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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
Prospect Financial Services LLC5,742$740K0.41%new13F-HRTimeline
Horizon Investment Services, LLC5,731$739K0.36%-5513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding5,712$737K-130,200Timeline
Etesian Wealth Advisors, Inc.5,694$734K0.32%+38413F-HRTimeline
Fragasso Financial Advisors Inc5,664$730K0.05%-14213F-HRTimeline
First Command Advisory Services, Inc.5,661$730K0.01%-1,09413F-HRTimeline
Heritage Trust Co5,657$730K0.09%+3,97913F-HRTimeline
Capital Advisors, Ltd. LLC5,626$726K0.1%+52313F-HRTimeline
Resonant Capital Advisors, LLC5,600$722K0.05%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.5,600$722K0.28%+1613F-HRTimeline
Richwood Investment Advisors, LLC5,598$722K0.61%-5013F-HRTimeline
Keystone Wealth Services, LLC5,572$719K0.19%-19713F-HRTimeline
Mathes Company, Inc.5,566$718K0.29%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…5,542$715K0.27%+3713F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.5,513$711K0.36%+57213F-HRTimelineGroup
American State Bank (Iowa)5,473$706K0.43%+7513F-HRTimeline
Capital Planning Advisors, LLC5,437$701K0.11%013F-HRTimeline
Allie Family Office LLC5,435$701K0.38%-1,42813F-HRTimeline
Armstrong, Fleming & Moore, Inc5,430$700K0.85%new13F-HRTimeline
Modern Wealth Management, LLC5,403$697K0.02%+1,04513F-HR/ATimeline
Quest 10 Wealth Builders, Inc.5,396$696K0.74%-1,17013F-HRTimeline
Copperwynd Financial, LLC5,390$695K0.19%-9,69013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,378$694K0.06%+26313F-HRTimeline
Taylor & Morgan Wealth Management, LLC5,374$693K0.52%-16413F-HRTimeline
WNY Asset Management, LLC5,351$690K0.08%+74013F-HRTimeline
Clear Creek Financial Management, LLC5,329$687K0.07%+10213F-HRTimeline
Detalus Advisors, LLC5,307$684K0.21%+11213F-HRTimeline
Garde Capital, Inc.5,305$684K0.04%013F-HRTimeline
LaFleur & Godfrey LLC5,271$680K0.09%+11713F-HRTimeline
Summit Wealth Group, LLC5,261$678K0.2%013F-HRTimeline
Private Capital Management, LLC5,242$676K0.08%+1,49213F-HRTimeline
SigFig Wealth Management, LLC5,279$673K0.02%+59413F-HRTimeline
West Branch Capital LLC5,205$671K0.22%-1,55913F-HRTimeline
Stonebridge Financial Group, LLC5,181$668K0.07%+5613F-HRTimeline
Jacobi Capital Management LLC5,180$668K0.05%+1,44913F-HRTimeline
Fingerlakes Wealth Management, Inc.5,167$666K0.57%+813F-HRTimeline
FLC Capital Advisors5,167$666K0.15%-1,63913F-HRTimeline
ELEVATE WEALTH ADVISORY, INC5,160$665K0.47%+3913F-HRTimeline
Visionary Wealth Advisors5,153$665K0.04%+6813F-HRTimeline
Cannon Financial Strategists, Inc.5,152$664K0.11%+213F-HRTimeline
Allegheny Financial Group5,129$662K0.17%-33613F-HRTimeline
Charis Legacy Partners, LLC5,116$660K1.25%+20413F-HRTimeline
Edge Financial Advisors LLC5,107$659K0.42%+3313F-HRTimeline
SAX WEALTH ADVISORS, LLC5,083$655K0.05%+1,00113F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.5,063$653K0.33%-19413F-HRTimeline
Register Financial Advisors LLC5,050$651K0.34%013F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC5,026$648K0.05%-6213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC5,020$647K0.01%+23513F-HRTimeline
