Skip to content

VYMI VANGUARD WHITEHALL FDS

Follow

SHS (fund)

635 managers (643 13F filers) reported a position in VYMI shares at 2025-06-30, 59,681,953 shares in all. 82 filers opened a position and 28 filers sold out during the quarter.

Managers
635
13F filers
643
New
82
Added
303
Reduced
159
Sold out
28
Shares held by filers
59,681,953

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Clearstead Advisors, LLC5,533$443K0.01%+4213F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,497$440K0.02%013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.5,470$438K0.23%+83513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,410$433K0.02%-21213F-HRTimelineGroup
Integris Wealth Management, LLC5,401$433K0.11%new13F-HRTimeline
AE Wealth Management LLC5,352$429K<0.01%+34613F-HRTimeline
Level Wealth Management LLC5,299$424K0.25%+5613F-HRTimeline
3Chopt Investment Partners, LLC5,265$422K0.1%+1,95613F-HRTimeline
ORG Partners LLC5,178$416K0.09%+1,00713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,080$407K0.02%-1,18713F-HRTimeline
Balboa Wealth Partners5,071$406K0.08%new13F-HRTimeline
My Legacy Advisors, LLC4,828$391K0.14%-87013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,864$390K0.14%+50013F-HRTimeline
Newport Capital Group, LLC4,807$385K0.26%013F-HRTimeline
Sequoia Financial Advisors, LLC4,777$383K<0.01%new13F-HRTimeline
FSC Wealth Advisors, LLC4,771$382K0.24%-19413F-HR/ATimeline
Westshore Wealth, LLC4,756$381K0.15%013F-HRTimeline
Main Street Financial Solutions, LLC4,742$380K0.03%+69413F-HRTimeline
Mattern Wealth Management LLC4,700$377K0.08%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,669$374K<0.01%new13F-HRTimelineGroup
Phraction Management LLC4,640$372K0.12%-2,06513F-HRTimeline
Aldebaran Financial Inc.4,614$370K0.41%013F-HRTimeline
Gateway Wealth Partners, LLC4,597$368K0.07%-78613F-HRTimeline
Schiavi & Co LLC4,581$367K0.12%+6213F-HRTimeline
Opal Wealth Advisors, LLC4,561$365K0.1%-3013F-HRTimeline
StrongBox Wealth, LLC4,544$364K0.14%+3213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,496$360K0.01%+2613F-HRTimeline
Luminvest Wealth Management LLC4,473$358K0.13%+23113F-HRTimeline
Net Worth Advisory Group4,382$351K0.08%new13F-HRTimeline
Legacy Private Trust Co.4,330$347K0.02%013F-HRTimeline
CIBC WORLD MARKET INC.4,251$341K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,238$340K0.18%013F-HRTimeline
GLOBALT Investments LLC / GA4,181$335K0.01%-50113F-HRTimeline
Pegasus Asset Management, Inc.4,159$333K0.11%new13F-HRTimeline
Patten Group, Inc.4,144$332K0.07%+12013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC4,134$331K0.09%-8813F-HRTimeline
Moloney Securities Asset Management, LLC4,093$328K0.04%+17413F-HRTimeline
Bell Investment Advisors, Inc4,081$327K0.06%+5413F-HRTimeline
Independent Advisor Alliance4,059$325K0.01%new13F-HRTimeline
SWS Partners4,041$324K0.09%+613F-HRTimeline
FOCUS Wealth Advisors, LLC4,009$321K0.17%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,000$320K<0.01%013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC3,994$320K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,993$320K0.01%-13613F-HRTimeline
M Wealth Management, LLC3,965$318K0.29%+76513F-HRTimeline
Mraz, Amerine & Associates, Inc.3,950$316K0.05%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,897$312K0.01%+66113F-HRTimeline
HHM Wealth Advisors, LLC3,833$307K0.04%+1813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,816$306K0.02%new13F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC3,775$302K0.02%013F-HRTimeline
Insight Advisors, LLC/ PA3,761$301K0.05%-29513F-HRTimeline
Financial Insights, Inc.3,708$297K0.11%-3313F-HRTimeline
Geneos Wealth Management Inc.3,674$294K0.01%-2,66213F-HRTimeline
North Star Investment Management Corp.3,643$292K0.02%+1913F-HRTimeline
Avior Wealth Management, LLC3,642$292K0.01%-5513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,594$288K0.01%new13F-HRTimelineGroup
Quartz Partners, LLC3,548$284K0.13%-11613F-HRTimeline
CURA WEALTH ADVISORS, LLC3,525$282K0.13%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,515$282K0.02%+33813F-HRTimeline
Mason Investment Advisory Services, Inc.3,514$282K0.02%013F-HRTimeline
Legacy Trust3,500$280K0.07%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC3,481$279K0.08%+2,80913F-HRTimeline
