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Disclosery

VYMI VANGUARD WHITEHALL FDS

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SHS (fund)

577 managers (585 13F filers) reported a position in VYMI shares at 2024-12-31, 51,326,762 shares in all. 36 filers opened a position and 24 filers sold out during the quarter.

Managers
577
13F filers
585
New
36
Added
253
Reduced
146
Sold out
24
Shares held by filers
51,326,762

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
INTEGRAL INVESTMENT ADVISORS, INC.23,837$1.62M0.52%-4,77213F-HRTimeline
Anchor Investment Management, LLC23,522$1.6M0.15%+1,15713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC23,443$1.59M0.06%+1,34913F-HRTimeline
Advisory Services Network, LLC22,932$1.56M0.03%+13,49913F-HRTimeline
Quantinno Capital Management LP22,109$1.5M0.01%-22113F-HRTimeline
Avantax Planning Partners, Inc.21,816$1.48M0.05%-313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,799$1.48M<0.01%+11,26613F-HR/ATimeline
FMR LLCin group FMR LLC21,717$1.47M<0.01%+2,55413F-HRTimelineGroup
Investors Research Corp21,501$1.46M0.32%+5,81213F-HRTimeline
J.W. COLE ADVISORS, INC.21,372$1.45M0.06%+1,67913F-HRTimeline
Kuhn & Co Investment Counsel21,329$1.45M1.23%+13213F-HRTimeline
OMC Financial Services LTD21,230$1.44M0.61%-43513F-HRTimeline
Kohmann Bosshard Financial Services, LLC20,792$1.41M0.17%-62813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC20,400$1.38M0.39%013F-HRTimeline
Allianz SEgroup of 2 filers holding20,315$1.38M+3,697Timeline
Mechanics Bank Trust Department20,225$1.37M0.18%-10013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC20,068$1.36M0.1%+24513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC19,953$1.35M0.01%+2,92113F-HRTimelineGroup
BluePointe Capital Management, LLC19,329$1.31M0.75%013F-HRTimeline
Forest Hill Capital, LLC19,200$1.3M1.01%013F-HRTimeline
Rosenberg Matthew Hamilton19,183$1.3M0.34%+64913F-HRTimeline
Rockingstone Advisors LLC18,620$1.26M0.56%-2,26013F-HRTimeline
DAVENPORT & Co LLC18,377$1.25M0.01%+613F-HRTimeline
BigSur Wealth Management LLC18,000$1.22M0.35%013F-HRTimeline
Thrive Capital Management, LLC17,900$1.22M0.56%-3,80413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC17,810$1.21M0.47%-1,77313F-HRTimeline
10Elms LLP17,601$1.19M1.23%13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD17,272$1.17M<0.01%-18,45613F-HRTimelineGroup
Milestone Asset Management Group, LLC17,106$1.16M1.04%13F-HRTimeline
Cadence Bank17,026$1.16M0.08%-1,25213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC17,014$1.15M0.32%-2,19013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,640$1.13M0.01%+2613F-HRTimelineGroup
MOSAIC FINANCIAL GROUP, LLC16,506$1.12M0.8%-81413F-HRTimeline
WEXFORD CAPITAL LP16,456$1.12M0.29%013F-HRTimeline
Grayhawk Investment Strategies Inc.16,370$1.11M2.12%-11,79013F-HRTimeline
Allworth Financial LP15,809$1.09M0.01%+3,93713F-HRTimeline
BLAIR WILLIAM & CO/IL15,839$1.08M<0.01%-7,22813F-HRTimeline
Joel Isaacson & Co., LLC15,821$1.07M0.05%+73113F-HRTimeline
Prime Capital Investment Advisors, LLC15,814$1.07M0.02%+2,14613F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC15,702$1.07M0.42%+74913F-HRTimeline
World Investment Advisors15,587$1.06M0.03%-1,55913F-HRTimeline
Principle Wealth Partners LLC15,570$1.06M0.07%013F-HRTimeline
Oxinas Partners, LLC15,280$1.04M0.61%+1,17413F-HRTimeline
