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VYM VANGUARD WHITEHALL FDS

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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.

HolderSharesValue% of portfolioChangeSource
PEDDOCK CAPITAL ADVISORS, LLC3,584$457K0.11%013F-HRTimeline
Portside Wealth Group, LLC3,570$455K0.08%+97413F-HR/ATimeline
Waterfront Wealth Inc.3,567$455K0.11%+10013F-HRTimeline
WESPAC Advisors, LLC3,521$449K0.33%new13F-HRTimeline
Manuka Financial, LLC3,514$448K0.3%13F-HRTimeline
United Advisor Group, LLC3,510$448K0.09%+27513F-HRTimeline
PBMares Wealth Management LLC3,508$448K0.09%+13313F-HRTimeline
Scarborough Advisors, LLC3,507$447K0.06%-9213F-HRTimeline
MBE Wealth Management, LLC3,499$446K0.25%-73413F-HRTimeline
Emergent Wealth Advisors, LLC3,496$446K0.32%+2113F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…3,493$446K0.04%-5313F-HRTimelineGroup
Aspire Capital Advisors LLC3,495$446K0.13%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,469$443K0.2%+1,12713F-HRTimeline
Wescott Financial Advisory Group, LLC3,464$442K0.05%+313F-HRTimeline
River Wealth Advisors LLC3,457$441K0.06%-10813F-HRTimeline
MONTAG A & ASSOCIATES INC3,455$441K0.02%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,453$441K0.17%+213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,450$440K0.01%-70313F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC3,449$440K0.28%+313F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC3,444$439K0.09%-41313F-HRTimeline
TCV Trust & Wealth Management, Inc.3,435$438K0.04%013F-HRTimeline
My Legacy Advisors, LLC3,373$438K0.17%-10613F-HRTimeline
Sightline Wealth Advisors, LLC3,427$437K0.24%-17813F-HRTimeline
Brightwater Advisory LLC3,423$437K0.34%-95713F-HRTimeline
Dunhill Financial, LLC3,419$436K0.2%+1,61413F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC3,416$436K0.13%-12413F-HRTimeline
Eagle Bay Advisors LLC3,407$435K0.27%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.3,400$434K<0.01%-87013F-HRTimelineGroup
NTV Asset Management LLC3,401$434K0.06%new13F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP3,400$434K0.29%13F-HRTimelineGroup
Maltin Wealth Management, Inc.3,397$433K0.21%+1913F-HRTimeline
Madrona Financial Services, LLC3,395$433K0.12%-12913F-HRTimeline
Kiely Wealth Advisory Group, Inc.3,254$433K0.28%+1,00413F-HRTimeline
Semus Wealth Partners LLC3,387$432K0.29%+2013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,383$432K0.04%013F-HRTimelineGroup
Mustard Seed Financial, LLC3,374$430K0.35%+513F-HRTimeline
KOM Wealth Management Group, LLC3,364$429K0.32%-13513F-HRTimeline
Weitzel Financial Services, Inc.3,336$429K0.2%-3813F-HRTimeline
PINKERTON WEALTH, LLC3,348$427K0.06%+113F-HRTimeline
Aaron Wealth Advisors LLC3,341$426K0.05%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC3,341$426K0.74%-4,09913F-HRTimeline
DAHRING | CUSMANO LLC3,341$426K0.39%13F-HRTimeline
Quadrant Private Wealth Management, LLC3,321$424K0.1%+63713F-HRTimeline
FWG Holdings, LLC3,199$422K0.2%-113F-HRTimeline
Roof Eidam Maycock Peralta, LLC3,301$421K0.11%013F-HRTimeline
Legacy Private Trust Co.3,301$421K0.03%-22213F-HRTimeline
