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Disclosery

VYM VANGUARD WHITEHALL FDS

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SHS (fund)

1,821 managers (1,840 13F filers) reported a position in VYM shares at 2025-09-30, 171,329,188 shares in all. 103 filers opened a position and 49 filers sold out during the quarter.

Managers
1,821
13F filers
1,840
New
103
Added
753
Reduced
619
Sold out
49
Shares held by filers
171,329,188

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/11,901,834$1.68B0.13%-175,53913F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY10,041,685$1.42B0.09%+67,62613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,445,252$1.05B0.34%-45,81413F-HRTimelineGroup
LPL Financial LLC6,474,990$913M0.27%+309,00613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,301,756$747M0.15%+219,73713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,272,690$743M0.05%+33,62813F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,019,262$566M0.13%+64,12713F-HRTimelineGroup
Creative Planningin group Creative Planning3,575,036$504M0.39%-28,11813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,493,002$492M-1,265,603Timeline
UBS Group AGin group UBS Group AG2,911,283$410M0.08%-292,89113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,646,199$373M0.62%+157,95013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …2,634,422$371M0.31%-49,11713F-HRTimelineGroup
Cetera Investment Advisers2,488,088$351M0.41%+678,32613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,487,074$351M0.06%+82,52913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,372,325$334M0.43%-93,95513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,343,326$330M0.22%+200,13013F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC2,246,744$317M2.59%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,019,867$285M0.04%+68,63013F-HRTimelineGroup
Janney Montgomery Scott LLC1,852,559$261M0.62%+15,36213F-HRTimeline
SCS Capital Management LLC1,511,250$213M2.32%-19,57613F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding1,420,309$200M+1,419,745Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,404,426$198M0.76%-8,54913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,365,139$192M0.18%-27,87313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,370,740$192M0.27%+268,52213F-HRTimelineGroup
HighTower Advisors, LLC1,356,738$191M0.22%+42,04513F-HRTimeline
Howard Capital Management, LLC1,132,957$160M2.11%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,132,153$160M+6,765Timeline
Cambridge Investment Research Advisors,…1,007,058$142M0.39%+58,29813F-HRTimeline
Joel Isaacson & Co., LLC977,909$138M4.97%+8,75013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP938,746$132M0.18%+8,24213F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding902,189$127M-46,622Timeline
Wharton Business Group, LLC892,211$126M5.49%-2,10413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…891,435$126M0.08%+33,14213F-HRTimelineGroup
Florida Trust Wealth Management Co808,684$114M3.25%-1,48413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS798,012$112M0.23%+6,54113F-HRTimeline
D.A. DAVIDSON & CO.761,156$107M0.69%+67,41213F-HRTimeline
Allworth Financial LP729,231$103M0.45%+14,70013F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co724,200$102M2.64%013F-HR/ATimelineGroup
Bell Bank721,199$102M4.4%+9,53513F-HRTimeline
Martel Wealth Advisors LLC708,503$99.9M17.49%+16,13913F-HRTimeline
One Day In July LLC684,310$96.5M8.16%+11,70013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP687,917$95.6M0.15%+475,40813F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding664,061$93.6M-3,540Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/644,803$90.9M0.04%+11013F-HRTimelineGroup
