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Disclosery

VYMI VANGUARD WHITEHALL FDS

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SHS (fund)

585 managers (592 13F filers) reported a position in VYMI shares at 2025-03-31, 53,802,869 shares in all. 58 filers opened a position and 44 filers sold out during the quarter.

Managers
585
13F filers
592
New
58
Added
264
Reduced
170
Sold out
44
Shares held by filers
53,802,869

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
Transce3nd, LLC24,941$1.84M0.82%+37313F-HRTimeline
Prime Capital Investment Advisors, LLC24,844$1.83M0.02%+9,03013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…24,718$1.82M0.55%-4,00013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC24,478$1.8M0.02%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC23,946$1.76M0.02%+3,99313F-HRTimelineGroup
Glass Jacobson Investment Advisors llc25,946$1.76M0.58%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\23,551$1.74M<0.01%+12,57013F-HRTimelineGroup
Advisory Services Network, LLC23,157$1.71M0.03%+22513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC22,652$1.67M0.06%-79113F-HRTimeline
Allworth Financial LP21,888$1.64M0.01%+6,07913F-HRTimeline
Allianz SEgroup of 2 filers holding22,004$1.62M+1,689Timeline
Strategic Blueprint, LLC21,724$1.6M0.09%new13F-HRTimeline
OMC Financial Services LTD21,230$1.56M0.7%013F-HRTimeline
Kuhn & Co Investment Counsel21,167$1.56M1.31%-16213F-HRTimeline
Quantinno Capital Management LP20,962$1.54M0.01%-1,14713F-HRTimeline
Avantax Planning Partners, Inc.20,946$1.54M0.05%-87013F-HRTimeline
Kohmann Bosshard Financial Services, LLC20,792$1.53M0.18%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,518$1.51M<0.01%-1,28113F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.20,435$1.51M0.48%-3,40213F-HRTimeline
Rosenberg Matthew Hamilton20,170$1.49M0.37%+98713F-HRTimeline
Joel Isaacson & Co., LLC20,026$1.48M0.07%+4,20513F-HRTimeline
10Elms LLP20,018$1.48M1.48%+2,41713F-HRTimeline
Mechanics Bank Trust Department20,000$1.47M0.2%-22513F-HRTimeline
Buska Wealth Management, LLC19,995$1.47M0.46%new13F-HRTimeline
FMR LLCin group FMR LLC19,794$1.46M<0.01%-1,92313F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC19,400$1.43M0.41%-1,00013F-HRTimeline
BluePointe Capital Management, LLC19,329$1.42M0.54%013F-HRTimeline
Forest Hill Capital, LLC19,200$1.41M1.06%013F-HRTimeline
Rockingstone Advisors LLC18,765$1.38M0.62%+14513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC18,662$1.38M0.53%+85213F-HRTimeline
Milestone Asset Management Group, LLC18,384$1.35M1.22%+1,27813F-HRTimeline
BigSur Wealth Management LLC18,000$1.33M0.36%013F-HRTimeline
Oxinas Partners, LLC17,806$1.31M0.77%+2,52613F-HRTimeline
Tempus Wealth Planning, LLC17,390$1.28M0.38%+9,50813F-HRTimeline
BLAIR WILLIAM & CO/IL17,098$1.26M<0.01%+1,25913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,941$1.25M0.05%-3,12713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,583$1.22M0.02%+2,13513F-HRTimelineGroup
MOSAIC FINANCIAL GROUP, LLC16,582$1.22M0.99%+7613F-HRTimeline
WEXFORD CAPITAL LP16,456$1.21M0.32%013F-HRTimeline
Grayhawk Investment Strategies Inc.16,370$1.21M2.75%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…15,986$1.18M0.03%+3,11613F-HRTimeline
World Investment Advisors15,592$1.15M0.03%+513F-HRTimeline
Principle Wealth Partners LLC15,570$1.15M0.08%013F-HRTimeline