Cardinal Point Capital Management ULC3,297$421K0.07%013F-HRTimeline
NORDEN GROUP LLC3,288$420K0.05%-84113F-HRTimeline
Shulman DeMeo Asset Management LLC3,285$419K0.11%-68113F-HRTimeline
Revisor Wealth Management LLC3,273$418K0.38%-1,16013F-HRTimeline
BCS Wealth Management3,258$416K0.1%new13F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC3,256$415K0.19%013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.3,266$415K0.19%+9913F-HRTimeline
BOKF, NAin group BOKF, NA3,283$414K0.01%013F-HRTimelineGroup
Astoria Portfolio Advisors LLC.3,218$413K0.15%+1013F-HRTimeline
GREENLEAF TRUST3,235$413K<0.01%013F-HRTimeline
Team Financial Group, LLC3,232$412K0.24%+55413F-HRTimeline
Princeton Global Asset Management LLC3,225$411K0.08%013F-HRTimeline
Vannoy Advisory Group, Inc.3,219$411K0.31%013F-HRTimeline
MWA Asset Management3,218$411K0.27%new13F-HRTimeline
Cascade Investment Advisors, Inc.3,215$410K0.26%new13F-HRTimeline
L. Roy Papp & Associates, LLP3,213$410K0.05%013F-HRTimeline
Legacy Edge Advisors, LLC3,217$410K0.07%013F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…3,200$408K0.08%013F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,193$407K0.02%-11813F-HRTimelineGroup
NewEdge Wealth, LLC3,193$407K0.01%+1,24413F-HRTimeline
West Coast Financial LLC3,171$405K0.04%-2913F-HRTimeline
CFS Investment Advisory Services, LLC3,167$404K0.04%013F-HRTimeline
United Community Bankin group United Community Bank3,161$403K0.16%013F-HRTimelineGroup
Premier Path Wealth Partners, LLC3,149$402K0.06%+33913F-HRTimeline
Cyndeo Wealth Partners, LLC3,133$400K0.03%013F-HRTimeline
TCI Wealth Advisors, Inc.3,125$399K0.03%-93613F-HRTimeline
Novak & Powell Financial Services, Inc.3,125$399K0.24%-43213F-HRTimeline
Ameliora Wealth Management Ltd.3,119$398K0.15%013F-HRTimeline
Trellis Wealth Advisors LLC3,118$398K0.2%new13F-HRTimeline
BALANCED WEALTH GROUP LLC2,987$395K0.18%+413F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC3,097$395K0.28%013F-HRTimeline
GDS Wealth Management3,092$395K0.04%+213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,092$394K<0.01%-35413F-HRTimeline
ERn Financial, LLC3,088$394K0.06%-15613F-HRTimeline
Johnson Bixby & Associates, LLC3,088$394K0.06%-81713F-HRTimeline
Comprehensive Financial Planning, Inc./…3,083$393K0.33%13F-HRTimeline
PENNINGTON PARTNERS & CO., LLC3,073$392K0.19%13F-HRTimeline
Keebeck Wealth Management3,065$391K0.06%+2413F-HRTimeline
Stephens Consulting, LLC3,058$390K0.1%-6813F-HRTimeline
Global Trust Asset Management, LLC3,038$388K0.15%-10013F-HRTimeline
Authentikos Wealth Advisory, LLC3,036$387K0.38%-53713F-HRTimeline
Slagle Financial, LLC3,035$387K0.17%-18513F-HRTimeline
BARRETT & COMPANY, INC.3,018$385K0.16%013F-HRTimeline
Resurgent Financial Advisors LLC3,012$384K0.23%-17513F-HRTimeline
Tudor Financial Inc.3,001$383K0.22%-44913F-HRTimeline
Simmons Bankin group Simmons Bank3,000$383K0.03%013F-HRTimelineGroup
Disciplined Investments, LLC2,993$382K0.19%+313F-HRTimeline
Sound Income Strategies, LLC2,970$379K0.02%+22013F-HRTimeline
INGALLS & SNYDER LLC2,960$378K0.01%-7513F-HRTimeline
Wealth Management Strategies, Inc.2,955$377K0.29%13F-HR/ATimeline
