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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
SUMITOMO LIFE INSURANCE CO15,133,322$1.93B36.45%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,740,556$1.75B0.16%+2,409,64913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,748,773$1.24B0.09%+72,58813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,221,557$921M0.34%13F-HR/ATimelineGroup
LPL Financial LLC5,643,230$720M0.29%+243,68113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,457,629$696M0.06%+3,292,94813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,013,329$640M0.15%+449,06313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,007,096$639M-187,957Timeline
Creative Planningin group Creative Planning3,649,157$466M0.45%-36,83013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,444,807$440M0.11%+103,95113F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,019,082$385M0.09%+121,34913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,405,850$307M0.07%+92,99413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,343,545$299M0.44%+179,70313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …2,274,060$290M0.25%+384,28513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,187,615$279M0.68%-145,71713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,035,787$260M0.05%+35,12813F-HRTimelineGroup
Janney Montgomery Scott LLC1,804,471$230M0.64%+19,07113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,630,781$208M0.2%+198,88213F-HRTimelineGroup
Edge Capital Group, LLC1,595,820$204M10.4%-2,07513F-HRTimeline
Cetera Investment Advisers1,546,608$197M0.41%-39,92213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,431,137$183M0.81%-33,03713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,410,961$180M0.19%+127,12613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding1,082,664$138M-17,937Timeline
Howard Capital Management, LLC1,044,302$133M2.07%+5913F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co1,035,700$132M3%+311,50013F-HRTimelineGroup
HighTower Advisors, LLC1,024,401$131M0.18%+16,94513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.942,902$120M0.27%+6,24013F-HR/ATimelineGroup
Joel Isaacson & Co., LLC922,665$118M5.31%+27,29413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP917,669$117M0.18%-21,29813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…914,691$117M0.08%-19,02413F-HRTimelineGroup
Wharton Business Group, LLC892,922$114M5.14%-1,87913F-HRTimeline
Cambridge Investment Research Advisors,…858,694$110M0.37%+54,53213F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding836,110$107M-60,444Timeline
Florida Trust Wealth Management Co796,886$102M3.25%+9,24113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS728,193$92.9M0.27%+8,10513F-HRTimeline
Allworth Financial LP677,461$89.4M0.49%+7,19713F-HRTimeline
Bell Bank696,473$88.9M6.61%+437,52713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding685,380$87.4M-3,623Timeline
Martel Wealth Advisors LLC677,586$86.5M16.88%+30,32113F-HRTimeline
D.A. DAVIDSON & CO.644,524$82.2M0.67%+4,18313F-HRTimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co640,379$81.7M1.54%-730,38813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC608,845$77.7M0.17%+43,26613F-HRTimelineGroup
SBI Securities Co., Ltd.608,020$77.6M2.39%13F-HRTimeline
One Day In July LLC600,886$76.7M8.04%+49,68013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/597,547$76.2M0.04%-9,01513F-HRTimelineGroup
HCR Wealth Advisors584,571$74.6M9.34%+25,73213F-HRTimeline
