Skip to content
Disclosery

VYM VANGUARD WHITEHALL FDS

Follow

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
CAHILL FINANCIAL ADVISORS INC7,366$1.06M0.12%+1,24013F-HRTimeline
Aspen Grove Capital, LLC7,346$1.05M0.18%013F-HRTimeline
NorthRock Partners, LLC7,335$1.05M0.02%-70913F-HRTimeline
Belpointe Asset Management LLC7,327$1.05M0.04%+2,28513F-HRTimeline
FIDUCIENT ADVISORS LLC7,254$1.04M0.13%-3,78413F-HRTimeline
HARMONY ASSET MANAGEMENT LLC7,221$1.04M0.35%-1,09013F-HRTimeline
Courage Miller Partners, LLC7,200$1.03M0.31%+16213F-HRTimeline
Fragasso Financial Advisors Inc7,192$1.03M0.06%+19813F-HRTimeline
Greenhouse Wealth Management, LLC7,166$1.03M0.61%+3913F-HRTimeline
NCM Capital Management, LLC7,156$1.03M0.38%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.7,153$1.03M0.1%+43913F-HRTimeline
Valeo Financial Advisors, LLC7,148$1.03M0.02%-2,63713F-HRTimeline
Continuum Advisory, LLC7,142$1.03M0.1%+413F-HRTimeline
Southland Equity Partners LLC7,139$1.02M0.2%-12713F-HRTimeline
River Street Advisors LLC7,114$1.02M0.38%-7013F-HRTimeline
Welch Group, LLC7,110$1.02M0.04%+1,05913F-HRTimeline
Uptown Financial Advisors LLC7,079$1.02M0.87%+3013F-HRTimeline
Christensen, King & Associates Investme…7,065$1.01M0.43%+1,09813F-HRTimeline
Compass Financial Group, INC/SD7,050$1.01M0.14%-12713F-HRTimeline
5T Wealth, LLC7,023$1.01M0.4%+45113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,996$1M0.01%+1,30013F-HRTimeline
Coastline Complete Wealth LLC6,988$1M0.63%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.6,987$1M0.38%+13513F-HRTimeline
Quartz Partners, LLC6,931$995K0.37%+6113F-HRTimeline
CONDOR CAPITAL MANAGEMENT6,928$994K0.08%013F-HRTimeline
Ackerman Capital Advisors, LLC6,889$989K0.2%-15013F-HRTimeline
Optivise Advisory Services LLC6,818$978K0.56%-55013F-HRTimeline
Key Capital Management, INC6,810$977K0.97%13F-HRTimeline
Garton & Associates Financial Advisors …6,796$975K0.55%13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.6,791$975K0.14%013F-HRTimeline
American National Bank of Texas6,774$972K0.93%-27613F-HRTimeline
SigFig Wealth Management, LLC6,716$964K0.03%+53513F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD6,715$964K0.14%13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…6,706$962K0.32%-16913F-HRTimeline
Westbourne Investment Advisors, Inc.6,700$962K0.27%013F-HRTimeline
Keating Financial Advisory Services, In…6,700$962K0.13%13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS6,691$960K0.29%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,658$956K0.09%+59713F-HRTimelineGroup
Capital Advisors, Ltd. LLC6,653$955K0.11%+54513F-HRTimeline
Corus Family Wealth Advisors6,627$951K0.76%013F-HRTimeline
ORBA Wealth Advisors, L.L.C.6,620$950K0.82%013F-HRTimeline
Beaumont Financial Advisors, LLC6,602$947K0.06%-13813F-HRTimeline
Sovran Advisors, LLC6,368$947K0.08%-12413F-HRTimeline
Alamar Capital Management, LLC6,585$945K0.52%-5013F-HRTimeline
BG Investment Services, LLC6,506$934K0.83%+1,16513F-HRTimeline
WealthSpring Partners, LLC6,496$932K0.96%13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,478$930K0.25%-34713F-HRTimeline
ELEVATUS WELATH MANAGEMENT6,477$930K0.25%+4,66313F-HRTimeline
