VYM VANGUARD WHITEHALL FDS

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.

Holder	Shares	Value	% of portfolio	Change	Source
Fragasso Financial Advisors Inc	5,806	$741K	0.06%	-1,538	13F-HR Timeline
Strategic Financial Concepts, LLC	5,803	$740K	0.14%	+2,850	13F-HR/A Timeline
Horizon Investment Services, LLC	5,786	$738K	0.31%	+254	13F-HR Timeline
Keystone Wealth Services, LLC	5,769	$736K	0.19%	-242	13F-HR Timeline
LEE DANNER & BASS INC	5,758	$735K	0.06%	0	13F-HR Timeline
JB Capital LLC	5,727	$731K	0.04%	-2,671	13F-HR Timeline
Caldwell Trust Co	5,726	$731K	0.08%	-150	13F-HR Timeline
Christensen, King & Associates Investme…	5,628	$726K	0.34%	+404	13F-HR Timeline
Geneva Partners, LLC	5,676	$724K	0.29%	+149	13F-HR Timeline
Clarity Capital Partners LLC	5,648	$721K	0.37%	-55	13F-HR Timeline
Richwood Investment Advisors, LLC	5,648	$721K	0.6%	-9	13F-HR Timeline
Fiduciary Alliance LLC	5,624	$718K	0.07%	+2,658	13F-HR Timeline
MONECO ADVISORS, LLC	5,605	$715K	0.08%	+994	13F-HR/A Timeline
Resonant Capital Advisors, LLC	5,600	$715K	0.05%	0	13F-HR Timeline
Jackson, Grant Investment Advisers, Inc.	5,584	$712K	0.27%	+18	13F-HR Timeline
Mathes Company, Inc.	5,566	$710K	0.26%	0	13F-HR Timeline
Taylor & Morgan Wealth Management, LLC	5,538	$707K	0.5%	-107	13F-HR Timeline
Gradient Capital Advisors, LLC	5,510	$703K	0.23%	+28	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	5,505	$703K	0.28%	-300	13F-HR Timeline
Allegheny Financial Group	5,465	$697K	0.18%	+408	13F-HR Timeline
COMMUNITY TRUST & INVESTMENT CO	5,456	$696K	0.04%	+639	13F-HR Timeline
Capital Planning Advisors, LLC	5,437	$694K	0.11%	0	13F-HR Timeline
Argent Trust Co	5,437	$694K	0.03%	0	13F-HR Timeline
American State Bank (Iowa)	5,398	$689K	0.42%	+828	13F-HR Timeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC	5,440	$686K	0.06%	+740	13F-HR Timeline Group
SignalPoint Asset Management, LLC	5,355	$683K	0.17%	-22	13F-HR Timeline
Etesian Wealth Advisors, Inc.	5,310	$678K	0.3%	new	13F-HR Timeline
Garde Capital, Inc.	5,305	$677K	0.04%	0	13F-HR Timeline
Summit Wealth Group, LLC	5,261	$671K	0.19%	-17	13F-HR Timeline
WETZEL INVESTMENT ADVISORS, INC.	5,257	$671K	0.33%	0	13F-HR Timeline
GREENWOOD GEARHART LLC	5,253	$670K	0.05%	new	13F-HR Timeline
Bison Wealth, LLC	5,247	$669K	0.15%	-65	13F-HR Timeline
Alamar Capital Management, LLC	5,235	$668K	0.37%	0	13F-HR Timeline
Clear Creek Financial Management, LLC	5,227	$667K	0.07%	+2,011	13F-HR Timeline
Detalus Advisors, LLC	5,195	$663K	0.22%	+1,288	13F-HR Timeline
Better Money Decisions, LLC	5,181	$661K	0.46%	+2,668	13F-HR Timeline
XY Planning Network, Inc.	5,170	$660K	0.5%		13F-HR Timeline
Fingerlakes Wealth Management, Inc.	5,159	$658K	0.53%	+9	13F-HR Timeline
