Skip to content
Disclosery

VYM VANGUARD WHITEHALL FDS

Follow

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
ATLAS CAPITAL ADVISORS INC.2,296$296K0.04%+30013F-HRTimeline
DOVER ADVISORS, LLC2,294$296K0.13%new13F-HRTimeline
J. W. Coons Advisors, LLC2,293$296K0.08%+31013F-HRTimeline
GHE, LLC2,285$295K0.13%013F-HRTimeline
Beacon Capital Management, LLC2,270$293K0.04%-13913F-HRTimeline
Strategic Financial Partners, Ltd.2,270$293K0.15%013F-HRTimeline
Copia Wealth Management2,269$293K0.27%-2513F-HRTimeline
Fisher Asset Management, LLC2,260$291K<0.01%-1,38413F-HRTimeline
MMBG INVESTMENT ADVISORS CO.2,260$291K0.03%013F-HRTimeline
CHEMUNG CANAL TRUST CO2,244$289K0.06%013F-HRTimeline
SFG Wealth Management, LLC.2,238$289K0.14%+8813F-HRTimeline
Summit X, LLC2,238$289K0.06%-713F-HRTimeline
Private Wealth Asset Management, LLC2,237$288K0.04%13F-HRTimeline
Sage Mountain Advisors LLC2,224$287K0.02%-20013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,222$286K0.03%-1413F-HR/ATimelineGroup
USAdvisors Wealth Management, LLC2,220$286K0.1%+1413F-HRTimeline
Phillips Wealth Planners LLC2,357$285K0.3%-5313F-HRTimeline
DAVIS R M INC2,210$285K0.01%013F-HRTimeline
Watts Gwilliam & Co., LLC2,209$285K0.06%-213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,203$284K0.05%-18113F-HRTimeline
Blue Sky Capital Consultants Group, Inc.2,200$284K0.19%013F-HRTimeline
Foster Victor Wealth Advisors, LLC2,343$284K0.02%+313F-HRTimeline
WESPAC Advisors, LLC2,197$283K0.23%-1,32413F-HRTimeline
Gray Private Wealth, LLC2,197$283K0.17%013F-HRTimeline
Strait & Sound Wealth Management LLC2,176$281K0.13%-36613F-HRTimeline
Armbruster Capital Management, Inc.2,165$279K0.06%013F-HRTimeline
MinichMacGregor Wealth Management, LLC2,164$279K0.06%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,158$278K0.05%+2013F-HRTimeline
Revolve Wealth Partners, LLC2,152$278K0.04%013F-HRTimeline
Cabana LLC2,150$277K1.73%new13F-HRTimeline
Aurora Private Wealth, Inc.2,150$277K0.22%new13F-HR/ATimeline
Latitude Advisors, LLC2,140$276K0.16%+25613F-HRTimeline
Monument Group Wealth Advisors, LLC2,137$276K0.19%+38713F-HRTimeline
WMG Financial Advisors, LLC2,119$273K0.12%013F-HRTimeline
EASTERN BANK2,118$273K0.01%-25013F-HRTimeline
Hudock, Inc.2,111$272K0.05%new13F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,107$272K0.23%013F-HRTimeline
Kraft, Davis & Associates, LLC2,241$271K0.09%+213F-HRTimeline
ACAS, LLC2,183$271K0.21%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,093$270K0.18%-15613F-HRTimeline
Greenline Partners, LLC2,091$270K0.04%+213F-HRTimeline
RIA Advisory Group LLC2,091$270K0.09%-3513F-HRTimeline
Stonegate Investment Group, LLC2,087$269K0.01%+1513F-HRTimeline
Wells Trecaso Financial Group, LLC2,086$269K0.09%new13F-HRTimeline
Bluespring Wealth Management, LLC2,085$269K0.03%-22413F-HRTimeline
Aspen Investment Management Inc2,075$268K0.12%013F-HRTimeline
Aerodigm Wealth, LLC2,076$268K0.15%new13F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.2,073$267K0.15%+20013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,056$265K0.04%+113F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,052$265K0.1%013F-HRTimeline