BARINGS LLCin group BARINGS LLC565,199$72.1M1.71%+103,79213F-HRTimelineGroup
Mesirow Financial Investment Management…562,273$71.7M1.42%-534,94513F-HRTimeline
Steward Partners Investment Advisory, L…542,997$69.3M0.61%-21,55013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC539,693$68.9M15.24%-1,68113F-HRTimeline
Mariner, LLCin group Mariner, LLC532,347$67.9M0.11%+17,54413F-HRTimelineGroup
PINNACLE ASSOCIATES LTD519,217$66.2M0.9%+24,49513F-HRTimeline
MML INVESTORS SERVICES, LLC516,418$65.9M0.23%-32,89513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.506,491$64.6M0.61%+22,66913F-HRTimelineGroup
Northeast Financial Consultants Inc479,201$61.1M2.58%+7,39713F-HRTimeline
Wellspring Financial Advisors, LLC2,968,984$60.9M6.38%+672,75713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.468,114$59.7M0.11%+30,37513F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC453,500$57.9M8.09%+22,19413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC443,215$56.5M0.15%-12,96113F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC442,026$56.4M11.84%-4,80613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…440,680$56.2M0.11%+43,70113F-HR/ATimeline
White Lighthouse Investment Management …434,967$55.5M9.75%+4,96513F-HRTimeline
Smithfield Trust Co386,972$49.4M2.46%-6,28913F-HRTimeline
CW Advisors, LLC382,199$48.8M0.67%+5,66213F-HRTimeline
Atria Wealth Solutions, Inc.381,177$48.6M0.53%+12,71113F-HRTimeline
BANK OF HAWAII377,257$48.1M2.66%-3,28113F-HRTimeline
Private Advisor Group, LLC375,089$47.9M0.27%+2,58713F-HRTimeline
Waldron Private Wealth LLC366,063$46.7M1.88%-9,25913F-HRTimeline
Operose Advisors LLC354,218$45.2M15.46%-55,36013F-HRTimeline
Cornerstone Advisory, LLC327,913$43.9M4.98%+21,26013F-HRTimeline
Waverly Advisors, LLC326,486$41.7M0.64%+6,50713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp323,557$41.3M0.14%-6,22213F-HRTimelineGroup
Baltimore-Washington Financial Advisors…321,897$41.1M2.11%+19,77813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC320,031$40.8M0.57%+4,27313F-HRTimeline
MBM WEALTH CONSULTANTS, LLC318,101$40.6M12.08%+6,04113F-HRTimeline
Sabal Trust CO295,712$37.7M2.18%+15,19113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…292,873$37.4M3.49%+9,83713F-HRTimeline
Twele Capital Management, Inc.288,232$36.8M7.8%-5,16913F-HRTimeline
NewEdge Advisors, LLC285,009$36.4M0.22%+9,25513F-HRTimeline
Zhang Financial LLC279,520$35.7M2.04%+5,10113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.278,399$35.5M0.22%+5,16413F-HRTimeline
Heartwood Wealth Advisors LLC265,737$33.9M3.82%+2,13113F-HRTimeline
Round Rock Advisors LLC265,405$33.9M6.95%-1,97013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…262,395$33.5M0.03%+57,42613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP255,849$32.6M0.05%-23,09113F-HRTimelineGroup
Iron Horse Wealth Management, LLC254,011$32.4M10.88%+8,81313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…253,172$32.3M0.12%-3,72513F-HRTimelineGroup
Buska Wealth Management, LLC251,399$32.1M10.27%+31,03813F-HRTimeline
BEACON FINANCIAL GROUP249,220$31.8M3.42%-2,19213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO244,783$31.2M0.04%+2,70913F-HRTimelineGroup
Human Investing LLC242,505$30.9M5.49%+10,19213F-HRTimeline
Opus Capital Group, LLC240,686$30.7M3.9%-3,60513F-HRTimeline
ACT WEALTH MANAGEMENT, LLC238,579$30.4M14.23%-2,00613F-HRTimeline
Sanctuary Advisors, LLC227,053$30.2M0.19%-7,00213F-HRTimeline
Beacon Pointe Advisors, LLC235,509$30M0.33%+3,63113F-HRTimeline