LaFleur & Godfrey LLC	5,154	$658K	0.09%	+224	13F-HR/A Timeline
Cannon Financial Strategists, Inc.	5,150	$657K	0.11%	+1	13F-HR Timeline
Prosperity Consulting Group, LLC	5,150	$657K	0.05%	-29	13F-HR Timeline
Stonebridge Financial Group, LLC	5,125	$654K	0.07%		13F-HR Timeline
ELEVATE WEALTH ADVISORY, INC	5,121	$653K	0.49%	+283	13F-HR Timeline
Aveo Capital Partners, LLC	5,120	$653K	0.07%	+2,503	13F-HR Timeline
CAHABA WEALTH MANAGEMENT, INC.	5,115	$653K	0.05%	-68	13F-HR Timeline
Capital Advisors, Ltd. LLC	5,103	$651K	0.08%	+205	13F-HR Timeline
INVICTUS PRIVATE WEALTH, LLC	5,088	$649K	0.05%	-98	13F-HR Timeline
Visionary Wealth Advisors	5,085	$649K	0.04%	+186	13F-HR Timeline
BREAKTHRU ADVISORY SERVICES, LLC	5,077	$648K	0.59%		13F-HR Timeline
Edge Financial Advisors LLC	5,074	$647K	0.58%	-32	13F-HR Timeline
Register Financial Advisors LLC	5,050	$644K	0.32%	-125	13F-HR Timeline
Barry Investment Advisors, LLC	5,025	$641K	0.21%	-1,103	13F-HR Timeline
Destination Wealth Management	5,023	$641K	0.02%	+1,622	13F-HR Timeline
Van Hulzen Asset Management, LLC	5,020	$641K	0.05%	-150	13F-HR Timeline
Brio Consultants, LLC	4,998	$638K	0.1%	-4	13F-HR Timeline
Covenant Asset Management, LLC	4,981	$636K	0.14%	-4	13F-HR Timeline
Advance Capital Management, Inc.	4,966	$634K	0.03%	-62	13F-HR Timeline
Rakuten Securities, Inc.	4,941	$630K	0.25%	+4,311	13F-HR Timeline
Mason Investment Advisory Services, Inc.	4,933	$629K	0.04%	+3	13F-HR Timeline
Balboa Wealth Partners	4,918	$628K	0.14%	-40	13F-HR Timeline
Charis Legacy Partners, LLC	4,912	$627K	1.28%		13F-HR Timeline
MV CAPITAL MANAGEMENT, INC.	4,912	$627K	0.07%	0	13F-HR Timeline
Arbor Wealth Advisors LLC	4,909	$626K	0.56%	0	13F-HR Timeline
CLARIS ADVISORS, LLC / MO /	4,900	$625K	0.24%	new	13F-HR Timeline
Next Level Wealth Planning, LLC	4,892	$624K	0.49%		13F-HR Timeline
PITTENGER & ANDERSON INC	4,864	$621K	0.02%	0	13F-HR Timeline
MERIDIAN MANAGEMENT CO	4,855	$619K	0.16%	0	13F-HR Timeline
First Citizens Asset Management, Inc.	4,828	$616K	0.23%	-634	13F-HR/A Timeline
PDS Planning, Inc	4,815	$614K	0.05%	+11	13F-HR Timeline
CM WEALTH ADVISORS LLC	4,805	$613K	0.2%	0	13F-HR Timeline
Mayfair Advisory Group, LLC	4,805	$613K	0.36%	+8	13F-HR Timeline
BFSG, LLC	4,803	$613K	0.07%	-1,300	13F-HR Timeline
Aldebaran Financial Inc.	4,812	$613K	0.72%	new	13F-HR Timeline
Cedar Wealth Management, LLC	4,798	$612K	0.22%	-2,964	13F-HR Timeline
Idaho Trust Co	4,793	$612K	0.31%	-4,164	13F-HR Timeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	4,785	$611K	0.01%	-602	13F-HR Timeline
Ipsen Advisor Group LLC	4,779	$610K	0.52%		13F-HR Timeline
Hirtle & Co., LLC	4,763	$608K	0.03%	0	13F-HR Timeline
Hubbell Strickland Wealth Management, L…	4,755	$607K	0.29%	+61	13F-HR Timeline
