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Disclosery

VYM VANGUARD WHITEHALL FDS

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SHS (fund)

2,000 managers (2,024 13F filers) reported a position in VYM shares at 2026-03-31, 188,827,084 shares in all. 110 filers opened a position and 87 filers sold out during the quarter.

Managers
2,000
13F filers
2,024
New
110
Added
846
Reduced
671
Sold out
87
Shares held by filers
188,827,084

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Luminvest Wealth Management LLC12,549$1.86M0.49%013F-HRTimeline
MOKAN Wealth Management Inc.12,514$1.85M0.82%+32413F-HRTimeline
TME FINANCIAL, INC.12,438$1.84M1.28%+32513F-HRTimeline
Red Door Wealth Management, LLC12,408$1.84M0.19%+5913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,366$1.83M0.21%013F-HRTimeline
LANARK FINANCIAL, INC.12,315$1.82M0.14%-1,22913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.12,291$1.82M0.77%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC12,279$1.82M0.02%+5,28313F-HRTimeline
Trinity Legacy Partners, LLC11,861$1.82M0.39%-4613F-HRTimeline
Bensler, LLC12,222$1.81M0.19%-87113F-HRTimeline
RM Financial Services, LLC12,195$1.81M1.56%+2,30313F-HRTimeline
Capital Squared Financial LLC12,131$1.8M1.37%+1,55713F-HRTimeline
Armor Investment Advisors, LLC12,119$1.79M0.65%-10013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT12,057$1.79M0.03%-1,99413F-HR/ATimeline
FCA CORP /TX12,032$1.78M0.5%-20813F-HRTimeline
WEDBUSH SECURITIES INC11,994$1.78M0.05%+21513F-HRTimeline
Sagace Wealth Management LLC11,987$1.78M1.2%-19013F-HRTimeline
New Insight Wealth Advisors11,961$1.77M0.64%-90913F-HRTimeline
Kastel Capital Advisors, LLC12,306$1.77M1.08%013F-HRTimeline
Mayflower Financial Advisors, LLC11,922$1.77M0.21%+4,32713F-HRTimeline
Clarity Financial LLC11,861$1.76M0.19%-73213F-HRTimeline
Claris Financial LLC11,826$1.75M0.96%+99013F-HRTimeline
Rothschild Wealth LLC11,809$1.75M0.16%+1,97113F-HRTimeline
Allie Family Office LLC11,795$1.75M0.76%013F-HR/ATimeline
John A. Wolfe & Associates, Inc.18,210$1.74M2.67%+9,11313F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC11,706$1.73M0.47%+28913F-HRTimeline
Fiduciary Alliance LLC11,269$1.72M0.1%+1,24113F-HRTimeline
Seek First Inc.11,633$1.72M1.21%-57113F-HRTimeline
Factor Wealth Management LTD11,610$1.72M0.32%-5,82613F-HRTimeline
Root Financial Partners, LLC11,606$1.72M0.08%-5113F-HRTimeline
Trilogy Capital Inc.11,600$1.72M0.08%+42013F-HRTimeline
McClarren Financial Advisors, Inc.11,577$1.71M1.02%+3,86013F-HRTimeline
Nilsine Partners, LLC11,088$1.71M0.13%013F-HRTimeline
LongView Wealth Management11,182$1.71M0.43%+23413F-HRTimeline
TI-TRUST, INC11,554$1.71M1.02%+99013F-HRTimeline
Y-Intercept (Hong Kong) Ltd11,532$1.71M0.03%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…11,500$1.7M<0.01%-5,40013F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management11,467$1.7M0.06%+39813F-HRTimelineGroup
Compound Planning, Inc.11,431$1.69M0.05%-20513F-HRTimeline
KCM INVESTMENT ADVISORS LLC11,416$1.69M0.06%-1,06613F-HRTimeline
Anchor Investment Management, LLC11,399$1.69M0.14%+84013F-HRTimeline
Covestor Ltd11,394$1.69M1.17%+29413F-HRTimeline
Plante Moran Financial Advisors, LLC11,391$1.69M0.11%+1,17013F-HRTimeline
SIGNATUREFD, LLC11,364$1.68M0.03%+2,96513F-HRTimeline