Cascade Wealth Advisors, Inc2,165$264K0.18%-38113F-HRTimeline
PFC CAPITAL GROUP, INC.2,052$264K0.13%-4913F-HRTimeline
HRC WEALTH MANAGEMENT, LLC2,041$263K0.16%+8013F-HRTimeline
Von Berge Wealth Management Group, LLC2,128$263K0.17%-4013F-HRTimeline
Security Financial Services, INC.2,034$262K0.05%+413F-HRTimeline
LEIGH BALDWIN & CO., LLC2,033$262K0.21%-6013F-HRTimeline
Elevated Capital Advisors, LLC2,033$262K0.07%013F-HRTimeline
Revisor Wealth Management LLC2,019$260K0.12%-1,25413F-HRTimeline
Leading Edge Financial Planning LLC2,015$260K0.08%013F-HRTimeline
Prosperity Planning, Inc.2,011$259K0.08%+5113F-HRTimeline
Legacy Financial Group LLC2,010$259K0.04%+4113F-HRTimeline
BANK OZK2,010$259K0.11%013F-HRTimeline
Birch Hill Investment Advisors LLC2,005$259K0.01%new13F-HRTimeline
Sterling Investment Counsel, LLC2,003$258K0.09%new13F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,000$258K0.01%new13F-HRTimeline
Trek Financial, LLC2,000$258K0.02%013F-HRTimeline
GDS Wealth Management1,996$257K0.02%-1,09613F-HRTimeline
Independent Advisor Alliance1,996$257K0.01%-104,86213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,014$257K0.02%+43113F-HR/ATimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC1,991$257K0.23%013F-HRTimeline
CALTON & ASSOCIATES, INC.1,990$257K0.06%new13F-HR/ATimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,983$256K0.1%-84513F-HRTimeline
AVALON CAPITAL MANAGEMENT1,976$255K0.07%+1313F-HRTimeline
WEIK CAPITAL MANAGEMENT1,975$255K0.1%+37513F-HRTimeline
Northwest Financial Advisors1,974$255K0.21%013F-HRTimeline
Garden State Investment Advisory Servic…1,967$254K0.08%+813F-HRTimeline
WealthPlan Investment Management, LLC1,959$253K0.02%+813F-HRTimeline
Financial Freedom, LLC1,944$251K0.14%+1113F-HRTimeline
Campbell Deegan Wealth Management, LLC1,944$251K0.29%+1313F-HRTimeline
Principia Wealth Advisory, LLC2,039$250K0.24%+1,25313F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,935$250K0.05%+113F-HRTimeline
ARS Wealth Advisors Group, LLC1,935$250K0.04%+6513F-HRTimeline
CATALYST PRIVATE WEALTH, LLC1,930$249K0.12%+26113F-HRTimeline
Accredited Investors Inc.1,917$247K0.02%-23013F-HRTimeline
Clearwater Capital Advisors, LLC1,914$247K0.02%013F-HRTimeline
Hopwood Financial Services, Inc.1,914$247K0.19%013F-HRTimeline
WestHill Financial Advisors, Inc.1,914$247K0.06%new13F-HRTimeline
Gibraltar Capital Management, Inc.1,910$246K0.05%new13F-HRTimeline
Smith & Howard Wealth Management, LLC1,908$246K0.07%013F-HRTimeline
Vertex Planning Partners, LLC1,907$246K0.05%-18913F-HRTimeline
Nemes Rush Group LLC1,904$246K0.03%+1813F-HRTimeline
DEARBORN PARTNERS LLC1,900$245K0.01%new13F-HRTimeline
CURA WEALTH ADVISORS, LLC1,900$245K0.1%013F-HRTimeline
Ferguson Shapiro LLC1,897$245K0.09%new13F-HRTimeline
ZynergyRetirementPlanningLLC1,916$244K0.17%013F-HRTimeline
Sterling Wealth Advisors Inc1,892$244K0.19%-18413F-HRTimeline
Perkins Coie Trust Co1,890$244K0.06%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,888$243K0.08%013F-HRTimeline
Planning Center, Inc.1,886$243K0.03%+6613F-HRTimeline
