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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
Waterfront Wealth Inc.3,593$463K0.11%+2613F-HRTimeline
Security National Bank3,571$461K0.09%-22413F-HRTimeline
Waypoint Wealth Partners Inc.3,547$457K0.13%-19913F-HRTimeline
MWA Asset Management3,523$454K0.32%+30513F-HRTimeline
My Legacy Advisors, LLC3,517$454K0.18%+14413F-HRTimeline
Manuka Financial, LLC3,515$453K0.29%+113F-HRTimeline
LifeWealth Investments, LLC3,494$451K0.22%+1,19813F-HR/ATimeline
BSW Wealth Partners3,491$450K0.07%-60313F-HRTimeline
REDMONT WEALTH ADVISORS LLC3,491$450K0.88%+15013F-HRTimeline
SAGE FINANCIAL GROUP INC3,488$450K0.04%new13F-HRTimeline
Stillwater Wealth Management Group3,478$449K0.39%new13F-HRTimeline
NWAM LLC3,476$448K0.04%-94,10513F-HRTimeline
Madrona Financial Services, LLC3,473$448K0.12%+7813F-HRTimeline
Nicholas Hoffman & Company, LLC.3,461$446K0.02%-47813F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Pine Valley Investments Ltd Liability Co3,458$446K0.03%-48013F-HRTimeline
River Wealth Advisors LLC3,457$446K0.06%013F-HRTimeline
MONTAG A & ASSOCIATES INC3,455$446K0.02%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,454$445K0.17%+113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,450$445K0.01%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC3,444$444K0.09%013F-HRTimeline
Emergent Wealth Advisors, LLC3,443$444K0.32%-5313F-HRTimeline
TCV Trust & Wealth Management, Inc.3,435$443K0.04%013F-HRTimeline
Eagle Bay Advisors LLC3,407$439K0.37%013F-HRTimeline
Semus Wealth Partners LLC3,404$439K0.31%+1713F-HRTimeline
Cardinal Point Capital Management ULC3,403$439K0.04%+10613F-HRTimeline
Veridan Wealth LLC3,402$439K0.2%+1,20313F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP3,400$438K0.29%013F-HRTimelineGroup
Advisory Alpha, LLC3,388$437K0.01%-40813F-HR/ATimeline
KOM Wealth Management Group, LLC3,384$436K0.38%+2013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,383$436K0.04%013F-HRTimelineGroup
Mustard Seed Financial, LLC3,378$436K0.35%+413F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC3,371$435K0.13%-4513F-HRTimeline
Aveo Capital Partners, LLC3,463$434K0.07%-1,65713F-HRTimeline
Passive Capital Management, LLC.3,326$429K0.14%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…3,300$426K0.04%-19313F-HRTimelineGroup
Legacy Private Trust Co.3,301$426K0.03%013F-HRTimeline
PBMares Wealth Management LLC3,299$425K0.09%-20913F-HRTimeline
Teamwork Financial Advisors, LLC3,284$424K0.06%new13F-HRTimeline
BOKF, NAin group BOKF, NA3,283$423K0.01%013F-HRTimelineGroup
Maltin Wealth Management, Inc.3,281$423K0.2%-11613F-HRTimeline
Prosperity Consulting Group, LLC3,277$423K0.03%-1,87313F-HRTimeline
Wescott Financial Advisory Group, LLC3,273$422K0.04%-19113F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.3,270$422K<0.01%-13013F-HRTimelineGroup
TCI Wealth Advisors, Inc.3,268$421K0.03%+14313F-HRTimeline
Premier Path Wealth Partners, LLC3,258$420K0.07%+10913F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC3,256$420K0.2%013F-HRTimeline
WESBANCO BANK INC3,250$419K0.01%+44613F-HRTimeline
Shulman DeMeo Asset Management LLC3,245$418K0.12%-4013F-HRTimeline
