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 |
|---|---|---|---|---|---|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
93,304
shares
|
$13.1 Million
2.27% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
92,773
shares
|
$13 Million
0.9% of portfolio
|
Q3 2025
Added 50.6%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
92,762
shares
|
$13 Million
2.87% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
91,868
shares
|
$12.9 Million
0.66% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
91,209
shares
|
$12.8 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
90,497
shares
|
$12.7 Million
3.62% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
89,856
shares
|
$12.6 Million
0.09% of portfolio
|
Q3 2025
Added 18.56%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
89,792
shares
|
$12.6 Million
1.61% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
89,436
shares
|
$12.5 Million
1.24% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
89,038
shares
|
$12.5 Million
2.48% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
87,937
shares
|
$12.3 Million
0.59% of portfolio
|
Q3 2025
Added 180.91%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
87,502
shares
|
$12.3 Million
1.3% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
87,329
shares
|
$12.2 Million
0.65% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
86,982
shares
|
$12.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
86,925
shares
|
$12.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
86,463
shares
|
$12.1 Million
0.02% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
86,286
shares
|
$12.1 Million
0.22% of portfolio
|
Q2 2025
Added 27.21%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
85,110
shares
|
$11.9 Million
1.39% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
83,847
shares
|
$11.8 Million
3.84% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
83,143
shares
|
$11.7 Million
10.66% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
82,732
shares
|
$11.6 Million
0.52% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
82,652
shares
|
$11.6 Million
3.75% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
82,221
shares
|
$11.5 Million
0.16% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
81,698
shares
|
$11.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
80,884
shares
|
$11.3 Million
0.24% of portfolio
|
Q3 2025
Added 15.27%
|