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Disclosery

VYMI VANGUARD WHITEHALL FDS

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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
MORGAN STANLEYin group MORGAN STANLEY5,320,788$426M0.03%+565,96113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,532,014$363M0.03%+574,03813F-HRTimelineGroup
Orgel Wealth Management, LLC2,525,860$202M4.88%-53,13613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,277,509$182M0.41%+420,17313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,034,801$163M+145,274Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,921,748$154M0.03%+149,99313F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,769,022$142M0.13%+28,00913F-HRTimelineGroup
LPL Financial LLC1,648,569$132M0.04%+175,67313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,629,960$131M0.03%+275,87513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,302,461$104M0.02%+151,88813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,254,693$101M0.02%+120,93813F-HR/ATimelineGroup
Confluence Wealth Services, Inc.1,223,744$98M5.35%+40,35113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,211,347$96.7M0.07%+280,67913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC849,339$68M0.02%+71,23113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC736,504$59M0.09%+80,04813F-HRTimelineGroup
HighTower Advisors, LLC686,061$55M0.07%+77,00913F-HRTimeline
Creative Planningin group Creative Planning674,293$54M0.05%+3,32213F-HRTimelineGroup
CWM, LLCin group CWM, LLC668,490$53.6M0.19%-19,22713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO514,455$41.2M<0.01%+98,44313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.478,945$38.4M0.32%+30,92613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC457,003$36.6M0.05%+44,81313F-HRTimeline
Summit Financial Wealth Advisors, LLC456,280$36.6M6.56%+26,27813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC411,662$33M0.08%+20,12713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…407,600$32.7M0.02%+69,63513F-HRTimelineGroup
Barry Investment Advisors, LLC403,847$32.4M8.05%+8,08513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding383,557$30.7M-46,714Timeline
Capital Advantage, Inc.380,556$30.5M4.83%+3,33513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK368,264$29.5M4%-16,22813F-HRTimelineGroup
Cetera Investment Advisers320,647$25.7M0.04%+33,56213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO316,681$25.4M0.03%-3,63413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC311,513$25M0.04%-325,47413F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC304,237$24.4M4.76%-6,82313F-HRTimelineGroup
Hamilton Wealth, LLC296,533$23.8M5.31%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV294,867$23.8M0.05%-20,73413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.291,441$23.2M0.04%+55,12013F-HR/ATimelineGroup
SWAN Capital LLC281,261$22.5M9.79%+41,67513F-HRTimeline
BANK OF HAWAII279,490$22.4M1.18%-83,03413F-HRTimeline
Janney Montgomery Scott LLC272,521$21.8M0.06%+22,41513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.264,200$21.2M0.04%+9,60913F-HRTimelineGroup
BURNS J W & CO INC/NY263,342$21.1M2.56%+47,61213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…251,790$20.2M0.46%-23,47213F-HRTimelineGroup
Main Line Retirement Advisors, LLC249,878$20M11.4%+16,26013F-HRTimeline
Vestmark Advisory Solutions, Inc.243,960$19.5M0.28%+134,66813F-HRTimeline
