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 |
|---|---|---|---|---|---|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
79,621
shares
|
$10.8 Million
3.2% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
79,130
shares
|
$10.7 Million
0.34% of portfolio
|
Q2 2025
Added 14.68%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
79,060
shares
|
$10.7 Million
0.09% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
78,876
shares
|
$10.7 Million
1.24% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Af Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
78,863
shares
|
$10.7 Million
3.63% of portfolio
|
Q2 2025
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
78,452
shares
|
$10.6 Million
1.07% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
77,410
shares
|
$10.5 Million
0.16% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
77,219
shares
|
$10.5 Million
2.77% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
77,208
shares
|
$10.4 Million
6.49% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
76,948
shares
|
$10.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
76,690
shares
|
$10.4 Million
0.0% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
76,204
shares
|
$10.3 Million
2.38% of portfolio
|
Q2 2022
Added 0.27%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
76,187
shares
|
$10.3 Million
5.58% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
76,009
shares
|
$10.3 Million
2.18% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
75,803
shares
|
$10.3 Million
3.03% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
75,798
shares
|
$10.3 Million
0.23% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
75,792
shares
|
$10.3 Million
0.08% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
75,194
shares
|
$10.2 Million
3.46% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
74,597
shares
|
$10.1 Million
1.59% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
74,501
shares
|
$10.1 Million
0.44% of portfolio
|
Q1 2025
Added 60.82%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
73,990
shares
|
$10 Million
0.44% of portfolio
|
Q2 2025
Added 81.34%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
73,959
shares
|
$10 Million
1.13% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
73,959
shares
|
$10 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
73,734
shares
|
$9.98 Million
2.83% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
73,512
shares
|
$9.95 Million
4.86% of portfolio
|
Q2 2025
Added 1.32%
|