Silver Coast Investments LLC1,884$243K0.09%-11113F-HRTimeline
FSA Advisors, Inc.1,882$243K0.19%-2113F-HRTimeline
Inscription Capital, LLC2,005$243K0.04%13F-HRTimeline
Caitlin John, LLC1,877$242K0.24%-32513F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,873$242K0.09%013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY1,871$241K0.25%+413F-HRTimeline
McDonough Capital Management, Inc1,869$241K0.16%-113F-HRTimeline
REDW Wealth LLC1,866$241K0.09%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,863$240K0.01%013F-HRTimeline
Dunhill Financial, LLC1,852$239K0.11%-1,56713F-HRTimeline
Cape Investment Advisory, Inc.1,851$239K0.1%-2313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,849$238K0.17%+413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,840$237K0.01%-51213F-HRTimelineGroup
HOME FEDERAL BANK OF TENNESSEE1,838$237K0.07%013F-HRTimeline
ETF Store, Inc.1,835$237K0.29%+6213F-HRTimeline
LGT Financial Advisors LLC1,835$237K0.72%-7913F-HRTimeline
Intrua Financial, LLC1,833$236K0.04%-78913F-HRTimeline
Financial Advisors, LLC1,830$236K0.05%013F-HRTimeline
ShoreHaven Wealth Partners, LLC1,827$236K0.11%-23213F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC1,824$235K0.01%+513F-HRTimelineGroup
Evolution Advisers, Inc.1,829$235K0.12%-2013F-HRTimeline
Financial Futures Ltd Liability Co.1,822$235K0.13%-3013F-HRTimeline
Second Line Capital, LLC1,816$234K0.06%-6613F-HRTimeline
MRA Advisory Group1,804$233K0.12%-7613F-HRTimeline
Rodgers & Associates, LTD1,796$232K0.03%013F-HRTimeline
Founders Capital Management1,783$230K0.15%+513F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,783$230K0.14%013F-HRTimeline
Winch Advisory Services, LLC1,783$230K0.06%+1113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC1,781$230K0.13%-43113F-HRTimeline
Koss-Olinger Consulting, LLC1,773$229K0.02%new13F-HRTimeline
Center for Financial Planning, Inc.1,771$228K0.03%013F-HRTimeline
Indiana Trust & Investment Management Co1,769$228K0.08%013F-HRTimeline
WPG Advisers, LLC1,769$228K0.21%-3213F-HRTimeline
PHILADELPHIA TRUST CO1,765$228K0.02%013F-HRTimeline
Meriwether Wealth & Planning, LLC1,766$228K0.15%-26613F-HRTimeline
American Money Management, LLC1,764$227K0.04%-13913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC1,757$227K0.01%-8113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,753$226K0.12%+213F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC1,753$226K0.22%-4113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,752$226K<0.01%new13F-HR/ATimelineGroup
Galvin, Gaustad & Stein, LLC1,750$226K0.02%-25013F-HRTimeline
Moran Wealth Management, LLC1,744$225K0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC1,739$224K0.07%-1413F-HRTimeline
Acropolis Investment Management, LLC1,736$224K0.01%-86613F-HRTimeline
Fluent Financial, LLC1,733$223K0.1%-7713F-HRTimeline
Cooper Financial Group1,732$223K0.03%-4313F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC1,730$223K0.08%013F-HRTimeline
Mullaney, Keating & Wright, Inc.1,729$223K0.15%013F-HRTimeline
Acorn Wealth Advisors, LLC1,724$222K0.09%-2513F-HRTimeline
