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 1,817 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
15,133,322
shares
|
$2.01 Billion
36.56% of portfolio
|
Q4 2023
Reduced 18.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
11,330,907
shares
|
$1.51 Billion
0.12% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
9,676,185
shares
|
$1.29 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
|
$718 Million
0.32% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
5,028,112
shares
|
$669 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
|
$607 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
|
$536 Million
0.7% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,685,987
shares
|
$490 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,340,856
shares
|
$445 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
|
$434 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
|
$427 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,897,733
shares
|
$386 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
|
$310 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
|
$308 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
|
$306 Million
5.45% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,164,681
shares
|
$288 Million
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,163,842
shares
|
$288 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
|
$266 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
|
$251 Million
0.22% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,804,471
shares
|
$240 Million
0.64% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,597,895
shares
|
$213 Million
9.26% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,586,530
shares
|
$211 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
|
$200 Million
1.0% of portfolio
|
Q2 2023
Reduced 94.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
1,464,174
shares
|
$195 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,431,899
shares
|
$191 Million
0.19% of portfolio
|
Q3 2024
Added 15.95%
|