Strategic Point Investment Advisors, LLC243,792$19.5M3.01%+1,71413F-HRTimeline
American Investment Services, Inc.241,858$19.4M4.95%-5,00013F-HRTimeline
LS Investment Advisors, LLC231,341$18.5M2.71%+20,57413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP226,906$18.2M0.03%-6,12413F-HRTimelineGroup
MACKENZIE FINANCIAL CORP225,478$18.1M0.02%+39,87213F-HRTimeline
Ackerman Capital Advisors, LLC220,024$17.6M4.09%+58,80213F-HRTimeline
Capital Investment Advisors, LLC212,045$17M0.3%-8,65213F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC207,580$16.6M0.07%+4913F-HRTimelineGroup
AAF Wealth Management, LLC207,226$16.6M7.56%+24,03413F-HRTimeline
KWMG, LLC202,435$16.2M1.52%+12413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP195,629$15.7M0.02%+14,14313F-HRTimelineGroup
Procyon Advisors, LLC178,108$14.3M1.35%-8,54013F-HRTimeline
MML INVESTORS SERVICES, LLC176,310$14.1M0.04%+42,38413F-HRTimeline
Human Investing LLC173,234$13.9M2.19%-86413F-HRTimeline
OLD MISSION CAPITAL LLC172,777$13.8M0.37%+15,19813F-HRTimeline
Tull Financial Group, Inc.169,725$13.6M6.19%+5,97813F-HRTimeline
New England Private Wealth Advisors LLC165,985$13.4M1.96%+6,56913F-HRTimeline
Cambridge Investment Research Advisors,…161,371$12.9M0.04%+20,07913F-HRTimeline
Arkos Global Advisors158,525$12.7M1.76%-6,12313F-HRTimeline
Roble, Belko & Company, Inc158,110$12.7M1.84%-151,66613F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.157,709$12.6M0.65%+8,15213F-HRTimelineGroup
RTD Financial Advisors, Inc.155,010$12.4M1.59%-1,59713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC154,330$12.4M0.01%+7,47213F-HRTimelineGroup
Prentice Wealth Management LLC154,096$12.3M3.24%-1,18013F-HRTimeline
Unison Advisors LLC153,315$12.3M1.37%-54013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.150,724$12.1M0.07%+3,51013F-HRTimeline
Family Investment Center, Inc.149,636$12M2.72%-2,42813F-HRTimeline
REGIMEN WEALTH, LLC147,985$11.9M3.68%-14,60313F-HRTimeline
Pinnacle Financial Group, LLC / IL145,616$11.7M3.9%+4,68813F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …144,311$11.6M0.18%+3,78713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…140,915$11.3M0.01%+10,71813F-HRTimelineGroup
Integrated Advisors Network LLC139,631$11.2M0.51%-12,44513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…135,239$10.8M0.15%-2,95013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding133,036$10.7M+45,118Timeline
EQUITABLE TRUST CO131,262$10.5M0.52%+98513F-HRTimeline
Wedmont Private Capital129,920$10.5M0.45%+1,78713F-HRTimeline
Capital Advisors Wealth Management, LLC129,985$10.4M1.64%+12,43413F-HRTimeline
Sanctuary Advisors, LLC129,069$10.3M0.06%+8,51013F-HRTimeline
Atria Investments, Inc127,526$10.2M0.12%+4,20113F-HRTimeline
Cedar Mountain Advisors, LLC125,710$10.1M2.09%+3,38713F-HRTimeline
NewEdge Advisors, LLC121,329$9.72M0.05%+7,57713F-HRTimeline
CROBAN120,943$9.69M8.28%-73413F-HRTimeline
Kraft, Davis & Associates, LLC119,037$9.65M2.65%+27,55813F-HRTimeline
Regal Investment Advisors LLC120,133$9.62M0.72%+2,86313F-HRTimeline
Financial Perspectives, Inc120,120$9.62M2.91%+11,71013F-HRTimeline
Drucker Wealth 3.0, LLC117,217$9.48M1.83%+5,85413F-HRTimeline
Buska Wealth Management, LLC117,492$9.41M2.57%+97,49713F-HRTimeline
MGO ONE SEVEN LLC117,089$9.38M0.3%-2,71913F-HRTimeline
Private Advisor Group, LLC116,625$9.34M0.05%+77,35813F-HRTimeline
Lumbard & Kellner, LLC113,545$9.1M3.96%-1,34113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co113,353$9.08M0.11%-2413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…108,580$8.7M0.02%+3,90313F-HR/ATimelineGroup