Destination Wealth Management5,019$647K0.02%-413F-HRTimeline
McAlister, Sweet & Associates, Inc.4,970$641K0.49%new13F-HRTimeline
Advance Capital Management, Inc.4,964$640K0.03%-213F-HRTimeline
Van Hulzen Asset Management, LLC4,939$637K0.06%-8113F-HRTimeline
Mason Investment Advisory Services, Inc.4,936$637K0.04%+313F-HRTimeline
Texas Yale Capital Corp.4,913$634K0.03%+31013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4,912$633K0.07%013F-HRTimeline
Arbor Wealth Advisors LLC4,909$633K0.56%013F-HRTimeline
SOL Capital Management CO4,899$632K0.07%-1,25013F-HRTimeline
CLARIS ADVISORS, LLC / MO /4,900$632K0.24%013F-HRTimeline
Patriot Financial Group Insurance Agenc…4,891$631K0.08%-98613F-HRTimeline
PITTENGER & ANDERSON INC4,885$630K0.02%+2113F-HRTimeline
XY Planning Network, Inc.4,883$630K0.42%-28713F-HRTimeline
MERIDIAN MANAGEMENT CO4,855$626K0.19%013F-HR/ATimeline
Aldebaran Financial Inc.4,829$623K0.76%+1713F-HRTimeline
PDS Planning, Inc4,825$622K0.05%+1013F-HRTimeline
Mayfair Advisory Group, LLC4,812$621K0.36%+713F-HRTimeline
CM WEALTH ADVISORS LLC4,805$620K0.2%013F-HRTimeline
Cedar Wealth Management, LLC4,798$619K0.22%013F-HRTimeline
Barry Investment Advisors, LLC4,793$618K0.16%-23213F-HRTimeline
Idaho Trust Co4,793$618K0.25%013F-HRTimeline
Ipsen Advisor Group LLC4,778$616K0.53%-113F-HRTimeline
Hirtle & Co., LLC4,763$614K0.02%013F-HRTimeline
BFSG, LLC4,763$614K0.07%-4013F-HRTimeline
BOSTON FAMILY OFFICE LLC4,740$611K0.04%013F-HRTimeline
Great Lakes Retirement, Inc.4,730$610K0.08%013F-HRTimeline
Hubbell Strickland Wealth Management, L…4,727$610K0.29%-2813F-HRTimeline
SeaCrest Wealth Management, LLC4,715$608K0.07%-1213F-HRTimeline
Summa Corp.4,700$606K0.35%013F-HRTimeline
Balboa Wealth Partners4,692$605K0.15%-22613F-HRTimeline
Sandbox Financial Partners, LLC4,667$602K0.21%+5113F-HRTimeline
ADE, LLC4,657$601K0.35%-3413F-HRTimeline
Faithward Advisors, LLC4,628$597K0.1%+49613F-HRTimeline
Covenant Asset Management, LLC4,621$596K0.15%-36013F-HRTimeline
San Luis Wealth Advisors LLC4,606$594K0.13%+2,01813F-HR/ATimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC4,963$591K0.06%-47713F-HRTimelineGroup
Centurion Wealth Management LLC4,625$590K0.18%013F-HRTimeline
Curi Capital, LLC4,571$589K0.01%-2,84313F-HRTimeline
Frisch Financial Group, Inc.4,569$589K0.17%+19713F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,541$586K0.02%-17513F-HRTimeline
Brio Consultants, LLC4,535$585K0.09%-46313F-HR/ATimeline
First Citizens Asset Management, Inc.4,531$584K0.23%-29713F-HR/ATimeline
Purkiss Capital Advisors LLC4,505$581K0.44%+2,14513F-HRTimeline
Better Money Decisions, LLC4,501$580K0.39%-68013F-HRTimeline
LIBRA WEALTH LLC4,496$580K0.22%013F-HRTimeline
Empower Advisory Group, LLC4,487$579K<0.01%-1,49313F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…4,486$579K0.18%013F-HRTimeline
MONECO ADVISORS, LLC4,470$576K0.06%-1,13513F-HR/ATimeline
Tanglewood Legacy Advisors, LLC4,463$576K0.25%013F-HRTimeline
Scarborough Advisors, LLC4,463$576K0.08%+95613F-HRTimeline
CFS Investment Advisory Services, LLC4,433$572K0.05%+1,26613F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC4,429$571K0.01%013F-HRTimelineGroup
