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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
Aldebaran Financial Inc.4,614$313K0.37%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,579$311K<0.01%+3,00013F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,569$310K0.01%+8813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,558$309K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC4,519$307K0.09%-1,66813F-HRTimeline
SWS Partners4,466$303K0.09%-13,65813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,464$303K0.02%+22413F-HRTimeline
Cottage Street Advisors LLC4,440$301K0.16%+25613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,438$301K0.04%-6013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,364$296K0.12%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,238$288K0.17%-413F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC4,222$287K0.08%013F-HRTimeline
Luminvest Wealth Management LLC4,215$286K0.12%013F-HRTimeline
Blue Oak Capital, LLC4,177$284K0.17%13F-HRTimeline
Main Street Financial Solutions, LLC4,161$282K0.03%-2813F-HRTimeline
Glen Eagle Advisors, LLC4,161$282K0.05%+6013F-HRTimeline
Mraz, Amerine & Associates, Inc.4,097$278K0.05%013F-HR/ATimeline
PFG Advisors4,034$274K0.02%-20613F-HRTimeline
FOCUS Wealth Advisors, LLC4,009$272K0.14%013F-HRTimeline
Bell Investment Advisors, Inc3,996$271K0.05%+9613F-HRTimeline
HHM Wealth Advisors, LLC3,963$269K0.04%-32313F-HRTimeline
Tidemark, LLC3,958$269K0.1%-10013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC3,947$268K0.02%013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.3,935$267K0.16%13F-HRTimeline
Avior Wealth Management, LLC3,914$266K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,849$261K+339Timeline
Financial Insights, Inc.3,800$258K0.1%013F-HRTimeline
Quartz Partners, LLC3,645$247K0.15%+16313F-HRTimeline
Composition Wealth, LLC3,626$246K<0.01%+4313F-HRTimeline
Modera Wealth Management, LLC3,624$246K<0.01%+1413F-HRTimeline
Dorsey & Whitney Trust CO LLC3,566$242K0.01%013F-HRTimeline
MARATHON CAPITAL MANAGEMENT3,533$240K0.06%-5013F-HRTimeline
CURA WEALTH ADVISORS, LLC3,525$239K0.11%13F-HRTimeline
Hamilton Wealth, LLC3,523$239K0.06%-21113F-HRTimeline
Mason Investment Advisory Services, Inc.3,514$239K0.01%013F-HRTimeline
BRIGHTON JONES LLC3,494$237K0.01%new13F-HR/ATimeline
Forvis Mazars Wealth Advisors, LLC3,479$236K0.01%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC3,414$232K0.16%+1413F-HRTimeline
Avestar Capital, LLC3,413$232K0.02%new13F-HRTimeline
Bremer Bank National Association3,393$230K0.05%013F-HRTimeline
Madison Wealth Partners, Inc3,305$224K0.06%-80413F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…3,285$223K0.1%13F-HRTimeline
Beacon Financial Advisory LLC3,275$222K0.07%-32813F-HRTimeline
Global Retirement Partners, LLC3,217$218K0.01%+1,20213F-HRTimeline
AMI INVESTMENT MANAGEMENT INC3,209$218K0.07%-1,71213F-HRTimeline
Per Stirling Capital Management, LLC.3,208$218K0.03%-9,32413F-HRTimeline
STALEY CAPITAL ADVISERS INC3,200$217K0.01%013F-HRTimeline
M Wealth Management, LLC3,200$217K0.2%13F-HRTimeline
Long Run Wealth Advisors, LLC3,156$214K0.05%new13F-HRTimeline
Focused Wealth Management, Inc3,127$212K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,103$211K0.01%-1,80313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,065$208K0.02%-30913F-HRTimeline
NESTEGG ADVISORS, INC.2,958$208K0.21%13F-HRTimeline
Florida Trust Wealth Management Co3,000$204K0.01%013F-HRTimeline
BIP Wealth, LLC2,993$203K0.01%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,964$201K0.01%-8513F-HRTimeline
TRUE Private Wealth Advisors2,951$200K0.02%new13F-HRTimeline
