Institutional Ownership Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM). We have compiled data on the 1,796 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $23.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
15,133,322
shares
|
$1.98 Billion
38.16% of portfolio
|
Q4 2023
Reduced 18.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
11,330,907
shares
|
$1.48 Billion
0.12% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
9,676,185
shares
|
$1.27 Billion
0.09% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
5,399,549
shares
|
$707 Million
0.32% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
5,028,112
shares
|
$658 Million
0.21% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,564,266
shares
|
$597 Million
0.13% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,025,812
shares
|
$527 Million
0.7% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,685,987
shares
|
$482 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,340,856
shares
|
$437 Million
0.11% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
3,258,098
shares
|
$426 Million
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,205,672
shares
|
$419 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,897,733
shares
|
$379 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
2,333,332
shares
|
$305 Million
0.66% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,312,856
shares
|
$303 Million
0.06% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,296,227
shares
|
$300 Million
5.45% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,164,681
shares
|
$283 Million
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,163,842
shares
|
$283 Million
0.42% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
2,000,659
shares
|
$262 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,889,775
shares
|
$247 Million
0.22% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,785,400
shares
|
$234 Million
0.64% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,597,895
shares
|
$209 Million
9.26% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,586,530
shares
|
$208 Million
0.46% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,502,345
shares
|
$197 Million
1.0% of portfolio
|
Q2 2023
Reduced 94.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
1,464,174
shares
|
$192 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,431,899
shares
|
$187 Million
0.19% of portfolio
|
Q3 2024
Added 15.95%
|