SAX WEALTH ADVISORS, LLC6,472$929K0.04%+2,01213F-HRTimeline
GWN SECURITIES INC.6,467$928K0.19%+33913F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department6,458$927K0.24%013F-HRTimelineGroup
Tannin Capital LLC6,440$924K0.83%13F-HRTimeline
Oakmont Advisory Group, LLC6,438$924K0.99%13F-HRTimeline
Glenview Trust Co6,343$910K0.01%-45513F-HRTimeline
Private Capital Management, LLC6,339$910K0.09%+14213F-HRTimeline
Avant Financial Advisors LLC6,332$909K0.65%+4113F-HRTimeline
Cauble & Harre Wealth Management, Inc.6,327$908K0.76%13F-HRTimeline
Insight Advisors, LLC/ PA6,321$907K0.14%+413F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC6,300$904K0.07%013F-HRTimeline
NORDEN GROUP LLC6,286$902K0.09%+2,58413F-HRTimeline
FourThought Financial Partners, LLC6,266$899K0.08%-6613F-HRTimeline
Legend Capital Advisors LLC6,236$895K0.5%13F-HRTimeline
Argent Trust Co6,215$892K0.03%+6813F-HRTimeline
V2 Financial group LLC6,200$890K0.44%013F-HRTimeline
Strategic Investment Advisors / MI6,194$889K0.08%new13F-HRTimeline
Asempa Wealth Advisors6,130$880K0.76%13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.6,121$879K0.57%-5,26913F-HRTimeline
FOCUS Wealth Advisors, LLC6,107$877K0.41%013F-HRTimeline
First National Bank of Mount Dora, Trus…6,107$876K0.19%-26113F-HRTimeline
Rockbridge Investment Management, LCC6,077$872K0.08%+29013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,065$870K0.01%+213F-HRTimeline
Wynn Capital, LLC6,065$870K0.42%013F-HRTimeline
Anson Capital, Inc.5,973$857K0.62%+2513F-HRTimeline
Clear Creek Financial Management, LLC5,969$857K0.07%+64913F-HRTimeline
Sterling Wealth Management, Inc.5,967$856K0.24%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC5,950$854K0.58%+71613F-HRTimeline
Single Point Partners, LLC5,919$849K0.17%+2413F-HRTimeline
PITCAIRN COgroup of 2 filers holding5,890$845K+287Timeline
Purkiss Capital Advisors LLC5,845$839K0.39%+1313F-HRTimeline
TruWealth Advisors, LLC5,830$837K0.04%-56113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,822$836K0.06%new13F-HRTimeline
Turning Point Benefit Group, Inc.5,812$834K0.44%+25413F-HRTimeline
Register Financial Advisors LLC5,805$833K0.32%-25013F-HRTimeline
Asset Dedication, LLC5,799$832K0.05%-7613F-HRTimeline
Sightline Wealth Advisors, LLC5,798$832K0.35%-1,48913F-HRTimeline
Cordoba Advisory Partners LLC5,780$830K0.21%13F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC5,775$829K0.04%-20513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,774$829K0.01%+3,55513F-HRTimeline
Briaud Financial Planning Inc5,758$826K0.2%+2,95013F-HRTimeline
LEE DANNER & BASS INC5,758$826K0.06%013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC5,752$825K0.34%-1,04113F-HRTimeline
Detalus Advisors, LLC5,745$825K0.2%+39513F-HRTimeline
BAILARD, INC.5,722$821K0.02%-10,69013F-HRTimeline
First Citizens Asset Management, Inc.5,704$819K0.29%+66513F-HRTimeline
Portside Wealth Group, LLC5,691$817K0.11%+3,28313F-HRTimeline
Horizon Investment Services, LLC5,678$815K0.29%013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC5,668$814K0.37%-47013F-HRTimeline
