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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
MORGAN STANLEYin group MORGAN STANLEY4,754,827$350M0.03%+276,39713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,957,976$292M0.03%+340,30113F-HRTimelineGroup
Orgel Wealth Management, LLC2,578,996$190M4.94%-10,22813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,889,527$139M-15,059Timeline
CAPTRUST FINANCIAL ADVISORS1,857,336$137M0.34%+55,87813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,771,755$131M0.03%-54,53813F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,741,013$128M0.12%+408,82113F-HRTimelineGroup
LPL Financial LLC1,472,896$109M0.04%+110,23213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,354,085$99.9M0.03%-111,09813F-HRTimelineGroup
Confluence Wealth Services, Inc.1,183,393$88M5.54%+128,17713F-HRTimeline
UBS Group AGin group UBS Group AG1,150,573$84.8M0.02%+27,20613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,133,755$83.5M0.02%+110,73213F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP930,668$68.9M0.06%+204,32113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC778,108$57.3M0.02%+31,88113F-HRTimelineGroup
Sageworth Trust Co708,290$52.2M3.24%+20,87413F-HRTimeline
CWM, LLCin group CWM, LLC687,717$50.7M0.2%-2,47813F-HRTimelineGroup
Creative Planningin group Creative Planning670,971$49.4M0.05%-7,07913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC656,456$48.4M0.08%+248,76513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC636,987$46.9M0.08%-221,08513F-HR/ATimelineGroup
HighTower Advisors, LLC609,052$44.9M0.06%+45,52013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.448,019$33M0.31%-58,40513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding430,271$31.7M+188,403Timeline
Summit Financial Wealth Advisors, LLC430,002$31.7M6.29%+7,59113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO416,012$30.7M<0.01%+14,36713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC412,190$30.4M0.04%+57,34313F-HRTimeline
Barry Investment Advisors, LLC395,762$29.2M7.75%+5,37613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC391,535$28.9M0.08%+125,70813F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK384,492$28.3M4.13%-25,68113F-HR/ATimelineGroup
BANK OF HAWAII362,524$26.7M1.53%-114,60313F-HRTimeline
Capital Advantage, Inc.377,221$25.6M4.67%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…337,965$24.9M0.01%+32,37313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO320,315$23.6M0.03%+96413F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV315,601$23.4M0.05%-33,39413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC311,060$22.9M4.86%-28,99113F-HRTimelineGroup
Roble, Belko & Company, Inc309,776$22.8M3.64%-10,51613F-HRTimeline
Cetera Investment Advisers287,085$21.2M0.04%+19,15113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…275,262$20.3M0.53%+38,20513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.254,591$18.8M0.04%+29,08313F-HRTimelineGroup
Janney Montgomery Scott LLC250,106$18.4M0.05%+14,32713F-HRTimeline
American Investment Services, Inc.246,858$18.2M3.2%-24,30013F-HRTimeline
Strategic Point Investment Advisors, LLC242,078$17.8M2.97%-1,51613F-HRTimeline
SWAN Capital LLC239,586$17.7M8.15%+9,90113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.236,321$17.4M0.04%+50,77413F-HRTimelineGroup
Main Line Retirement Advisors, LLC233,618$17.2M11.18%+10,01813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP233,030$17.2M0.03%+2,41713F-HRTimelineGroup
