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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
MORGAN STANLEYin group MORGAN STANLEY4,478,430$304M0.02%+213,65113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,617,675$246M0.02%-6,31613F-HRTimelineGroup
Orgel Wealth Management, LLC2,589,224$176M4.59%+75,34613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,904,586$129M-84,774Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,826,293$124M0.03%+67,74913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,801,458$122M0.35%+57,09313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,465,183$99.4M0.03%-55,99213F-HRTimelineGroup
LPL Financial LLC1,362,664$92.5M0.04%+144,43813F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,332,192$90.4M0.08%+141,14613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,123,367$76.3M0.02%+44,79913F-HRTimelineGroup
Confluence Wealth Services, Inc.1,055,216$73.7M4.79%+129,58713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,023,023$69.4M0.02%+37,66713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC858,072$58.2M0.09%+854,67713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC746,227$50.7M0.02%13F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP726,347$49.3M0.05%+147,93713F-HRTimelineGroup
CWM, LLCin group CWM, LLC690,195$46.9M0.19%+3,24413F-HRTimelineGroup
Sageworth Trust Co687,416$46.7M2.88%-80613F-HRTimeline
Creative Planningin group Creative Planning678,050$46M0.04%+3,48913F-HRTimelineGroup
HighTower Advisors, LLC563,532$38.3M0.05%+91,92113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.506,424$34.4M0.33%+33,31513F-HRTimelineGroup
BANK OF HAWAII477,127$32.4M1.79%-1,66313F-HRTimeline
Summit Financial Wealth Advisors, LLC422,411$29.4M5.75%+18,03113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK410,173$27.8M0.9%-17,50813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC407,691$27.7M0.05%+141,12513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO401,645$27.3M<0.01%+21,52513F-HRTimelineGroup
Barry Investment Advisors, LLC390,386$26.5M8.52%+7,08613F-HRTimeline
Capital Advantage, Inc.377,221$25.6M4.67%-33,02213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC354,847$24.1M0.04%+14,61013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV348,995$23.7M0.06%-12,42213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC340,051$23.1M4.84%-2,66013F-HRTimelineGroup
Roble, Belko & Company, Inc320,292$21.7M3.45%+11,49113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO319,351$21.7M0.03%+9,43213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…305,592$20.7M0.01%+38,28313F-HRTimelineGroup
American Investment Services, Inc.271,158$18.4M3.26%+9,61813F-HR/ATimeline
Cetera Investment Advisers267,934$18.2M0.04%-19,32513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC265,827$18M0.05%+11,49513F-HRTimelineGroup
Strategic Point Investment Advisors, LLC243,594$16.5M2.7%+4,32713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding241,868$16.4M+227,278Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…237,057$16.1M0.4%-73,49413F-HRTimelineGroup
Janney Montgomery Scott LLC235,779$16M0.04%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP230,613$15.7M0.02%-5,47713F-HRTimelineGroup
SWAN Capital LLC229,685$15.6M7.61%+17,41513F-HRTimeline
LS Investment Advisors, LLC227,560$15.4M2.26%-2,37613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.225,508$15.3M0.03%+38,39513F-HRTimelineGroup
