Skip to content
Disclosery

VYM VANGUARD WHITEHALL FDS

Follow

SHS (fund)

1,788 managers (1,806 13F filers) reported a position in VYM shares at 2025-06-30, 174,275,759 shares in all. 88 filers opened a position and 83 filers sold out during the quarter.

Managers
1,788
13F filers
1,806
New
88
Added
776
Reduced
588
Sold out
83
Shares held by filers
174,275,759

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/12,077,373$1.61B0.13%-64,97913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,974,059$1.33B0.09%+74,31113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,491,066$999M0.34%+178,90413F-HRTimelineGroup
LPL Financial LLC6,165,984$822M0.27%+405,68013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,239,062$698M0.05%-230,42413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,082,019$677M0.15%-46,78113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,758,605$634M+138,506Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,955,135$528M0.13%+138,26213F-HRTimelineGroup
Creative Planningin group Creative Planning3,603,154$480M0.41%-16,69513F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,204,174$427M0.09%+120,44813F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …2,683,539$358M0.32%+314,49413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,488,249$332M0.74%+158,53513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,466,280$329M0.43%-24,18013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,404,545$321M0.06%+8,95613F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,143,196$284M0.22%+260,63713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,951,237$260M0.04%-104,06413F-HRTimelineGroup
Janney Montgomery Scott LLC1,837,197$245M0.64%+12,77313F-HRTimeline
Cetera Investment Advisers1,809,762$241M0.41%+187,01713F-HRTimeline
SCS Capital Management LLC1,530,826$204M2.26%-9,84413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,412,975$188M0.74%-1,98813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,393,012$186M0.18%+105,97113F-HRTimelineGroup
HighTower Advisors, LLC1,314,693$175M0.22%+21,44513F-HRTimeline
Howard Capital Management, LLC1,132,957$151M2.26%+88,72313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,125,388$150M+98,338Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,102,218$147M0.26%+55,11313F-HR/ATimelineGroup
Joel Isaacson & Co., LLC969,159$129M5.25%+22,01613F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding948,811$126M+181,450Timeline
Cambridge Investment Research Advisors,…948,760$126M0.38%+73,23013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP930,504$124M0.18%-27,33213F-HRTimelineGroup
Wharton Business Group, LLC894,315$119M5.03%+3,79713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…858,293$114M0.07%-33,43413F-HRTimelineGroup
Florida Trust Wealth Management Co810,168$108M3.32%-6,88813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS791,471$106M0.24%+10,85913F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co724,200$96.5M2.15%+402,66713F-HRTimelineGroup
Allworth Financial LP714,531$95.3M0.46%+19,06913F-HRTimeline
Bell Bank711,664$94.9M4.42%+30,78813F-HRTimeline
D.A. DAVIDSON & CO.693,744$92.5M0.65%+36,95013F-HRTimeline
Martel Wealth Advisors LLC692,364$92.3M17.11%+21,58613F-HRTimeline
One Day In July LLC672,610$89.7M8.12%+25,32913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding667,601$89M+24,810Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/644,693$85.9M0.04%+4,74513F-HRTimelineGroup
HCR Wealth Advisors625,930$83.4M9.82%+21,49313F-HRTimeline