SeaCrest Wealth Management, LLC15,166$1.03M0.11%-22913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.14,820$1.01M0.47%013F-HRTimeline
Integrated Wealth Concepts LLC14,635$993K0.01%+2313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,448$981K0.01%+1,63013F-HRTimelineGroup
MN Wealth Advisors, LLC14,334$973K0.55%+16013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC14,235$966K0.03%+11,20213F-HRTimeline
CGN Advisors LLC14,210$965K0.09%-18613F-HRTimeline
NOVEM GROUP14,088$956K0.14%13F-HRTimeline
MBA Advisors LLC13,654$927K0.47%+1,12413F-HRTimeline
Harvest Investment Services, LLC13,353$906K0.22%-14613F-HRTimeline
Total Clarity Wealth Management, Inc.13,191$895K0.29%-82013F-HRTimeline
PINNACLE ASSOCIATES LTD13,048$886K0.01%-6,35913F-HRTimeline
TBH Global Asset Management, LLC13,043$885K0.21%-2,42513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,997$882K0.01%+1513F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…12,870$874K0.02%+7,50113F-HRTimeline
Moors & Cabot, Inc.12,822$870K0.04%+2513F-HRTimeline
First Citizens Asset Management, Inc.12,730$864K0.32%-1,22813F-HR/ATimeline
WEBSTER BANK, N. A.12,627$857K0.09%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,537$851K0.03%+1,10713F-HRTimeline
Steward Partners Investment Advisory, L…12,421$843K0.01%+3,52913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…12,417$843K0.01%013F-HRTimelineGroup
GSG Advisors LLC12,346$838K0.26%+5313F-HRTimeline
Barnes Wealth Management Group, Inc12,345$838K0.56%13F-HRTimeline
SIMON QUICK ADVISORS, LLC12,310$836K0.05%+1213F-HRTimeline
CAMDEN NATIONAL BANK12,283$834K0.12%-48313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc12,066$819K0.03%+4,15313F-HRTimeline
McNamara Financial Services, Inc.12,045$818K0.19%-70513F-HRTimeline
Creekside Partners12,020$816K0.42%+3,52713F-HRTimeline
FAGAN ASSOCIATES, INC.11,911$809K0.13%+34913F-HRTimeline
Greenwich Wealth Management LLC11,680$793K0.06%new13F-HRTimeline
IEQ CAPITAL, LLC11,536$783K0.01%013F-HRTimeline
IHT Wealth Management, LLC11,412$775K0.02%-14,78213F-HRTimeline
Private Portfolio Partners LLC11,374$772K0.14%+1,15113F-HRTimeline
NWAM LLC11,312$768K0.05%-2,60413F-HRTimeline
FLC Capital Advisors11,307$768K0.18%new13F-HRTimeline
Aspen Wealth Strategies, LLC11,134$756K0.48%+2,93913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,981$745K<0.01%+1,88613F-HRTimelineGroup
FAS Wealth Partners, Inc.10,932$742K0.06%+15513F-HRTimeline
CVA Family Office, LLC10,918$741K0.12%013F-HRTimeline
D'Orazio & Associates, Inc.10,892$739K0.11%-7,80913F-HRTimeline
Betterment LLC10,881$739K<0.01%+1,12113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,658$723K0.04%+1913F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…10,501$713K0.12%-1,34313F-HRTimeline
Mascagni Wealth Management, Inc.9,557$704K0.7%13F-HR/ATimeline
Mutual Advisors, LLC10,301$703K0.02%-61413F-HRTimeline
Busey Bank10,310$700K0.02%-1,55313F-HRTimeline
Old Mission Investment Co LLC10,272$697K0.21%-18613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,126$687K<0.01%+25113F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC10,076$684K0.47%-73913F-HRTimeline
CARDIFF PARK ADVISORS, LLC10,018$680K0.06%+5713F-HRTimeline
Wealthspire Retirement, LLC10,009$679K0.05%+99213F-HRTimeline
NewEdge Wealth, LLC10,002$679K0.01%-1,40413F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…9,820$667K0.27%+11413F-HRTimeline
