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 1,957 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $24.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
80,509
shares
|
$10.3 Million
2.71% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
79,673
shares
|
$10.2 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
79,289
shares
|
$10.1 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
78,982
shares
|
$10.1 Million
3.44% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
78,930
shares
|
$10.1 Million
6.75% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
78,876
shares
|
$10.1 Million
1.24% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
78,790
shares
|
$10 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.28%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
78,605
shares
|
$10 Million
3.99% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
78,528
shares
|
$10 Million
5.72% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
77,885
shares
|
$9.93 Million
0.27% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
77,495
shares
|
$9.88 Million
2.03% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
77,092
shares
|
$9.83 Million
1.2% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
76,598
shares
|
$9.77 Million
9.13% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
76,204
shares
|
$9.72 Million
2.38% of portfolio
|
Q2 2022
Added 0.27%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
76,086
shares
|
$9.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
75,684
shares
|
$9.65 Million
1.24% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
75,071
shares
|
$9.58 Million
1.63% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
74,931
shares
|
$9.56 Million
0.83% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
73,856
shares
|
$9.42 Million
6.15% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
73,708
shares
|
$9.4 Million
6.35% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
73,616
shares
|
$9.39 Million
2.28% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
73,582
shares
|
$9.39 Million
0.01% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
72,526
shares
|
$9.25 Million
0.26% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
72,195
shares
|
$9.21 Million
2.27% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
72,143
shares
|
$9.2 Million
2.56% of portfolio
|
Q4 2024
Added 2.64%
|