HBW ADVISORY SERVICES LLC15,539$1.15M0.16%+6,25913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC15,372$1.13M0.03%+1,13713F-HRTimeline
Cadence Bank15,282$1.13M0.08%-1,74413F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC15,171$1.12M0.44%-53113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.14,820$1.09M0.48%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,737$1.09M<0.01%-19,48213F-HR/ATimelineGroup
COLLECTIVE FAMILY OFFICE LLC14,615$1.08M0.29%-2,39913F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD14,411$1.06M<0.01%-2,86113F-HR/ATimelineGroup
MBA Advisors LLC14,360$1.06M0.52%+70613F-HRTimeline
CGN Advisors LLC14,277$1.05M0.1%+6713F-HRTimeline
Steward Partners Investment Advisory, L…14,186$1.05M0.01%+1,76513F-HRTimeline
Integrated Wealth Concepts LLC14,177$1.04M0.01%-45813F-HRTimeline
SeaCrest Wealth Management, LLC14,085$1.04M0.12%-1,08113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC14,040$1.03M0.03%+1,50313F-HRTimeline
New Republic Capital, LLC14,006$1.03M0.45%+5,27913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,000$1.03M<0.01%new13F-HRTimeline
MN Wealth Advisors, LLC13,917$1.03M0.6%-41713F-HRTimeline
NOVEM GROUP13,819$1.02M0.14%-26913F-HRTimeline
Barnes Wealth Management Group, Inc13,432$990K0.64%+1,08713F-HRTimeline
IFP Advisors, Inc13,009$959K0.03%+94313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,960$955K0.01%-3713F-HRTimelineGroup
Harvest Investment Services, LLC12,875$949K0.26%-47813F-HRTimeline
WEBSTER BANK, N. A.12,627$930K0.1%013F-HRTimeline
Moors & Cabot, Inc.12,597$928K0.05%-22513F-HRTimeline
PINNACLE ASSOCIATES LTD12,548$925K0.01%-50013F-HRTimeline
Farther Finance Advisors, LLC12,352$913K0.02%+6,10213F-HRTimeline
SIMON QUICK ADVISORS, LLC12,310$907K0.05%013F-HRTimeline
Total Clarity Wealth Management, Inc.13,191$895K0.29%013F-HRTimeline
Arkadios Wealth Advisors12,100$892K0.03%+3,99913F-HRTimeline
Creekside Partners12,035$887K0.46%+1513F-HRTimeline
GSG Advisors LLC12,619$886K0.29%+27313F-HRTimeline
Sara-Bay Financial11,933$883K0.39%+2,12013F-HRTimeline
First Citizens Asset Management, Inc.11,927$879K0.34%-80313F-HR/ATimeline
Southland Equity Partners LLC11,898$877K0.2%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC11,786$869K0.16%+3,58313F-HRTimeline
FAGAN ASSOCIATES, INC.11,706$863K0.14%-20513F-HRTimeline
FLC Capital Advisors11,657$859K0.19%+35013F-HRTimeline
IEQ CAPITAL, LLC11,536$850K0.01%013F-HRTimeline
Old Mission Investment Co LLC11,401$840K0.25%+1,12913F-HRTimeline
CAMDEN NATIONAL BANK11,345$836K0.12%-93813F-HRTimeline
McNamara Financial Services, Inc.11,216$827K0.18%-82913F-HRTimeline
Mutual Advisors, LLC10,982$825K0.02%+68113F-HRTimeline
Betterment LLC11,071$816K<0.01%+19013F-HRTimeline
IHT Wealth Management, LLC11,067$816K0.03%-34513F-HRTimeline
Roof Eidam Maycock Peralta, LLC11,025$812K0.22%-23,84513F-HRTimeline
FAS Wealth Partners, Inc.10,980$809K0.07%+4813F-HRTimeline
CVA Family Office, LLC10,918$805K0.12%013F-HRTimeline
Aspen Wealth Strategies, LLC10,813$797K0.52%-32113F-HRTimeline
one8zero8, LLC10,715$790K0.19%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC10,643$784K0.5%+1,70213F-HRTimeline
Ifrah Financial Services, Inc.10,617$782K0.22%+3,79413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,604$781K0.04%-5413F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.10,433$769K0.32%+84013F-HRTimeline