TFC Financial Management, Inc.1,723$222K0.03%013F-HRTimeline
Plan Group Financial, LLC1,720$222K0.08%new13F-HRTimeline
PKS Advisory Services, LLC13,997$221K0.06%+12,10213F-HRTimeline
Unified Investment Management1,716$221K0.26%013F-HRTimeline
Midwest Financial Group LLC1,714$221K0.13%+513F-HRTimeline
Element Wealth, LLC1,706$220K0.12%+10913F-HRTimeline
RiverFront Investment Group, LLC1,700$219K<0.01%013F-HRTimeline
Edgestream Partners, L.P.1,689$218K0.01%new13F-HRTimeline
Advyzon Investment Management, LLC1,689$218K0.08%-52813F-HRTimeline
MA Private Wealth1,687$218K0.04%013F-HRTimeline
626 Financial, LLC1,686$217K0.11%013F-HRTimeline
Peak Retirement Planning, Inc.1,684$217K0.12%new13F-HRTimeline
5T Wealth, LLC1,674$216K0.12%-59913F-HRTimeline
GK Wealth Management LLC1,669$215K0.27%new13F-HR/ATimeline
Van Cleef Asset Management,Inc1,663$214K0.02%-33713F-HRTimeline
Sather Financial Group Inc1,659$214K0.01%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC1,658$214K0.24%+6813F-HRTimeline
Park Square Financial Group, LLC1,655$213K0.17%-513F-HRTimeline
Soltis Investment Advisors LLC1,652$213K0.02%new13F-HRTimeline
Blue Oak Capital, LLC1,649$213K0.12%+1113F-HRTimeline
Newton One Investments LLC1,648$213K0.08%-21913F-HRTimeline
Safeguard Financial, LLC1,646$212K0.05%-11113F-HRTimeline
Prepared Retirement Institute LLC1,645$212K0.14%-16013F-HRTimeline
Arvest Bank Trust Division1,643$212K0.01%013F-HRTimeline
Everhart Financial Group, Inc.1,641$212K0.03%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC1,632$210K0.19%new13F-HRTimeline
Peachtree Investment Partners, LLC1,627$210K0.08%new13F-HRTimeline
SWMG, LLC1,697$209K0.08%-7313F-HRTimeline
BLB&B Advisors, LLC1,616$208K0.01%-3413F-HRTimeline
Sloy Dahl & Holst, LLC1,615$208K0.04%013F-HRTimeline
Heritage Wealth Partners, LLC1,613$208K0.32%-12213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,611$208K<0.01%+1413F-HRTimelineGroup
BOS Asset Management, LLC1,608$207K0.07%013F-HRTimeline
Lansing Street Advisors1,602$207K0.07%+1113F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC1,600$206K0.05%-3,03213F-HRTimeline
National Philanthropic Trust1,599$206K<0.01%013F-HRTimeline
Atlatl Advisers LLC1,593$205K0.13%+813F-HRTimeline
Wambolt & Associates, LLC1,595$205K0.07%-2813F-HRTimeline
Coastal Bridge Advisors, LLC1,592$205K0.02%new13F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.1,597$205K0.09%-26913F-HRTimeline
Tanager Wealth Management LLP1,589$205K0.03%-48213F-HRTimeline
Wisconsin Wealth Advisors, LLC1,583$204K0.29%new13F-HRTimeline
Heritage Financial Services, LLC1,582$204K0.02%-3,06113F-HRTimeline
Significant Wealth Partners LLC1,582$204K0.1%new13F-HRTimeline
Seelaus Asset Management LLC1,577$203K0.19%-5013F-HRTimeline
Clarus Group, Inc.1,575$203K0.08%013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…1,590$203K0.09%+713F-HRTimeline
SPC Financial, Inc.1,570$202K0.02%013F-HRTimeline
Avantra Family Wealth, Inc.1,559$201K0.19%-75213F-HRTimeline
Capital Square, LLC1,558$201K0.12%+213F-HRTimeline
CHAPIN DAVIS, INC.1,555$201K0.07%-1,07413F-HRTimeline
LFA - Lugano Financial Advisors SA1,555$201K0.14%013F-HRTimeline