Outbound Financial Inc3,480$279K0.25%13F-HRTimeline
LANARK FINANCIAL, INC.3,475$278K0.02%-17413F-HRTimeline
Modera Wealth Management, LLC3,467$278K<0.01%+1113F-HRTimeline
HB Wealth Management, LLC3,421$274K<0.01%+21813F-HRTimeline
Roehl & Yi Investment Advisors, LLC3,387$271K0.14%new13F-HRTimeline
Wealth Management Associates, Inc.3,380$271K0.11%+11013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC3,377$271K0.17%+4013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,364$270K0.01%+313F-HRTimelineGroup
Madison Wealth Partners, Inc3,370$270K0.06%+4113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,370$270K<0.01%+1,25313F-HR/ATimelineGroup
Gradient Capital Advisors, LLC3,345$268K0.08%+13913F-HRTimeline
Dorsey & Whitney Trust CO LLC3,324$266K0.01%-23113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,301$264K0.02%-14713F-HRTimeline
Fortis Capital Advisors, LLC3,299$264K0.05%+35313F-HRTimeline
Baron Wealth Management LLC3,294$264K0.09%new13F-HRTimeline
Avestar Capital, LLC3,282$263K0.02%-13113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,221$258K0.01%new13F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC3,200$256K0.01%013F-HRTimeline
Tidemark, LLC3,154$253K0.08%-81813F-HRTimeline
Perigon Wealth Management, LLC3,149$252K0.01%-1,31213F-HRTimeline
IRON Financial LLC3,124$250K0.13%+4113F-HRTimeline
BIP Wealth, LLC3,043$244K0.02%-2613F-HRTimeline
NESTEGG ADVISORS, INC.3,023$242K0.23%+4113F-HRTimeline
Wayfinding Financial, LLC2,999$242K0.11%-2913F-HRTimeline
Florida Trust Wealth Management Co3,000$240K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,986$239K-900Timeline
Causey Wealth LLC2,967$238K0.12%+2713F-HRTimeline
Cape Investment Advisory, Inc.2,945$236K0.09%-11313F-HRTimeline
Brady Martz Wealth Solutions, LLC2,914$233K0.05%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,904$233K0.01%+5013F-HRTimeline
Long Run Wealth Advisors, LLC2,899$232K0.05%-1013F-HRTimeline
Yukon Wealth Management, Inc.2,886$231K0.08%new13F-HRTimeline
Abacus Planning Group, Inc.2,882$231K0.03%013F-HR/ATimeline
FRG Family Wealth Advisors LLC2,865$230K0.04%new13F-HRTimeline
Allegheny Financial Group2,826$226K0.05%+3913F-HRTimeline
Visionary Wealth Advisors2,800$224K0.01%new13F-HRTimeline
Brown Miller Wealth Management, LLC2,781$223K0.07%new13F-HRTimeline
Prosperitas Financial LLC2,781$223K0.1%new13F-HRTimeline
GTS SECURITIES LLC2,776$222K0.01%-1,13213F-HRTimeline
Cornerstone Wealth Group, LLC2,750$220K0.02%013F-HRTimeline
Foundations Investment Advisors, LLC2,746$220K<0.01%new13F-HRTimeline
Investment Partners Asset Management, I…2,738$219K0.15%013F-HRTimeline
Cresset Asset Management, LLC2,726$218K<0.01%-6,44513F-HR/ATimeline
SeaCrest Wealth Management, LLC2,709$217K0.02%-11,37613F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,705$217K0.02%new13F-HR/ATimelineGroup
Winthrop Advisory Group LLC2,687$215K0.02%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,680$215K<0.01%new13F-HRTimelineGroup
Breakwater Capital Group2,660$213K0.03%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,654$213K<0.01%new13F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC2,639$211K0.03%-45913F-HRTimeline
Atlantic Private Wealth, LLC2,632$211K0.14%013F-HRTimeline
Glen Eagle Advisors, LLC2,621$210K0.03%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,602$208K0.01%-1,56513F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC2,584$207K0.04%+213F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…2,577$206K0.04%new13F-HRTimeline
Sebold Capital Management, Inc.2,566$206K0.13%new13F-HRTimeline
Root Financial Partners, LLC2,549$204K0.02%new13F-HRTimeline
LIBRA WEALTH LLC2,525$202K0.07%new13F-HRTimeline
AMI INVESTMENT MANAGEMENT INC2,521$202K0.05%-21813F-HRTimeline
Oregon Pacific Wealth Management, LLC2,516$202K0.19%new13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,500$200K0.07%new13F-HRTimeline
apricus wealth, LLC2,500$200K0.12%new13F-HRTimeline
Capital Investment Advisory Services, L…2,451$196K0.02%-3213F-HRTimeline
BOK Financial Private Wealth, Inc.2,288$183K0.01%-1813F-HRTimeline
Creative Capital Management Investments…2,252$180K0.06%013F-HRTimeline
First Horizon Advisors, Inc.2,220$178K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,157$173K0.01%+89613F-HRTimelineGroup
