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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
Opal Wealth Advisors, LLC4,591$338K0.1%+7213F-HRTimeline
Meridian Wealth Management, LLC4,590$338K0.02%-1,36813F-HRTimeline
Schiavi & Co LLC4,519$333K0.12%new13F-HRTimeline
StrongBox Wealth, LLC4,512$332K0.14%-61413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,470$329K0.01%-8813F-HRTimeline
Perigon Wealth Management, LLC4,461$329K0.01%-65113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,364$322K0.13%013F-HRTimeline
Legacy Private Trust Co.4,330$319K0.02%new13F-HRTimeline
Luminvest Wealth Management LLC4,242$313K0.13%+2713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,238$312K0.19%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC4,222$311K0.1%013F-HRTimeline
ORG Partners LLC4,171$308K0.08%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding4,167$307K-44,000Timeline
MassMutual Private Wealth & Trust, FSB4,129$304K0.01%-44013F-HRTimeline
Fortis Group Advisors, LLC4,071$300K0.06%+2,73113F-HRTimeline
Beacon Financial Advisory LLC4,070$300K0.09%+79513F-HRTimeline
Insight Advisors, LLC/ PA4,056$299K0.05%new13F-HRTimeline
Main Street Financial Solutions, LLC4,048$298K0.03%-11313F-HRTimeline
SWS Partners4,035$297K0.1%-43113F-HR/ATimeline
Bell Investment Advisors, Inc4,027$297K0.05%+3113F-HRTimeline
Patten Group, Inc.4,024$297K0.07%new13F-HRTimeline
FOCUS Wealth Advisors, LLC4,009$295K0.16%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,000$295K<0.01%new13F-HRTimelineGroup
Tidemark, LLC3,972$293K0.11%+1413F-HRTimeline
PFG Advisors3,972$293K0.02%-6213F-HRTimeline
Mraz, Amerine & Associates, Inc.3,950$292K0.05%-14713F-HR/ATimeline
Moloney Securities Asset Management, LLC3,919$289K0.04%new13F-HRTimeline
GTS SECURITIES LLC3,908$288K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC3,815$281K0.04%-14813F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC3,775$278K0.02%-17213F-HRTimeline
Financial Insights, Inc.3,741$276K0.11%-5913F-HRTimeline
Avior Wealth Management, LLC3,697$272K0.01%-21713F-HRTimeline
Quartz Partners, LLC3,664$270K0.16%+1913F-HRTimeline
LANARK FINANCIAL, INC.3,649$268K0.02%+3,64613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,886$267K+37Timeline
North Star Investment Management Corp.3,624$267K0.02%+69213F-HRTimeline
Dorsey & Whitney Trust CO LLC3,555$262K0.02%-1113F-HRTimeline
CURA WEALTH ADVISORS, LLC3,525$260K0.11%013F-HRTimeline
Mason Investment Advisory Services, Inc.3,514$259K0.02%013F-HRTimeline
Composition Wealth, LLC3,490$257K0.01%-13613F-HRTimeline
MARATHON CAPITAL MANAGEMENT3,483$257K0.07%-5013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,479$256K0.01%013F-HRTimeline
Modera Wealth Management, LLC3,456$255K<0.01%-16813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,448$254K0.02%-1,01613F-HRTimeline
Avestar Capital, LLC3,413$252K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,361$247K0.01%+1,68613F-HRTimelineGroup
MAINSAIL ASSET MANAGEMENT, LLC3,337$246K0.17%-7713F-HRTimeline
Madison Wealth Partners, Inc3,329$245K0.06%+2413F-HRTimeline
3Chopt Investment Partners, LLC3,309$244K0.06%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,308$244K0.01%+20513F-HRTimeline
Wealth Management Associates, Inc.3,270$241K0.1%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,236$238K0.01%new13F-HRTimeline
Gradient Capital Advisors, LLC3,206$236K0.08%new13F-HRTimeline
HB Wealth Management, LLC3,203$236K<0.01%new13F-HRTimeline
STALEY CAPITAL ADVISERS INC3,200$236K0.01%013F-HRTimeline
M Wealth Management, LLC3,200$236K0.22%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,177$234K0.02%+11213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC3,098$228K0.03%-1,34013F-HRTimeline
IRON Financial LLC3,083$227K0.13%new13F-HRTimeline