Relyea Zuckerberg Hanson LLC5,652$811K0.08%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp5,650$811K0.09%+23913F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.5,647$810K0.27%+1613F-HRTimeline
Resonant Capital Advisors, LLC5,600$804K0.04%013F-HRTimeline
Cassady Wealth & Retirement Planning, L…5,595$803K0.52%13F-HRTimeline
Bulwark Capital Corp5,573$800K0.57%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.5,561$798K0.29%-2,15213F-HRTimeline
LaFleur & Godfrey LLC5,555$797K0.1%+23313F-HRTimeline
Todd Wealth Management, LLC5,550$797K0.72%13F-HRTimeline
Summit Trail Advisors, LLC5,544$796K0.01%-1,06713F-HRTimeline
American State Bank (Iowa)5,534$794K0.38%+6113F-HRTimeline
Quest 10 Wealth Builders, Inc.5,529$794K0.71%-11813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,528$793K<0.01%-24,17813F-HRTimelineGroup
Richwood Investment Advisors, LLC5,097$793K0.57%-50013F-HRTimeline
Caldwell Trust Co5,497$789K0.07%-33213F-HRTimeline
Archford Capital Strategies, LLC5,497$789K0.09%-6513F-HRTimeline
Modern Wealth Management, LLC5,469$785K0.01%+5613F-HRTimeline
Taylor & Morgan Wealth Management, LLC5,462$784K0.44%+3013F-HRTimeline
Prosperity Bancshares Inc5,442$781K0.7%13F-HRTimeline
Indivisible Partners5,439$781K0.08%13F-HRTimeline
Capital Planning Advisors, LLC5,437$780K0.1%013F-HRTimeline
MLP3, LLC5,430$779K0.85%13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,418$778K0.24%-11,14713F-HRTimeline
GREENLEAF TRUST5,389$773K0.01%+2,12213F-HRTimeline
Vickerman Investment Advisors, Inc.5,382$772K0.15%new13F-HRTimeline
Gradient Capital Advisors, LLC5,377$772K0.2%+513F-HRTimeline
Garde Capital, Inc.5,305$761K0.05%013F-HRTimeline
Sound Income Strategies, LLC5,113$761K0.04%+1,79013F-HRTimeline
Krilogy Financial LLC5,123$760K0.03%-11213F-HRTimeline
BAYBAN5,278$757K0.67%13F-HRTimeline
Mathes Company, Inc.5,275$757K0.27%-7513F-HRTimeline
Summit Wealth Group, LLC5,261$755K0.18%013F-HRTimeline
Geneva Partners, LLC5,226$750K0.27%-1713F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …5,220$749K<0.01%+1,11113F-HRTimelineGroup
Aldebaran Financial Inc.5,166$747K0.69%+36613F-HRTimeline
Fingerlakes Wealth Management, Inc.5,184$744K0.47%+813F-HRTimeline
Millstone Evans Group, LLC5,182$744K0.44%+3,21913F-HRTimeline
FLC Capital Advisors5,167$742K0.14%013F-HRTimeline
BCS Wealth Management5,137$737K0.07%+2,28313F-HRTimeline
Sound Portfolio Advisors, LLC5,123$735K0.62%13F-HRTimeline
Edge Financial Advisors LLC5,119$735K0.31%+3313F-HRTimeline
Destination Wealth Management5,105$733K0.02%-1,68013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,104$733K0.01%new13F-HRTimeline
TD Asset Management Inc5,100$732K<0.01%+1,00013F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC5,077$729K0.47%013F-HRTimeline
Bravias Capital Group, LLC5,073$728K0.44%+19613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,062$727K0.05%+2713F-HRTimeline
Jacobi Capital Management LLC5,056$726K0.04%+30913F-HRTimeline
Quadrant Private Wealth Management, LLC5,042$724K0.12%+40313F-HRTimeline
Aerodigm Wealth, LLC5,031$722K0.28%013F-HR/ATimeline
CM WEALTH ADVISORS LLC5,017$720K0.16%+21213F-HRTimeline
Mayfair Advisory Group, LLC4,950$717K0.28%+1713F-HRTimeline
BFSG, LLC4,924$707K0.07%+9213F-HRTimeline