Conservest Capital Advisors, Inc.231,965$29.6M3.06%-30,14313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding229,363$29.3M+1,770Timeline
DAVENPORT & Co LLC227,105$29M0.17%+3,70713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP222,323$28.4M0.21%+10,42913F-HRTimelineGroup
Crews Bank & Trust222,191$28.3M4.78%13F-HRTimeline
Focus Financial Network, Inc.221,409$28.2M1.12%-11,41013F-HRTimeline
TOWNSQUARE CAPITAL LLC221,124$28.2M0.32%+38,06013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC220,621$28.1M0.18%+25,19313F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.220,432$28.1M4.7%+16,87713F-HRTimeline
Berkeley Capital Partners, LLC219,487$28M7.78%+1,34413F-HRTimeline
Venture Visionary Partners LLC217,750$27.8M1.18%+5013F-HR/ATimeline
FMR LLCin group FMR LLC215,354$27.5M<0.01%+13,90813F-HRTimelineGroup
DeDora Capital, Inc.211,906$27M7.4%-1,46513F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…211,676$27M0.88%-2,49913F-HRTimelineGroup
REBALANCE, LLC207,857$26.5M1.98%-17,55013F-HRTimeline
GSG Advisors LLC206,937$26.4M8.32%+91413F-HRTimeline
Focused Wealth Management, Inc205,790$26.3M3.55%+69313F-HRTimeline
Wolff Financial Management LLC205,663$26.2M7.28%-2,88613F-HRTimeline
WASHINGTON TRUST Co203,568$26M0.93%-9,13613F-HRTimeline
NorthCoast Asset Management LLC202,552$25.9M0.13%+28,01813F-HR/ATimeline
NEW ENGLAND ASSET MANAGEMENT INC202,250$25.8M4.41%+2,20013F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE200,033$25.5M3.63%013F-HRTimeline
COMERICA BANK199,818$25.5M0.1%-3,31813F-HR/ATimeline
Roble, Belko & Company, Inc198,386$25.3M4.02%+45413F-HRTimeline
FineMark National Bank & Trust197,718$25.2M0.88%-1,68813F-HRTimeline
IFG Advisory, LLC195,082$24.9M1.41%-53813F-HRTimeline
Arkos Global Advisors193,470$24.7M3.62%-2,83513F-HRTimeline
DAGCO, INC.191,079$24.4M8.08%+34,81713F-HRTimeline
Montis Financial, LLC190,828$24.3M7.52%-1,59613F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …190,294$24.3M3.67%-2,47313F-HRTimeline
Graves Light Lenhart Wealth, Inc.188,854$24.1M3%+12613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\187,751$24M0.03%-6,13613F-HRTimelineGroup
Oak Harvest Investment Services185,903$23.7M3.31%+8513F-HRTimeline
First National Trust Co185,611$23.7M0.89%+15,77313F-HRTimeline
Integrated Wealth Concepts LLC184,742$23.6M0.27%+4,77813F-HRTimeline
FIRST MANHATTAN CO. LLC.181,982$23.2M0.07%+4413F-HRTimeline
OLD NATIONAL BANCORP /IN/181,743$23.2M0.55%-3,23313F-HRTimeline
Valmark Advisers, Inc.181,175$23.1M0.36%+5,81313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding177,502$22.6M+3,799Timeline
MONEY CONCEPTS CAPITAL CORP172,160$22M1.63%+3,09013F-HRTimeline
AE Wealth Management LLC172,156$22M0.19%-16,31713F-HRTimeline
Forum Private Client Group LLC171,150$21.8M9.7%+1,44813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP169,155$21.6M<0.01%+10,39313F-HRTimelineGroup
Measured Wealth Private Client Group, L…167,586$21.4M6.91%+1,55513F-HRTimeline
Drucker Wealth 3.0, LLC164,814$21M4.85%+30,62213F-HR/ATimeline
Avion Wealth164,357$21M5.39%-1,21413F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK162,931$20.8M0.67%-5,07213F-HRTimelineGroup
Piedmont Capital Management, LLC162,237$20.7M12.48%+1,61513F-HRTimeline
CENTRAL TRUST Co158,585$20.2M0.5%-6,06213F-HRTimeline
Keudell/Morrison Wealth Management158,149$20.2M5.26%-2,59513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK156,442$20M0.12%-2,97613F-HRTimelineGroup
Investment Advisory Group, LLC154,503$19.7M6.6%+2,41013F-HRTimeline
Annandale Capital, LLC151,198$19.3M3.82%-1,81513F-HRTimeline
Mutual Advisors, LLC147,533$19.3M0.56%-1,86013F-HRTimeline
