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 2,000 institutions that hold shares in the stock, with a total of 186 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 |
|---|---|---|---|---|---|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
78,876
shares
|
$10.2 Million
1.24% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
77,860
shares
|
$10 Million
1.18% of portfolio
|
Q1 2025
Added 12.51%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
77,484
shares
|
$10 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
77,333
shares
|
$9.98 Million
0.16% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
77,011
shares
|
$9.94 Million
0.01% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
76,780
shares
|
$9.91 Million
0.32% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
76,690
shares
|
$9.89 Million
0.0% of portfolio
|
Q1 2024
Added 60.41%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
76,294
shares
|
$9.84 Million
2.0% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
76,204
shares
|
$9.83 Million
2.38% of portfolio
|
Q2 2022
Added 0.27%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
76,187
shares
|
$9.83 Million
5.58% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
75,800
shares
|
$9.78 Million
0.27% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
75,214
shares
|
$9.7 Million
0.08% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
75,090
shares
|
$9.69 Million
2.46% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
74,931
shares
|
$9.67 Million
0.83% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
74,501
shares
|
$9.61 Million
0.44% of portfolio
|
Q1 2025
Added 60.82%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
74,475
shares
|
$9.61 Million
0.15% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
74,289
shares
|
$9.58 Million
0.13% of portfolio
|
Q1 2025
Reduced 41.22%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
73,891
shares
|
$9.53 Million
0.25% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
73,640
shares
|
$9.5 Million
1.04% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Apr 16, 2025 Q1 2025 |
73,488
shares
|
$9.48 Million
6.88% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
73,339
shares
|
$9.46 Million
0.27% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
73,153
shares
|
$9.44 Million
0.24% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
72,839
shares
|
$9.4 Million
1.14% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
72,596
shares
|
$9.37 Million
1.63% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
72,556
shares
|
$9.36 Million
5.87% of portfolio
|
Q1 2025
Reduced 1.76%
|