San Luis Wealth Advisors LLC4,921$706K0.12%+3213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4,912$705K0.07%013F-HRTimeline
Arbor Wealth Advisors LLC4,909$705K0.5%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,904$704K0.05%-1,07013F-HRTimelineGroup
McAlister, Sweet & Associates, Inc.4,898$703K0.53%-27813F-HRTimeline
Aaron Wealth Advisors LLC4,888$702K0.04%-21513F-HRTimeline
Mustard Seed Financial, LLC4,867$699K0.44%+4013F-HRTimeline
TCI Wealth Advisors, Inc.4,860$697K0.04%+97613F-HRTimeline
Advance Capital Management, Inc.4,859$697K0.03%-10813F-HRTimeline
MERIDIAN MANAGEMENT CO4,855$697K0.17%013F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC4,855$697K0.04%-3813F-HRTimeline
AlphaCore Capital LLC4,832$694K0.02%+1,57013F-HRTimeline
Van Hulzen Asset Management, LLC4,832$693K0.05%+5313F-HRTimeline
MONECO ADVISORS, LLC4,825$692K0.05%+16413F-HRTimeline
Covenant Asset Management, LLC4,822$692K0.13%+36113F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.4,812$691K0.28%-313F-HRTimeline
Cedar Wealth Management, LLC4,798$689K0.21%013F-HRTimeline
Barry Investment Advisors, LLC4,797$688K0.15%+313F-HRTimeline
Koenig Investment Advisory, LLC4,422$685K0.56%13F-HRTimeline
DiPaolo Financial Group, Inc.4,772$685K0.73%13F-HRTimeline
XY Planning Network, Inc.4,750$682K0.12%-5313F-HRTimeline
BOSTON FAMILY OFFICE LLC4,740$680K0.04%013F-HRTimeline
Great Lakes Retirement, Inc.4,730$679K0.07%new13F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO4,730$679K0.04%-41113F-HRTimeline
LifeWealth Investments, LLC4,724$678K0.21%-17913F-HRTimeline
CFO CAPITAL MANAGEMENT LLC4,715$677K0.51%13F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.4,710$676K0.37%13F-HRTimeline
Sandbox Financial Partners, LLC4,687$673K0.19%+2613F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…4,680$672K0.16%+19413F-HRTimeline
Winthrop Advisory Group LLC4,674$671K0.06%+1513F-HR/ATimeline
Equity Wealth Partners, LLC4,652$668K0.43%-2313F-HRTimeline
BCM ADVISORS, LLC4,478$661K0.13%new13F-HRTimeline
Fusion Capital, LLC4,591$659K0.19%+2413F-HRTimeline
NTV Asset Management LLC4,578$657K0.07%013F-HRTimeline
First Command Advisory Services, Inc.4,569$656K<0.01%-71713F-HRTimeline
Mason Investment Advisory Services, Inc.4,563$655K0.03%013F-HRTimeline
ADE, LLC4,548$653K0.32%-2613F-HRTimeline
Bragg Financial Advisors, Inc4,542$652K0.02%-63313F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,541$652K0.02%013F-HRTimeline
Green Ridge Wealth Planning LLC4,535$651K0.33%13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management4,534$651K0.09%-20713F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co4,532$650K0.03%+113F-HRTimeline
Hubbell Strickland Wealth Management, L…4,514$648K0.26%+1113F-HRTimeline
WEALTH ALLIANCE, LLC4,502$646K0.06%+10013F-HRTimeline
LIBRA WEALTH LLC4,496$645K0.18%013F-HRTimeline
HHM Wealth Advisors, LLC4,469$641K0.08%-1,37913F-HRTimeline
Ballast Rock Private Wealth LLC4,468$641K0.4%13F-HRTimeline
FSM Wealth Advisors, LLC4,468$641K0.09%+16113F-HRTimeline
Quotient Wealth Partners, LLC4,465$641K0.02%-3413F-HRTimeline
Aberdeen Wealth Management LLC4,462$640K0.3%new13F-HRTimeline