Formidable Asset Management, LLC10,427$768K0.13%+98913F-HRTimeline
DAVENPORT & Co LLC10,407$767K<0.01%-7,97013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,204$752K<0.01%-6,43613F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC10,051$741K0.07%+3313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,026$739K<0.01%-10013F-HRTimelineGroup
Wealthspire Retirement, LLC10,001$737K0.06%-813F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC9,930$732K0.5%-14613F-HRTimeline
Busey Bank9,827$724K0.02%-48313F-HRTimeline
Simplicity Wealth,LLC9,687$714K0.06%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…9,621$709K0.26%-19913F-HRTimeline
CHOREO, LLC9,595$707K0.01%+413F-HRTimeline
Lowe Wealth Advisors, LLC9,560$704K0.3%+6,70413F-HRTimeline
Mascagni Wealth Management, Inc.9,557$704K0.7%013F-HR/ATimeline
Cresset Asset Management, LLC9,171$676K<0.01%+2013F-HRTimeline
Infinity Wealth Counsel, LLC9,113$672K0.72%013F-HRTimeline
Turning Point Benefit Group, Inc.10,125$670K0.63%+4,23113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC8,900$656K0.44%013F-HRTimeline
Ashton Thomas Private Wealth, LLC8,884$655K0.03%-12513F-HRTimeline
XML Financial, LLC8,707$642K0.06%+25313F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding8,500$626K-53Timeline
FIRST MANHATTAN CO. LLC.8,400$619K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA8,391$618K0.06%-11013F-HRTimeline
Factor Wealth Management LTD8,336$614K0.19%+2913F-HRTimeline
Summit Wealth Group, LLC8,181$603K0.18%+413F-HRTimeline
Modern Wealth Management, LLC8,181$603K0.02%+49413F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,158$601K<0.01%+3,57913F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…8,125$599K0.25%+4,84013F-HRTimeline
Gotham Asset Management, LLC8,025$591K<0.01%013F-HRTimeline
Belpointe Asset Management LLC7,995$589K0.03%+2,23113F-HRTimeline
Fonville Wealth Management LLC7,942$587K0.17%+2,68213F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.7,915$583K0.33%+20013F-HRTimeline
NewEdge Wealth, LLC7,863$579K0.01%-2,13913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,823$576K0.05%-20013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…7,715$569K0.1%-2,78613F-HRTimeline
Meridian Financial Advisors, LLC7,689$567K0.4%+54113F-HRTimeline
RDA Financial Network7,592$559K0.17%+55413F-HRTimeline
Wealth Dimensions Group, Ltd.7,591$559K0.13%+42713F-HRTimeline
Keudell/Morrison Wealth Management7,581$559K0.13%+40113F-HRTimeline
TFB Advisors LLC7,459$550K0.16%+13213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,405$546K<0.01%-46313F-HRTimelineGroup
Pasadena Private Wealth, LLC7,263$535K0.1%-97413F-HRTimeline
SAX WEALTH ADVISORS, LLC7,232$533K0.04%+22313F-HRTimeline
First National Bank of Mount Dora, Trus…7,148$527K0.13%013F-HRTimeline
GPS Wealth Strategies Group, LLC7,147$527K0.07%+1,26713F-HRTimeline
Berkeley Capital Partners, LLC7,066$521K0.14%+6013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC7,048$519K0.19%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,868$518K<0.01%-93713F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC6,989$515K0.01%013F-HRTimelineGroup
Cascade Financial Partners, LLC6,867$506K0.06%-36813F-HRTimeline
Kathleen S. Wright Associates Inc.6,845$504K0.21%-41713F-HRTimeline
SigFig Wealth Management, LLC6,801$503K0.02%+1,43013F-HRTimeline