Salomon & Ludwin, LLC148,512$18.9M2.01%-10,05013F-HRTimeline
Baker Ellis Asset Management LLC147,389$18.8M2.77%-1,05913F-HRTimeline
BLAIR WILLIAM & CO/IL147,155$18.8M0.05%+3,89913F-HRTimeline
Ariston Services Group147,017$18.8M16.25%+2,94413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC146,812$18.7M0.03%-14,11313F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC145,258$18.5M0.68%-3,29613F-HRTimeline
Executive Wealth Management, LLC143,208$18.3M1.43%-2,20713F-HRTimeline
Wealthspire Advisors, LLC141,860$18.1M0.18%-1,67913F-HRTimeline
Wealth Dimensions Group, Ltd.140,216$17.9M4.38%+3,10613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC139,832$17.8M1.41%+8,57013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV139,572$17.8M1.3%-2,27013F-HRTimeline
Mittelman Wealth Management139,286$17.8M16.53%-88,05613F-HRTimeline
Northside Capital Management, LLC138,253$17.6M4.69%013F-HRTimeline
Westside Investment Management, Inc.138,149$17.6M3.71%+89213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding136,144$17.4M+24,008Timeline
Financial Perspectives, Inc135,926$17.3M5.82%+3013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding135,912$17.3M-86Timeline
Benchmark Wealth Management, LLC135,692$17.3M8.52%-1,19413F-HRTimeline
Select Asset Management & Trust135,106$17.2M6.68%-4,60813F-HRTimeline
Merit Financial Group, LLC134,359$17.1M0.31%+7,52013F-HRTimeline
Integrated Advisors Network LLC134,149$17.1M0.82%-3,55813F-HRTimeline
First Horizon Advisors, Inc.133,778$17.1M0.48%+11,19913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…133,137$17M0.46%-15,31313F-HRTimelineGroup
Francis Financial, Inc.132,467$16.9M4.29%-4,05913F-HRTimeline
Verity & Verity, LLC131,157$16.7M1.53%+88,50913F-HRTimeline
Hardy Reed LLC130,429$16.6M1.47%-3,85413F-HRTimeline
Unison Advisors LLC128,818$16.4M1.96%+3213F-HRTimeline
Hippocratic Financial Advisors, LLC126,917$16.2M11.26%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co126,381$16.1M0.21%-5,13613F-HRTimelineGroup
Principle Wealth Partners LLC126,129$16.1M1.13%-5,16013F-HRTimeline
Performance Wealth Partners, LLC126,090$16.1M0.52%+3,27513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT125,845$16.1M1.19%-4,70513F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC125,550$16M3.82%new13F-HRTimeline
Long Run Wealth Advisors, LLC125,454$16M3.84%+71713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC125,395$16M1.15%+2,73513F-HRTimeline
Pinnacle Financial Partners Inc122,547$15.6M0.32%+5,34113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…119,494$15.2M1.14%-2,16113F-HRTimeline
Private Advisory Group LLC119,450$15.2M1.71%+1,41413F-HR/ATimeline
Advisory Services Network, LLC119,430$15.2M0.28%+4,62413F-HRTimeline
Procyon Advisors, LLC118,525$15.1M0.97%-2,54313F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…118,128$15.1M<0.01%-105,87813F-HRTimelineGroup
SlateStone Wealth, LLC117,620$15M1.47%-2,19313F-HRTimeline
Cresset Asset Management, LLC117,425$15M0.07%-19,82513F-HRTimeline
Employees' Retirement Fund of the City …117,403$15M6.99%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp114,629$14.6M<0.01%+1,49613F-HRTimelineGroup
Steele Capital Management, Inc.114,373$14.6M0.76%+5,07413F-HRTimeline
Ballast, Inc.113,520$14.5M4.14%+1,80113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…112,969$14.4M0.04%+1,84113F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding112,840$14.4M+10,543Timeline
Composition Wealth, LLC112,543$14.4M0.29%+7,94013F-HRTimeline
Tepp RIA, LLC112,423$14.3M21.23%13F-HRTimeline