Capital Investment Advisors, LLC223,777$15.2M0.31%-2,98113F-HRTimeline
Main Line Retirement Advisors, LLC223,600$15.2M10%+8,39813F-HRTimeline
Procyon Advisors, LLC220,282$15M0.96%-9,73113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC209,904$14.2M0.06%+2,66413F-HRTimelineGroup
KWMG, LLC196,662$13.3M1.37%+5,44213F-HRTimeline
MACKENZIE FINANCIAL CORP192,455$13.1M0.02%new13F-HR/ATimeline
AAF Wealth Management, LLC187,506$12.7M6.42%+8,34113F-HR/ATimeline
HUB Investment Partners, LLC178,322$12.1M0.51%-11313F-HRTimeline
Sanctuary Advisors, LLC167,819$11.9M0.08%+6,91313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP169,580$11.5M0.01%+21,19313F-HRTimelineGroup
Human Investing LLC165,691$11.2M1.99%+9,72013F-HRTimeline
BURNS J W & CO INC/NY164,385$11.2M1.42%+15,17513F-HRTimeline
REGIMEN WEALTH, LLC160,688$10.9M3.56%+3,17213F-HRTimeline
Ackerman Capital Advisors, LLC160,645$10.9M2.86%+2,78113F-HRTimeline
Arkos Global Advisors160,608$10.9M1.6%+2,79913F-HRTimeline
RTD Financial Advisors, Inc.159,922$10.9M1.39%-1,37013F-HRTimeline
Unison Advisors LLC159,263$10.8M1.29%-18213F-HRTimeline
Tull Financial Group, Inc.155,643$10.6M6.37%+5,63513F-HRTimeline
Prentice Wealth Management LLC152,599$10.4M3%+7,12713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.185,547$10.1M0.02%+5,56513F-HR/ATimelineGroup
Integrated Advisors Network LLC144,577$9.81M0.47%-6,35513F-HRTimeline
Strategic Wealth Investment Group, LLC141,582$9.61M1.06%-2,89013F-HR/ATimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …140,836$9.56M0.15%+93713F-HRTimelineGroup
EQUITABLE TRUST CO139,877$9.49M0.53%-18,46713F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.138,696$9.41M0.59%+3,19313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC138,635$9.41M0.01%+2,59513F-HRTimelineGroup
REBALANCE, LLC138,262$9.39M0.7%-14,89713F-HRTimeline
Family Investment Center, Inc.137,374$9.32M2.37%+1,83213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…137,045$9.3M0.13%+8,79113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.135,044$9.17M0.06%+7,70913F-HRTimeline
Atria Investments, Inc130,357$8.85M0.11%+9,64213F-HRTimeline
Pinnacle Financial Group, LLC / IL128,696$8.74M3.42%+9,98813F-HRTimeline
Gunma Bank,Ltd.128,000$8.69M2.87%+10,00013F-HRTimeline
MGO ONE SEVEN LLC126,858$8.61M0.33%+11,98913F-HRTimeline
CROBAN123,706$8.4M8.24%13F-HRTimeline
Capital Advisors Wealth Management, LLC122,693$8.33M1.48%+49213F-HRTimeline
Wedmont Private Capital121,701$8.16M0.43%+20,93113F-HRTimeline
Cedar Mountain Advisors, LLC120,021$8.15M1.79%+11,96013F-HRTimeline
New England Private Wealth Advisors LLC120,019$8.15M1.29%+6,23913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…119,262$8.1M0.01%+2,82713F-HRTimelineGroup
NewEdge Advisors, LLC117,328$7.96M0.05%+55,15913F-HRTimeline
Lumbard & Kellner, LLC114,846$7.8M3.35%-5,62013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co113,525$7.71M0.1%-1,03613F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC112,763$7.65M0.09%-22,28513F-HRTimeline
Drucker Wealth 3.0, LLC112,015$7.6M1.75%-21,83713F-HR/ATimeline
Cambridge Investment Research Advisors,…109,706$7.45M0.02%+13,72013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…107,654$7.31M0.02%+26313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding105,380$7.15M-347Timeline
Financial Perspectives, Inc100,477$6.82M2.29%+3,22513F-HRTimeline
Guardian Financial Partners, LLC96,981$6.58M3.91%+8,09113F-HRTimeline
