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 1,797 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $23.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
306,653
shares
|
$41 Million
5.46% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
302,119
shares
|
$40.4 Million
2.15% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
293,401
shares
|
$39.2 Million
7.91% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
292,300
shares
|
$39.1 Million
7.08% of portfolio
|
Q1 2024
Added 199.4%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
283,036
shares
|
$37.8 Million
3.49% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
280,521
shares
|
$37.5 Million
1.97% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
278,940
shares
|
$37.3 Million
0.05% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
275,754
shares
|
$36.8 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
274,419
shares
|
$36.7 Million
2.24% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
273,235
shares
|
$36.5 Million
0.23% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
267,375
shares
|
$35.7 Million
8.06% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
263,606
shares
|
$35.2 Million
3.78% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
262,108
shares
|
$35 Million
3.24% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
258,946
shares
|
$34.6 Million
3.97% of portfolio
|
Q3 2024
Reduced 62.61%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
256,897
shares
|
$34.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Cvs Health Corp
Woonsocket, RI |
Nov 08, 2024 Q3 2024 |
252,032
shares
|
$33.7 Million
14.03% of portfolio
|
Q2 2023
Added 18.42%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
251,412
shares
|
$33.6 Million
3.53% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
245,198
shares
|
$32.8 Million
11.64% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
244,291
shares
|
$32.6 Million
3.91% of portfolio
|
Q3 2024
Reduced 12.58%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
242,074
shares
|
$32.3 Million
0.04% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
240,585
shares
|
$32.1 Million
13.71% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
232,819
shares
|
$31.1 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
232,313
shares
|
$31 Million
5.41% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
231,878
shares
|
$31 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 15, 2024 Q3 2024 |
227,342
shares
|
$30.4 Million
16.56% of portfolio
|
Q3 2024
Added 162.1%
|