BIP Wealth, LLC3,069$226K0.01%+7613F-HRTimeline
Cape Investment Advisory, Inc.3,058$225K0.09%+65413F-HRTimeline
Syverson Strege & Co3,030$223K0.07%new13F-HRTimeline
Wayfinding Financial, LLC3,028$223K0.1%+7213F-HRTimeline
Florida Trust Wealth Management Co3,000$221K0.01%013F-HRTimeline
NESTEGG ADVISORS, INC.2,982$220K0.23%+2413F-HRTimeline
Fortis Capital Advisors, LLC2,946$217K0.04%-2,81813F-HRTimeline
Causey Wealth LLC2,940$217K0.12%new13F-HRTimeline
Brady Martz Wealth Solutions, LLC2,914$215K0.05%new13F-HRTimeline
Long Run Wealth Advisors, LLC2,909$214K0.05%-24713F-HRTimeline
Abacus Planning Group, Inc.2,882$212K0.04%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,854$210K0.01%-11013F-HRTimeline
Allegheny Financial Group2,787$205K0.05%new13F-HRTimeline
Cornerstone Wealth Group, LLC2,750$203K0.02%new13F-HRTimeline
AMI INVESTMENT MANAGEMENT INC2,739$202K0.07%-47013F-HRTimeline
Investment Partners Asset Management, I…2,738$202K0.16%new13F-HRTimeline
Atlantic Private Wealth, LLC2,632$194K0.14%013F-HRTimeline
Glen Eagle Advisors, LLC2,621$193K0.03%-1,54013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,582$190K0.04%+113F-HRTimeline
MCF Advisors LLC2,563$189K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2,483$183K0.02%+18213F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …2,340$172K<0.01%+1,92213F-HRTimelineGroup
BOK Financial Private Wealth, Inc.2,306$170K0.01%013F-HRTimeline
Creative Capital Management Investments…2,252$166K0.06%013F-HRTimeline
Hexagon Capital Partners LLC2,234$165K0.03%-39513F-HRTimeline
First Horizon Advisors, Inc.2,220$164K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,117$156K<0.01%+1,12213F-HRTimelineGroup
Stephens Consulting, LLC2,085$154K0.04%-1213F-HRTimeline
Bogart Wealth, LLC2,021$149K0.01%+113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,010$148K0.02%+1013F-HRTimelineGroup
GAMMA Investing LLC1,966$145K0.01%+12013F-HR/ATimeline
Garde Capital, Inc.1,831$135K0.01%013F-HRTimeline
Accredited Wealth Management, LLC1,704$126K0.11%+113F-HRTimeline
BFSG, LLC1,591$117K0.01%-37513F-HRTimeline
Nalls Sherbakoff Group, LLC1,575$116K0.09%13F-HRTimeline
SIGNATUREFD, LLC1,563$115K<0.01%+1313F-HRTimeline
WPG Advisers, LLC1,381$102K0.09%-14013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,375$101K0.02%+8813F-HRTimelineGroup
LGT Financial Advisors LLC1,339$98.7K0.3%+16613F-HRTimeline
Topsail Wealth Management, LLC1,326$97.7K0.02%+48413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,261$92.9K<0.01%-70013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,100$81.1K<0.01%new13F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.1,094$80.6K0.04%+64013F-HRTimeline
Peoples Bank/KS1,085$80K0.05%+63513F-HRTimeline
Parallel Advisors, LLC1,062$78.3K<0.01%+17713F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,051$77.4K0.03%013F-HRTimelineGroup
Sunbelt Securities, Inc.1,023$75.4K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,001$73.8K<0.01%new13F-HRTimelineGroup
Hara Capital LLC1,000$73.7K0.05%013F-HRTimeline
Signature Resources Capital Management,…951$70.1K0.06%-4113F-HRTimeline
ADIRONDACK TRUST CO893$65.8K0.03%013F-HRTimeline
AlphaCore Capital LLC844$62.2K0.01%new13F-HRTimeline
UMB Bank, n.a.806$59.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kentucky Trust Co795$58.6K0.03%013F-HRTimeline
Archer Investment Corp794$58.5K0.02%-2313F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.787$58K0.2%013F-HRTimeline
Towne Trust Company, N.A738$54.4K0.02%013F-HRTimeline
Arax Advisory Partners724$53.3K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC700$51.8K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC700$51.6K<0.01%013F-HRTimeline
Kimelman & Baird, LLC694$51.1K<0.01%013F-HRTimeline
