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Disclosery

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
PATTEN & PATTEN INC/TN2,332$297K0.02%-1413F-HRTimeline
Avantra Family Wealth, Inc.2,311$295K0.28%13F-HRTimeline
Clark Asset Management, LLC2,310$295K0.06%new13F-HRTimeline
GODSEY & GIBB, INC2,310$295K0.03%-27913F-HRTimeline
Bluespring Wealth Management, LLC2,309$295K0.03%+713F-HRTimeline
WEST MICHIGAN ADVISORS, LLC2,307$294K0.09%-1813F-HRTimeline
LifeWealth Investments, LLC2,296$293K0.19%13F-HRTimeline
Copia Wealth Management2,294$293K0.28%13F-HRTimeline
GHE, LLC2,285$292K0.12%013F-HR/ATimeline
ACAS, LLC2,183$291K0.22%-4313F-HRTimeline
5T Wealth, LLC2,273$290K0.16%13F-HRTimeline
Veridan Wealth LLC2,199$290K0.14%13F-HRTimeline
Pure Financial Advisors, LLC2,270$290K0.01%+58613F-HRTimeline
Strategic Financial Partners, Ltd.2,270$290K0.15%013F-HRTimeline
Von Berge Wealth Management Group, LLC2,168$288K0.17%+5113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.2,260$288K0.03%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,256$288K0.02%013F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.2,249$287K0.2%13F-HRTimeline
GPS Wealth Strategies Group, LLC2,247$287K0.04%-13213F-HRTimeline
Summit X, LLC2,245$286K0.06%-10513F-HRTimeline
CHEMUNG CANAL TRUST CO2,244$286K0.06%013F-HRTimeline
Capital Asset Advisory Services LLC2,220$285K0.01%-213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,236$285K0.03%-6513F-HR/ATimelineGroup
Advyzon Investment Management, LLC2,217$283K0.11%13F-HRTimeline
Watts Gwilliam & Co., LLC2,211$282K0.06%-9913F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,212$282K0.17%new13F-HRTimeline
DAVIS R M INC2,210$282K0.01%013F-HRTimeline
USAdvisors Wealth Management, LLC2,206$281K0.09%+1713F-HRTimeline
Caitlin John, LLC2,202$281K0.19%-14313F-HRTimeline
Blue Sky Capital Consultants Group, Inc.2,200$281K0.17%13F-HRTimeline
Gray Private Wealth, LLC2,197$280K0.17%+2813F-HRTimeline
Brick & Kyle, Associates2,186$279K0.12%new13F-HRTimeline
Permanens Capital L.P.2,170$277K0.05%new13F-HRTimeline
Armbruster Capital Management, Inc.2,165$276K0.06%-3913F-HRTimeline
MinichMacGregor Wealth Management, LLC2,164$276K0.06%013F-HRTimeline
Bison Wealth, LLC2,154$275K0.03%13F-HRTimeline
Revolve Wealth Partners, LLC2,152$275K0.04%013F-HR/ATimeline
SFG Wealth Management, LLC.2,150$274K0.14%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,148$274K<0.01%+2,14713F-HRTimelineGroup
Accredited Investors Inc.2,147$274K0.02%013F-HRTimeline
Veery Capital, LLC2,147$274K0.1%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,138$273K0.06%+18413F-HRTimeline
OBSIDIAN CIO, LLC2,137$273K0.05%new13F-HRTimeline
RIA Advisory Group LLC2,126$271K0.09%-7613F-HRTimeline
WMG Financial Advisors, LLC2,119$270K0.12%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…2,114$270K0.05%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,109$269K0.01%+26713F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,107$269K0.21%013F-HRTimeline
PFC CAPITAL GROUP, INC.2,101$268K0.13%+2413F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,098$268K0.02%new13F-HRTimeline
Vertex Planning Partners, LLC2,096$267K0.06%+18913F-HRTimeline
LEIGH BALDWIN & CO., LLC2,093$267K0.23%13F-HR/ATimeline
Greenline Partners, LLC2,089$267K0.04%+213F-HRTimeline
Aspen Investment Management Inc2,075$265K0.12%013F-HRTimeline
Sterling Wealth Advisors Inc2,076$265K0.21%13F-HRTimeline
Stonegate Investment Group, LLC2,072$264K0.01%+613F-HRTimeline
Tanager Wealth Management LLP2,071$264K0.03%+46613F-HRTimeline
Capital Market Strategies LLC2,069$264K0.15%+413F-HRTimeline
ShoreHaven Wealth Partners, LLC2,059$263K0.12%-23513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,055$262K0.04%+5513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,052$262K0.09%+17413F-HRTimeline
American Institute for Advanced Investm…2,045$261K0.19%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,043$261K0.02%-4813F-HRTimeline
Allianz SEgroup of 2 filers holding2,036$260K-6Timeline
Elevated Capital Advisors, LLC2,033$259K0.07%+20013F-HRTimeline
Meriwether Wealth & Planning, LLC2,032$259K0.18%13F-HRTimeline
