Skip to content

VYMI VANGUARD WHITEHALL FDS

Follow

SHS (fund)

827 managers (839 13F filers) reported a position in VYMI shares at 2026-03-31, 76,280,681 shares in all. 98 filers opened a position and 35 filers sold out during the quarter.

Managers
827
13F filers
839
New
98
Added
421
Reduced
181
Sold out
35
Shares held by filers
76,280,681

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY6,436,027$607M0.04%+819,30613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,173,258$582M0.04%+596,34813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding3,595,208$339M+2,199,888Timeline
Orgel Wealth Management, LLC3,064,412$289M6.22%+562,19113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,656,027$250M0.44%+92,39413F-HRTimeline
LPL Financial LLC2,506,373$236M0.06%+278,71213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,427,958$229M+301,114Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,368,695$223M0.04%+176,64613F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,327,248$219M0.05%+547,26813F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,193,118$201M0.1%+459,58713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,852,308$175M0.19%+752,30813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,839,912$173M0.03%+293,76813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,493,437$141M0.04%+117,19513F-HRTimelineGroup
Confluence Wealth Services, Inc.1,357,180$128M4.96%+20,99713F-HRTimeline
Mariner, LLCin group Mariner, LLC959,383$90.4M0.11%+70,43013F-HRTimelineGroup
HighTower Advisors, LLC804,663$75.8M0.08%+20,34213F-HRTimeline
Creative Planningin group Creative Planning704,278$66.4M0.05%+20,75213F-HRTimelineGroup
CWM, LLCin group CWM, LLC673,221$63.4M0.17%+54,04013F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC637,700$60.1M8.52%+39,72913F-HRTimeline
Cetera Investment Advisers637,186$60M0.06%+41,25213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…596,921$56.3M0.03%+61,86513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.600,454$54M0.35%+93,84513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC556,228$52.4M0.07%+42,23713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.487,857$46M0.07%+93,55413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO466,042$42.7M<0.01%+14,08713F-HR/ATimelineGroup
LS Investment Advisors, LLC421,380$39.7M5.94%+24,77013F-HRTimeline
Capital Advantage, Inc.414,165$39M5.1%+4,16213F-HRTimeline
Barry Investment Advisors, LLC412,284$38.9M8.57%+4,08313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC397,650$37.5M0.08%-7,62813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding395,514$37.3M-4,155Timeline
MERCER GLOBAL ADVISORS INC /ADV361,291$34M0.05%-248,32513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO341,416$32.2M0.03%-8,30113F-HRTimelineGroup
BURNS J W & CO INC/NY333,846$31.5M3.6%+27,62913F-HRTimeline
NorthRock Partners, LLC323,544$30.5M0.49%-12,14913F-HRTimeline
Hamilton Wealth, LLC322,021$30.3M5.91%+2,06513F-HR/ATimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK312,109$29.4M4.11%-6,14913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC308,975$29.1M0.02%+185,95113F-HRTimelineGroup
Janney Montgomery Scott LLC299,291$28.2M0.07%+66,43113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.283,665$26.7M0.04%+12,31913F-HRTimelineGroup
SWAN Capital LLC282,677$26.6M9.79%-4,86213F-HRTimeline
Cambridge Investment Research Advisors,…282,089$26.6M0.07%+5,65713F-HRTimeline
BANK OF HAWAII277,792$26.2M1.37%-5,20313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP258,202$24.3M0.02%+42,53013F-HRTimelineGroup
