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Disclosery

VYM VANGUARD WHITEHALL FDS

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SHS (fund)

Filings received so far for Q3 2026: 121 13F filers report a position in VYM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
INSPIRION WEALTH ADVISORS, LLC668,825$104M11.79%+37,02413F-HRTimeline
Heartwood Wealth Advisors LLC277,424$43.1M3.4%-35713F-HRTimeline
ACT WEALTH MANAGEMENT, LLC274,034$42.5M12.5%+3,66013F-HRTimeline
Venture Visionary Partners LLC232,557$36.1M0.95%+8,38013F-HRTimeline
Farther Finance Advisors, LLC220,932$34.3M0.24%+49,20313F-HRTimeline
Apella Capital, LLC193,008$30.4M0.39%-66,93913F-HRTimeline
Graves Light Lenhart Wealth, Inc.178,978$27.8M2.6%-2,16313F-HRTimeline
Buska Wealth Management, LLC175,852$27.3M9.39%+2,83213F-HRTimeline
Decker Wealth Management LLC150,801$23.4M4.75%+1,54713F-HRTimeline
Capital Advisors Wealth Management, LLC103,664$16.1M1.81%+3,14913F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.77,566$12M6.51%-1,78713F-HRTimeline
Adirondack Capital Advisors, LLC74,944$11.6M6.01%+3,41713F-HRTimeline
CoreCap Advisors, LLC72,726$11.3M0.32%-1,06713F-HRTimeline
Montz Harcus Wealth Management LLC68,924$10.7M3.75%+38013F-HRTimeline
Investors Research Corp66,088$10.3M1.8%+2,21113F-HRTimeline
PARK NATIONAL CORP /OH/57,745$8.96M0.24%-6,40713F-HRTimeline
Apeiron RIA LLC54,347$8.44M1.92%-4,40013F-HRTimeline
Kaizen Financial Strategies45,928$7.13M2.8%+6,24113F-HRTimeline
Dickmeyer Boyce Financial Management, I…43,847$6.81M3.48%+1,70113F-HRTimeline
LifeGoal Investments, LLC42,344$6.57M2%new13F-HRTimeline
Gallagher Capital Advisors, LLC40,358$6.26M3.36%-12013F-HRTimeline
Rosenberg Matthew Hamilton38,920$6.04M1.08%-49713F-HRTimeline
Trinity Financial Advisors LLC38,444$5.97M1.54%-79813F-HRTimeline
SAPIENT CAPITAL LLC36,784$5.71M0.08%+5,24413F-HRTimeline
McNaughton Wealth Management, LLC34,270$5.32M1.86%-11113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC33,220$5.16M0.31%+3113F-HRTimeline
CX Institutional33,153$5.14M0.14%-11413F-HRTimeline
Wedmont Private Capital31,861$5.04M0.12%-40813F-HRTimeline
ROCKLAND TRUST CO32,000$4.97M0.19%-49013F-HRTimeline
Ayalon Insurance Comp Ltd.30,236$4.69M0.39%013F-HRTimeline
Friday Financial30,208$4.69M0.93%+26,70913F-HRTimeline
Trust Co26,247$4.07M0.35%-4,35213F-HRTimeline
Sunburst Financial Group, LLC25,161$3.91M0.64%-30013F-HRTimeline
DAVIDSON TRUST CO23,133$3.59M1.42%-10013F-HRTimeline
Bangor Savings Bank23,103$3.59M0.27%+1,76613F-HRTimeline
Hickory Point Bank & Trust22,311$3.46M2.08%+77213F-HRTimeline
Montecito Bank & Trust20,808$3.23M0.49%+1013F-HRTimeline
New Covenant Trust Company, N.A.19,544$3.03M2.1%013F-HRTimeline
M.E. ALLISON & CO., INC.19,387$3.01M1.69%+19313F-HRTimeline
Avidian Wealth Enterprises, LLC18,227$2.83M0.08%+78513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC17,323$2.69M0.56%+49513F-HRTimeline
Weaver Consulting Group15,994$2.48M0.48%+213F-HRTimeline
Financial Enhancement Group LLC15,104$2.38M0.27%-13513F-HRTimeline
Gerald Baker Financial Group LLC14,903$2.31M0.65%+75513F-HRTimeline
BRIGHTON SECURITIES CORP.14,832$2.3M0.96%+10913F-HRTimeline
Cambridge Financial Group, LLC10,841$1.71M0.54%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC9,955$1.55M0.47%-45713F-HRTimeline
Koenig Investment Advisory, LLC9,666$1.5M1.1%+5,97913F-HRTimeline
Valeo Financial Advisors, LLC9,020$1.4M0.03%+16413F-HRTimeline
Stonebridge Financial Group, LLC8,521$1.32M0.1%-12013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC8,496$1.32M0.85%+25413F-HRTimeline
Wisconsin Wealth Advisors, LLC8,133$1.26M1.06%-11013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,876$1.22M0.08%-12313F-HRTimeline
American National Bank of Texas7,579$1.18M1.07%+1,00313F-HRTimeline
SigFig Wealth Management, LLC7,112$1.1M0.03%+36913F-HRTimeline
Taylor & Morgan Wealth Management, LLC6,972$1.08M0.52%+3313F-HRTimeline