ADG Wealth Management Group, LLC93,490$6.35M5.64%13F-HRTimeline
Atria Wealth Solutions, Inc.92,466$6.28M0.07%+7,25013F-HRTimeline
Cherry Tree Wealth Management, LLC89,599$6.08M1.51%-1,56213F-HRTimeline
COURIER CAPITAL LLC89,528$6.08M0.42%+11,39613F-HRTimeline
Apeiron RIA LLC88,262$5.99M1.68%-8,63913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC87,711$5.95M0.2%+1,13613F-HRTimeline
Clarity Wealth Advisors, LLC87,097$5.91M1.61%+7,83413F-HRTimeline
Kraft, Davis & Associates, LLC82,366$5.9M1.68%+4,21413F-HRTimeline
Ariston Services Group84,980$5.77M5%+2,08013F-HRTimeline
Linscomb Wealth, Inc.84,054$5.71M0.28%+5,83413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC83,957$5.7M0.13%-2,38713F-HRTimelineGroup
Waverly Advisors, LLC77,900$5.29M0.08%+1,97213F-HRTimeline
McKinley Carter Wealth Services, Inc.77,438$5.26M0.32%+79413F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC77,152$5.24M1.25%new13F-HRTimeline
MML INVESTORS SERVICES, LLC76,849$5.22M0.02%+5,69213F-HRTimeline
Vestmark Advisory Solutions, Inc.73,095$4.96M0.17%+8,76113F-HRTimeline
Eagle Strategies LLC70,780$4.8M0.83%+6,09413F-HRTimeline
MANNING & NAPIER ADVISORS LLC70,179$4.76M0.05%-10,99813F-HRTimeline
Walkner Condon Financial Advisors LLC69,150$4.69M0.95%+7,88113F-HRTimeline
WNY Asset Management, LLC67,331$4.57M0.57%+61413F-HRTimeline
First PREMIER Bank66,709$4.53M1.15%+19813F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…64,813$4.4M1.09%+2,80313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO64,028$4.35M0.08%+27,40213F-HRTimeline
Venture Visionary Partners LLC63,420$4.3M0.18%+4413F-HR/ATimeline
S. R. Schill & Associates61,755$4.19M3.51%-4,85513F-HRTimeline
Axis Wealth Partners, LLC61,179$4.15M3.5%13F-HRTimeline
Moran Wealth Management, LLC60,980$4.14M0.13%-4113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …59,216$4.02M0.11%+4,22213F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC58,014$3.94M0.72%+62213F-HRTimelineGroup
BCS Wealth Management57,974$3.94M0.98%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.55,869$3.79M3.82%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers55,380$3.76M0.01%+2,78413F-HRTimelineGroup
Investment Advisory Group, LLC54,008$3.67M1.23%-2,05113F-HRTimeline
Sageworth Trust Co of South Dakota53,842$3.65M4.62%+93813F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…53,264$3.62M0.1%-1,81513F-HRTimelineGroup
Heartwood Wealth Advisors LLC51,196$3.48M0.39%+16413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding48,167$3.27M0Timeline
Cambridge Financial Group, LLC47,686$3.24M1.38%+21613F-HRTimeline
COUNTRY CLUB BANK47,492$3.22M0.22%-88013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/47,081$3.2M<0.01%+5,18513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …46,995$3.19M0.05%-2,10413F-HRTimelineGroup
Certified Advisory Corp46,503$3.16M0.34%-16213F-HRTimeline
Zhang Financial LLC46,056$3.13M0.18%+6,80713F-HRTimeline
Janney Capital Management LLC45,540$3.09M0.2%new13F-HRTimeline
Regal Investment Advisors LLC45,240$3.07M0.23%-4,78613F-HRTimeline
JFS WEALTH ADVISORS, LLC44,468$3.02M0.21%-2,64213F-HRTimeline
High Net Worth Advisory Group LLC43,081$2.92M0.82%-2,03513F-HRTimeline
Mayfair Advisory Group, LLC42,985$2.92M1.72%-41613F-HRTimeline
180 WEALTH ADVISORS, LLC41,876$2.84M0.45%+1,64213F-HRTimeline
Fiduciary Group, LLC41,806$2.84M0.28%+4,34313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,331$2.74M<0.01%+11,71013F-HRTimelineGroup
Independent Advisor Alliance39,985$2.71M0.04%new13F-HRTimeline
