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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,502,345
shares
|
$211 Million
1.0% of portfolio
|
Q2 2023
Reduced 94.56%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
1,418,554
shares
|
$199 Million
0.65% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
1,412,975
shares
|
$198 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,393,012
shares
|
$195 Million
0.19% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,314,693
shares
|
$184 Million
0.23% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
1,132,957
shares
|
$159 Million
1.83% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,102,218
shares
|
$155 Million
0.28% of portfolio
|
Q2 2025
Added 20.52%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,061,435
shares
|
$149 Million
0.75% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
977,909
shares
|
$137 Million
5.15% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
948,760
shares
|
$133 Million
0.38% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
946,520
shares
|
$133 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.17%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
938,746
shares
|
$132 Million
0.18% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
894,315
shares
|
$125 Million
5.03% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
858,293
shares
|
$120 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
808,684
shares
|
$113 Million
3.25% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
791,471
shares
|
$111 Million
0.24% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
761,156
shares
|
$107 Million
0.71% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
742,436
shares
|
$104 Million
0.22% of portfolio
|
Q3 2023
Reduced 5.59%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 01, 2025 Q2 2025 |
724,200
shares
|
$102 Million
2.22% of portfolio
|
Q2 2025
Added 125.23%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
721,199
shares
|
$101 Million
4.42% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
714,531
shares
|
$100 Million
0.47% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
708,503
shares
|
$99.4 Million
17.49% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
684,310
shares
|
$96 Million
8.17% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
646,359
shares
|
$90.7 Million
1.22% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
644,693
shares
|
$90.4 Million
0.04% of portfolio
|
Q2 2025
Added 0.74%
|