BOSTON FAMILY OFFICE LLC	4,740	$605K	0.04%	0	13F-HR Timeline
Great Lakes Retirement, Inc.	4,730	$604K	0.08%	-87	13F-HR Timeline
SeaCrest Wealth Management, LLC	4,727	$603K	0.06%	-1,024	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	4,716	$602K	0.04%	0	13F-HR Timeline
Summa Corp.	4,700	$600K	0.29%	0	13F-HR Timeline
ADE, LLC	4,691	$598K	0.37%	+4	13F-HR Timeline
SigFig Wealth Management, LLC	4,685	$596K	0.02%	+95	13F-HR Timeline
Tennessee Valley Asset Management Partn…	4,668	$595K	0.1%	-283	13F-HR Timeline
Bay Rivers Group	4,661	$595K	0.29%	+150	13F-HR Timeline
SWS Partners	4,660	$595K	0.18%	-29,189	13F-HR Timeline
Heritage Financial Services, LLC	4,643	$592K	0.08%	new	13F-HR Timeline
PRESILIUM PRIVATE WEALTH, LLC	4,632	$591K	0.14%	-7	13F-HR Timeline
Centurion Wealth Management LLC	4,625	$590K	0.18%	-81	13F-HR Timeline
Sandbox Financial Partners, LLC	4,616	$589K	0.2%	+299	13F-HR Timeline
WNY Asset Management, LLC	4,611	$588K	0.07%	-853	13F-HR Timeline
ALTFEST L J & CO INC	4,609	$588K	0.08%	+5	13F-HR Timeline
Texas Yale Capital Corp.	4,603	$587K	0.02%	+160	13F-HR Timeline
Wealthstar Advisors, LLC	4,587	$585K	0.25%		13F-HR Timeline
Cassaday & Co Wealth Management LLC	4,567	$583K	0.02%	+334	13F-HR Timeline
FORT WASHINGTON INVESTMENT ADVISORS INC…	4,540	$579K	<0.01%	0	13F-HR Timeline
Insight Advisors, LLC/ PA	4,524	$576K	0.1%	+96	13F-HR Timeline
Cassady Schiller Wealth Management, LLC	4,500	$574K	0.21%	0	13F-HR Timeline
LIBRA WEALTH LLC	4,496	$574K	0.22%	0	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	4,486	$572K	0.18%	0	13F-HR Timeline
Golden State Wealth Management, LLC	4,485	$572K	0.09%		13F-HR Timeline
Blue Trust, Inc.	4,477	$571K	0.01%	+686	13F-HR/A Timeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	4,468	$570K	0.17%	new	13F-HR Timeline
Tanglewood Legacy Advisors, LLC	4,463	$569K	0.24%	+363	13F-HR Timeline
Headlands Technologies LLC	4,443	$567K	0.06%	+4,013	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	4,431	$565K	0.04%	0	13F-HR Timeline Group
ICONIQ Capital, LLCin group ICONIQ Capital, LLC	4,429	$565K	0.01%	+33	13F-HR Timeline Group
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA	4,394	$561K	0.09%	0	13F-HR Timeline Group
Commonwealth Retirement Investments LLC	4,377	$558K	0.23%	-681	13F-HR Timeline
Frisch Financial Group, Inc.	4,372	$558K	0.17%	+2	13F-HR Timeline
McAdam, LLC	4,359	$556K	0.03%	+49	13F-HR Timeline
Modern Wealth Management, LLC	4,358	$556K	0.02%	new	13F-HR/A Timeline
MARSHALL FINANCIAL GROUP INC /ADV	4,352	$555K	0.17%	+32	13F-HR Timeline
KG Capital Management	4,340	$554K	0.18%	-38	13F-HR Timeline
Strategies Wealth Advisors, LLC	4,151	$552K	0.07%	+125	13F-HR Timeline
CUTLER INVESTMENT COUNSEL LLC	4,310	$550K	0.07%	-32	13F-HR Timeline