Ballentine Partners, LLC11,349$1.68M0.02%-10813F-HRTimeline
Mraz, Amerine & Associates, Inc.11,332$1.68M0.25%-21913F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,314$1.68M0.04%+33813F-HRTimeline
Mascagni Wealth Management, Inc.11,299$1.67M1.19%+1,45213F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…11,261$1.67M0.03%+3213F-HRTimelineGroup
Westfuller Advisors, LLC11,242$1.66M0.72%+39913F-HRTimeline
Asset Dedication, LLC11,207$1.66M0.12%+5,40813F-HRTimeline
RHS Financial, LLC11,156$1.65M0.78%+1,92313F-HRTimeline
Rossmore Private Capital11,079$1.64M0.14%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC11,075$1.64M0.07%-2513F-HRTimeline
Sidoxia Capital Management, LLC11,045$1.64M1.41%13F-HRTimeline
Columbus Macro, LLC11,001$1.63M0.17%+6313F-HRTimeline
Portland Financial Advisors Inc10,966$1.62M3.38%013F-HRTimeline
CHRISTINE MESSMER PC10,883$1.61M1.03%-3,35413F-HRTimeline
Main Street Financial Solutions, LLC10,873$1.61M0.12%+98713F-HRTimeline
GreatBanc Trust CO10,785$1.6M1.12%-2,34013F-HRTimeline
Fulcrum Capital LLC10,765$1.59M0.35%013F-HRTimeline
Black Diamond Financial, LLC10,713$1.59M0.17%+2813F-HRTimeline
Balboa Wealth Partners10,711$1.59M0.27%+5513F-HRTimeline
John W. Brooker & Co., CPAs10,648$1.58M2.48%013F-HRTimeline
IBEX WEALTH ADVISORS10,624$1.57M0.15%-1,33113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC10,620$1.57M0.17%+3,25413F-HRTimeline
Cypress Point Wealth Management, LLC10,600$1.57M0.34%+19313F-HRTimeline
Belpointe Asset Management LLC10,596$1.57M0.06%+3,26913F-HRTimeline
Cornerstone Wealth Group, LLC10,146$1.57M0.1%+1,20113F-HRTimeline
NWF Advisory Services Inc.10,569$1.57M0.18%-24513F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV10,441$1.55M0.44%013F-HRTimeline
Glass Jacobson Investment Advisors llc10,427$1.54M0.53%-1,10913F-HRTimeline
HM PAYSON & CO10,371$1.54M0.02%+58213F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC10,370$1.54M0.53%+3813F-HRTimeline
JT Stratford LLC10,320$1.53M0.19%-40313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD10,312$1.53M0.71%-2113F-HRTimeline
Investment Management Trust, LLC10,294$1.52M1.49%13F-HRTimeline
Snowden Capital Advisors LLC10,292$1.52M0.04%-1,16813F-HRTimeline
SRH ADVISORS, LLC10,236$1.52M0.43%-96713F-HRTimeline
Great Diamond Partners, LLC10,232$1.52M0.29%013F-HRTimeline
Texas Capital Bank Wealth Management Se…10,206$1.51M0.09%013F-HRTimeline
Jaffetilchin Investment Partners, LLC10,130$1.5M0.09%+65913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…10,091$1.49M0.05%-14813F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC10,057$1.49M0.12%-313F-HRTimeline
VALLEY NATIONAL ADVISERS INC10,031$1.49M0.19%+11713F-HRTimeline
PUREfi Wealth, LLC10,007$1.48M0.97%+5913F-HRTimeline
RESOLUTE CAPITAL, LLC10,000$1.48M0.6%+1,24613F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.9,992$1.48M0.51%-1713F-HRTimeline
B. Riley Wealth Advisors, Inc.10,144$1.48M0.1%-52713F-HRTimeline
Bell Bank9,961$1.48M0.06%-97,37313F-HRTimeline
KFA Private Wealth Group, LLC9,937$1.47M0.35%+17613F-HRTimeline
DF DENT & CO INC9,913$1.47M0.03%+11513F-HRTimeline
Fairscale Capital, LLC9,883$1.46M1.01%-4713F-HRTimeline
3 FACTOR INDEXING, LLC9,875$1.46M1.38%13F-HRTimeline
Sage Investment Advisers LLC9,884$1.46M1.08%+21313F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC9,853$1.46M0.05%new13F-HRTimelineGroup
