NATIONAL ADVISERS INC9,914$1.42M0.2%+4,07513F-HRTimeline
Birchcreek Wealth Management, LLC9,900$1.42M0.7%-42713F-HRTimeline
RM Financial Services, LLC9,892$1.42M1.26%13F-HRTimeline
Greenwich Wealth Management LLC9,885$1.42M0.06%013F-HRTimeline
Main Street Financial Solutions, LLC9,886$1.42M0.11%-18,94413F-HRTimeline
Thomasville National Bank9,858$1.41M0.09%-52513F-HRTimeline
Mascagni Wealth Management, Inc.9,847$1.41M1.05%-20313F-HRTimeline
Rothschild Wealth LLC9,838$1.41M0.14%+7,59613F-HR/ATimeline
DF DENT & CO INC9,798$1.41M0.02%+22513F-HRTimeline
HM PAYSON & CO9,789$1.4M0.02%-5,22513F-HRTimeline
Range Advisory, LLC9,766$1.4M0.36%13F-HRTimeline
KFA Private Wealth Group, LLC9,761$1.4M0.34%-17713F-HRTimeline
DUNCKER STREETT & CO INC9,729$1.4M0.25%-57413F-HRTimeline
Coastwise Capital Group, LLC9,698$1.39M0.7%+11613F-HRTimeline
Sage Investment Advisers LLC9,671$1.39M1.04%13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,626$1.38M0.64%-58013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC9,574$1.37M0.07%013F-HRTimeline
Collaborative Wealth Managment Inc.9,566$1.37M0.48%-54513F-HRTimeline
Alesco Advisors, LLC, An ESL Co9,560$1.37M0.04%013F-HRTimeline
Strategic Blueprint, LLC9,543$1.37M0.08%-29913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC9,520$1.37M0.11%013F-HRTimeline
Jaffetilchin Investment Partners, LLC9,471$1.36M0.08%+30413F-HRTimeline
Facet Wealth, Inc.9,116$1.36M0.02%+4,01313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,427$1.35M0.03%-7,99813F-HRTimelineGroup
Huntleigh Advisors, Inc.9,416$1.35M0.23%+99113F-HRTimeline
OpenArc Corporate Advisory, LLC9,366$1.34M0.02%13F-HRTimeline
Cornerstone Financial Management LLC9,358$1.34M1.26%13F-HR/ATimeline
Finward Bancorp9,353$1.34M1.04%-89113F-HRTimeline
Liberty Capital Management, Inc.9,333$1.34M0.25%-9513F-HRTimeline
MAYPORT, LLC9,305$1.34M0.27%+25913F-HRTimeline
LVW Advisors, LLC9,289$1.33M0.14%-1,32013F-HRTimeline
Klingman & Associates, LLC9,264$1.33M0.06%-813F-HRTimeline
Morton Capital Management LLC/CA9,262$1.33M0.2%+213F-HRTimeline
Zuckerman Investment Group, LLC9,256$1.33M0.12%013F-HRTimeline
RHS Financial, LLC9,233$1.33M0.65%+4,45113F-HRTimeline
3Chopt Investment Partners, LLC9,203$1.32M0.3%+113F-HRTimeline
WIMMER ASSOCIATES 1, LLC9,099$1.31M0.61%+47113F-HRTimeline
John A. Wolfe & Associates, Inc.9,097$1.31M0.71%13F-HRTimeline
Tradewinds, LLC.9,092$1.3M0.31%+813F-HRTimeline
Miramar Capital, LLC9,066$1.3M0.28%+16113F-HRTimeline
Retirement Planning Co of New England, …9,064$1.3M0.52%+2313F-HRTimeline
BANTAMAC CAPITAL, LLC9,005$1.29M0.91%-2,86713F-HRTimeline
Tempus Wealth Planning, LLC8,953$1.28M0.29%-1,65613F-HRTimeline
Strategic Advocates LLC8,884$1.28M0.33%-24913F-HRTimeline
Cornerstone Wealth Group, LLC8,945$1.28M0.09%+56213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.8,890$1.28M0.32%-7513F-HRTimeline
FIRST AMERICAN TRUST, FSB8,880$1.27M0.09%+9113F-HRTimeline
LJI Wealth Management, LLC8,826$1.27M0.19%013F-HRTimeline
Invst, LLC8,818$1.27M0.14%-41513F-HRTimeline
Magnus Financial Group LLC8,755$1.26M0.1%-43313F-HRTimeline
RESOLUTE CAPITAL, LLC8,754$1.26M0.53%13F-HRTimeline
Aspen Investment Management Inc8,735$1.25M0.38%+6,66013F-HRTimeline
Bogart Wealth, LLC8,736$1.25M0.05%+31413F-HRTimeline
Badgley Phelps Wealth Managers, LLC8,736$1.25M0.02%-20213F-HRTimeline
Key Financial Inc8,710$1.25M0.23%+9613F-HRTimeline