Sara-Bay Financial9,813$665K0.25%+113F-HRTimeline
Stewardship Advisors, LLC9,716$660K0.18%-2,21013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9,593$651K0.28%+30713F-HRTimeline
CHOREO, LLC9,591$650K0.01%+813F-HRTimeline
Formidable Asset Management, LLC9,438$641K0.11%+5,73313F-HRTimeline
HBW ADVISORY SERVICES LLC9,280$630K0.06%-7113F-HRTimeline
Cresset Asset Management, LLC9,151$621K<0.01%-22,44213F-HRTimeline
Infinity Wealth Counsel, LLC9,113$619K0.66%13F-HRTimeline
Ashton Thomas Private Wealth, LLC9,009$612K0.02%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC8,941$607K0.38%+1,23113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC8,900$604K0.39%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,805$601K<0.01%+1,22313F-HRTimelineGroup
New Republic Capital, LLC8,727$592K0.39%013F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding8,553$581K0Timeline
PRIVATE TRUST CO NA8,501$577K0.06%+74313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,478$575K<0.01%-18113F-HRTimelineGroup
XML Financial, LLC8,454$574K0.05%+2,70413F-HRTimeline
FIRST MANHATTAN CO. LLC.8,400$570K<0.01%013F-HRTimeline
Factor Wealth Management LTD8,307$564K0.19%13F-HRTimeline
Pasadena Private Wealth, LLC8,237$559K0.11%+1,27613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC8,203$557K0.1%+1,70213F-HRTimeline
Summit Wealth Group, LLC8,177$555K0.16%-1713F-HRTimeline
OmniStar Financial Group, Inc.8,121$551K0.44%+10013F-HRTimeline
Arkadios Wealth Advisors8,101$550K0.03%+67913F-HRTimeline
Gotham Asset Management, LLC8,025$545K0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…8,023$545K0.05%+1,50013F-HRTimeline
Tempus Wealth Planning, LLC7,882$535K0.16%+4,34813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,868$534K<0.01%-7,49513F-HRTimelineGroup
BROOKS, MOORE & ASSOCIATES, INC.7,715$524K0.31%013F-HRTimeline
Modern Wealth Management, LLC7,687$522K0.02%new13F-HR/ATimeline
Quadcap Wealth Management, LLC7,634$518K0.08%-95813F-HRTimeline
HRT FINANCIAL LP7,589$515K<0.01%new13F-HRTimeline
TFB Advisors LLC7,327$497K0.14%-88013F-HRTimeline
Kathleen S. Wright Associates Inc.7,262$493K0.21%+2313F-HRTimeline
Cascade Financial Partners, LLC7,235$491K0.06%013F-HRTimeline
Transform Wealth, LLC7,225$490K0.03%-20,68113F-HRTimeline
Keudell/Morrison Wealth Management7,180$487K0.13%+10813F-HRTimeline
Wealth Dimensions Group, Ltd.7,164$486K0.12%+28713F-HRTimeline
Meridian Financial Advisors, LLC7,148$485K0.34%+35613F-HRTimeline
First National Bank of Mount Dora, Trus…7,148$485K0.11%013F-HRTimeline
CoreCap Advisors, LLC7,143$485K0.02%+1,06513F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC7,048$478K0.18%013F-HRTimeline
RDA Financial Network7,038$478K0.14%+11513F-HRTimeline
SAX WEALTH ADVISORS, LLC7,009$476K0.04%+7413F-HRTimeline
Berkeley Capital Partners, LLC7,006$476K0.13%+8813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,989$474K0.01%013F-HRTimelineGroup
Richard W. Paul & Associates, LLC6,967$473K0.17%-45013F-HRTimeline
Ifrah Financial Services, Inc.6,823$463K0.13%+19813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,815$460K0.04%-363,58913F-HRTimeline
Sovereign Financial Group, Inc.6,721$456K0.1%013F-HRTimeline
Phraction Management LLC6,705$455K0.16%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…6,541$452K0.03%+5913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,634$450K0.06%+6513F-HRTimeline