SBI Securities Co., Ltd.600,248$80M2.3%-20,90613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.590,407$78.7M0.65%+58,19513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.587,355$78.3M0.14%+103,44113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC576,010$76.8M0.22%+35,66113F-HRTimeline
Mesirow Financial Investment Management…570,074$76M1.48%+3,99513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC569,534$75.9M0.18%-56,24313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC565,520$75.4M0.13%-41,68813F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC538,915$71.8M14.5%+2,19213F-HRTimeline
Mariner, LLCin group Mariner, LLC538,670$71.8M0.1%+85313F-HRTimelineGroup
PINNACLE ASSOCIATES LTD528,524$70.5M1.02%+9,89113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…489,308$66.5M0.11%-9,82513F-HRTimeline
Wellspring Financial Advisors, LLC2,787,908$64M6.44%+15,67713F-HRTimeline
Steward Partners Investment Advisory, L…473,178$63.1M0.49%-99,69713F-HRTimeline
Northeast Financial Consultants Inc465,351$62M2.54%-11,71713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC457,031$60.9M8.06%-1513F-HRTimeline
White Lighthouse Investment Management …456,116$60.8M9.89%+14,24213F-HRTimeline
CW Advisors, LLC441,958$58.9M0.57%+17,46513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC437,601$58.3M11.39%-91013F-HRTimelineGroup
Smithfield Trust Co403,011$53.7M2.54%+15,05613F-HRTimeline
HANCOCK WHITNEY CORP383,291$51.1M0.98%+285,87913F-HRTimeline
Private Advisor Group, LLC377,860$50.4M0.27%+1,18013F-HRTimeline
Operose Advisors LLC352,758$47M13.26%-39413F-HRTimeline
Waldron Private Wealth LLC350,620$46.7M2.04%-2,62013F-HRTimeline
Waverly Advisors, LLC339,085$45.2M0.5%+4,55813F-HRTimeline
Cornerstone Advisory, LLC337,113$44.9M4.83%+6,84513F-HRTimeline
MBM WEALTH CONSULTANTS, LLC328,449$43.8M11.72%+6,83113F-HRTimeline
Baltimore-Washington Financial Advisors…322,077$42.9M2%-7,51213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.314,722$42M0.23%+17,99613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp305,503$40.7M0.14%-6,14913F-HRTimelineGroup
NewEdge Advisors, LLC301,244$40.2M0.21%+3,13413F-HRTimeline
Round Rock Advisors LLC296,785$39.6M6.82%+4,28813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…296,759$39.6M3.28%+4,59613F-HRTimeline
Buska Wealth Management, LLC296,671$39.5M10.81%+29,31013F-HRTimeline
Zhang Financial LLC295,417$39.4M1.82%+8,47113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…293,480$39.1M0.03%+20,59613F-HRTimelineGroup
Twele Capital Management, Inc.291,113$38.8M7.7%+3,24813F-HRTimeline
Wealthspire Advisors, LLC270,978$36.1M0.2%-2,41213F-HRTimeline
Iron Horse Wealth Management, LLC268,260$35.8M10.55%+5,49313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC264,309$35.2M0.42%-75,97513F-HRTimeline
Heartwood Wealth Advisors LLC261,397$34.8M3.64%+6,03413F-HRTimeline
Merit Financial Group, LLC259,882$34.6M0.39%+38,31413F-HRTimeline
DAVENPORT & Co LLC256,112$34.1M0.19%+20,60913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO255,312$34M0.04%+12,81413F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…253,426$33.8M0.13%+4,80813F-HRTimelineGroup
ACT WEALTH MANAGEMENT, LLC252,805$33.7M14.24%+6,54613F-HRTimeline
Human Investing LLC250,700$33.4M5.27%+2,81813F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC246,580$32.9M5.11%-2,46013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding245,077$32.7M+9,222Timeline
OLD NATIONAL BANCORP /IN/239,739$32M0.57%+59,04613F-HRTimeline
Crews Bank & Trust235,149$31.3M4.93%+10,13913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC229,488$30.6M0.16%-7,35813F-HRTimelineGroup
Conservest Capital Advisors, Inc.228,187$30.4M3%-3,23913F-HRTimeline