DAHRING | CUSMANO LLC3,244$418K0.36%-9713F-HRTimeline
Legacy Edge Advisors, LLC3,230$416K0.06%+1313F-HRTimeline
Princeton Global Asset Management LLC3,225$416K0.08%013F-HRTimeline
Plante Moran Financial Advisors, LLC3,224$416K0.04%-57413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.3,223$416K0.16%+61713F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,223$416K0.01%-28,14513F-HRTimeline
Vannoy Advisory Group, Inc.3,219$415K0.31%013F-HRTimeline
Cascade Investment Advisors, Inc.3,215$415K0.28%013F-HRTimeline
Weitzel Financial Services, Inc.3,336$414K0.2%013F-HRTimeline
GREENLEAF TRUST3,200$413K<0.01%-3513F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…3,200$413K0.1%013F-HRTimelineGroup
V2 Financial group LLC3,200$413K0.27%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,193$412K0.02%013F-HRTimelineGroup
L. Roy Papp & Associates, LLP3,191$412K0.05%-2213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,179$410K0.03%-2,85713F-HRTimelineGroup
LexAurum Advisors, LLC3,177$410K0.08%-4,52413F-HRTimeline
Team Financial Group, LLC3,170$409K0.24%-6213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,169$409K0.16%new13F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.3,307$406K0.18%+4113F-HRTimeline
Novak & Powell Financial Services, Inc.3,142$405K0.25%+1713F-HRTimeline
Trellis Wealth Advisors LLC3,138$405K0.2%+2013F-HRTimeline
Ameliora Wealth Management Ltd.3,119$402K0.15%013F-HRTimeline
Journey Advisory Group, LLC3,103$400K0.03%-1,06613F-HRTimeline
Comprehensive Financial Planning, Inc./…3,102$400K0.39%+1913F-HRTimeline
EHRLICH FINANCIAL GROUP3,100$400K0.29%-61813F-HRTimeline
NWF Advisory Services Inc.3,100$400K0.06%new13F-HRTimeline
Tennessee Valley Asset Management Partn…3,095$399K0.07%-1,57313F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC3,097$399K0.32%013F-HRTimeline
FWG Holdings, LLC3,202$398K0.2%+313F-HRTimeline
United Community Bankin group United Community Bank3,086$398K0.15%-7513F-HRTimelineGroup
Sound Income Strategies, LLC3,084$398K0.02%+11413F-HRTimeline
BARRETT & COMPANY, INC.3,075$397K0.17%+5713F-HRTimeline
West Coast Financial LLC3,073$396K0.05%-9813F-HRTimeline
PENNINGTON PARTNERS & CO., LLC3,073$396K0.23%013F-HRTimeline
Keebeck Wealth Management3,065$395K0.06%013F-HRTimeline
Astoria Portfolio Advisors LLC.3,228$393K0.13%+1013F-HRTimeline
RHS Financial, LLC3,048$393K0.22%new13F-HRTimeline
Stephens Consulting, LLC3,043$392K0.1%-1513F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC3,014$389K0.25%-43513F-HRTimeline
Tudor Financial Inc.3,001$387K0.23%013F-HRTimeline
Simmons Bankin group Simmons Bank3,000$387K0.03%013F-HRTimelineGroup
Disciplined Investments, LLC2,997$386K0.18%+413F-HRTimeline
BALANCED WEALTH GROUP LLC2,991$386K0.19%+413F-HRTimeline
Apriem Advisors2,983$385K0.05%+62113F-HRTimeline
Financial Network Wealth Advisors LLC2,973$383K0.5%+23813F-HRTimeline
Pure Financial Advisors, LLC2,967$383K0.01%+69713F-HRTimeline
INGALLS & SNYDER LLC2,960$382K0.01%013F-HRTimeline
Sonora Investment Management Group, LLC2,959$382K0.03%new13F-HRTimeline
Wealth Management Strategies, Inc.2,952$381K0.25%-313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,943$380K0.09%-313F-HRTimeline
