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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,142,352$1.57B0.14%-1,598,20413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,899,748$1.28B0.09%+150,97513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,312,162$943M0.36%+90,60513F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO5,773,322$745M26.64%-9,360,00013F-HRTimeline
LPL Financial LLC5,760,304$743M0.29%+117,07413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,469,486$705M0.05%+11,85713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,128,800$661M0.16%+115,47113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,620,099$596M-386,997Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,816,873$492M0.13%+372,06613F-HRTimelineGroup
Creative Planningin group Creative Planning3,619,849$467M0.44%-29,30813F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,083,726$398M0.09%+64,64413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,490,460$321M0.45%+146,91513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,395,589$309M0.07%-10,26113F-HR/ATimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …2,369,045$306M0.29%+94,98513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,329,714$300M0.69%+142,09913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,055,301$265M0.05%+19,51413F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,882,559$240M0.22%+251,77813F-HR/ATimelineGroup
Janney Montgomery Scott LLC1,824,424$235M0.67%+19,95313F-HRTimeline
Cetera Investment Advisers1,622,745$209M0.41%+76,13713F-HRTimeline
SCS Capital Management LLC1,540,670$199M2.53%new13F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,414,963$182M0.79%-16,17413F-HRTimelineGroup
HighTower Advisors, LLC1,293,248$167M0.23%+268,84713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,287,041$166M0.18%-123,92013F-HRTimelineGroup
Rakuten Investment Management, Inc.1,258,454$161M0.73%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,047,105$135M0.3%+104,20313F-HRTimelineGroup
Howard Capital Management, LLC1,044,234$135M3.38%-6813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,027,050$132M-55,614Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP957,836$124M0.2%+40,16713F-HRTimelineGroup
Joel Isaacson & Co., LLC947,143$122M5.54%+24,47813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…891,727$115M0.06%-22,96413F-HRTimelineGroup
Wharton Business Group, LLC890,518$115M5.19%-2,40413F-HRTimeline
Cambridge Investment Research Advisors,…875,530$113M0.38%+16,83613F-HRTimeline
Florida Trust Wealth Management Co817,056$105M3.42%+20,17013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS780,612$101M0.25%+52,41913F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding767,361$99M-68,749Timeline
Bell Bank680,876$87.8M4.74%-15,59713F-HRTimeline
Martel Wealth Advisors LLC670,778$86.5M17.23%-6,80813F-HRTimeline
Allworth Financial LP695,462$85.8M0.48%+18,00113F-HRTimeline
D.A. DAVIDSON & CO.656,794$84.7M0.68%+12,27013F-HRTimeline
One Day In July LLC647,281$83.5M8.36%+46,39513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding642,791$82.9M-42,589Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/639,948$82.5M0.04%+42,40113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC625,777$80.7M0.22%+182,56213F-HRTimelineGroup
SBI Securities Co., Ltd.621,154$80.1M2.67%+13,13413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC607,208$78.3M0.16%-1,63713F-HRTimelineGroup
HCR Wealth Advisors604,437$77.9M10.15%+19,86613F-HRTimeline