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA4,394$567K0.09%013F-HRTimelineGroup
ALTFEST L J & CO INC4,389$566K0.07%-22013F-HRTimeline
WEALTH EFFECTS LLC4,371$564K0.24%+37013F-HRTimeline
SWS Partners4,364$563K0.18%-29613F-HR/ATimeline
Wealthstar Advisors, LLC4,358$562K0.26%-22913F-HRTimeline
Mission Financial Group, LLC3,771$559K0.52%13F-HRTimeline
KG Capital Management4,321$557K0.18%-1913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4,317$557K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Meridian Financial Advisors, LLC4,315$556K0.39%+27313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC4,310$556K0.07%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp4,272$551K0.08%+12313F-HRTimelineGroup
ProVise Management Group, LLC4,259$549K0.05%-4513F-HRTimeline
WEALTH ALLIANCE, LLC4,255$549K0.07%+11613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV4,241$547K0.17%-11113F-HRTimeline
Fusion Capital, LLC4,231$546K0.21%+21413F-HRTimeline
Paladin Advisory Group, LLC4,231$546K0.44%+3813F-HRTimeline
Matthew Goff Investment Advisor, LLC4,227$545K0.1%013F-HRTimeline
Bay Rivers Group4,221$544K0.29%-44013F-HRTimeline
Strategies Wealth Advisors, LLC4,182$539K0.07%+3113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC4,180$539K0.05%+113F-HRTimeline
SOA Wealth Advisors, LLC.4,164$537K0.11%-5313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC4,159$536K0.02%+45513F-HRTimeline
WHALEROCK POINT PARTNERS, LLC4,158$536K0.13%013F-HRTimeline
New Republic Capital, LLC4,148$535K0.23%013F-HRTimeline
NewEdge Wealth, LLC4,148$535K0.01%+95513F-HRTimeline
Tower View Wealth Management LLC4,144$534K0.31%-5613F-HRTimeline
Sightline Wealth Advisors, LLC4,144$534K0.28%+71713F-HRTimeline
Golden State Wealth Management, LLC4,132$533K0.08%-35313F-HR/ATimeline
Carnegie Lake Advisors LLC4,129$532K0.22%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,110$530K0.15%013F-HRTimeline
TD Asset Management Inc4,100$529K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management4,100$529K0.08%13F-HRTimelineGroup
Quotient Wealth Partners, LLC4,062$524K0.02%013F-HRTimeline
Clarity Capital Partners LLC4,062$524K0.21%-1,58613F-HRTimeline
Safe Harbor Fiduciary, LLC4,060$524K0.54%+9513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,051$522K0.03%-7613F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors4,045$522K0.08%-10013F-HRTimelineGroup
Headlands Technologies LLC4,044$522K0.06%-39913F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…4,040$521K<0.01%-50013F-HRTimeline
Obsidian Personal Planning Solutions LLC4,179$520K0.23%+56513F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC4,029$520K0.11%+2513F-HRTimeline
Cornerstone Financial Group, LLC /NE/4,025$518K0.47%+36913F-HRTimeline
S.A. Mason LLC4,013$517K0.27%013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT4,004$516K0.02%013F-HRTimeline
Elios Financial Group Inc.4,003$516K0.25%+2613F-HRTimeline
Optivise Advisory Services LLC3,998$516K0.29%-6213F-HRTimeline
STEPH & CO3,990$515K0.18%-30013F-HRTimeline
Commonwealth Retirement Investments LLC3,981$513K0.21%-39613F-HRTimeline