Montecito Bank & Trust39,885$2.71M0.47%+1,92213F-HRTimeline
Valmark Advisers, Inc.39,460$2.68M0.04%+4,29313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC38,971$2.65M0.59%+8213F-HRTimeline
5T Wealth, LLC38,893$2.64M1.45%13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC38,856$2.64M0.86%+1,46113F-HRTimeline
Beta Wealth Group, Inc.37,804$2.57M1.14%+32513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding37,556$2.55M+23,551Timeline
Orion Porfolio Solutions, LLC36,570$2.48M0.02%-4413F-HRTimeline
Orion Portfolio Solutions, LLC36,570$2.48M0.02%-4413F-HRTimeline
CoreFirst Bank & Trust35,692$2.42M1.44%+1,84513F-HRTimeline
Ally Invest Advisors Inc.35,512$2.41M0.21%+90213F-HRTimeline
EP Wealth Advisors, LLC35,219$2.39M0.02%+11,63413F-HRTimeline
Mountain Capital Investment Advisors In…34,783$2.38M0.49%+5,96613F-HRTimeline
Note Advisors, LLC34,917$2.37M2.1%13F-HRTimeline
Roof Eidam Maycock Peralta, LLC34,870$2.37M0.61%-33,53513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC34,561$2.35M0.01%+8,48913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC34,219$2.32M<0.01%-2,27713F-HRTimelineGroup
Private Advisor Group, LLC34,198$2.32M0.01%+75513F-HRTimeline
Prospera Financial Services Inc34,181$2.32M0.05%+28,66113F-HRTimeline
HOWE & RUSLING INC33,903$2.3M0.2%-32113F-HRTimeline
Smartleaf Asset Management LLC33,811$2.29M0.23%-1,46813F-HRTimeline
BRIGHTON SECURITIES CORP.33,317$2.26M1.1%13F-HRTimeline
COWA, LLC32,616$2.21M1.02%+10,08513F-HRTimeline
Wealthfront Advisers LLC32,324$2.19M0.01%-1,98113F-HR/ATimeline
Mission Hills Financial Advisory, LLC31,697$2.15M1.67%+3,13213F-HRTimeline
SJS Investment Consulting Inc.31,649$2.15M0.37%013F-HRTimeline
Kingsview Wealth Management, LLC31,406$2.13M0.04%+1,55513F-HRTimeline
NWF Advisory Services Inc.31,348$2.13M0.31%+13513F-HRTimeline
Interchange Capital Partners, LLC30,843$2.1M0.76%-1,34513F-HRTimeline
Breakwater Investment Management30,843$2.09M0.89%+1,99513F-HR/ATimeline
Evanson Asset Management, LLC30,492$2.07M0.14%013F-HRTimeline
Edge Capital Group, LLC542$2.05M0.1%-29,71713F-HRTimeline
Beacon Pointe Advisors, LLC29,634$2.01M0.02%+113F-HRTimeline
AdvisorNet Financial, Inc29,559$2.01M0.17%+22313F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…28,718$1.95M0.59%+1,31513F-HRTimeline
Element Wealth, LLC28,566$1.94M1.01%+1,38713F-HRTimeline
MOTCO28,342$1.92M0.2%+1,46413F-HRTimeline
Advus Financial Partners, LLC28,244$1.92M0.82%-4,78513F-HR/ATimeline
CRA Financial Services, LLC28,197$1.91M0.33%+6,42113F-HRTimeline
ARQ WEALTH ADVISORS, LLC28,062$1.9M0.72%+4,12413F-HRTimeline
&PARTNERS27,944$1.9M0.02%-4,92313F-HRTimeline
Martin Worley Group27,303$1.85M1.16%13F-HRTimeline
SAPIENT CAPITAL LLC27,250$1.85M0.04%-81613F-HRTimeline
Duncan Williams Asset Management, LLC26,503$1.8M0.71%+5,62913F-HRTimeline
Glass Jacobson Investment Advisors llc25,946$1.76M0.58%+30213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA25,920$1.76M0.01%013F-HRTimelineGroup
Stokes Family Office, LLC25,585$1.74M0.19%+12213F-HRTimeline
Crews Bank & Trust25,410$1.72M0.29%13F-HRTimeline
Caprock Group, LLC25,364$1.72M0.06%+1013F-HRTimeline
COMERICA BANK24,716$1.68M0.01%-1,04013F-HR/ATimeline
Transce3nd, LLC24,568$1.67M0.57%13F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC24,478$1.66M0.02%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.24,464$1.66M0.12%+2,09613F-HRTimelineGroup
Talisman Wealth Advisors LLC24,306$1.65M1.75%+2,36913F-HRTimeline