Sandy Spring Bank675$49.7K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC672$49.5K0.02%+9013F-HRTimeline
City State Bank670$49.4K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC649$47.8K0.02%+36013F-HRTimeline
Bay Harbor Wealth Management, LLC623$45.9K0.01%013F-HRTimeline
TFC Financial Management, Inc.575$42.4K0.01%new13F-HRTimeline
TSFG, LLC568$42K0.01%+413F-HRTimeline
Winthrop Capital Management, LLC523$39K0.01%+1213F-HRTimeline
Jackson Hole Capital Partners, LLC521$38.4K0.01%013F-HRTimeline
Smithfield Trust Co461$34K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC457$33.7K0.01%-31213F-HR/ATimeline
Vermillion Wealth Management, Inc.455$33.6K0.01%+313F-HRTimeline
Wilmington Savings Fund Society, FSB429$31.6K<0.01%-31813F-HRTimeline
Sound Income Strategies, LLC405$29.8K<0.01%+39613F-HRTimeline
Financial Freedom, LLC405$29.8K0.02%+413F-HRTimeline
EASTERN BANK395$29.1K<0.01%013F-HRTimeline
Olde Wealth Management, LLC393$28K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.351$25.9K<0.01%013F-HRTimelineGroup
American Capital Advisory, LLC350$25.8K0.01%013F-HRTimeline
Asset Dedication, LLC343$25.3K<0.01%+2413F-HRTimeline
Westside Investment Management, Inc.341$25.1K0.01%new13F-HRTimeline
Decker Retirement Planning Inc.317$23.4K0.01%-8413F-HRTimeline
NFSG Corp296$21.8K0.01%+213F-HRTimeline
Iron Horse Wealth Management, LLC250$18.4K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources235$17.3K<0.01%new13F-HRTimelineGroup
NorthRock Partners, LLC235$17.3K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC232$17.1K<0.01%-5013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC230$16.9K<0.01%013F-HR/ATimelineGroup
Ulland Investment Advisors, LLC220$16K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.215$15.8K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.211$15.6K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC211$15.5K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC210$15.5K<0.01%+11213F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP197$15K<0.01%+4413F-HRTimelineGroup
MAI Capital Management182$13.4K<0.01%013F-HRTimeline
EPG Wealth Management LLC161$11.8K<0.01%+213F-HRTimeline
Federation des caisses Desjardins du Qu…160$11.8K<0.01%013F-HRTimeline
Robinswood Financial LLC153$11.3K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC152$11.2K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…151$11.1K0.01%013F-HRTimeline
Crewe Advisors LLC148$10.9K<0.01%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.122$8.95K<0.01%+113F-HRTimeline
Larson Financial Group LLC121$8.92K<0.01%-26513F-HRTimeline
Continuum Advisory, LLC120$8.84K<0.01%+7913F-HRTimeline
Creekmur Asset Management LLC109$8.03K<0.01%new13F-HRTimeline
Caldwell Trust Co109$8.03K<0.01%013F-HRTimeline
WestEnd Advisors, LLC103$7.59K<0.01%013F-HRTimeline
Key Financial Inc83$6.12K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.80$5.89K<0.01%013F-HRTimeline
Pineridge Advisors LLC47$3.5K<0.01%013F-HRTimeline
Park Square Financial Group, LLC43$3.17K<0.01%-213F-HRTimeline
PrairieView Partners, LLC43$3K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS40$2.95K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.25$1.86K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC24$1.77K<0.01%new13F-HRTimeline
Running Point Capital Advisors, LLC16$1.18K<0.01%013F-HRTimeline
Gould Capital, LLC16$1.18K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.15$1.1K<0.01%013F-HRTimeline
Rossby Financial, LCC13$976<0.01%new13F-HRTimeline
Christopher J. Hasenberg, Inc11$813<0.01%013F-HRTimeline
Main Street Group, LTD1$74<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1$61<0.01%013F-HRTimeline
NewSquare Capital LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-6,54113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.