Portside Wealth Group, LLC2,938$379K0.06%-63213F-HR/ATimeline
Resurgent Financial Advisors LLC2,932$378K0.23%-8013F-HRTimeline
Park Edge Advisors, LLC2,925$377K0.11%013F-HRTimeline
Laraway Financial Advisors Inc2,921$377K0.3%+57513F-HRTimeline
ROBERTS GLORE & CO INC /IL/2,918$376K0.11%013F-HRTimeline
Nadler Financial Group, Inc.2,912$376K0.04%013F-HRTimeline
Saxony Capital Management, LLC2,904$375K0.33%+1313F-HRTimeline
New England Professional Planning Group…2,903$374K0.19%013F-HRTimeline
Wealth Preservation Advisors, LLC2,903$374K0.27%13F-HRTimeline
Chemistry Wealth Management LLC2,902$374K0.09%013F-HRTimeline
DRAVO BAY LLC2,899$374K0.2%013F-HRTimeline
Global Trust Asset Management, LLC2,897$374K0.23%-14113F-HRTimeline
Cyndeo Wealth Partners, LLC2,875$371K0.02%-25813F-HRTimeline
BCS Wealth Management2,867$370K0.1%-39113F-HRTimeline
Cannell & Spears LLC2,853$368K0.01%+613F-HRTimeline
Clarity Wealth Advisors, LLC2,848$367K0.1%-4013F-HRTimeline
Clayton Financial Group LLC2,846$367K0.13%013F-HRTimeline
Olde Wealth Management, LLC2,853$367K0.13%-2013F-HRTimeline
Oregon Pacific Wealth Management, LLC2,845$367K0.37%-10713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,817$363K0.15%+7713F-HRTimeline
Westmount Partners, LLC2,816$363K0.11%-3713F-HRTimeline
Agate Pass Investment Management, LLC2,815$363K0.16%-2513F-HRTimeline
Slagle Financial, LLC2,812$363K0.16%-22313F-HRTimeline
Milestone Asset Management Group, LLC2,808$362K0.33%+5713F-HRTimeline
Per Stirling Capital Management, LLC.2,806$362K0.05%+1813F-HRTimeline
Belpointe Asset Management LLC2,784$359K0.02%+5113F-HRTimeline
Fortis Capital Advisors, LLC2,784$359K0.07%+5113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,761$356K<0.01%-33113F-HRTimeline
Smith Anglin Financial, LLC2,757$356K0.04%+14713F-HRTimeline
L.K. Benson & Company, P.C.2,751$355K0.25%+17913F-HRTimeline
Sandy Cove Advisors, LLC2,750$355K0.14%+113F-HRTimeline
MY Wealth Management Inc.2,750$355K0.34%013F-HRTimeline
Breakwater Capital Group2,723$351K0.06%new13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,713$350K0.03%013F-HRTimeline
Brightwater Advisory LLC2,690$347K0.27%-73313F-HR/ATimeline
Johnson Bixby & Associates, LLC2,684$346K0.05%-40413F-HRTimeline
CHANNEL WEALTH LLC2,672$345K0.11%+6413F-HRTimeline
Twelve Points Wealth Management LLC2,671$344K0.09%013F-HRTimeline
Global Financial Private Client, LLC2,669$344K0.13%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,667$344K0.02%+41113F-HRTimelineGroup
Bragg Financial Advisors, Inc2,655$342K0.01%new13F-HRTimeline
HMV Wealth Advisors, LLC2,650$342K0.27%013F-HRTimeline
GODSEY & GIBB, INC2,646$341K0.03%+33613F-HRTimeline
Texas Bank & Trust Co2,646$341K0.14%013F-HRTimeline
Mezzasalma Advisors, LLC2,639$340K0.12%013F-HRTimeline
MGB Wealth Management, LLC2,658$340K0.12%new13F-HRTimeline
Cheviot Value Management, LLC2,712$340K0.04%+5013F-HRTimeline
MilWealth Group LLC2,633$340K0.09%-9813F-HRTimeline
Heritage Wealth Management, Inc.2,619$338K0.11%+13313F-HRTimeline
Sage Capital Management, LLC2,617$337K0.18%+10813F-HRTimeline
Exchange Bank2,609$336K0.27%-13613F-HRTimeline