Security Financial Services, INC.2,030$259K0.05%-42913F-HRTimeline
O'Dell Group, LLC2,024$258K0.06%new13F-HRTimeline
Leading Edge Financial Planning LLC2,015$257K0.08%-10313F-HRTimeline
BANK OZK2,010$256K0.11%013F-HRTimeline
Van Cleef Asset Management,Inc2,000$255K0.03%013F-HRTimeline
Trek Financial, LLC2,000$255K0.02%013F-HRTimeline
Galvin, Gaustad & Stein, LLC2,000$255K0.02%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,996$255K0.03%-20413F-HRTimeline
Silver Coast Investments LLC1,995$255K0.1%-33513F-HRTimeline
GRANDFIELD & DODD, LLC1,994$254K0.02%013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC1,991$254K0.22%13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,985$253K0.02%new13F-HRTimelineGroup
J. W. Coons Advisors, LLC1,983$253K0.06%-50013F-HRTimeline
Northwest Financial Advisors1,974$252K0.21%+75013F-HRTimeline
AVALON CAPITAL MANAGEMENT1,963$250K0.08%+1513F-HRTimeline
Garden State Investment Advisory Servic…1,959$250K0.08%+713F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,961$250K0.01%+39313F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,961$250K0.15%+1413F-HRTimeline
Prosperity Planning, Inc.1,960$250K0.08%-27113F-HRTimeline
WealthPlan Investment Management, LLC1,951$249K0.02%+4013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,934$247K0.05%-30513F-HRTimeline
Financial Freedom, LLC1,933$247K0.13%+1313F-HRTimeline
Campbell Deegan Wealth Management, LLC1,931$246K0.3%13F-HRTimeline
Triad Wealth Partners, LLC1,928$246K0.09%new13F-HRTimeline
True North Advisors, LLC1,925$246K0.06%new13F-HRTimeline
ZynergyRetirementPlanningLLC1,916$246K0.17%013F-HRTimeline
American Investment Services, Inc.1,924$245K0.04%-21013F-HR/ATimeline
Clearwater Capital Advisors, LLC1,914$244K0.02%013F-HRTimeline
Hopwood Financial Services, Inc.1,914$244K0.19%13F-HRTimeline
LGT Financial Advisors LLC1,914$244K0.54%-37413F-HRTimeline
Centered Wealth LLC dba Miller Equity C…1,910$244K0.09%013F-HRTimeline
Smith & Howard Wealth Management, LLC1,908$243K0.07%013F-HRTimeline
FSA Advisors, Inc.1,903$243K0.3%-37813F-HRTimeline
American Money Management, LLC1,903$243K0.05%-64413F-HRTimeline
CURA WEALTH ADVISORS, LLC1,900$242K0.11%13F-HRTimeline
PKS Advisory Services, LLC1,895$242K0.06%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,895$242K0.01%new13F-HRTimelineGroup
Ashurst Perkins Coie Trust Co1,890$241K0.05%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,888$241K0.03%-6513F-HRTimeline
Nemes Rush Group LLC1,886$241K0.03%+1,73713F-HRTimeline
Latitude Advisors, LLC1,884$240K0.14%-3013F-HRTimeline
Second Line Capital, LLC1,882$240K0.06%+1213F-HRTimeline
MRA Advisory Group1,880$240K0.13%013F-HRTimeline
Cape Investment Advisory, Inc.1,874$239K0.09%-3913F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,866$239K0.11%-26013F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.1,873$239K0.14%+10013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,873$239K0.09%013F-HRTimeline
McDonough Capital Management, Inc1,870$239K0.15%+113F-HRTimeline
ARS Wealth Advisors Group, LLC1,870$239K0.03%+2013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY1,867$238K0.26%13F-HRTimeline
Newton One Investments LLC1,867$238K0.09%013F-HRTimeline
REDW Wealth LLC1,866$238K0.08%-7,38213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,863$238K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sugarloaf Wealth Management, LLC1,860$237K0.04%+15113F-HRTimeline
Claro Advisors Inc.1,855$237K0.03%-6413F-HRTimeline
Financial Futures Ltd Liability Co.1,852$236K0.13%-37213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,845$235K0.17%13F-HRTimeline
Evolution Advisers, Inc.1,849$235K0.13%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC1,838$235K0.01%013F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE1,838$235K0.07%013F-HRTimeline
SWMG, LLC1,770$234K0.09%013F-HRTimeline
Financial Advisors, LLC1,830$233K0.04%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,825$233K0.01%+78113F-HRTimelineGroup