ProVise Management Group, LLC	4,304	$549K	0.05%	+3	13F-HR Timeline
Scott & Selber, Inc.	4,306	$549K	0.17%	+16	13F-HR Timeline
STEPH & CO	4,290	$547K	0.18%	-1,916	13F-HR Timeline
Matthew Goff Investment Advisor, LLC	4,227	$539K	0.1%	+28	13F-HR Timeline
SOA Wealth Advisors, LLC.	4,217	$538K	0.1%	-210	13F-HR/A Timeline
First Heartland Consultants, Inc.	4,213	$538K	0.06%	-453	13F-HR Timeline
Tower View Wealth Management LLC	4,200	$536K	0.28%	+92	13F-HR Timeline
Paladin Advisory Group, LLC	4,193	$535K	0.41%	-279	13F-HR Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	4,179	$533K	0.05%	-423	13F-HR Timeline
WHALEROCK POINT PARTNERS, LLC	4,158	$531K	0.12%	0	13F-HR Timeline
Curbstone Financial Management Corp	4,150	$529K	0.11%	0	13F-HR Timeline
New Republic Capital, LLC	4,148	$529K	0.35%	0	13F-HR Timeline
WoodTrust Financial Corpin group WoodTrust Financial Corp	4,149	$529K	0.07%	0	13F-HR Timeline Group
Colonial Trust Co / SCin group Colonial Trust Advisors	4,145	$529K	0.08%	+413	13F-HR Timeline Group
WEALTH ALLIANCE, LLC	4,139	$528K	0.06%	-309	13F-HR Timeline
Faithward Advisors, LLC	4,132	$527K	0.09%	+798	13F-HR Timeline
Carnegie Lake Advisors LLC	4,129	$527K	0.21%	0	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	4,127	$527K	0.03%	-142	13F-HR Timeline Group
BROWN, LISLE/CUMMINGS, INC.	4,110	$524K	0.16%	+75	13F-HR Timeline
TD Asset Management Inc	4,100	$523K	<0.01%	new	13F-HR Timeline
Portland Global Advisors LLC	4,099	$523K	0.07%	0	13F-HR Timeline
BSW Wealth Partners	4,094	$522K	0.08%	+76	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	4,082	$521K	0.04%	0	13F-HR Timeline
Quotient Wealth Partners, LLC	4,062	$518K	0.02%	+500	13F-HR Timeline
Optivise Advisory Services LLC	4,060	$518K	0.28%	+298	13F-HR Timeline
Meridian Financial Advisors, LLC	4,042	$516K	0.36%	+100	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	4,021	$513K	0.28%	-10	13F-HR Timeline
Fusion Capital, LLC	4,017	$513K	0.21%	-16	13F-HR Timeline
S.A. Mason LLC	4,013	$512K	0.27%	-10	13F-HR Timeline
NORTHEAST INVESTMENT MANAGEMENT	4,004	$511K	0.02%	0	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	4,004	$511K	0.11%	0	13F-HR Timeline
WEALTH EFFECTS LLC	4,001	$510K	0.18%	-203	13F-HR Timeline
RENAISSANCE TECHNOLOGIES LLC	4,000	$510K	<0.01%	-21,363	13F-HR Timeline
Evercore Wealth Management, LLC	3,981	$508K	0.01%	0	13F-HR Timeline
Strategic Investment Advisors / MI	3,980	$508K	0.05%	new	13F-HR Timeline
Elios Financial Group Inc.	3,977	$507K	0.24%	+29	13F-HR Timeline
Safe Harbor Fiduciary, LLC	3,965	$506K	0.52%	-63	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	3,939	$503K	0.02%	0	13F-HR/A TimelineThe filing omitted confidential holdings, a later amendment may add them.