Guardian Financial Partners, LLC107,829$8.64M3.88%+3,91213F-HRTimeline
REBALANCE, LLC106,904$8.56M0.58%-31,22113F-HRTimeline
HUB Investment Partners, LLC104,851$8.4M0.29%-2,84313F-HRTimeline
Kingsview Wealth Management, LLC103,719$8.31M0.14%+68,60313F-HRTimeline
Clarity Wealth Advisors, LLC103,188$8.27M2.04%+11,12513F-HRTimeline
MARATHON CAPITAL MANAGEMENT102,167$8.18M2.08%+98,68413F-HRTimeline
SWEENEY & MICHEL, LLC101,186$8.15M2.89%+4,73213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC101,668$8.14M0.15%+17,61113F-HRTimelineGroup
Quaker Wealth Management, LLC98,535$7.89M2.64%new13F-HRTimeline
COURIER CAPITAL LLC97,891$7.84M0.48%+6,54113F-HRTimeline
Merit Financial Group, LLC97,389$7.8M0.09%+7,67713F-HRTimeline
Eagle Strategies LLC96,696$7.75M1.18%+3,12913F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC95,739$7.7M1.6%+9,38313F-HRTimeline
ADG Wealth Management Group, LLC90,654$7.26M6.18%+23513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC90,649$7.26M0.2%+6,18013F-HRTimeline
Cherry Tree Wealth Management, LLC87,543$7.01M1.63%-1,10513F-HRTimeline
Ariston Services Group86,787$6.95M4.94%+38313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC86,667$6.94M0.01%+57,05213F-HRTimelineGroup
Apeiron RIA LLC84,181$6.74M1.74%-48313F-HRTimeline
Waverly Advisors, LLC81,206$6.51M0.07%+2,98413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/80,587$6.46M<0.01%+29,33513F-HRTimelineGroup
Linscomb Wealth, Inc.79,669$6.38M0.29%-40213F-HRTimeline
McKinley Carter Wealth Services, Inc.77,538$6.21M0.35%-1,05613F-HRTimeline
Walkner Condon Financial Advisors LLC75,027$6.01M1.11%+4,68613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers74,698$5.98M0.01%+10,58513F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO74,002$5.93M0.11%+7,94913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …73,861$5.92M0.13%+4,45913F-HRTimelineGroup
First PREMIER Bank72,509$5.81M1.41%+5,24913F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…70,889$5.68M1.29%+1,11813F-HRTimeline
BCS Wealth Management69,726$5.59M1.2%+6,60713F-HRTimeline
WEST BANCORPORATION INC68,988$5.53M3.49%new13F-HRTimeline
WNY Asset Management, LLC68,065$5.45M0.6%+17913F-HRTimeline
Mayfair Advisory Group, LLC65,890$5.45M2.57%+15,89713F-HRTimeline
Axis Wealth Partners, LLC66,977$5.37M3.52%+1,25213F-HRTimeline
S. R. Schill & Associates66,103$5.3M3.9%+3,32213F-HRTimeline
MANNING & NAPIER ADVISORS LLC66,021$5.29M0.06%-1,12313F-HRTimeline
Moran Wealth Management, LLC63,007$5.05M0.16%+2,73113F-HRTimeline
Venture Visionary Partners LLC62,874$5.04M0.19%+9013F-HRTimeline
FIDUCIARY ADVISORS, INC.61,984$4.97M4.37%+3,89313F-HRTimeline
Heartwood Wealth Advisors LLC56,444$4.52M0.47%+1,24113F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC56,023$4.49M1.1%+7,83313F-HRTimeline
Wealthfront Advisers LLC53,792$4.31M0.01%-6,80913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …52,348$4.19M0.06%+1,77813F-HRTimelineGroup
Atria Wealth Solutions, Inc.52,175$4.18M0.09%-26,70813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK51,877$4.16M0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC50,468$4.04M0.04%+15,17713F-HRTimeline
Investment Advisory Group, LLC50,203$4.02M1.22%+16813F-HRTimeline
Zhang Financial LLC49,942$4M0.18%-9613F-HRTimeline
Joel Isaacson & Co., LLC49,937$4M0.16%+29,91113F-HRTimeline
Fiduciary Group, LLC49,478$3.96M0.37%+2,76913F-HRTimeline
Cambridge Financial Group, LLC48,817$3.91M1.47%+63913F-HRTimeline