Exchange Bank6,673$1.04M0.64%+1,70613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP6,384$991K0.07%013F-HRTimelineGroup
Asempa Wealth Advisors6,157$957K0.75%+913F-HRTimeline
Factor Wealth Management LTD6,028$936K0.14%-30213F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp5,849$908K0.11%+77313F-HRTimelineGroup
EASTERN BANK5,754$893K0.01%-62713F-HRTimeline
McAlister, Sweet & Associates, Inc.5,203$808K0.51%+1213F-HRTimeline
Arbor Wealth Advisors LLC4,909$762K0.47%013F-HRTimeline
Hardin Capital Partners, LLC4,807$746K0.36%+3,40813F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,762$739K0.2%+54013F-HRTimeline
KFA Private Wealth Group, LLC4,711$731K0.17%-9013F-HRTimeline
Sound Income Strategies, LLC4,456$705K0.03%-72713F-HRTimeline
Green Ridge Wealth Planning LLC4,535$704K0.28%013F-HRTimeline
TrueWealth Advisors, LLC4,412$685K0.15%013F-HRTimeline
Emergent Wealth Advisors, LLC3,976$617K0.32%+1913F-HRTimeline
First Heartland Consultants, Inc.3,839$596K0.04%+17413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,469$538K0.01%-63813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,257$505K0.04%013F-HRTimelineGroup
RTD Financial Advisors, Inc.3,153$489K0.05%new13F-HRTimeline
Shulman DeMeo Asset Management LLC2,928$460K0.09%-113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,937$456K0.01%+1,31513F-HRTimelineGroup
Breakwater Capital Group2,882$447K0.05%+713F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,801$435K0.01%+83413F-HRTimeline
Castleview Partners, LLC2,782$432K0.19%-2,83113F-HRTimeline
Acropolis Investment Management, LLC2,679$416K0.02%+713F-HRTimeline
Bath Savings Trust Co2,650$411K0.04%+41913F-HRTimeline
Marquette Asset Management, LLC2,555$397K0.05%013F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …2,512$390K0.03%+94013F-HRTimeline
Olistico Wealth, LLC2,463$382K0.16%-363,47613F-HRTimeline
Insight Wealth Strategies, LLC2,450$380K0.04%-15113F-HRTimeline
Cooper Financial Group2,333$362K0.03%+6413F-HRTimeline
ATWOOD & PALMER INC2,330$362K0.02%-1113F-HRTimeline
Legacy Private Trust Co.2,250$349K0.02%-19213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,203$342K0.05%013F-HRTimeline
Galvin, Gaustad & Stein, LLC2,164$336K0.03%013F-HRTimeline
Planning Strategies Inc.2,113$328K0.19%+613F-HRTimeline
MRA Advisory Group1,748$271K0.1%013F-HRTimeline
ZynergyRetirementPlanningLLC1,685$262K0.14%013F-HRTimeline
Everhart Financial Group, Inc.1,670$259K0.02%-813F-HRTimeline
CHAPIN DAVIS, INC.1,555$241K0.05%013F-HRTimeline
Atlas Brown,Inc.1,485$230K0.06%+3013F-HRTimeline
GAMMA Investing LLC1,418$220K0.01%013F-HRTimeline
Grove Bank & Trust1,364$212K0.02%013F-HRTimeline
Prosperity Planning, Inc.1,318$204K0.05%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,308$203K0.01%-23813F-HRTimelineGroup
Successful Portfolios LLC1,285$202K0.09%new13F-HRTimeline
Global Wealth Strategies & Associates1,296$201K0.04%-1013F-HRTimeline
GK Wealth Management LLC1,162$180K0.1%-12213F-HRTimeline
Versant Capital Management, Inc577$89.5K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST535$83K0.01%013F-HRTimeline
Bank of New Hampshire532$82.6K0.02%013F-HRTimeline
Noble Wealth Management PBC472$73.3K0.03%-10813F-HRTimeline
Pacifica Partners Inc.306$47.5K0.01%-10013F-HRTimeline
Byrne Asset Management LLC229$35.6K0.02%013F-HRTimeline
Dorato Capital Management200$31.5K0.02%013F-HRTimeline
Horrell Capital Management, Inc.185$28.7K0.02%013F-HRTimeline
Miller Global Investments, LLC175$27.2K0.02%new13F-HRTimeline
Aventus Investment Advisors, Inc.155$24.1K0.02%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC140$21.7K0.01%013F-HRTimeline
Davis Capital Management94$14.6K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP50$7.76K<0.01%new13F-HRTimeline
Dakota Community Bank & Trust NA40$6.21K0.02%013F-HRTimeline
Central Pacific Bank - Trust Division26$4.04K<0.01%013F-HRTimeline
Roxbury Financial LLC23$3.52K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC2$237<0.01%013F-HRTimeline