Oregon Pacific Wealth Management, LLC2,952$377K0.37%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,946$376K0.09%+113F-HRTimeline
Moors & Cabot, Inc.2,941$375K0.02%+4713F-HRTimeline
WealthPLAN Partners, LLC2,932$374K0.05%+19513F-HRTimeline
Park Edge Advisors, LLC2,925$373K0.11%+93813F-HRTimeline
ROBERTS GLORE & CO INC /IL/2,918$372K0.11%013F-HRTimeline
Nadler Financial Group, Inc.2,912$372K0.04%+1,14113F-HRTimeline
New England Professional Planning Group…2,903$370K0.18%013F-HRTimeline
Chemistry Wealth Management LLC2,902$370K0.09%013F-HRTimeline
DRAVO BAY LLC2,899$370K0.18%+15513F-HRTimeline
Saxony Capital Management, LLC2,891$369K0.32%013F-HRTimeline
Clarity Wealth Advisors, LLC2,888$368K0.1%-513F-HRTimeline
Paragon Private Wealth Management, LLC2,884$368K0.17%+63713F-HRTimeline
Olde Wealth Management, LLC2,873$366K0.13%-8213F-HRTimeline
AlphaCentric Advisors LLC2,858$365K0.36%+4313F-HRTimeline
Westmount Partners, LLC2,853$364K0.11%+2713F-HRTimeline
Cannell & Spears LLC2,847$363K0.01%+813F-HRTimeline
Clayton Financial Group LLC2,846$363K0.13%-44913F-HRTimeline
Agate Pass Investment Management, LLC2,840$362K0.16%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,828$361K0.13%+1413F-HRTimeline
Facet Wealth, Inc.2,725$361K0.01%+27413F-HRTimeline
WESBANCO BANK INC2,804$358K0.01%-78713F-HRTimeline
Per Stirling Capital Management, LLC.2,788$356K0.05%-5,16913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC2,781$355K0.05%013F-HRTimeline
Milestone Asset Management Group, LLC2,751$351K0.31%13F-HRTimeline
Syverson Strege & Co2,751$351K0.12%new13F-HRTimeline
MY Wealth Management Inc.2,750$351K0.35%013F-HRTimeline
Sandy Cove Advisors, LLC2,749$351K0.14%+20113F-HRTimeline
Exchange Bank2,745$350K0.28%-5013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,740$350K0.15%-32713F-HRTimeline
Financial Network Wealth Advisors LLC2,735$349K0.65%-1,14913F-HRTimeline
MilWealth Group LLC2,731$348K0.1%-14113F-HRTimeline
Belpointe Asset Management LLC2,733$348K0.02%+12013F-HRTimeline
Fortis Capital Advisors, LLC2,733$348K0.12%+12013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,715$346K0.07%+95513F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC2,713$346K0.03%013F-HRTimeline
Strategic Wealth Investment Group, LLC2,683$342K0.04%+7413F-HR/ATimeline
Twelve Points Wealth Management LLC2,671$341K0.1%-18613F-HRTimeline
Global Financial Private Client, LLC2,669$341K0.13%013F-HRTimeline
Cheviot Value Management, LLC2,662$340K0.06%new13F-HRTimeline
CIBC Asset Management Inc2,657$339K<0.01%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,546$339K0.02%-12613F-HRTimeline
HMV Wealth Advisors, LLC2,650$338K0.34%13F-HRTimeline
Clearview Wealth Advisors LLC2,646$338K0.26%+22813F-HRTimeline
Texas Bank & Trust Co2,646$338K0.14%13F-HRTimeline
CHAPIN DAVIS, INC.2,629$337K0.11%013F-HRTimeline
Mezzasalma Advisors, LLC2,639$337K0.11%013F-HRTimeline
Intrua Financial, LLC2,622$335K0.05%-56213F-HRTimeline
Smith Anglin Financial, LLC2,610$333K0.03%+17513F-HRTimeline
CHANNEL WEALTH LLC2,608$333K0.11%-6813F-HRTimeline
RMR Capital Management, LLC2,607$333K0.25%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,606$332K0.13%+32213F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC2,600$332K0.09%013F-HRTimeline