MACKENZIE FINANCIAL CORP257,891$24.3M0.03%+6,90813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP255,579$24.1M0.03%+20,05613F-HRTimelineGroup
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …254,409$24M0.02%+46,93913F-HRTimelineGroup
Main Line Retirement Advisors, LLC251,586$23.7M11.84%+5,54113F-HRTimeline
Strategic Point Investment Advisors, LLC250,651$23.6M3.43%-1,32513F-HRTimeline
Ackerman Capital Advisors, LLC248,782$23.4M4.8%-12,29113F-HRTimeline
Beacon Pointe Advisors, LLC246,296$23.2M0.12%+188,18113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…244,253$23M0.47%-5,99513F-HRTimelineGroup
AAF Wealth Management, LLC241,541$22.8M9.34%+84313F-HRTimeline
MML INVESTORS SERVICES, LLC235,182$22.2M0.06%-30,26013F-HRTimeline
New England Private Wealth Advisors LLC218,352$20.6M2.38%+27,17113F-HRTimeline
American Investment Services, Inc.217,344$20.5M4.57%-7,31113F-HRTimeline
KWMG, LLC214,672$20.2M1.69%+3,33113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding207,949$19.6M+25,045Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC207,712$19.6M0.08%+29513F-HRTimelineGroup
FLOW TRADERS U.S. LLC206,471$19.5M0.62%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC201,524$19M0.01%+9,02913F-HRTimelineGroup
Capital Investment Advisors, LLC192,059$18.1M0.26%-5,87913F-HR/ATimeline
Joel Isaacson & Co., LLC189,170$17.8M0.59%+56,88313F-HRTimeline
Waverly Advisors, LLC183,568$17.3M0.13%+42,25213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…183,330$17.3M0.03%+20,25013F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.179,533$16.9M0.71%+12,90613F-HRTimelineGroup
Tull Financial Group, Inc.179,016$16.9M7.53%+4,77513F-HRTimeline
SEGALL BRYANT & HAMILL, LLC172,500$16.3M0.23%013F-HR/ATimeline
Arkos Global Advisors172,053$16.2M2.03%+5,56913F-HRTimeline
Capital Advisors Wealth Management, LLC164,228$15.5M2.08%+3,71413F-HRTimeline
Clarity Wealth Advisors, LLC162,067$15.3M3.14%+18,64713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…161,598$15.2M0.01%+2,41813F-HRTimelineGroup
Gotham Asset Management, LLC161,496$15.2M0.05%+94,60313F-HRTimeline
Pinnacle Financial Group, LLC / IL159,569$15M4.12%+4,92113F-HRTimeline
Human Investing LLC158,584$14.9M2.18%-4,97213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC152,932$14.4M0.02%+17,95713F-HRTimelineGroup
Regal Investment Advisors LLC151,870$14.3M0.83%-7,84413F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …150,754$14.2M0.21%+1,36813F-HRTimelineGroup
Procyon Advisors, LLC148,262$14M0.69%-11,04913F-HRTimeline
Wedmont Private Capital138,036$13.6M0.44%-22813F-HRTimeline
Kraft, Davis & Associates, LLC136,491$13.5M2.88%+5,28113F-HRTimeline
Family Investment Center, Inc.141,738$13.4M2.57%+38513F-HRTimeline
REGIMEN WEALTH, LLC140,093$13.2M3.86%-7,26513F-HRTimeline
Prentice Wealth Management LLC139,512$13.1M2.97%-29,60013F-HRTimeline
Cedar Mountain Advisors, LLC138,642$13.1M2.55%-20513F-HRTimeline
Sanctuary Advisors, LLC138,069$13M0.07%+16,47113F-HRTimeline
Financial Perspectives, Inc137,698$13M3.62%+3,99613F-HRTimeline
RTD Financial Advisors, Inc.136,583$12.9M1.58%-7,75213F-HRTimeline
Unison Advisors LLC136,447$12.9M0.98%-16,75013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding136,318$12.8MnewTimeline
WEST BANCORPORATION INC133,241$12.6M6.26%+26,69213F-HRTimeline
Moran Wealth Management, LLC132,834$12.5M0.38%+39,80513F-HRTimeline
EQUITABLE TRUST CO132,656$12.5M0.58%+69213F-HRTimeline
NewEdge Advisors, LLC131,722$12.4M0.04%+9,20613F-HR/ATimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers131,551$12.4M0.02%+38,04713F-HRTimelineGroup