Pine Valley Investments Ltd Liability Co	3,938	$502K	0.03%	+51	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	3,925	$501K	0.11%	+96	13F-HR Timeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.	3,920	$500K	0.01%	0	13F-HR/A Timeline Group
KFA Private Wealth Group, LLC	3,910	$499K	0.21%	+2,050	13F-HR Timeline
Black Diamond Financial, LLC	3,908	$499K	0.07%	+16	13F-HR Timeline
Fortitude Advisory Group L.L.C.	3,885	$496K	0.3%	+1,296	13F-HR Timeline
TrueWealth Advisors, LLC	3,879	$495K	0.17%	0	13F-HR Timeline
Journey Advisory Group, LLC	4,169	$494K	0.06%	0	13F-HR Timeline
Kennebec Savings Bank	3,847	$489K	0.49%	+2,574	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	3,821	$488K	0.24%	+7	13F-HR Timeline
LCNB CORP	3,811	$486K	0.18%	0	13F-HR Timeline
Dentgroup LLC	3,803	$485K	0.37%	0	13F-HR Timeline
Stablepoint Partners, LLC	3,802	$485K	0.09%	-13	13F-HR Timeline
Plante Moran Financial Advisors, LLC	3,798	$485K	0.04%	+203	13F-HR Timeline
Advisory Alpha, LLC	3,796	$484K	0.02%	-952	13F-HR Timeline
Security National Bank	3,795	$484K	0.07%	-108	13F-HR Timeline
GM Advisory Group, LLC	3,774	$482K	0.03%	+254	13F-HR Timeline
Next Level Private LLC	3,766	$481K	0.19%	+15	13F-HR Timeline
Integris Wealth Management, LLC	3,763	$480K	0.14%	0	13F-HR Timeline
Schechter Investment Advisors, LLC	3,751	$479K	0.04%	-22	13F-HR Timeline
Aspen Wealth Management LLC	3,750	$478K	0.14%	+4	13F-HR Timeline
Private Capital Management, LLC	3,750	$478K	0.05%	+431	13F-HR Timeline
Obsidian Personal Planning Solutions LLC	3,614	$478K	0.23%	0	13F-HR Timeline
Waypoint Wealth Partners Inc.	3,746	$478K	0.13%	0	13F-HR Timeline
Siligmueller & Norvid Wealth Advisors L…	3,740	$477K	0.2%		13F-HR Timeline
Reliant Investment Partners, LLC	3,736	$477K	0.42%		13F-HR Timeline
Jacobi Capital Management LLC	3,731	$476K	0.04%	-59	13F-HR Timeline
Ledyard National Bank	3,718	$474K	0.04%	-120	13F-HR Timeline
EHRLICH FINANCIAL GROUP	3,718	$474K	0.34%	+71	13F-HR Timeline
Heritage Family Offices, LLP	3,708	$473K	0.24%	0	13F-HR Timeline
GeoWealth Management, LLC	3,705	$473K	0.02%	-46,022	13F-HR Timeline
BECKER CAPITAL MANAGEMENT INC	3,704	$473K	0.02%	+96	13F-HR Timeline
Provenance Wealth Advisors, LLC	3,703	$472K	0.06%	-657	13F-HR Timeline
Heritage Wealth Advisors	3,687	$470K	0.02%	0	13F-HR Timeline
OPTIMA CAPITAL LLC	3,678	$469K	0.32%		13F-HR Timeline
Hurlow Wealth Management Group, Inc.	3,677	$469K	0.15%	-48	13F-HR Timeline
Triumph Capital Management	3,672	$469K	0.16%	0	13F-HR Timeline
Cornerstone Financial Group, LLC /NE/	3,656	$467K	0.46%		13F-HR Timeline
WILLNER & HELLER, LLC	3,648	$465K	0.41%	-29	13F-HR Timeline
Fisher Asset Management, LLC	3,644	$465K	<0.01%	+2,018	13F-HR Timeline
Monterey Private Wealth, Inc.	3,643	$465K	0.15%	+900	13F-HR Timeline
Syntegra Private Wealth Group, LLC	3,600	$459K	0.05%	-90	13F-HR Timeline
Blue Fin Capital, Inc.	3,593	$458K	0.08%	0	13F-HR Timeline