Beacon Pointe Advisors, LLC228,171$30.4M0.32%-5,27213F-HRTimeline
BANK OF HAWAII227,158$30.3M1.6%-61,79913F-HRTimeline
FMR LLCin group FMR LLC223,959$29.9M<0.01%+4,88913F-HRTimelineGroup
DeDora Capital, Inc.221,680$29.6M7.71%+12,29313F-HRTimeline
BEACON FINANCIAL GROUP220,047$29.3M3.05%-13,76813F-HRTimeline
Venture Visionary Partners LLC218,768$29.2M1.1%-15313F-HRTimeline
Berkeley Capital Partners, LLC218,236$29.1M7.38%-1,80813F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…215,563$28.7M2.99%-42813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP212,509$28.3M0.04%-25,58513F-HR/ATimelineGroup
Opus Capital Group, LLC211,958$28.3M3.38%-3,88313F-HRTimeline
FineMark National Bank & Trust211,784$28.2M0.96%+13,12613F-HRTimeline
Focus Financial Network, Inc.211,569$28.2M1.11%-2,97313F-HRTimeline
GSG Advisors LLC211,438$28.2M8.17%+4613F-HRTimeline
WASHINGTON TRUST Co211,261$28.2M1%+4,21413F-HRTimeline
Wolff Financial Management LLC210,861$28.1M7.26%+4,44513F-HRTimeline
REBALANCE, LLC206,815$27.6M1.87%-1,69913F-HRTimeline
Focused Wealth Management, Inc206,715$27.6M3.36%+63913F-HRTimeline
DAGCO, INC.206,019$27.5M7.66%+12,35813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP205,316$27.4M0.19%-1,15313F-HRTimelineGroup
Sanctuary Advisors, LLC203,638$27.1M0.17%+3,93613F-HRTimeline
COMERICA BANK203,057$27.1M0.11%+66513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\202,644$27M0.03%+12,15913F-HRTimelineGroup
Valmark Advisers, Inc.200,325$26.7M0.37%+17,79313F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE200,033$26.7M3.41%013F-HRTimeline
Avior Wealth Management, LLC198,851$26.5M0.92%+44,54713F-HRTimeline
Roble, Belko & Company, Inc198,122$26.4M3.84%+13813F-HRTimeline
IFG Advisory, LLC196,188$26.2M1.31%-1,85213F-HRTimeline
AE Wealth Management LLC194,289$25.9M0.19%+20,72513F-HRTimeline
Forum Private Client Group LLC194,171$25.9M9.98%+18,33713F-HRTimeline
Pacific Capital Wealth Advisors, Inc.191,275$25.8M4.73%-32,14113F-HRTimeline
NorthCoast Asset Management LLC192,665$25.7M0.11%+8,98513F-HRTimeline
Integrated Wealth Concepts LLC187,611$25M0.25%+2,59213F-HRTimeline
Charter Capital Management, LLC\DE184,825$24.6M14.47%13F-HRTimeline
Graves Light Lenhart Wealth, Inc.183,041$24.4M2.9%-5,53813F-HRTimeline
FIRST MANHATTAN CO. LLC.181,937$24.3M0.07%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP181,129$24.1M1.61%+6,51413F-HRTimeline
Oak Harvest Investment Services179,271$23.9M2.99%-1,60813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding177,688$23.7M+2,819Timeline
Measured Wealth Private Client Group, L…173,799$23.2M6.93%+48613F-HRTimeline
Arkadios Wealth Advisors173,036$23.1M0.69%+23,63913F-HRTimeline
&PARTNERS172,483$23M0.18%+13,67213F-HRTimeline
Avion Wealth171,709$22.9M5.22%+7,27613F-HR/ATimeline
Investment Advisory Group, LLC170,427$22.7M6.88%+8,95213F-HRTimeline
Piedmont Capital Management, LLC169,103$22.5M13.04%+1,09913F-HRTimeline
Montis Financial, LLC167,476$22.3M6.2%-3,31813F-HRTimeline
Mutual Advisors, LLC163,330$22.3M0.56%+13,92713F-HRTimeline
Quaker Wealth Management, LLC167,307$22.3M7.47%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP167,102$22.3M<0.01%+1,37013F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK157,149$20.9M2.84%-2,13413F-HRTimelineGroup
Westside Investment Management, Inc.156,256$20.8M3.86%+3,47713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK155,224$20.7M0.12%-1,73013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…155,159$20.7M0.4%+11,36213F-HRTimelineGroup
First National Trust Co154,338$20.6M0.77%-1,74413F-HRTimeline
Annandale Capital, LLC154,315$20.6M3.79%+2,84013F-HRTimeline