Capital Investment Advisors, LLC220,697$16.3M0.32%-3,08013F-HRTimeline
BURNS J W & CO INC/NY215,730$15.9M2.06%+51,34513F-HRTimeline
LS Investment Advisors, LLC210,767$15.5M2.39%-16,79313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC207,531$15.3M0.07%-2,37313F-HRTimelineGroup
KWMG, LLC202,311$14.9M1.52%+5,64913F-HRTimeline
Procyon Advisors, LLC186,648$13.8M0.84%-33,63413F-HRTimeline
MACKENZIE FINANCIAL CORP185,606$13.7M0.02%-6,84913F-HRTimeline
AAF Wealth Management, LLC183,192$13.5M7.29%-4,31413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP181,486$13.4M0.01%+11,90613F-HRTimelineGroup
Human Investing LLC174,098$12.8M2.26%+8,40713F-HRTimeline
Arkos Global Advisors164,648$12.1M1.78%+4,04013F-HRTimeline
Tull Financial Group, Inc.163,747$12.1M7.03%+8,10413F-HRTimeline
REGIMEN WEALTH, LLC162,588$12M3.85%+1,90013F-HRTimeline
Ackerman Capital Advisors, LLC161,222$11.9M3.14%+57713F-HRTimeline
New England Private Wealth Advisors LLC159,416$11.7M1.82%+39,39713F-HRTimeline
OLD MISSION CAPITAL LLC157,579$11.6M0.22%new13F-HRTimeline
RTD Financial Advisors, Inc.156,607$11.5M1.55%-3,31513F-HRTimeline
Prentice Wealth Management LLC155,276$11.4M3.3%+2,67713F-HRTimeline
Unison Advisors LLC153,855$11.3M1.44%-5,40813F-HRTimeline
Integrated Advisors Network LLC152,076$11.2M0.57%+7,49913F-HRTimeline
Family Investment Center, Inc.152,064$11.2M2.74%+14,69013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.149,557$11M0.66%+10,86113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.147,214$10.8M0.07%+12,17013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC146,858$10.8M0.01%+8,22313F-HRTimelineGroup
Cambridge Investment Research Advisors,…141,292$10.4M0.04%+31,58613F-HRTimeline
Pinnacle Financial Group, LLC / IL140,928$10.4M3.77%+12,23213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …140,524$10.4M0.17%-31213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…138,189$10.2M0.15%+1,14413F-HRTimelineGroup
REBALANCE, LLC138,125$10.2M0.75%-13713F-HRTimeline
MML INVESTORS SERVICES, LLC133,926$9.87M0.03%+57,07713F-HRTimeline
EQUITABLE TRUST CO130,277$9.6M0.53%-9,60013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…130,197$9.59M0.01%+10,93513F-HRTimelineGroup
Atria Investments, Inc123,325$9.09M0.12%-7,03213F-HRTimeline
Wedmont Private Capital128,133$9.09M0.47%+6,43213F-HRTimeline
Cedar Mountain Advisors, LLC122,323$9.01M2.02%+2,30213F-HRTimeline
CROBAN121,677$8.97M8.26%-2,02913F-HRTimeline
Sanctuary Advisors, LLC120,559$8.88M0.06%-47,26013F-HRTimeline
MGO ONE SEVEN LLC119,808$8.83M0.34%-7,05013F-HRTimeline
Capital Advisors Wealth Management, LLC117,551$8.66M1.53%-5,14213F-HRTimeline
Regal Investment Advisors LLC117,270$8.64M0.7%+72,03013F-HRTimeline
Lumbard & Kellner, LLC114,886$8.47M3.73%+4013F-HRTimeline
NewEdge Advisors, LLC113,752$8.38M0.05%-3,57613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co113,377$8.35M0.11%-14813F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC111,995$8.25M0.09%-76813F-HRTimeline
Drucker Wealth 3.0, LLC111,363$8.21M1.81%-65213F-HRTimeline
Vestmark Advisory Solutions, Inc.109,292$8.05M0.21%+36,19713F-HRTimeline
Financial Perspectives, Inc108,410$7.99M2.73%+7,93313F-HRTimeline
HUB Investment Partners, LLC107,694$7.94M0.32%-70,62813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…104,677$7.71M0.02%-2,97713F-HRTimelineGroup
Guardian Financial Partners, LLC103,917$7.66M3.66%+6,93613F-HRTimeline