Sovereign Financial Group, Inc.6,721$495K0.11%013F-HRTimeline
Phraction Management LLC6,705$494K0.17%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,672$492K0.07%+3813F-HRTimeline
Disciplined Investors, L.L.C.6,602$486K0.44%+12913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,573$484K<0.01%+1,78913F-HRTimelineGroup
Richard W. Paul & Associates, LLC6,571$484K0.19%-39613F-HRTimeline
Collaborative Wealth Managment Inc.6,566$484K0.23%+4813F-HRTimeline
Ipsen Advisor Group LLC6,471$477K0.41%+6413F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC6,457$476K<0.01%+54013F-HRTimelineGroup
Sage Capital Advisors,llc6,341$467K0.12%+4913F-HRTimeline
Geneos Wealth Management Inc.6,336$467K0.01%+3,78113F-HRTimeline
Virtue Capital Management, LLC6,317$466K0.05%new13F-HRTimeline
PACIFIC FINANCIAL GROUP INC6,280$463K0.37%+69013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,267$462K0.02%-9713F-HRTimeline
Strategic Wealth Investment Group, LLC6,198$457K0.79%-135,38413F-HRTimeline
CoreCap Advisors, LLC6,193$456K0.02%-95013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.6,172$455K0.36%+1213F-HRTimeline
Savvy Advisors, Inc.6,127$451K0.05%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,095$449K0.03%+24613F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC6,047$446K0.14%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,027$444K0.02%-4613F-HRTimeline
D'Orazio & Associates, Inc.6,015$443K0.07%-4,87713F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA6,012$443K1.01%-9913F-HRTimeline
True Link Financial Advisors, LLC6,000$442K0.03%new13F-HRTimeline
TPG Advisors LLC5,967$440K0.35%new13F-HRTimeline
Friday Financial5,921$438K0.26%+3413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,926$437K0.02%new13F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,815$428K0.01%-32313F-HRTimelineGroup
Transform Wealth, LLC5,814$428K0.03%-1,41113F-HRTimeline
DOVER ADVISORS, LLC5,731$422K0.18%new13F-HRTimeline
My Legacy Advisors, LLC5,698$420K0.16%-7913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,622$414K0.02%+6913F-HR/ATimelineGroup
Compound Planning, Inc.5,584$411K0.02%+4413F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,497$405K0.02%013F-HRTimeline
Clearstead Advisors, LLC5,491$405K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,473$403K0.04%-1,34213F-HRTimeline
Gateway Wealth Partners, LLC5,383$397K0.09%+15413F-HRTimeline
Charter Oak Capital Management, LLC5,362$395K0.04%+50313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,349$394K0.01%-57213F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC5,311$391K0.29%new13F-HRTimeline
Level Wealth Management LLC5,243$386K0.25%new13F-HRTimeline
Cottage Street Advisors LLC5,130$378K0.19%+69013F-HRTimeline
AE Wealth Management LLC5,006$369K<0.01%-7013F-HRTimeline
Proficio Capital Partners LLC5,000$368K0.03%013F-HRTimeline
FSC Wealth Advisors, LLC4,965$366K0.24%-10113F-HRTimeline
Apella Capital, LLC5,091$358K0.01%013F-HRTimeline
Newport Capital Group, LLC4,807$354K0.25%+3813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,769$351K0.01%-63713F-HRTimelineGroup
Westshore Wealth, LLC4,756$350K0.15%013F-HRTimeline
Mattern Wealth Management LLC4,700$346K0.08%013F-HRTimeline
GLOBALT Investments LLC / GA4,682$345K0.01%-56613F-HRTimeline
WESTBOURNE INVESTMENTS, INC.4,635$342K0.21%+70013F-HRTimeline
Aldebaran Financial Inc.4,614$340K0.42%013F-HRTimeline