Collaborative Wealth Managment Inc.6,518$442K0.2%+3913F-HRTimeline
Compass Investment Advisers LLC6,510$442K1.28%13F-HRTimeline
Ipsen Advisor Group LLC6,407$435K0.37%13F-HRTimeline
Disciplined Investors, L.L.C.6,473$434K0.42%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,364$432K0.02%-35613F-HRTimeline
Sage Capital Advisors,llc6,292$427K0.11%+2913F-HRTimeline
Farther Finance Advisors, LLC6,250$424K0.02%+1,59013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.6,160$418K0.31%+16113F-HRTimeline
Belpointe Asset Management LLC5,764$418K0.03%013F-HRTimeline
Fortis Capital Advisors, LLC5,764$418K0.14%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,138$417K0.01%+77913F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC6,131$416K<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.6,127$416K0.05%-10013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA6,111$415K1.05%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,073$412K0.02%+11313F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC6,047$410K0.13%-50013F-HRTimeline
Meridian Wealth Management, LLC5,958$404K0.02%+1,87113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,921$402K0.01%+21613F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC5,917$402K<0.01%-613F-HRTimelineGroup
Objective Capital Management, LLC5,895$400K0.27%-40313F-HRTimeline
Friday Financial5,887$400K0.28%13F-HRTimeline
GPS Wealth Strategies Group, LLC5,880$399K0.05%+21213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…5,849$397K0.03%-96613F-HRTimeline
Turning Point Benefit Group, Inc.5,894$395K0.38%13F-HRTimeline
My Legacy Advisors, LLC5,777$395K0.15%-1713F-HRTimeline
Merit Financial Group, LLC5,691$386K0.01%-4,40913F-HRTimeline
Cornerstone Advisory, LLC5,270$382K0.04%+7213F-HRTimeline
PACIFIC FINANCIAL GROUP INC5,590$379K0.28%-80513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,553$377K0.02%-2,11013F-HR/ATimelineGroup
Compound Planning, Inc.5,540$376K0.02%+7813F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,497$373K0.03%013F-HRTimeline
GREENWOOD GEARHART LLC5,417$368K0.03%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,406$367K0.01%+38413F-HRTimelineGroup
SigFig Wealth Management, LLC5,371$364K0.01%+75313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,307$360K0.02%-6613F-HRTimelineGroup
Fonville Wealth Management LLC5,260$357K0.12%+4013F-HRTimeline
GLOBALT Investments LLC / GA5,248$356K0.01%-16213F-HRTimeline
Gateway Wealth Partners, LLC5,229$355K0.09%+24613F-HRTimeline
Perigon Wealth Management, LLC5,112$349K0.01%-1,42713F-HRTimeline
StrongBox Wealth, LLC5,126$348K0.15%-78113F-HRTimeline
Sugarloaf Wealth Management, LLC5,115$347K0.07%+1,11713F-HRTimeline
Apella Capital, LLC5,091$346K0.01%013F-HRTimeline
AE Wealth Management LLC5,076$345K<0.01%+1713F-HRTimeline
FSC Wealth Advisors, LLC5,066$344K0.22%+30813F-HRTimeline
Proficio Capital Partners LLC5,000$339K0.03%013F-HR/ATimeline
Charter Oak Capital Management, LLC4,859$330K0.03%-2313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,784$325K<0.01%+7913F-HRTimelineGroup
Newport Capital Group, LLC4,769$324K0.24%+1,24813F-HRTimeline
Westshore Wealth, LLC4,756$323K0.13%013F-HRTimeline
Mattern Wealth Management LLC4,700$319K0.07%013F-HRTimeline
True North Advisors, LLC4,696$319K0.08%new13F-HRTimeline