Steward Partners Investment Advisory, L…572,875$73.9M0.65%+29,87813F-HRTimeline
Mesirow Financial Investment Management…566,079$73M1.41%+3,80613F-HRTimeline
MML INVESTORS SERVICES, LLC540,349$69.7M0.23%+23,93113F-HRTimeline
Mariner, LLCin group Mariner, LLC537,817$69.3M0.12%+5,47013F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC536,723$69.2M15.37%-2,97013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.532,212$68.6M0.65%+25,72113F-HRTimelineGroup
PINNACLE ASSOCIATES LTD518,633$66.9M0.98%-58413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…499,133$64.4M0.12%+58,45313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.483,914$62.4M0.12%+15,80013F-HRTimelineGroup
Northeast Financial Consultants Inc477,068$61.5M2.73%-2,13313F-HRTimeline
Wellspring Financial Advisors, LLC2,772,231$61.2M6.82%-196,75313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC457,046$58.9M8.19%+3,54613F-HRTimeline
White Lighthouse Investment Management …441,874$57M10.18%+6,90713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC438,511$56.6M11.99%-3,51513F-HRTimelineGroup
CW Advisors, LLC424,493$54.8M0.66%+42,29413F-HRTimeline
Smithfield Trust Co387,955$50M2.51%+98313F-HRTimeline
Private Advisor Group, LLC376,680$48.6M0.29%+1,59113F-HRTimeline
Waldron Private Wealth LLC353,240$45.6M2.15%-12,82313F-HRTimeline
Operose Advisors LLC353,152$45.5M15.09%-1,06613F-HRTimeline
Atria Wealth Solutions, Inc.349,851$45.1M0.54%-31,32613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC340,284$43.9M0.6%+20,25313F-HRTimeline
Waverly Advisors, LLC334,527$43.1M0.53%+8,04113F-HRTimeline
Baltimore-Washington Financial Advisors…329,589$42.5M2.26%+7,69213F-HRTimeline
MBM WEALTH CONSULTANTS, LLC321,618$41.5M12.26%+3,51713F-HRTimeline
Cornerstone Advisory, LLC330,268$41.1M4.8%+2,35513F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co321,533$40.6M1.08%-714,16713F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp311,652$40.2M0.15%-11,90513F-HRTimelineGroup
NewEdge Advisors, LLC298,110$38.4M0.23%+13,10113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.296,726$38.3M0.23%+18,32713F-HRTimeline
Round Rock Advisors LLC292,497$37.7M7%+27,09213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…292,163$37.7M3.51%-71013F-HRTimeline
BANK OF HAWAII288,957$37.3M2.14%-88,30013F-HRTimeline
Sabal Trust CO288,320$37.2M2.06%-7,39213F-HRTimeline
Twele Capital Management, Inc.287,865$37.1M7.87%-36713F-HRTimeline
Zhang Financial LLC286,946$37M1.96%+7,42613F-HRTimeline
Wealthspire Advisors, LLC273,390$35.3M0.21%+131,53013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…272,884$35.2M0.03%+10,48913F-HRTimelineGroup
Buska Wealth Management, LLC267,361$34.5M10.8%+15,96213F-HRTimeline
Iron Horse Wealth Management, LLC262,767$33.9M10.88%+8,75613F-HRTimeline
Heartwood Wealth Advisors LLC255,363$32.9M3.76%-10,37413F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC249,040$32.1M5.21%+46,79013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…248,618$32.1M0.13%-4,55413F-HRTimelineGroup
Human Investing LLC247,882$32M5.63%+5,37713F-HRTimeline
ACT WEALTH MANAGEMENT, LLC246,259$31.8M14.37%+7,68013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO242,498$31.3M0.04%-2,28513F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP238,094$30.7M0.05%-17,75513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC236,846$30.5M0.18%+16,22513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding235,855$30.4M+6,492Timeline
DAVENPORT & Co LLC235,503$30.4M0.18%+8,39813F-HRTimeline