Greenwich Wealth Management LLC9,810$1.45M0.06%-7513F-HRTimeline
Coastwise Capital Group, LLC9,787$1.45M0.8%+8913F-HRTimeline
Morton Capital Management LLC/CA9,740$1.44M0.21%+47813F-HRTimeline
5T Wealth, LLC9,734$1.44M0.57%+2,71113F-HRTimeline
CPA Asset Management Group, LLC9,723$1.44M0.48%-36513F-HRTimeline
FFT WEALTH MANAGEMENT LLC9,693$1.44M0.26%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,691$1.44M0.68%+6513F-HRTimeline
Birchcreek Wealth Management, LLC9,665$1.43M0.69%-23513F-HRTimeline
Finward Bancorp9,613$1.42M1.14%+26013F-HRTimeline
Dakota Wealth Management9,588$1.42M0.03%-2,23113F-HR/ATimeline
Huntleigh Advisors, Inc.9,573$1.42M0.24%+15713F-HRTimeline
Alesco Advisors, LLC, An ESL Co9,560$1.42M0.04%013F-HRTimeline
Sage Capital Advisors,llc9,559$1.42M0.33%+1,00113F-HRTimeline
OpenArc Corporate Advisory, LLC9,488$1.41M0.02%+12213F-HRTimeline
DUNCKER STREETT & CO INC9,439$1.4M0.27%-29013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC9,434$1.4M0.12%-8613F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC9,428$1.4M0.07%-14613F-HRTimeline
Highland Financial Advisors, LLC9,423$1.4M0.37%-61813F-HRTimeline
Orion Porfolio Solutions, LLC9,391$1.39M0.01%-24,23313F-HRTimeline
3Chopt Investment Partners, LLC9,376$1.39M0.32%+17313F-HRTimeline
Zuckerman Investment Group, LLC9,266$1.37M0.13%+1013F-HRTimeline
Klingman & Associates, LLC9,264$1.37M0.07%013F-HRTimeline
MAYPORT, LLC9,257$1.37M0.25%-4813F-HRTimeline
LVW Advisors, LLC9,248$1.37M0.13%-4113F-HRTimeline
LaSalle St. Investment Advisors, LLC9,241$1.37M0.19%new13F-HRTimeline
Curi Capital, LLC9,173$1.36M0.02%+1,25713F-HRTimeline
Retirement Planning Co of New England, …9,132$1.35M0.55%+6813F-HRTimeline
Clark Capital Management Group, Inc.9,086$1.35M0.01%+50613F-HRTimeline
Strategic Blueprint, LLC9,016$1.34M0.08%-52713F-HRTimeline
Values Added Financial LLC8,997$1.33M0.56%+30413F-HRTimeline
FIRST AMERICAN TRUST, FSB8,929$1.32M0.09%+4913F-HRTimeline
BANTAMAC CAPITAL, LLC8,904$1.32M0.96%-10113F-HRTimeline
Madison Wealth Partners, Inc8,885$1.32M0.21%+1,48413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.8,880$1.32M0.33%-1013F-HRTimeline
John Boyer, Inc.8,808$1.3M1.3%-2,63813F-HRTimeline
Magnus Financial Group LLC8,802$1.3M0.11%+4713F-HRTimeline
Miramar Capital, LLC8,766$1.3M0.29%-30013F-HRTimeline
Bogart Wealth, LLC8,745$1.3M0.05%+913F-HRTimeline
Qube Research & Technologies Ltd8,739$1.29M<0.01%+1,02913F-HRTimeline
Aspen Investment Management Inc8,715$1.29M0.4%-2013F-HRTimeline
Key Financial Inc8,710$1.29M0.23%013F-HRTimeline
Legacies Wealth LLC8,709$1.29M0.82%-2,17713F-HRTimeline
Donalies Financial Planning, LLC8,705$1.29M1.1%-1,65813F-HRTimeline
WIMMER ASSOCIATES 1, LLC8,705$1.29M0.63%-39413F-HRTimeline
Badgley Phelps Wealth Managers, LLC8,689$1.29M0.03%-4713F-HRTimeline
LJI Wealth Management, LLC8,687$1.29M0.21%-13913F-HRTimeline
Andrews Advisory Associates, LLC8,676$1.28M0.68%+213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.8,660$1.28M0.18%+6913F-HRTimeline
Cornerstone Financial Management LLC8,651$1.28M1.18%-70713F-HR/ATimeline
MidFirst Bank8,645$1.28M0.11%+57413F-HRTimeline
Collaborative Wealth Managment Inc.8,612$1.28M0.59%-95413F-HRTimeline
Moran Wealth Management, LLC8,551$1.27M0.04%+74013F-HRTimeline