Stephens Consulting, LLC2,079$167K0.04%-613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,000$160K0.02%-1013F-HRTimelineGroup
GAMMA Investing LLC1,966$157K0.01%013F-HRTimeline
Team Financial Group, LLC1,954$157K0.08%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,932$155K0.1%new13F-HRTimeline
Garde Capital, Inc.1,831$147K0.01%013F-HRTimeline
Bogart Wealth, LLC1,821$146K0.01%-20013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,820$146K0.09%new13F-HRTimeline
Accredited Wealth Management, LLC1,706$137K0.11%+213F-HRTimeline
BFSG, LLC1,663$133K0.01%+7213F-HRTimeline
Arax Advisory Partners1,635$131K0.01%+91113F-HRTimeline
Nalls Sherbakoff Group, LLC1,575$126K0.09%013F-HRTimeline
Keener Financial Planning LLC1,509$120K0.06%new13F-HRTimeline
Stone House Investment Management, LLC1,450$116K0.02%new13F-HRTimeline
LGT Financial Advisors LLC1,427$114K0.29%+8813F-HRTimeline
Parallel Advisors, LLC1,350$108K<0.01%+28813F-HRTimeline
Topsail Wealth Management, LLC1,348$108K0.02%+2213F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,319$106K0.02%-5613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,193$95.6K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,140$90.9K0.05%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,094$87.6K0.04%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,051$84.2K0.02%013F-HRTimelineGroup
CNB Bank985$78.9K0.04%new13F-HRTimeline
SIGNATUREFD, LLC971$77.8K<0.01%-59213F-HRTimeline
Signature Resources Capital Management,…951$76.2K0.05%013F-HRTimeline
Creekmur Asset Management LLC926$74.2K0.01%+81713F-HRTimeline
WPG Advisers, LLC905$72.5K0.06%-47613F-HRTimeline
ADIRONDACK TRUST CO893$71.5K0.03%013F-HRTimeline
UMB Bank, n.a.806$64.6K<0.01%013F-HR/ATimeline
Kentucky Trust Co795$63.7K0.04%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.787$63K0.19%013F-HRTimeline
Hurley Capital, LLC742$59.5K0.04%new13F-HRTimeline
Towne Trust Company, N.A738$59.1K0.02%013F-HR/ATimeline
Medallion Wealth Advisors, LLC700$56.2K0.02%013F-HRTimeline
Retirement Wealth Solutions LLC701$56.1K0.04%+70013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC700$56.1K<0.01%013F-HRTimeline
Kimelman & Baird, LLC694$55.6K<0.01%013F-HRTimeline
Archer Investment Corp676$54.2K0.01%-11813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp675$54.1K<0.01%new13F-HRTimelineGroup
City State Bank670$53.7K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC653$52.3K0.02%+413F-HRTimeline
Bay Harbor Wealth Management, LLC623$49.9K0.01%013F-HRTimeline
TFC Financial Management, Inc.575$46.1K0.01%013F-HRTimeline
TSFG, LLC576$46K0.01%+813F-HRTimeline
Crewe Advisors LLC569$45.6K0.01%+42113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO527$42.2K<0.01%new13F-HRTimelineGroup
Winthrop Capital Management, LLC503$40K0.01%-2013F-HRTimeline
MJT & Associates Financial Advisory Gro…486$38.9K0.05%new13F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.481$38.5K<0.01%+13013F-HRTimelineGroup
Smithfield Trust Co461$37K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.462$37K0.02%+713F-HRTimeline
Jackson Hole Capital Partners, LLC426$34.1K0.01%-9513F-HRTimeline
Wilmington Savings Fund Society, FSB414$33.2K<0.01%-1513F-HRTimeline
Sound Income Strategies, LLC410$32.9K<0.01%+513F-HRTimeline
Financial Freedom, LLC410$32.9K0.02%+513F-HRTimeline
Iron Horse Wealth Management, LLC400$32K0.01%+15013F-HRTimeline
Hara Capital LLC400$32K0.02%-60013F-HRTimeline
EASTERN BANK395$31.6K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC350$28K<0.01%new13F-HRTimeline
American Capital Advisory, LLC350$28K0.01%013F-HRTimeline
Westside Investment Management, Inc.341$27.3K0.01%013F-HRTimeline
Asset Dedication, LLC327$26.2K<0.01%-1613F-HRTimeline
NFSG Corp300$24.1K<0.01%+413F-HRTimeline
Running Point Capital Advisors, LLC253$20.2K0.01%+23713F-HRTimeline
Golden State Wealth Management, LLC245$19.6K<0.01%-21213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC241$19.3K<0.01%new13F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP233$19K<0.01%+3613F-HRTimelineGroup
Beaird Harris Wealth Management, LLC232$18.6K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC230$18.4K<0.01%013F-HR/ATimelineGroup
Ulland Investment Advisors, LLC220$18K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC211$16.9K<0.01%013F-HRTimeline