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 1,970 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 $23.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
3,643
shares
|
$441,021
0.15% of portfolio
|
Q4 2024
Added 32.81%
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
3,643
shares
|
$441,021
0.06% of portfolio
|
Q1 2025
Added 43.71%
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
3,614
shares
|
$437,510
0.23% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
3,600
shares
|
$435,816
0.05% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
3,593
shares
|
$434,968
0.09% of portfolio
|
Q4 2020
Reduced 14.45%
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,584
shares
|
$433,879
0.11% of portfolio
|
Q3 2024
Reduced 18.58%
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
3,579
shares
|
$433,273
0.6% of portfolio
|
Q4 2022
Reduced 3.22%
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
3,571
shares
|
$432,305
0.09% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
3,567
shares
|
$431,821
0.12% of portfolio
|
Q4 2024
Added 2.88%
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,559
shares
|
$430,852
0.11% of portfolio
|
Q3 2024
Added 1.08%
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
3,521
shares
|
$426,252
0.34% of portfolio
|
Q4 2024
New holding
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
3,517
shares
|
$425,768
0.18% of portfolio
|
Q1 2025
Added 4.27%
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
3,514
shares
|
$425,404
0.3% of portfolio
|
Q4 2024
New holding
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
3,513
shares
|
$425,283
0.19% of portfolio
|
Q1 2025
Added 53.01%
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
3,507
shares
|
$424,557
0.07% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
3,493
shares
|
$422,862
0.04% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
3,488
shares
|
$422,257
0.04% of portfolio
|
Q1 2025
New holding
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
3,473
shares
|
$420,441
0.13% of portfolio
|
Q1 2025
Added 2.3%
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
3,469
shares
|
$419,957
0.2% of portfolio
|
Q4 2024
Added 48.12%
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,464
shares
|
$419,351
0.05% of portfolio
|
Q4 2024
Added 0.09%
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
3,457
shares
|
$418,504
0.06% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
3,455
shares
|
$418,262
0.02% of portfolio
|
Q3 2023
Reduced 6.22%
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
3,453
shares
|
$418,020
0.24% of portfolio
|
Q4 2024
Added 0.06%
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
3,450
shares
|
$417,657
0.01% of portfolio
|
Q4 2024
Reduced 16.93%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
3,444
shares
|
$416,930
0.09% of portfolio
|
Q4 2024
Reduced 10.71%
|