COURIER CAPITAL LLC131,345$12.4M0.69%+9,39413F-HR/ATimeline
Strategic Wealth Investment Group, LLC128,960$12.2M1.54%-1,31013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…128,102$12.1M0.15%+4,50913F-HRTimelineGroup
Private Advisor Group, LLC120,682$11.4M0.05%-12,37113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC120,420$11.3M0.17%+8,42813F-HRTimelineGroup
CROBAN119,150$11.2M5.28%-5913F-HRTimeline
Drucker Wealth 3.0, LLC117,142$11M1.93%+1,81813F-HRTimeline
Atria Investments, Inc116,095$10.9M0.12%+7,04213F-HRTimeline
MGO ONE SEVEN LLC114,757$10.8M0.22%+1,90913F-HRTimeline
Wealthfront Advisers LLC114,197$10.8M0.02%+9,84513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC113,941$10.7M0.24%+4,45913F-HR/ATimeline
Buska Wealth Management, LLC113,653$10.7M4.3%+24,18113F-HRTimeline
Eagle Strategies LLC112,772$10.6M1.27%+43113F-HRTimeline
Troutman Wealth Management, LLC111,211$10.5M8.74%-2,65213F-HRTimeline
Mountain Capital Investment Advisors In…106,857$10.4M1.55%+67,43113F-HRTimeline
SWEENEY & MICHEL, LLC104,785$10.4M3.05%+6,33213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co109,105$10.3M0.12%-1,01913F-HRTimelineGroup
REBALANCE, LLC104,967$9.89M0.57%+9,01713F-HRTimeline
MARATHON CAPITAL MANAGEMENT104,295$9.83M2.21%+26813F-HRTimeline
CRA Financial Services, LLC104,075$9.81M1.27%+25,27113F-HRTimeline
Quaker Wealth Management, LLC102,538$9.66M3.02%+3,37113F-HRTimeline
Employees' Retirement Fund of the City …100,000$9.42M4.09%013F-HRTimeline
ADG Wealth Management Group, LLC93,385$8.8M6.08%+1,75713F-HRTimeline
Merit Financial Group, LLC93,294$8.79M0.07%-3,31413F-HRTimeline
BCS Wealth Management90,796$8.56M1.75%-70,50413F-HRTimeline
Ariston Services Group0$8.52M5.1%-90,17313F-HRTimelineAmount filed as zero, left out of ratios.
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC90,418$8.52M1.24%+2,64713F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC89,581$8.44M1.69%+14,81713F-HRTimeline
HUB Investment Partners, LLC88,489$8.34M0.2%-5,52313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/88,022$8.3M<0.01%+1,30713F-HRTimelineGroup
Gilbert Capital Group, Inc.88,019$8.29M6.41%+58,29313F-HRTimeline
Cherry Tree Wealth Management, LLC87,939$8.29M1.75%-55313F-HRTimeline
Legacy Advisors, LLC86,778$8.18M0.96%+55,42713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding86,706$8.17M-2Timeline
Farther Finance Advisors, LLC85,100$8.09M0.08%+43,46813F-HRTimeline
Guardian Financial Partners, LLC85,394$8.05M3.4%-14,88413F-HRTimeline
MAI Capital Management84,336$7.95M0.05%+18,24913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …82,827$7.81M0.01%-18,65313F-HRTimelineGroup
SURIENCE PRIVATE WEALTH LLC81,692$7.7M8.26%+79,10213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding80,938$7.63M+35,916Timeline
Lumbard & Kellner, LLC80,254$7.56M2.62%+1,17013F-HRTimeline
Beta Wealth Group, Inc.79,832$7.52M3.11%-1,11513F-HRTimeline
Walkner Condon Financial Advisors LLC78,081$7.36M0.97%+4613F-HRTimeline
&PARTNERS78,173$7.36M0.04%+5,93913F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…77,652$7.32M1.52%+3,41313F-HRTimeline
First PREMIER Bank76,877$7.25M1.67%-2,62913F-HRTimeline
FRG Family Wealth Advisors LLC76,550$7.21M1.18%+3,66013F-HRTimeline
Kingsview Wealth Management, LLC76,113$7.17M0.1%+10,10213F-HRTimeline
Orion Porfolio Solutions, LLC75,732$7.14M0.06%+41,41313F-HRTimeline
FIDUCIARY ADVISORS, INC.75,350$7.1M5.34%+5,94713F-HRTimeline
McKinley Carter Wealth Services, Inc.75,149$7.08M0.41%-1,50713F-HRTimeline
WNY Asset Management, LLC74,466$7.02M0.73%13F-HRTimeline