Wayfinding Financial, LLC2,956$200K0.11%new13F-HRTimeline
North Star Investment Management Corp.2,932$199K0.01%+1013F-HRTimeline
Lowe Wealth Advisors, LLC2,856$194K0.08%+48713F-HRTimeline
Atlantic Private Wealth, LLC2,632$179K0.13%013F-HRTimeline
Hexagon Capital Partners LLC2,629$178K0.03%+1,20713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,581$175K0.04%+213F-HRTimeline
MCF Advisors LLC2,563$174K0.01%+2,36513F-HRTimeline
Geneos Wealth Management Inc.2,555$173K0.01%+5013F-HRTimeline
Cape Investment Advisory, Inc.2,404$163K0.06%-3813F-HRTimeline
Empowered Funds, LLC2,359$160K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.2,306$157K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2,301$156K0.02%-31013F-HRTimeline
Creative Capital Management Investments…2,252$153K0.06%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC2,228$151K0.01%new13F-HRTimeline
Stephens Consulting, LLC2,097$142K0.04%-1313F-HRTimeline
Bogart Wealth, LLC2,020$137K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,000$136K0.02%013F-HRTimelineGroup
BFSG, LLC1,966$133K0.02%-39213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,961$133K<0.01%+70013F-HRTimelineGroup
GAMMA Investing LLC1,846$125K0.01%013F-HRTimeline
Garde Capital, Inc.1,831$124K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,778$121K0.08%-1,77813F-HRTimeline
Accredited Wealth Management, LLC1,703$116K0.1%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,675$114K<0.01%+14613F-HRTimelineGroup
WHITTIER TRUST CO1,676$114K<0.01%+1,54613F-HRTimeline
Pacific Capital Wealth Advisors, Inc.1,657$112K0.02%+1,52913F-HRTimeline
Access Investment Management LLC1,575$107K0.03%013F-HRTimeline
SIGNATUREFD, LLC1,550$105K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC1,536$104K0.01%+113F-HRTimeline
WPG Advisers, LLC1,521$103K0.1%13F-HRTimeline
Fortis Group Advisors, LLC1,340$91K0.02%-2,73413F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,287$87.4K0.01%+68713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,230$83.5K<0.01%+73013F-HRTimelineGroup
LGT Financial Advisors LLC1,173$79.6K0.18%+2213F-HRTimeline
GeoWealth Management, LLC1,094$74.2K<0.01%-12213F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,051$71.3K0.02%13F-HRTimelineGroup
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…1,001$67.9K0.01%013F-HRTimeline
Hara Capital LLC1,000$67.9K0.04%013F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/995$67.5K<0.01%+6013F-HRTimelineGroup
Signature Resources Capital Management,…992$67.3K0.06%013F-HRTimeline
Rise Advisors, LLC914$62.1K0.03%+613F-HRTimeline
ADIRONDACK TRUST CO893$60.6K0.02%-2013F-HRTimeline
Parallel Advisors, LLC885$60.1K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC842$57.2K0.01%13F-HRTimeline
Archer Investment Corp817$55.5K0.01%013F-HRTimeline
UMB Bank, n.a.806$54.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kentucky Trust Co795$54K0.03%13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.787$53.4K0.27%013F-HRTimeline
Golden State Wealth Management, LLC769$52.2K0.01%13F-HRTimeline
Wilmington Savings Fund Society, FSB747$50.7K<0.01%-57413F-HRTimeline
Towne Trust Company, N.A738$50.1K0.02%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC700$47.5K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC700$47.5K0.02%13F-HRTimeline
Kimelman & Baird, LLC694$47.1K<0.01%013F-HRTimeline
Sandy Spring Bank675$45.8K<0.01%013F-HRTimeline
City State Bank670$45.5K0.02%013F-HRTimeline
Bay Harbor Wealth Management, LLC623$42.3K0.01%013F-HRTimeline
Salomon & Ludwin, LLC585$39.7K<0.01%+3813F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC582$39.5K0.01%-2213F-HRTimeline