HCR Wealth Advisors637,963$89.9M9.31%+12,03313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.620,954$87.5M0.64%+30,54713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.598,929$84.4M0.14%+11,57413F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…596,737$84.1M0.01%+496,11013F-HRTimelineGroup
SBI Securities Co., Ltd.589,598$83.1M2.13%-10,65013F-HRTimeline
MML INVESTORS SERVICES, LLC580,196$81.8M0.22%+4,18613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC571,500$80.6M0.17%+1,96613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC560,018$78.9M0.13%-5,50213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC555,838$78.3M0.1%+17,16813F-HRTimelineGroup
Mesirow Financial Investment Management…548,452$77.3M1.38%-21,62213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC543,702$76.6M13.78%+4,78713F-HRTimeline
PINNACLE ASSOCIATES LTD537,726$75.8M1.01%+9,20213F-HRTimeline
Wellspring Financial Advisors, LLC2,908,429$73.8M6.79%+120,52113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…489,614$69.1M0.1%+30613F-HRTimeline
Steward Partners Investment Advisory, L…475,125$67M0.38%+1,94713F-HRTimeline
White Lighthouse Investment Management …462,928$65.2M9.95%+6,81213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC440,208$62M11.17%+2,60713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC401,576$56.6M0.04%+359,13613F-HRTimelineGroup
Smithfield Trust Co395,220$55.7M2.49%-7,79113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC431,306$55.3M7.74%-25,72513F-HRTimeline
Private Advisor Group, LLC383,952$54.1M0.27%+6,09213F-HRTimeline
HANCOCK WHITNEY CORP369,198$52M0.95%-14,09313F-HRTimeline
Operose Advisors LLC350,785$49.4M12.32%-1,97313F-HRTimeline
Cornerstone Advisory, LLC346,694$48.9M4.8%+9,58113F-HRTimeline
Waverly Advisors, LLC346,584$48.9M0.49%+7,49913F-HRTimeline
Waldron Private Wealth LLC344,948$48.6M1.97%-5,67213F-HRTimeline
Baltimore-Washington Financial Advisors…330,252$46.5M2%+8,17513F-HRTimeline
NewEdge Advisors, LLC327,516$46.2M0.21%+26,27213F-HRTimeline
MBM WEALTH CONSULTANTS, LLC327,366$46.1M11.46%-1,08313F-HRTimeline
Zhang Financial LLC316,988$44.7M1.82%+21,57113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…305,006$43M0.03%+11,52613F-HRTimelineGroup
Round Rock Advisors LLC303,037$42.7M6.77%+6,25213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…301,424$42.5M3.19%+4,66513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC301,139$42.4M0.34%+36,83013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp298,678$42.1M0.14%-6,82513F-HRTimelineGroup
Twele Capital Management, Inc.296,573$41.8M7.71%+5,46013F-HRTimeline
Cornerstone Planning Group LLC526,662$41.2M6.6%+525,74013F-HRTimeline
Wealthspire Advisors, LLC279,422$39.4M0.21%+8,44413F-HRTimeline
Apella Capital, LLC280,579$39.1M0.87%+211,80913F-HRTimeline
Merit Financial Group, LLC271,703$38.3M0.35%+11,82113F-HR/ATimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO269,949$38M0.04%+14,63713F-HRTimelineGroup
DAVENPORT & Co LLC269,703$38M0.2%+13,59113F-HRTimeline
Heartwood Wealth Advisors LLC264,618$37.3M3.48%+3,22113F-HRTimeline
ACT WEALTH MANAGEMENT, LLC264,209$37.2M13.05%+11,40413F-HRTimeline
FMR LLCin group FMR LLC264,117$37.2M<0.01%+40,15813F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…253,310$35.7M0.13%-11613F-HRTimelineGroup
NEW ENGLAND ASSET MANAGEMENT INC250,940$35.4M4.62%+4,36013F-HRTimeline
Buska Wealth Management, LLC249,951$35.2M10.57%-46,72013F-HRTimeline