Innovative Wealth Building LLC2,607$336K0.31%+1713F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC2,600$335K0.1%013F-HRTimeline
Clearview Wealth Advisors LLC2,596$335K0.25%-5013F-HRTimeline
HC Advisors, LLC2,587$334K0.25%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC2,581$333K0.05%-20013F-HRTimeline
RMR Capital Management, LLC2,576$332K0.24%-3113F-HRTimeline
Capital Asset Advisory Services LLC2,556$331K0.02%+33613F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC2,545$328K0.09%-1,92313F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,540$328K0.04%013F-HRTimeline
Wealth Architects, LLC2,530$326K0.04%+113F-HR/ATimeline
Index Fund Advisors, Inc.2,523$325K0.02%-6113F-HRTimeline
Prairie Wealth Advisors, Inc.2,521$325K0.16%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,517$325K0.02%+62213F-HRTimelineGroup
CIBC Asset Management Inc2,517$325K<0.01%-14013F-HRTimeline
David Wealth Management LLC2,509$324K0.27%+213F-HRTimeline
True North Advisors, LLC2,505$323K0.06%+58013F-HRTimeline
FSA Investment Group, LLC2,482$320K0.27%+1613F-HRTimeline
United Advisor Group, LLC2,466$318K0.07%-1,04413F-HRTimeline
Maxele Advisors, LLC2,462$317K0.31%013F-HRTimeline
Mystic Asset Management, Inc.2,461$317K0.08%+5513F-HRTimeline
Equita Financial Network, Inc.2,455$317K0.11%+6413F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,512$316K0.02%-3413F-HRTimeline
Paragon Private Wealth Management, LLC2,452$316K0.15%-43213F-HRTimeline
NTV Asset Management LLC2,451$316K0.04%-95013F-HRTimeline
Claro Advisors Inc.2,446$315K0.04%+59113F-HRTimeline
Vigilare Wealth Management2,446$315K0.13%new13F-HRTimeline
Constant Guidance Financial LLC2,444$315K0.4%-9,64213F-HRTimeline
Requisite Capital Management, LLC2,436$314K0.07%new13F-HRTimeline
Goelzer Investment Management, Inc.2,431$314K0.02%013F-HR/ATimeline
Hikari Power Ltd2,430$313K0.02%013F-HRTimeline
Blue Trust, Inc.2,427$313K<0.01%-2,05013F-HRTimeline
Olistico Wealth, LLC100$311K0.19%-2,31513F-HRTimeline
Realta Investment Advisors2,409$311K0.14%+7913F-HRTimeline
GPS Wealth Strategies Group, LLC2,407$310K0.04%+16013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,400$310K0.01%013F-HRTimeline
Payne Capital Management, LLC2,400$310K0.13%013F-HRTimeline
Aviance Capital Partners, LLC2,377$307K0.04%-10013F-HRTimeline
Facet Wealth, Inc.2,443$306K0.01%-28213F-HRTimeline
GHP Investment Advisors, Inc.2,367$305K0.01%+113F-HRTimeline
OPTIMA CAPITAL LLC2,361$304K0.19%-1,31713F-HRTimeline
Firestone Capital Management2,358$304K0.08%+1213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,356$304K0.01%+24713F-HRTimeline
J2 Capital Management Inc2,348$303K0.28%013F-HRTimeline
Sheaff Brock Investment Advisors, LLC2,344$302K0.03%013F-HRTimeline
PATTEN & PATTEN INC/TN2,335$301K0.02%+313F-HRTimeline
APPLETON PARTNERS INC/MA2,330$301K0.02%-10613F-HRTimeline
1776 Wealth LLC2,320$299K0.14%-5313F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …2,314$298K<0.01%+1,92813F-HRTimelineGroup
Moors & Cabot, Inc.2,304$297K0.02%-63713F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …2,303$297K0.02%new13F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC2,300$297K0.1%-713F-HRTimeline