TSFG, LLC564$38K0.01%+813F-HRTimeline
Jackson Hole Capital Partners, LLC521$35.4K0.01%013F-HRTimeline
Winthrop Capital Management, LLC511$35K0.01%new13F-HRTimeline
Smithfield Trust Co461$31K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.454$30.8K0.02%13F-HRTimeline
Vermillion Wealth Management, Inc.452$30.7K0.02%13F-HRTimeline
Peoples Bank/KS450$30.5K0.02%+5013F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …418$28.4K<0.01%new13F-HRTimelineGroup
Financial Freedom, LLC401$27.2K0.01%+513F-HRTimeline
Decker Retirement Planning Inc.401$27.2K0.02%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC396$26.9K0.01%new13F-HRTimeline
EASTERN BANK395$26.8K<0.01%013F-HRTimeline
Larson Financial Group LLC386$26.2K<0.01%+26513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.351$23.8K<0.01%new13F-HRTimelineGroup
American Capital Advisory, LLC350$23.8K0.01%013F-HRTimeline
Asset Dedication, LLC319$21.7K<0.01%013F-HRTimeline
NFSG Corp294$19.9K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC289$19.6K0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC282$19.1K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC250$17K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC250$17K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC230$15.6K<0.01%013F-HR/ATimelineGroup
Ulland Investment Advisors, LLC220$15K0.01%013F-HRTimeline
Bray Capital Advisors215$14.6K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC211$14.3K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.211$14.3K<0.01%new13F-HRTimeline
MAI Capital Management182$12.4K<0.01%new13F-HRTimeline
Pathway Financial Advisers, LLC169$11.4K<0.01%+313F-HRTimeline
First Command Advisory Services, Inc.166$11.3K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…160$10.9K<0.01%013F-HRTimeline
EPG Wealth Management LLC159$10.8K<0.01%+213F-HRTimeline
Castleview Partners, LLC159$10.7K0.01%013F-HR/ATimeline
Robinswood Financial LLC153$10.4K<0.01%-99113F-HRTimeline
ROTHSCHILD INVESTMENT LLC152$10.3K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…151$10.2K0.01%13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP153$10K<0.01%+7313F-HRTimelineGroup
AlphaMark Advisors, LLC150$10K<0.01%-1513F-HRTimeline
Murphy & Mullick Capital Management Corp126$8.55K0.01%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.121$8.18K<0.01%+213F-HRTimeline
Caldwell Trust Co109$7.4K<0.01%new13F-HRTimeline
WestEnd Advisors, LLC103$6.99K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC98$6.65K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC97$6.58K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.80$5.43K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.69$4.68K<0.01%13F-HRTimeline
Pineridge Advisors LLC47$3.2K<0.01%+113F-HRTimeline
Park Square Financial Group, LLC45$3.06K<0.01%13F-HRTimeline
Continuum Advisory, LLC41$2.75K<0.01%+413F-HRTimeline
PrairieView Partners, LLC43$2K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.25$1.7K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC23$1.56K<0.01%13F-HRTimeline
Running Point Capital Advisors, LLC16$1.09K<0.01%013F-HRTimeline
Gould Capital, LLC16$1.09K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.15$1.02K<0.01%new13F-HRTimeline
Clark Wealth Partners12$815<0.01%13F-HRTimeline
Christopher J. Hasenberg, Inc11$747<0.01%013F-HRTimeline
Sound Income Strategies, LLC9$611<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3$2530.02%-3,82113F-HRTimeline
Main Street Group, LTD1$68<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1$55<0.01%13F-HRTimeline
NewSquare Capital LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.