Eagle Strategies LLC93,567$6.89M1.2%+22,78713F-HRTimeline
Kraft, Davis & Associates, LLC91,479$6.79M2.19%+9,11313F-HRTimeline
Clarity Wealth Advisors, LLC92,063$6.78M1.88%+4,96613F-HRTimeline
COURIER CAPITAL LLC91,350$6.73M0.44%+1,82213F-HRTimeline
ADG Wealth Management Group, LLC90,419$6.66M6.28%-3,07113F-HRTimeline
Merit Financial Group, LLC89,712$6.61M0.1%+84,02113F-HRTimeline
Cherry Tree Wealth Management, LLC88,648$6.53M1.58%-95113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding87,918$6.48M-17,462Timeline
Ariston Services Group86,404$6.37M5.32%+1,42413F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC86,356$6.36M1.48%+9,20413F-HRTimeline
SWEENEY & MICHEL, LLC96,454$6.35M2.78%13F-HRTimeline
Apeiron RIA LLC84,664$6.24M1.89%-3,59813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC84,469$6.22M0.21%-3,24213F-HRTimeline
Linscomb Wealth, Inc.80,071$5.9M0.29%-3,98313F-HRTimeline
Atria Wealth Solutions, Inc.78,883$5.81M0.07%-13,58313F-HRTimeline
McKinley Carter Wealth Services, Inc.78,594$5.79M0.36%+1,15613F-HRTimeline
Waverly Advisors, LLC78,222$5.76M0.07%+32213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC84,057$5.71M0.13%+10013F-HRTimelineGroup
Walkner Condon Financial Advisors LLC70,341$5.18M1.05%+1,19113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…69,771$5.14M1.22%+4,95813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …69,402$5.11M0.14%+10,18613F-HRTimelineGroup
WNY Asset Management, LLC67,886$5M0.59%+55513F-HRTimeline
First PREMIER Bank67,260$4.96M1.26%+55113F-HRTimeline
MANNING & NAPIER ADVISORS LLC67,144$4.95M0.06%-3,03513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO66,053$4.87M0.12%+2,02513F-HRTimeline
Axis Wealth Partners, LLC65,725$4.84M3.58%+4,54613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers64,113$4.72M0.01%+8,73313F-HRTimelineGroup
BCS Wealth Management63,119$4.65M1.2%+5,14513F-HRTimeline
Venture Visionary Partners LLC62,784$4.63M0.19%-63613F-HRTimeline
S. R. Schill & Associates62,781$4.63M3.69%+1,02613F-HRTimeline
Wealthfront Advisers LLC60,601$4.47M0.01%+28,27713F-HRTimeline
Moran Wealth Management, LLC60,276$4.44M0.15%-70413F-HRTimeline
FIDUCIARY ADVISORS, INC.58,091$4.28M4.23%+2,22213F-HRTimeline
Sageworth Trust Co of South Dakota55,817$4.11M4.94%+1,97513F-HRTimeline
Heartwood Wealth Advisors LLC55,203$4.07M0.46%+4,00713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/51,252$3.78M<0.01%+4,17113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …50,570$3.73M0.06%+3,57513F-HRTimelineGroup
Zhang Financial LLC50,038$3.69M0.19%+3,98213F-HRTimeline
Investment Advisory Group, LLC50,035$3.69M1.23%-3,97313F-HRTimeline
Mayfair Advisory Group, LLC49,993$3.68M2.12%+7,00813F-HRTimeline
Beta Wealth Group, Inc.49,910$3.68M1.32%+12,10613F-HRTimeline
Bremer Bank National Association48,343$3.56M0.63%+44,95013F-HRTimeline
Cambridge Financial Group, LLC48,178$3.56M1.51%+49213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC48,190$3.55M0.99%+9,33413F-HRTimeline
Fiduciary Group, LLC46,709$3.44M0.34%+4,90313F-HRTimeline
COUNTRY CLUB BANK46,469$3.44M0.23%-1,02313F-HRTimeline
Janney Capital Management LLC45,909$3.38M0.23%+36913F-HRTimeline
Certified Advisory Corp45,587$3.36M0.38%-91613F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC44,729$3.3M0.62%-13,28513F-HRTimelineGroup
High Net Worth Advisory Group LLC43,534$3.21M0.91%+45313F-HRTimeline
180 WEALTH ADVISORS, LLC43,269$3.19M0.51%+1,39313F-HRTimeline