Tempus Wealth Planning, LLC8,541$1.26M0.29%-41213F-HRTimeline
GLOBALT Investments LLC / GA8,512$1.26M0.04%-6313F-HRTimeline
Range Advisory, LLC8,473$1.25M0.23%-1,29313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,448$1.25M0.09%+59013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…8,414$1.25M0.37%+913F-HRTimeline
Cornerstone Wealth Management, LLC8,390$1.24M0.06%-2613F-HRTimeline
Stonebridge Financial Group, LLC8,379$1.24M0.1%+18913F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.8,366$1.24M0.57%new13F-HRTimeline
Valeo Financial Advisors, LLC8,318$1.23M0.03%+1,17013F-HRTimeline
Visionary Wealth Advisors8,293$1.23M0.05%+69813F-HRTimeline
Poehling Capital Management, INC.8,276$1.23M0.26%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC8,238$1.22M0.78%013F-HRTimeline
Wisconsin Wealth Advisors, LLC8,229$1.22M1.2%+2513F-HRTimeline
TMB Capital Partners, LLC8,216$1.22M0.41%+14113F-HRTimeline
Next Capital Management LLC8,193$1.21M0.37%+41513F-HRTimeline
Vision Capital Management, Inc.8,112$1.2M0.15%-5613F-HRTimeline
Archer Investment Corp8,038$1.19M0.25%-60913F-HRTimeline
Signal Advisors Wealth, LLC8,031$1.19M0.08%-44813F-HRTimeline
Blue Water Asset Management7,982$1.18M0.41%-2,41513F-HRTimeline
LeClair Wealth Partners LLC7,982$1.18M0.41%new13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/7,952$1.18M0.2%+48013F-HRTimeline
Vantage Investment Partners, LLC7,950$1.18M0.08%013F-HRTimeline
MBA Advisors LLC7,948$1.18M0.45%+4113F-HRTimeline
SMITH, MOORE & CO.7,926$1.17M0.09%-4813F-HRTimeline
GM Advisory Group, LLC7,915$1.17M0.05%+3,97113F-HRTimeline
Prosperity Bancshares Inc7,896$1.17M0.94%+2,45413F-HRTimeline
Madrid Wealth Management, LLC7,847$1.16M0.88%+11513F-HR/ATimeline
Thrive Wealth Management, LLC7,834$1.16M0.17%-17013F-HRTimeline
Stonehearth Capital Management, LLC7,827$1.16M0.46%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.7,780$1.15M0.12%+62713F-HRTimeline
Kingsbury Capital Investment Advisors L…7,663$1.13M1.07%13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.7,663$1.13M0.07%-913F-HRTimeline
Monetary Solutions, Ltd7,653$1.13M1.1%+4,99913F-HRTimeline
Patton Albertson Miller Group, LLC7,649$1.13M0.13%+11713F-HRTimeline
Plancorp, LLC7,440$1.13M0.03%+7013F-HRTimeline
VISTA INVESTMENT MANAGEMENT7,596$1.13M0.38%-11113F-HRTimeline
Fort Sheridan Advisors LLC7,571$1.12M0.14%+13413F-HRTimeline
Next Level Wealth Planning, LLC7,559$1.12M0.57%-46013F-HRTimeline
Peak Retirement Planning, Inc.7,530$1.12M0.22%-39513F-HRTimeline
LOM Asset Management Ltd7,520$1.11M0.32%013F-HRTimeline
Christensen, King & Associates Investme…7,486$1.11M0.48%+42113F-HRTimeline
BG Investment Services, LLC7,472$1.11M0.92%+96613F-HRTimeline
Jackson Hole Capital Partners, LLC7,445$1.1M0.18%013F-HRTimeline
Columbia River Financial Group, LLC7,432$1.1M0.64%-5613F-HRTimeline
Aspen Grove Capital, LLC7,346$1.09M0.21%013F-HRTimeline
Curtis Advisory Group, LLC7,341$1.09M0.23%-56613F-HRTimeline
SAXON INTERESTS, INC.7,312$1.08M0.37%-36813F-HRTimeline
SHP Wealth Management7,259$1.08M0.08%-56713F-HRTimeline
Clear Creek Financial Management, LLC7,204$1.07M0.08%+1,23513F-HRTimeline
Greenhouse Wealth Management, LLC7,201$1.07M0.66%+3513F-HRTimeline
Courage Miller Partners, LLC7,200$1.07M0.3%013F-HRTimeline
WNY Asset Management, LLC7,194$1.07M0.11%13F-HRTimeline