Values Added Financial LLC8,693$1.25M0.53%013F-HRTimeline
Andrews Advisory Associates, LLC8,674$1.24M0.66%13F-HRTimeline
Archer Investment Corp8,647$1.24M0.28%+113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.8,591$1.23M0.17%+87913F-HRTimeline
Clark Capital Management Group, Inc.8,580$1.23M0.01%+9013F-HRTimeline
GLOBALT Investments LLC / GA8,575$1.23M0.04%-16313F-HRTimeline
Sage Capital Advisors,llc8,558$1.23M0.29%+1,12613F-HRTimeline
Signal Advisors Wealth, LLC8,479$1.22M0.1%+1,41213F-HRTimeline
Cornerstone Wealth Management, LLC8,416$1.21M0.06%-7613F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…8,405$1.21M0.35%-2013F-HRTimeline
SIGNATUREFD, LLC8,399$1.21M0.02%-2,11013F-HRTimeline
Poehling Capital Management, INC.8,276$1.19M0.24%013F-HRTimeline
Brown Financial Advisory8,250$1.18M0.6%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC8,238$1.18M0.79%+213F-HRTimeline
Wisconsin Wealth Advisors, LLC8,204$1.18M1.15%+4,93513F-HRTimeline
Stonebridge Financial Group, LLC8,190$1.18M0.1%+41913F-HRTimeline
Vision Capital Management, Inc.8,168$1.17M0.14%-8613F-HRTimeline
Snider Financial Group8,116$1.16M0.31%-6,15513F-HRTimeline
TMB Capital Partners, LLC8,075$1.16M0.4%13F-HRTimeline
MidFirst Bank8,071$1.16M0.09%13F-HRTimeline
Willis Johnson & Associates, Inc.8,034$1.15M0.07%+2213F-HRTimeline
Next Level Wealth Planning, LLC8,019$1.15M0.61%+14213F-HRTimeline
Thrive Wealth Management, LLC8,004$1.15M0.17%+113F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC7,779$1.15M0.08%+1,86413F-HRTimelineGroup
SMITH, MOORE & CO.7,974$1.14M0.09%+90213F-HRTimeline
Vantage Investment Partners, LLC7,950$1.14M0.08%-18213F-HRTimeline
Peak Retirement Planning, Inc.7,925$1.14M0.27%+5,05913F-HRTimeline
Curi Capital, LLC7,916$1.14M0.02%+13613F-HRTimeline
Curtis Advisory Group, LLC7,907$1.13M0.24%-6813F-HRTimeline
MBA Advisors LLC7,907$1.13M0.46%-2013F-HRTimeline
Navis Wealth Advisors, LLC7,890$1.13M0.48%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,858$1.13M0.09%+1,31513F-HRTimeline
Old Mission Investment Co LLC7,833$1.12M0.27%+60013F-HRTimeline
Stonehearth Capital Management, LLC7,827$1.12M0.42%013F-HRTimeline
SHP Wealth Management7,826$1.12M0.09%13F-HRTimeline
Moran Wealth Management, LLC7,811$1.12M0.03%+70213F-HRTimeline
Next Capital Management LLC7,778$1.12M0.36%013F-HRTimeline
Madrid Wealth Management, LLC7,732$1.11M0.9%13F-HRTimeline
Qube Research & Technologies Ltd7,710$1.11M<0.01%+5,35413F-HRTimeline
VISTA INVESTMENT MANAGEMENT7,707$1.11M0.37%+4713F-HRTimeline
SAXON INTERESTS, INC.7,680$1.1M0.39%+1,49513F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.7,672$1.1M0.07%-22113F-HRTimeline
New Republic Capital, LLC7,653$1.1M0.29%+2,75813F-HRTimeline
Visionary Wealth Advisors7,595$1.09M0.05%+43613F-HRTimeline
Mayflower Financial Advisors, LLC7,595$1.09M0.13%+113F-HRTimeline
PARK NATIONAL CORP /OH/7,534$1.08M0.03%-19513F-HRTimeline
Patton Albertson Miller Group, LLC7,532$1.08M0.13%-30713F-HRTimeline
LOM Asset Management Ltd7,520$1.08M0.31%013F-HRTimeline
Columbia River Financial Group, LLC7,488$1.07M0.66%-11513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/7,472$1.07M0.19%+25713F-HRTimeline
Jackson Hole Capital Partners, LLC7,445$1.07M0.18%013F-HRTimeline
Fort Sheridan Advisors LLC7,437$1.07M0.14%-13813F-HRTimeline
Madison Wealth Partners, Inc7,401$1.06M0.19%+38213F-HRTimeline
Plancorp, LLC7,370$1.06M0.03%+213F-HRTimeline