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 2,018 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $25.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
105,707
shares
|
$14.3 Million
9.63% of portfolio
|
Q2 2025
Added 0.24%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
105,616
shares
|
$14.3 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
104,169
shares
|
$14.1 Million
0.63% of portfolio
|
Q2 2025
Added 14530.48%
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
103,247
shares
|
$14 Million
0.31% of portfolio
|
Q2 2025
Added 40.78%
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
102,990
shares
|
$13.9 Million
6.35% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
102,572
shares
|
$13.9 Million
1.28% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
102,117
shares
|
$13.8 Million
4.5% of portfolio
|
Q2 2025
Added 0.51%
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
101,065
shares
|
$13.7 Million
1.73% of portfolio
|
Q2 2025
Added 3.58%
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
100,571
shares
|
$13.6 Million
2.62% of portfolio
|
Q2 2025
Reduced 22.36%
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
99,277
shares
|
$13.4 Million
2.87% of portfolio
|
Q2 2025
Added 2.15%
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
98,773
shares
|
$13.4 Million
6.96% of portfolio
|
Q2 2025
Added 1.11%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
97,971
shares
|
$13.3 Million
0.85% of portfolio
|
Q3 2023
Added 1.13%
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
97,412
shares
|
$13.2 Million
0.42% of portfolio
|
Q1 2025
Added 0.39%
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
97,189
shares
|
$13.2 Million
2.37% of portfolio
|
Q2 2025
Added 4.4%
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
94,985
shares
|
$12.9 Million
3.53% of portfolio
|
Q2 2025
Added 1.4%
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
94,676
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Added 3.85%
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
93,896
shares
|
$12.7 Million
1.01% of portfolio
|
Q1 2025
Added 6.29%
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
93,844
shares
|
$12.7 Million
5.94% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
92,762
shares
|
$12.6 Million
2.87% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
92,399
shares
|
$12.5 Million
1.37% of portfolio
|
Q1 2025
Added 8.8%
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
92,078
shares
|
$12.5 Million
1.97% of portfolio
|
Q2 2025
Added 6.78%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
91,811
shares
|
$12.4 Million
0.68% of portfolio
|
Q2 2025
Added 5.88%
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
91,217
shares
|
$12.3 Million
2.36% of portfolio
|
Q2 2025
Added 0.85%
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
91,209
shares
|
$12.3 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
89,936
shares
|
$12.2 Million
1.62% of portfolio
|
Q2 2025
Reduced 1.32%
|