Acropolis Investment Management, LLC2,602$332K0.02%+113F-HRTimeline
Innovative Wealth Building LLC2,590$330K0.3%13F-HRTimeline
San Luis Wealth Advisors LLC2,588$330K0.06%+17813F-HRTimeline
Index Fund Advisors, Inc.2,584$330K0.02%+213F-HRTimeline
L.K. Benson & Company, P.C.2,572$328K0.23%13F-HRTimeline
CWA Asset Management Group, LLC2,558$326K0.02%+11213F-HRTimeline
Cascade Wealth Advisors, Inc2,546$325K0.22%013F-HRTimeline
Strait & Sound Wealth Management LLC2,542$324K0.15%-10013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,540$324K0.04%013F-HRTimeline
Institute for Wealth Management, LLC.2,535$323K0.04%-20613F-HRTimeline
Wealth Architects, LLC2,529$323K0.04%+113F-HRTimeline
Prairie Wealth Advisors, Inc.2,521$322K0.15%013F-HRTimeline
GenTrust, LLC2,516$321K0.01%013F-HRTimeline
Sage Capital Management, LLC2,509$320K0.16%+1913F-HRTimeline
David Wealth Management LLC2,507$320K0.26%13F-HRTimeline
Merriman Wealth Management, LLC2,488$317K0.01%-42513F-HRTimeline
Heritage Wealth Management, Inc.2,486$317K0.11%-2713F-HRTimeline
FSA Investment Group, LLC2,466$316K0.28%13F-HRTimeline
Aviance Capital Partners, LLC2,477$316K0.04%+10013F-HRTimeline
Maxele Advisors, LLC2,462$314K0.3%13F-HRTimeline
Towercrest Capital Management2,455$313K0.05%-1,31013F-HRTimeline
APPLETON PARTNERS INC/MA2,436$311K0.02%-113F-HRTimeline
Goelzer Investment Management, Inc.2,431$310K0.02%+59013F-HRTimeline
Hikari Power Ltd2,430$310K0.03%013F-HRTimeline
Bleakley Financial Group, LLC2,426$310K0.01%-49113F-HRTimeline
Sage Mountain Advisors LLC2,424$309K0.02%013F-HRTimeline
Foster Victor Wealth Advisors, LLC2,340$308K0.02%-2413F-HRTimeline
Olistico Wealth, LLC2,415$308K0.18%+2,31513F-HRTimeline
Beacon Capital Management, LLC2,409$307K0.04%+4713F-HRTimeline
Mystic Asset Management, Inc.2,406$307K0.08%+15013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,400$306K0.01%013F-HRTimeline
Payne Capital Management, LLC2,400$306K0.13%13F-HRTimeline
Equita Financial Network, Inc.2,391$305K0.11%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,384$304K0.05%013F-HRTimeline
Phillips Wealth Planners LLC2,410$304K0.3%-22813F-HRTimeline
Qube Research & Technologies Ltd2,376$303K<0.01%-4,86613F-HRTimeline
1776 Wealth LLC2,373$303K0.14%013F-HRTimeline
Vise Technologies, Inc.2,368$302K0.03%new13F-HRTimeline
EASTERN BANK2,368$302K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.2,366$302K0.01%+213F-HRTimeline
Apriem Advisors2,362$301K0.03%013F-HRTimeline
Purkiss Capital Advisors LLC2,360$301K0.26%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,352$300K0.01%-6313F-HRTimelineGroup
Wolf Group Capital Advisors2,825$300K0.15%013F-HRTimeline
J2 Capital Management Inc2,348$300K0.28%13F-HRTimeline
Laraway Financial Advisors Inc2,346$299K0.23%+16013F-HRTimeline
Firestone Capital Management2,346$299K0.07%+1413F-HRTimeline
Realta Investment Advisors2,330$299K0.12%new13F-HRTimeline
Sheaff Brock Investment Advisors, LLC2,344$299K0.03%013F-HRTimeline
WINNACLE WEALTH LLC2,385$298K0.3%13F-HRTimeline
Kraft, Davis & Associates, LLC2,239$298K0.09%-1,93313F-HRTimeline