BEACON FINANCIAL GROUP233,815$30.2M3.29%-15,40513F-HRTimeline
Beacon Pointe Advisors, LLC233,443$30.1M0.34%-2,06613F-HRTimeline
Conservest Capital Advisors, Inc.231,426$29.8M3.13%-53913F-HRTimeline
Crews Bank & Trust225,010$29M4.95%+2,81913F-HRTimeline
Pacific Capital Wealth Advisors, Inc.223,416$28.8M4.98%+2,98413F-HRTimeline
Merit Financial Group, LLC221,568$28.6M0.43%+87,20913F-HRTimeline
Berkeley Capital Partners, LLC220,044$28.4M7.81%+55713F-HRTimeline
FMR LLCin group FMR LLC219,070$28.3M<0.01%+3,71613F-HRTimelineGroup
Venture Visionary Partners LLC218,921$28.2M1.18%+1,17113F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…215,991$27.9M0.86%+4,31513F-HRTimelineGroup
Opus Capital Group, LLC215,841$27.8M3.58%-24,84513F-HRTimeline
Focus Financial Network, Inc.214,542$27.7M1.13%-6,86713F-HRTimeline
DeDora Capital, Inc.209,387$27M7.78%-2,51913F-HRTimeline
REBALANCE, LLC208,514$26.9M1.98%+65713F-HRTimeline
WASHINGTON TRUST Co207,047$26.7M1.02%+3,47913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP206,469$26.6M0.2%-15,85413F-HRTimelineGroup
Wolff Financial Management LLC206,416$26.6M7.37%+75313F-HRTimeline
Focused Wealth Management, Inc206,076$26.6M3.62%+28613F-HRTimeline
COMERICA BANK202,392$26.1M0.11%+2,57413F-HRTimeline
Arkos Global Advisors201,457$26M3.82%+7,98713F-HRTimeline
GSG Advisors LLC211,392$25.9M8.52%+4,45513F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE200,033$25.8M3.79%013F-HRTimeline
Sanctuary Advisors, LLC199,702$25.8M0.18%-27,35113F-HRTimeline
FineMark National Bank & Trust198,658$25.6M0.93%+94013F-HRTimeline
IFG Advisory, LLC198,040$25.5M1.42%+2,95813F-HRTimeline
Roble, Belko & Company, Inc197,984$25.5M4.07%-40213F-HRTimeline
TOWNSQUARE CAPITAL LLC194,578$25.1M0.27%-26,54613F-HRTimeline
DAGCO, INC.193,661$25M8.08%+2,58213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\190,485$24.6M0.03%+2,73413F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …190,019$24.5M3.74%-27513F-HRTimeline
Graves Light Lenhart Wealth, Inc.188,579$24.3M2.99%-27513F-HRTimeline
Integrated Wealth Concepts LLC185,019$23.9M0.28%+27713F-HRTimeline
NorthCoast Asset Management LLC183,680$23.7M0.12%-18,87213F-HR/ATimeline
Valmark Advisers, Inc.182,532$23.5M0.36%+1,35713F-HRTimeline
FIRST MANHATTAN CO. LLC.181,937$23.5M0.07%-4513F-HRTimeline
Oak Harvest Investment Services180,879$23.3M3.26%-5,02413F-HRTimeline
OLD NATIONAL BANCORP /IN/180,693$23.3M0.61%-1,05013F-HRTimeline
Forum Private Client Group LLC175,834$22.7M9.84%+4,68413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding174,869$22.6M-2,633Timeline
MONEY CONCEPTS CAPITAL CORP174,615$22.5M1.69%+2,45513F-HRTimeline
AE Wealth Management LLC173,564$22.4M0.19%+1,40813F-HRTimeline
Measured Wealth Private Client Group, L…173,313$22.4M7.17%+5,72713F-HRTimeline
Montis Financial, LLC170,794$22M6.48%-20,03413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP165,732$21.4M<0.01%-3,42313F-HRTimelineGroup
Avion Wealth164,433$21M5.38%+7613F-HRTimeline
Investment Advisory Group, LLC161,475$20.8M6.97%+6,97213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK159,283$20.5M2.99%-3,64813F-HR/ATimelineGroup
&PARTNERS158,811$20.3M0.22%+66,28213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK156,954$20.2M0.13%+51213F-HRTimelineGroup
First National Trust Co156,082$20.1M0.81%-29,52913F-HRTimeline
Keudell/Morrison Wealth Management155,286$20M4.72%-2,86313F-HRTimeline
Avior Wealth Management, LLC154,304$19.9M0.76%+58,85313F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…153,273$19.8M<0.01%+35,14513F-HRTimelineGroup