Beta Wealth Group, Inc.48,562$3.89M1.42%-1,34813F-HRTimeline
OLD NATIONAL BANCORP /IN/48,343$3.87M0.07%new13F-HRTimeline
EP Wealth Advisors, LLC48,270$3.87M0.03%+13,72913F-HRTimeline
COUNTRY CLUB BANK48,215$3.85M0.24%+1,74613F-HRTimeline
High Net Worth Advisory Group LLC47,072$3.77M1%+3,53813F-HRTimeline
5T Wealth, LLC46,866$3.75M1.91%+7,34913F-HRTimeline
CRA Financial Services, LLC45,765$3.67M0.56%+6,51513F-HRTimeline
Janney Capital Management LLC45,640$3.66M0.24%-26913F-HRTimeline
Certified Advisory Corp44,538$3.57M0.37%-1,04913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC44,483$3.56M0.72%+5,47513F-HRTimeline
JFS WEALTH ADVISORS, LLC44,362$3.55M0.23%+2,16313F-HRTimeline
180 WEALTH ADVISORS, LLC44,219$3.54M0.49%+95013F-HRTimeline
Mission Hills Financial Advisory, LLC43,756$3.51M2.18%+4,53813F-HRTimeline
Perissos Private Wealth Management, LLC43,718$3.5M2.77%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding43,562$3.49M+3,924Timeline
Note Advisors, LLC41,892$3.36M2.32%+3,15013F-HRTimeline
COWA, LLC41,042$3.29M1.25%+2,88513F-HRTimeline
Qube Research & Technologies Ltd38,234$3.06M<0.01%-4,55113F-HRTimeline
Prospera Financial Services Inc37,591$3.01M0.06%+65713F-HRTimeline
Mechanics Bank Trust Department37,160$2.98M0.43%+17,16013F-HRTimeline
Valmark Advisers, Inc.37,030$2.97M0.04%-13313F-HRTimeline
CoreFirst Bank & Trust36,687$2.94M1.66%+31513F-HRTimeline
Smartleaf Asset Management LLC36,170$2.89M0.25%-1113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC35,988$2.88M0.01%+37613F-HRTimelineGroup
Strategic Blueprint, LLC35,589$2.85M0.14%+13,86513F-HRTimeline
HOWE & RUSLING INC35,528$2.85M0.21%+4,75313F-HRTimeline
ARQ WEALTH ADVISORS, LLC38,329$2.82M0.97%new13F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC35,118$2.81M0.53%-9,61113F-HRTimelineGroup
&PARTNERS34,568$2.79M0.02%+7,89613F-HRTimeline
Ally Invest Advisors Inc.34,726$2.78M0.22%-57013F-HRTimeline
Investors Research Corp34,259$2.74M0.54%+5,35713F-HRTimeline
J.W. COLE ADVISORS, INC.33,713$2.7M0.06%+3,87313F-HRTimeline
Mountain Capital Investment Advisors In…33,302$2.68M0.51%-2,14013F-HRTimeline
Cornerstone Advisory, LLC33,240$2.66M0.29%+1,66913F-HRTimeline
Advisory Services Network, LLC33,168$2.65M0.04%+10,01113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding33,038$2.65M+3,031Timeline
Breakwater Investment Management32,855$2.63M1.02%+1,27313F-HRTimeline
Orion Porfolio Solutions, LLC32,342$2.59M0.02%-5,95413F-HR/ATimeline
Decker Retirement Planning Inc.31,951$2.56M1.48%+31,63413F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC31,920$2.56M<0.01%+25,46313F-HRTimelineGroup
Interchange Capital Partners, LLC31,749$2.54M0.59%+50913F-HR/ATimeline
SJS Investment Consulting Inc.31,649$2.54M0.4%013F-HRTimeline
NWF Advisory Services Inc.31,441$2.52M0.3%+38413F-HRTimeline
Stokes Family Office, LLC31,361$2.51M0.26%+5,70013F-HRTimeline
Crews Bank & Trust31,021$2.49M0.39%+3,75013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…30,522$2.45M0.95%+22,39713F-HRTimeline
Evanson Asset Management, LLC30,492$2.44M0.15%013F-HRTimeline
SCS Capital Management LLC30,359$2.43M0.03%013F-HRTimeline
Element Wealth, LLC30,139$2.41M1.11%+1,35113F-HRTimeline
Wise Wealth Partners29,947$2.4M4.01%+4,73513F-HRTimeline
Talisman Wealth Advisors LLC28,472$2.28M2.08%+56913F-HRTimeline
FMR LLCin group FMR LLC28,369$2.27M<0.01%+8,57513F-HRTimelineGroup
Duncan Williams Asset Management, LLC28,281$2.27M0.72%-1,85513F-HR/ATimeline
MOTCO28,287$2.26M0.22%-1,85013F-HRTimeline