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 2,070 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $27.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
106,660
shares
|
$15 Million
0.02% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
105,707
shares
|
$14.8 Million
9.63% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
104,360
shares
|
$14.6 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
104,169
shares
|
$14.6 Million
0.63% of portfolio
|
Q2 2025
Added 14530.48%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
103,308
shares
|
$14.5 Million
3.03% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
103,247
shares
|
$14.5 Million
0.31% of portfolio
|
Q2 2025
Added 40.78%
|
|
|
Asset Allocation & Management Company, LLC
|
Nov 03, 2025 Q3 2025 |
102,990
shares
|
$14.4 Million
6.12% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
102,117
shares
|
$14.3 Million
4.5% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
101,424
shares
|
$14.2 Million
3.69% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
101,065
shares
|
$14.2 Million
1.73% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
100,627
shares
|
$14.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.35%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
100,571
shares
|
$14.1 Million
2.62% of portfolio
|
Q2 2025
Reduced 22.36%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
99,601
shares
|
$14 Million
0.09% of portfolio
|
Q2 2025
Added 18.21%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
98,773
shares
|
$13.9 Million
6.96% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
98,683
shares
|
$13.8 Million
1.03% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
98,459
shares
|
$13.8 Million
2.74% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
98,357
shares
|
$13.8 Million
2.42% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
97,971
shares
|
$13.7 Million
0.85% of portfolio
|
Q3 2023
Added 1.13%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
97,688
shares
|
$13.7 Million
1.19% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
96,510
shares
|
$13.5 Million
0.11% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
95,505
shares
|
$13.4 Million
4.4% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
95,053
shares
|
$13.3 Million
6.04% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
94,676
shares
|
$13.3 Million
0.0% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
94,604
shares
|
$13.3 Million
1.96% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
93,867
shares
|
$13.2 Million
1.4% of portfolio
|
Q2 2025
Added 8.88%
|