Planning Center, Inc.1,820$232K0.03%013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC1,819$232K0.02%+1913F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.1,817$232K0.14%-35913F-HRTimeline
Fluent Financial, LLC1,810$231K0.1%-50013F-HRTimeline
Prepared Retirement Institute LLC1,805$230K0.13%new13F-HRTimeline
WPG Advisers, LLC1,801$230K0.21%13F-HRTimeline
SJS Investment Consulting Inc.1,800$230K0.04%013F-HRTimeline
Rodgers & Associates, LTD1,796$229K0.03%-4213F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC1,794$229K0.22%13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,783$227K0.13%+9813F-HRTimeline
Founders Capital Management1,778$227K0.14%+513F-HRTimeline
Cooper Financial Group1,775$226K0.03%-3913F-HRTimeline
ETF Store, Inc.1,773$226K0.28%-7413F-HRTimeline
Winch Advisory Services, LLC1,772$226K0.06%+17413F-HRTimeline
Center for Financial Planning, Inc.1,771$226K0.03%013F-HRTimeline
Indiana Trust & Investment Management Co1,769$226K0.08%013F-HRTimeline
PHILADELPHIA TRUST CO1,765$225K0.02%013F-HRTimeline
Safeguard Financial, LLC1,757$224K0.05%-1,04913F-HRTimeline
Simplicity Wealth,LLC1,754$224K0.05%-22,66413F-HRTimeline
Opal Wealth Advisors, LLC1,753$224K0.07%-1,08613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,751$223K0.12%+413F-HRTimeline
Monument Group Wealth Advisors, LLC1,750$223K0.16%013F-HRTimeline
Acorn Wealth Advisors, LLC1,749$223K0.09%-1313F-HRTimeline
POTENTIA WEALTH1,741$222K0.1%13F-HRTimeline
Heritage Wealth Partners, LLC1,735$221K0.28%-8513F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC1,730$221K0.07%013F-HRTimeline
Mullaney, Keating & Wright, Inc.1,729$221K0.15%013F-HRTimeline
PLANNING DIRECTIONS INC1,728$220K0.13%+1313F-HRTimeline
TFC Financial Management, Inc.1,723$220K0.03%-8013F-HRTimeline
New Century Financial Group, LLC1,707$219K0.09%-28,91613F-HRTimeline
Unified Investment Management1,716$219K0.25%13F-HRTimeline
High Falls Advisors, Inc1,710$218K0.05%-30113F-HRTimeline
Midwest Financial Group LLC1,709$218K0.13%+713F-HRTimeline
Cyrus J. Lawrence, LLC1,701$217K0.04%new13F-HRTimeline
RiverFront Investment Group, LLC1,700$217K<0.01%new13F-HRTimeline
Adero Partners, LLC1,700$217K0.01%013F-HRTimeline
MA Private Wealth1,687$215K0.04%013F-HRTimeline
626 Financial, LLC1,686$215K0.12%013F-HRTimeline
Heritage Trust Co1,678$214K0.03%13F-HRTimeline
CATALYST PRIVATE WEALTH, LLC1,669$213K0.09%013F-HRTimeline
Park Square Financial Group, LLC1,660$212K0.15%13F-HRTimeline
Sather Financial Group Inc1,659$212K0.01%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,659$212K0.03%-2,00813F-HRTimeline
BLB&B Advisors, LLC1,650$210K0.01%+7913F-HRTimeline
UNIONVIEW, LLC1,644$210K0.15%+913F-HRTimeline
Arvest Bank Trust Division1,643$210K0.01%013F-HRTimeline
Kolinsky Wealth Management, LLC1,642$210K0.13%new13F-HRTimeline
Everhart Financial Group, Inc.1,641$209K0.04%-513F-HRTimeline
Blue Oak Capital, LLC1,638$209K0.13%13F-HRTimeline
PCA Investment Advisory Services Inc.1,630$208K0.1%-15313F-HRTimeline
Berkeley, Inc1,628$208K0.11%-1,62613F-HR/ATimeline
Seelaus Asset Management LLC1,627$208K0.19%-2013F-HRTimeline
Talon Private Wealth, LLC1,624$207K0.04%new13F-HR/ATimeline
Wambolt & Associates, LLC1,623$207K0.07%-2013F-HRTimeline
Capital Square, LLC1,556$207K0.12%new13F-HRTimeline
Sloy Dahl & Holst, LLC1,615$206K0.03%013F-HRTimeline
BOS Asset Management, LLC1,608$205K0.07%-7813F-HRTimeline
WEIK CAPITAL MANAGEMENT1,600$204K0.08%013F-HRTimeline
Visionary Horizons, LLC1,600$204K0.13%new13F-HRTimeline
National Philanthropic Trust1,599$204K<0.01%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,597$204K<0.01%new13F-HRTimelineGroup
Element Wealth, LLC1,597$204K0.11%+35213F-HRTimeline
TrinityPoint Wealth, LLC1,591$203K0.03%new13F-HRTimeline
Lansing Street Advisors1,591$203K0.07%-213F-HRTimeline
OFC FINANCIAL PLANNING, LLC1,590$203K0.21%13F-HRTimeline
Midwest Capital Advisors, LLC1,589$203K0.15%13F-HRTimeline
Atlatl Advisers LLC1,585$202K0.12%13F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…1,583$202K0.09%-6113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,583$202K0.02%+5313F-HRTimeline
Clarus Group, Inc.1,575$201K0.07%013F-HRTimeline
SPC Financial, Inc.1,570$200K0.02%new13F-HRTimeline