Human Investing LLC246,276$34.7M5.13%-4,42413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding243,655$34.3M-1,422Timeline
Crews Bank & Trust239,996$33.8M4.95%+4,84713F-HRTimeline
OLD NATIONAL BANCORP /IN/232,592$32.8M0.56%-7,14713F-HRTimeline
Sanctuary Advisors, LLC230,415$32.5M0.19%+26,77713F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC229,990$32.4M0.13%+50213F-HRTimelineGroup
Conservest Capital Advisors, Inc.229,075$32.3M2.99%+88813F-HRTimeline
Beacon Pointe Advisors, LLC227,071$32M0.27%-1,10013F-HRTimeline
Venture Visionary Partners LLC218,372$30.8M1.06%-39613F-HRTimeline
Wolff Financial Management LLC216,889$30.6M7.1%+6,02813F-HRTimeline
Berkeley Capital Partners, LLC216,573$30.5M7.22%-1,66313F-HRTimeline
WASHINGTON TRUST Co216,525$30.5M1%+5,26413F-HRTimeline
Focus Financial Network, Inc.215,615$30.4M1.08%+4,04613F-HRTimeline
DeDora Capital, Inc.214,561$30.2M7.3%-7,11913F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…212,854$30M2.1%-2,70913F-HRTimelineGroup
Roble, Belko & Company, Inc212,800$30M4.07%+14,67813F-HRTimeline
DAGCO, INC.211,348$29.8M7.49%+5,32913F-HRTimeline
Integrated Wealth Concepts LLC210,809$29.7M0.27%+23,19813F-HRTimeline
Forum Private Client Group LLC210,648$29.7M10.58%+16,47713F-HRTimeline
GSG Advisors LLC210,400$29.7M7.86%-1,03813F-HRTimeline
BANK OF HAWAII210,330$29.6M1.48%-16,82813F-HRTimeline
Opus Capital Group, LLC210,142$29.6M3.33%-1,81613F-HRTimeline
BEACON FINANCIAL GROUP209,630$29.5M2.91%-10,41713F-HRTimeline
COMERICA BANK207,957$29.3M0.11%+4,90013F-HRTimeline
Valmark Advisers, Inc.205,606$29M0.37%+5,28113F-HRTimeline
Focused Wealth Management, Inc205,323$28.9M3.13%-1,39213F-HRTimeline
NorthCoast Asset Management LLC204,576$28.8M0.11%+11,91113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\203,239$28.6M0.03%+59513F-HRTimelineGroup
AE Wealth Management LLC202,690$28.6M0.18%+8,40113F-HRTimeline
REBALANCE, LLC202,250$28.5M1.72%-4,56513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP201,282$28.4M0.18%-4,03413F-HR/ATimelineGroup
IFG Advisory, LLC200,751$28.3M1.29%+4,56313F-HRTimeline
SOUTHERN FARM BUREAU LIFE INSURANCE200,033$28.2M3.33%013F-HRTimeline
Mutual Advisors, LLC197,711$27.9M0.61%+34,38113F-HRTimeline
FineMark National Bank & Trust195,047$27.5M0.9%-16,73713F-HRTimeline
Pacific Capital Wealth Advisors, Inc.192,945$27.2M4.71%+1,67013F-HRTimeline
Charter Capital Management, LLC\DE192,860$27.2M14.67%+8,03513F-HRTimeline
Arkadios Wealth Advisors191,566$27M0.66%+18,53013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP185,973$26.2M1.62%+4,84413F-HRTimeline
Graves Light Lenhart Wealth, Inc.183,268$25.8M2.87%+22713F-HRTimeline
&PARTNERS180,266$25.7M0.16%+7,78313F-HRTimeline
FIRST MANHATTAN CO. LLC.182,037$25.7M0.07%+10013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding181,006$25.5M+3,318Timeline
Oak Harvest Investment Services180,165$25.4M2.96%+89413F-HRTimeline
Investment Advisory Group, LLC179,289$25.3M6.87%+8,86213F-HRTimeline
Measured Wealth Private Client Group, L…178,370$25.1M6.78%+4,57113F-HRTimeline
Montis Financial, LLC173,004$24.4M5.62%+5,52813F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …168,903$23.8M0.02%+144,87913F-HRTimelineGroup
Avion Wealth168,823$23.8M5.1%-2,88613F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK168,058$23.7M3.04%+10,90913F-HRTimelineGroup
Avior Wealth Management, LLC167,803$23.7M0.76%-31,04813F-HRTimeline
Quaker Wealth Management, LLC166,780$23.5M7.65%-52713F-HRTimeline
PFG Advisors165,899$23.4M0.96%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…165,625$23.3M0.4%+10,46613F-HRTimelineGroup
IFP Advisors, Inc165,384$23.3M0.61%+16,97013F-HR/ATimeline