BLAIR WILLIAM & CO/IL150,716$20.1M0.06%+24813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding150,707$20.1M+7,159Timeline
Keudell/Morrison Wealth Management150,324$20M4.45%-4,96213F-HRTimeline
Vestmark Advisory Solutions, Inc.149,558$19.9M0.29%+33,87113F-HRTimeline
Ariston Services Group148,902$19.9M14.11%+23113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC148,637$19.8M0.7%+3,04013F-HRTimeline
IFP Advisors, Inc148,414$19.8M0.56%+4,22013F-HRTimeline
Long Run Wealth Advisors, LLC146,822$19.6M4.11%+3,03813F-HRTimeline
Wealth Dimensions Group, Ltd.146,688$19.6M4.31%+3,00013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC146,459$19.5M1.39%+5,84013F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC143,776$19.4M4.01%+15,51213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV144,055$19.2M1.32%+3,06613F-HRTimeline
Baker Ellis Asset Management LLC142,410$19M2.61%-3,40913F-HRTimeline
Salomon & Ludwin, LLC138,867$18.7M1.85%-5,58213F-HRTimeline
Financial Perspectives, Inc140,178$18.7M5.65%+4,54513F-HRTimeline
Performance Wealth Partners, LLC138,316$18.4M0.59%+5,34913F-HRTimeline
Northside Capital Management, LLC138,090$18.4M1.4%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC136,777$18.2M0.03%-10,52513F-HRTimelineGroup
Mittelman Wealth Management136,560$18.2M15.37%-10,49213F-HRTimeline
Select Asset Management & Trust135,731$18.1M6.2%-4,64113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding135,278$18M+98,003Timeline
Hardy Reed LLC128,606$17.1M1.37%-1,82313F-HRTimeline
Atria Wealth Solutions, Inc.127,847$17.1M0.39%-222,00413F-HRTimeline
Benchmark Wealth Management, LLC128,380$17.1M7.61%-3,71913F-HRTimeline
Clearstead Advisors, LLC128,098$17.1M0.24%+23,57713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT125,845$16.8M1.16%013F-HRTimeline
Tepp RIA, LLC125,823$16.8M21.65%+9613F-HRTimeline
AdvisorNet Financial, Inc125,114$16.7M1.08%+83,47413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC124,826$16.6M1.29%+81213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp124,397$16.6M<0.01%+11,25213F-HRTimelineGroup
Arkos Global Advisors124,090$16.5M2.3%-77,36713F-HRTimeline
Steele Capital Management, Inc.122,930$16.4M0.79%+6,78913F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …122,839$16.4M2.82%-67,18013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…122,366$16.3M1.13%+4,71313F-HRTimeline
Integrated Advisors Network LLC120,233$16M0.72%+20,37313F-HRTimeline
Francis Financial, Inc.120,181$16M3.7%-6,95413F-HRTimeline
Principle Wealth Partners LLC119,932$16M1%-35113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…119,461$15.9M0.03%+6,69513F-HR/ATimelineGroup
Unison Advisors LLC118,680$15.8M1.77%+8,29313F-HRTimeline
Composition Wealth, LLC118,430$15.8M0.27%+2,36713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC116,818$15.6M0.41%+9,99813F-HRTimelineGroup
Ballast, Inc.116,399$15.5M4.06%+1,97613F-HR/ATimeline
Pinnacle Financial Partners Inc116,032$15.5M0.33%-6,34413F-HRTimeline
TBH Global Asset Management, LLC128,337$15.4M3.29%-12,52413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC115,155$15.4M5.79%-11,54113F-HRTimeline
CENTRAL TRUST Co114,235$15.2M0.35%-16,80213F-HRTimeline
Employees' Retirement Fund of the City …117,403$15.1M6.92%013F-HRTimeline
First Horizon Advisors, Inc.112,479$15M0.39%+6,72013F-HRTimeline
Private Advisory Group LLC108,737$14.5M1.36%-13,54913F-HRTimeline
Procyon Advisors, LLC108,552$14.5M1.37%-4,57613F-HRTimeline
Certified Advisory Corp108,006$14.4M1.5%+15,60713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers106,660$14.2M0.02%+6,59213F-HRTimelineGroup