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 1,976 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 $23.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
9,308
shares
|
$1.13 Million
0.72% of portfolio
|
Q3 2023
Added 1.64%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
9,301
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
9,272
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,265
shares
|
$1.12 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
9,245
shares
|
$1.12 Million
0.39% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
9,223
shares
|
$1.12 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
9,170
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
9,155
shares
|
$1.11 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
9,140
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
9,135
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2025
Added 17.09%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
9,083
shares
|
$1.1 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
9,054
shares
|
$1.1 Million
0.47% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
8,995
shares
|
$1.09 Million
0.32% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
8,986
shares
|
$1.09 Million
0.58% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
8,979
shares
|
$1.09 Million
0.59% of portfolio
|
Q4 2023
Reduced 9.78%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
8,974
shares
|
$1.09 Million
0.22% of portfolio
|
Q1 2025
Added 13.34%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
8,972
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Added 29.8%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
8,947
shares
|
$1.08 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.13%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
8,942
shares
|
$1.08 Million
0.51% of portfolio
|
Q4 2022
Added 9.88%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
8,923
shares
|
$1.08 Million
0.06% of portfolio
|
Q4 2024
Added 53.87%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
8,891
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2022
Reduced 0.66%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
8,887
shares
|
$1.08 Million
0.15% of portfolio
|
Q1 2025
Reduced 17.16%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
8,885
shares
|
$1.08 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
8,798
shares
|
$1.07 Million
0.5% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
8,788
shares
|
$1.06 Million
0.29% of portfolio
|
Q4 2024
Added 0.42%
|