Piedmont Capital Management, LLC164,946$23.2M12.25%-4,15713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding164,455$23.2M+13,748Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP162,018$22.8M<0.01%-5,08413F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC160,759$22.7M1.44%+14,30013F-HRTimeline
Ariston Services Group157,226$22.2M13.36%+8,32413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK156,073$22M0.12%+84913F-HRTimelineGroup
Westside Investment Management, Inc.154,025$21.7M3.47%-2,23113F-HRTimeline
BLAIR WILLIAM & CO/IL153,612$21.7M0.06%+2,89613F-HRTimeline
Long Run Wealth Advisors, LLC151,667$21.4M4.2%+4,84513F-HRTimeline
Wealth Dimensions Group, Ltd.150,486$21.2M4.36%+3,79813F-HRTimeline
AdvisorNet Financial, Inc147,566$20.8M1.18%+22,45213F-HRTimeline
First National Trust Co146,343$20.6M0.71%-7,99513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC145,940$20.6M0.67%-2,69713F-HRTimeline
Financial Perspectives, Inc143,525$20.2M5.61%+3,34713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV142,373$20.1M1.25%-1,68213F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC142,348$20.1M3.76%-1,42813F-HRTimeline
Baker Ellis Asset Management LLC138,702$19.6M2.41%-3,70813F-HRTimeline
Northside Capital Management, LLC138,090$19.5M1.78%013F-HRTimeline
Salomon & Ludwin, LLC137,092$19.4M1.75%-1,77513F-HRTimeline
Performance Wealth Partners, LLC136,808$19.3M0.54%-1,50813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC136,777$19.3M0.03%013F-HRTimelineGroup
Select Asset Management & Trust136,217$19.2M5.91%+48613F-HRTimeline
Clearstead Advisors, LLC135,667$19.1M0.28%+7,56913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding132,658$18.7M-2,620Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp132,500$18.7M<0.01%+8,10313F-HRTimelineGroup
Steele Capital Management, Inc.131,725$18.6M0.82%+8,79513F-HRTimeline
Mittelman Wealth Management130,572$18.4M12.05%-5,98813F-HRTimeline
Hardy Reed LLC128,606$18.1M1.33%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT125,845$17.7M1.15%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC124,838$17.6M1.24%+1213F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …121,954$17.2M2.76%-88513F-HRTimeline
Arkos Global Advisors121,730$17.2M2.19%-2,36013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…121,638$17.1M1.12%-72813F-HRTimeline
Ballast, Inc.119,695$16.9M4.11%+3,29613F-HRTimeline
Principle Wealth Partners LLC119,660$16.9M0.98%-27213F-HRTimeline
Pinnacle Financial Partners Inc119,540$16.8M0.4%+3,50813F-HRTimeline
Integrated Advisors Network LLC119,370$16.8M0.71%-86313F-HRTimeline
Unison Advisors LLC118,705$16.7M1.53%+2513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…117,945$16.6M0.03%-1,51613F-HRTimelineGroup
Francis Financial, Inc.116,157$16.4M2.92%-4,02413F-HRTimeline
Certified Advisory Corp115,942$16.3M1.55%+7,93613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers115,593$16.3M0.02%+8,93313F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC115,367$16.3M5.36%+21213F-HRTimeline
CENTRAL TRUST Co115,073$16.2M0.34%+83813F-HRTimeline
Procyon Advisors, LLC114,205$16.1M0.96%+5,65313F-HRTimeline
Summit Financial, LLC112,405$15.8M0.24%+9,15813F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC108,685$15.3M7.04%+2,89613F-HRTimeline
Employees' Retirement Fund of the City …106,603$15M7.03%-10,80013F-HR/ATimeline
Cresset Asset Management, LLC106,138$15M0.07%+4,31513F-HR/ATimeline
PARAGON FINANCIAL PARTNERS, INC.105,835$14.9M9.42%+12813F-HRTimeline
Tepp RIA, LLC104,781$14.8M16.77%-21,04213F-HRTimeline
Asset Allocation & Management Company, …102,990$14.5M6.12%013F-HRTimeline
Private Advisory Group LLC102,492$14.4M1.26%-6,24513F-HRTimeline