Westside Investment Management, Inc.152,779$19.7M4.2%+14,63013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…151,537$19.5M0.35%new13F-HRTimelineGroup
Annandale Capital, LLC151,475$19.5M3.66%+27713F-HRTimeline
BLAIR WILLIAM & CO/IL150,468$19.4M0.06%+3,31313F-HRTimeline
Piedmont Capital Management, LLC168,004$19.3M13.84%+5,76713F-HRTimeline
Arkadios Wealth Advisors149,397$19.3M0.73%+133,20413F-HRTimeline
Ariston Services Group148,671$19.2M16.02%+1,65413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC147,302$19M0.03%+49013F-HRTimelineGroup
Mittelman Wealth Management147,052$19M17.11%+7,76613F-HRTimeline
Baker Ellis Asset Management LLC145,819$18.8M2.71%-1,57013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC145,597$18.8M0.7%+33913F-HRTimeline
Salomon & Ludwin, LLC144,449$18.6M1.99%-4,06313F-HRTimeline
IFP Advisors, Inc144,194$18.6M0.57%+55,56213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…143,797$18.5M0.45%+10,66013F-HRTimelineGroup
Long Run Wealth Advisors, LLC143,784$18.5M4.2%+18,33013F-HRTimeline
Wealth Dimensions Group, Ltd.143,688$18.5M4.42%+3,47213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding143,548$18.5M+7,404Timeline
Mutual Advisors, LLC149,403$18.4M0.53%+1,87013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV140,989$18.2M1.39%+1,41713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC140,619$18.1M1.42%+78713F-HRTimeline
Select Asset Management & Trust140,372$18.1M7.25%+5,26613F-HRTimeline
Northside Capital Management, LLC138,090$17.8M2.89%-16313F-HRTimeline
Financial Perspectives, Inc135,633$17.7M6.05%-29313F-HRTimeline
Performance Wealth Partners, LLC132,967$17.1M0.61%+6,87713F-HRTimeline
Benchmark Wealth Management, LLC132,099$17M8.24%-3,59313F-HRTimeline
PFG Advisors131,089$16.9M0.94%+18,69813F-HRTimeline
CENTRAL TRUST Co131,037$16.9M0.42%-27,54813F-HRTimeline
Hardy Reed LLC130,429$16.8M1.48%013F-HRTimeline
Drucker Wealth 3.0, LLC129,543$16.7M3.68%-35,27113F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC128,264$16.5M3.84%+2,71413F-HRTimeline
Hippocratic Financial Advisors, LLC127,268$16.4M9.77%+35113F-HRTimeline
Francis Financial, Inc.127,135$16.4M3.99%-5,33213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC126,696$16.3M6.88%+31,86413F-HR/ATimeline
TBH Global Asset Management, LLC140,861$16.3M3.13%+41,44613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT125,845$16.2M1.2%013F-HRTimeline
Tepp RIA, LLC125,727$16.2M22.02%+13,30413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC124,014$16M1.15%-1,38113F-HRTimeline
Pinnacle Financial Partners Inc122,376$15.8M0.32%-17113F-HRTimeline
Private Advisory Group LLC122,286$15.8M1.8%+2,83613F-HRTimeline
Principle Wealth Partners LLC120,283$15.5M1.11%-5,84613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…117,653$15.2M1.14%-1,84113F-HRTimeline
Employees' Retirement Fund of the City …117,403$15.1M7.46%013F-HRTimeline
Steele Capital Management, Inc.116,141$15M0.78%+1,76813F-HRTimeline
Composition Wealth, LLC116,063$15M0.3%+3,52013F-HRTimeline
Vestmark Advisory Solutions, Inc.115,687$14.9M0.38%+14,01413F-HRTimeline
Ballast, Inc.114,423$14.8M4.17%+90313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp113,145$14.6M<0.01%-1,48413F-HRTimelineGroup
Procyon Advisors, LLC113,128$14.6M0.89%-5,39713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…112,766$14.5M0.04%-20313F-HRTimelineGroup
Cresset Asset Management, LLC111,969$14.4M0.07%-5,45613F-HRTimeline
HEADINVEST, LLC110,780$14.3M2.78%+27413F-HRTimeline
Unison Advisors LLC110,387$14.2M1.81%-18,43113F-HRTimeline