Qube Research & Technologies Ltd42,785$3.15M<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC42,199$3.11M0.21%-2,26913F-HRTimeline
Montecito Bank & Trust40,016$2.95M0.52%+13113F-HRTimeline
Gunma Bank,Ltd.40,000$2.95M0.95%-88,00013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding39,638$2.92M+2,082Timeline
5T Wealth, LLC39,517$2.91M1.66%+62413F-HRTimeline
Private Advisor Group, LLC39,267$2.89M0.02%+5,06913F-HRTimeline
CRA Financial Services, LLC39,250$2.89M0.49%+11,05313F-HRTimeline
Mission Hills Financial Advisory, LLC39,218$2.89M2.01%+7,52113F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC39,008$2.87M0.64%+3713F-HRTimeline
Note Advisors, LLC38,742$2.85M2.36%+3,82513F-HRTimeline
Orion Porfolio Solutions, LLC38,296$2.82M0.03%+1,72613F-HRTimeline
Orion Portfolio Solutions, LLC38,296$2.82M0.03%+1,72613F-HR/ATimeline
COWA, LLC38,157$2.81M1.2%+5,54113F-HRTimeline
Valmark Advisers, Inc.37,163$2.74M0.04%-2,29713F-HRTimeline
Prospera Financial Services Inc36,934$2.72M0.06%+2,75313F-HRTimeline
CoreFirst Bank & Trust36,372$2.68M1.72%+68013F-HRTimeline
Smartleaf Asset Management LLC36,181$2.68M0.26%+2,37013F-HRTimeline
Mountain Capital Investment Advisors In…35,442$2.66M0.57%+65913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC35,612$2.62M0.01%+1,05113F-HRTimelineGroup
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…35,539$2.62M0.08%-17,72513F-HRTimelineGroup
Ally Invest Advisors Inc.35,296$2.6M0.22%-21613F-HRTimeline
Beacon Pointe Advisors, LLC35,291$2.6M0.03%+5,65713F-HRTimeline
Kingsview Wealth Management, LLC35,116$2.59M0.05%+3,71013F-HRTimeline
BRIGHTON SECURITIES CORP.34,880$2.57M1.25%+1,56313F-HRTimeline
EP Wealth Advisors, LLC34,541$2.55M0.02%-67813F-HRTimeline
Cornerstone Advisory, LLC31,571$2.42M0.28%+26,30113F-HRTimeline
SJS Investment Consulting Inc.31,649$2.33M0.4%013F-HRTimeline
Breakwater Investment Management31,582$2.33M0.99%+73913F-HRTimeline
Interchange Capital Partners, LLC31,240$2.3M0.64%+39713F-HRTimeline
NWF Advisory Services Inc.31,057$2.29M0.32%-29113F-HRTimeline
HOWE & RUSLING INC30,775$2.27M0.19%-3,12813F-HRTimeline
Evanson Asset Management, LLC30,492$2.25M0.16%013F-HRTimeline
SCS Capital Management LLC30,359$2.24M0.03%new13F-HR/ATimeline
AdvisorNet Financial, Inc30,211$2.23M0.17%+65213F-HRTimeline
MOTCO30,137$2.22M0.23%+1,79513F-HRTimeline
Duncan Williams Asset Management, LLC30,136$2.22M0.8%+3,63313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.30,007$2.21M0.16%+5,54313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.29,840$2.2M0.07%+8,46813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,615$2.18M<0.01%-10,71613F-HRTimelineGroup
Investors Research Corp28,902$2.13M0.46%+7,40113F-HRTimeline
Element Wealth, LLC28,788$2.12M1.14%+22213F-HRTimeline
Advus Financial Partners, LLC28,244$2.08M0.89%013F-HR/ATimeline
Martin Worley Group28,014$2.06M1.18%+71113F-HRTimeline
Talisman Wealth Advisors LLC27,903$2.06M2.11%+3,59713F-HRTimeline
SAPIENT CAPITAL LLC27,375$2.02M0.04%+12513F-HRTimeline
Crews Bank & Trust27,271$2.01M0.34%+1,86113F-HRTimeline
&PARTNERS26,672$1.97M0.02%-1,27213F-HRTimeline
COMERICA BANK25,981$1.91M0.01%+1,26513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA25,920$1.91M0.01%013F-HRTimelineGroup
Stokes Family Office, LLC25,661$1.89M0.21%+7613F-HRTimeline
Caprock Group, LLC25,332$1.87M0.06%-3213F-HRTimeline
Wise Wealth Partners25,212$1.86M4.44%new13F-HRTimeline
Anchor Investment Management, LLC25,042$1.85M0.17%+1,52013F-HRTimeline