Evercore Wealth Management, LLC3,981$513K0.01%013F-HRTimeline
NORDEN GROUP LLC3,964$511K0.06%+67613F-HRTimeline
Clare Market Investments LLC3,963$511K0.13%new13F-HRTimeline
First Heartland Consultants, Inc.3,942$508K0.05%-27113F-HRTimeline
Aaron Wealth Advisors LLC3,935$507K0.06%+59413F-HRTimeline
Aspen Wealth Management LLC3,930$507K0.14%+18013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,925$506K0.12%013F-HRTimeline
McAdam, LLC3,923$506K0.03%-43613F-HRTimeline
Black Diamond Financial, LLC3,921$506K0.08%+1313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,920$506K0.01%013F-HRTimelineGroup
Scott & Selber, Inc.3,920$505K0.16%-38613F-HRTimeline
Cassaday & Co Wealth Management LLC3,904$503K0.01%-66313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,895$502K0.25%-12613F-HRTimeline
Clark Asset Management, LLC3,895$502K0.08%+1,58513F-HRTimeline
Syverson Strege & Co3,889$502K0.16%+1,13813F-HRTimeline
TrueWealth Advisors, LLC3,879$500K0.16%013F-HRTimeline
Bridgewealth Advisory Group, LLC3,863$498K0.65%-26,24613F-HRTimeline
Quadrant Private Wealth Management, LLC3,847$496K0.12%+52613F-HRTimeline
Keystone Global Partners, LLC3,835$495K0.35%13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.3,827$494K0.27%+613F-HRTimeline
LCNB CORP3,811$492K0.18%013F-HRTimeline
Dentgroup LLC3,803$490K0.37%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,801$490K0.28%new13F-HRTimeline
OBSIDIAN CIO, LLC3,801$490K0.08%+1,66413F-HRTimeline
Next Level Private LLC3,779$487K0.18%+1313F-HRTimeline
American Institute for Advanced Investm…3,765$486K0.37%+1,72013F-HRTimeline
Integris Wealth Management, LLC3,763$485K0.14%013F-HRTimeline
Schechter Investment Advisors, LLC3,751$484K0.04%013F-HRTimeline
Curbstone Financial Management Corp3,750$484K0.1%-40013F-HRTimeline
Stablepoint Partners, LLC3,719$480K0.09%-8313F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC3,718$479K0.12%+13413F-HRTimeline
GenTrust, LLC3,716$479K0.02%+1,20013F-HRTimeline
Reliant Investment Partners, LLC3,711$479K0.49%-2513F-HRTimeline
Ledyard National Bank3,708$478K0.05%-1013F-HRTimeline
Heritage Family Offices, LLP3,708$478K0.24%013F-HRTimeline
Adero Partners, LLC3,707$478K0.03%+2,00713F-HRTimeline
MBE Wealth Management, LLC3,703$477K0.23%+20413F-HRTimeline
Elgethun Capital Management3,700$477K0.11%new13F-HRTimeline
Qube Research & Technologies Ltd3,696$477K<0.01%+1,32013F-HRTimeline
GeoWealth Management, LLC3,690$476K0.02%-1513F-HRTimeline
Heritage Wealth Advisors3,687$475K0.02%013F-HRTimeline
Hurlow Wealth Management Group, Inc.3,677$474K0.15%013F-HRTimeline
Triumph Capital Management3,672$474K0.16%013F-HRTimeline
WILLNER & HELLER, LLC3,672$473K0.44%+2413F-HRTimeline
Provenance Wealth Advisors, LLC3,653$471K0.07%-5013F-HRTimeline
Brookwood Investment Group LLC3,647$470K0.08%13F-HRTimeline
GM Advisory Group, LLC3,647$470K0.03%-12713F-HRTimeline
Institute for Wealth Management, LLC.3,643$470K0.06%+1,10813F-HRTimeline
Monterey Private Wealth, Inc.3,639$469K0.14%-413F-HRTimeline
Fortitude Advisory Group L.L.C.3,885$468K0.34%013F-HRTimeline
Syntegra Private Wealth Group, LLC3,600$464K0.05%013F-HRTimeline
Blue Fin Capital, Inc.3,593$463K0.09%013F-HRTimeline