Aspire Capital Advisors LLC74,138$6.99M1.57%+45,64713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.73,823$6.96M0.08%+57,43213F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO73,251$6.9M0.15%-4,52113F-HRTimeline
AssuredPartners Investment Advisors, LLC71,747$6.84M0.74%+59,06113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …71,405$6.73M0.13%-11113F-HRTimelineGroup
Axis Wealth Partners, LLC71,112$6.7M3.56%+1,17213F-HRTimeline
Mayfair Advisory Group, LLC70,945$6.69M2.33%+3,67713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …70,222$6.62M0.08%+4,74113F-HRTimelineGroup
Apeiron RIA LLC69,912$6.59M1.53%-5,86813F-HRTimeline
Mechanics Bank Trust Department69,714$6.57M0.91%+13,81013F-HRTimeline
Heartwood Wealth Advisors LLC68,297$6.44M0.56%+4,66213F-HRTimeline
Venture Visionary Partners LLC67,452$6.36M0.21%+5,19613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP67,083$6.32M0.01%-151,20213F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC66,613$6.28M1.4%+39,34713F-HRTimeline
TD Waterhouse Canada Inc.65,177$6.19M0.02%+34,88613F-HRTimeline
Vestmark Advisory Solutions, Inc.65,624$6.18M0.07%+17,73013F-HRTimeline
CSM Advisors, LLC64,020$6.03M0.15%new13F-HRTimeline
Quantum Capital Management, LLC / NJ63,511$5.99M0.77%new13F-HRTimeline
Linscomb Wealth, Inc.62,744$5.91M0.26%-14,68513F-HRTimeline
BLAIR WILLIAM & CO/IL62,369$5.88M0.02%+39,17513F-HRTimeline
Independent Advisor Alliance61,138$5.76M0.06%+48,37613F-HRTimeline
Fiduciary Group, LLC59,820$5.64M0.48%+2,99713F-HRTimeline
Investment Advisory Group, LLC59,324$5.59M1.42%+3,00113F-HRTimeline
Cornerstone Advisory, LLC57,899$5.46M0.52%+20,23513F-HRTimeline
Smartleaf Asset Management LLC57,898$5.31M0.19%+5,92313F-HRTimeline
ARQ WEALTH ADVISORS, LLC55,660$5.25M0.95%+84613F-HRTimeline
High Net Worth Advisory Group LLC55,187$5.2M1.21%+93913F-HRTimeline
John A. Wolfe & Associates, Inc.54,971$5.18M7.96%+49,39113F-HRTimeline
MANNING & NAPIER ADVISORS LLC54,912$5.17M0.07%-3,25013F-HRTimeline
Zhang Financial LLC54,420$5.13M0.18%+4,31313F-HRTimeline
JFS WEALTH ADVISORS, LLC54,298$5.12M0.29%-96213F-HRTimeline
Gross & Hartman Investments LLC53,222$5.02M2.61%+3,69613F-HRTimeline
Steelhead Wealth Management LLC52,756$4.97M2.52%13F-HRTimeline
Note Advisors, LLC52,245$4.92M2.46%+78513F-HRTimeline
Mission Hills Financial Advisory, LLC52,125$4.91M2.51%+79813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK51,877$4.9M0.01%013F-HRTimelineGroup
5T Wealth, LLC47,687$4.49M1.78%-2,82613F-HRTimeline
Strategic Blueprint, LLC46,782$4.41M0.26%+63413F-HRTimeline
Investors Research Corp46,333$4.37M0.83%+4,29213F-HRTimeline
180 WEALTH ADVISORS, LLC46,048$4.34M0.49%+98713F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA47,059$4.32M0.13%-66113F-HRTimelineGroup
COWA, LLC45,300$4.27M1.15%-1,25213F-HRTimeline
Valmark Advisers, Inc.45,174$4.26M0.05%+4,01913F-HRTimeline
OLD NATIONAL BANCORP /IN/44,950$4.24M0.07%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…44,301$4.19M0.49%+61413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC44,000$4.15M0.23%013F-HRTimelineGroup
Certified Advisory Corp43,480$4.1M0.37%+64713F-HRTimeline
Safe Harbor Family Capital, LLC43,024$4.05M3.17%+3,13513F-HRTimeline
Quantinno Capital Management LP41,527$3.91M0.01%+15,08813F-HRTimeline
Duncan Williams Asset Management, LLC41,272$3.89M1.08%+1,68113F-HRTimeline
Sequoia Financial Advisors, LLC40,792$3.84M0.02%+2,11213F-HRTimeline
HOWE & RUSLING INC40,703$3.84M0.25%+4,64313F-HRTimeline
Arkadios Wealth Advisors39,879$3.76M0.06%+1,38513F-HRTimeline
Montecito Bank & Trust39,156$3.69M0.61%-2,24513F-HRTimeline