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 1,798 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 $24.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
195,620
shares
|
$26.4 Million
1.62% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
195,428
shares
|
$26.3 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
193,887
shares
|
$26.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
192,767
shares
|
$26 Million
3.78% of portfolio
|
Q3 2024
Added 73.55%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
192,424
shares
|
$25.9 Million
8.8% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
190,211
shares
|
$25.6 Million
2.67% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
188,728
shares
|
$25.4 Million
2.99% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
188,473
shares
|
$25.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
185,818
shares
|
$25 Million
3.43% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
184,976
shares
|
$24.9 Million
0.55% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
183,064
shares
|
$24.7 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
181,938
shares
|
$24.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
179,964
shares
|
$24.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
178,867
shares
|
$24.1 Million
4.19% of portfolio
|
Q1 2024
Added 3.04%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
178,219
shares
|
$24 Million
1.45% of portfolio
|
Q4 2022
Added 9.73%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
175,362
shares
|
$23.6 Million
0.35% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
174,534
shares
|
$23.5 Million
0.15% of portfolio
|
Q3 2024
Added 4879.57%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
169,838
shares
|
$22.9 Million
0.85% of portfolio
|
Q3 2024
Added 40.24%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
169,702
shares
|
$22.9 Million
9.66% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
169,070
shares
|
$22.8 Million
1.74% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
168,003
shares
|
$22.6 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
167,461
shares
|
$22.6 Million
1.33% of portfolio
|
Q3 2022
Added 8.22%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
167,160
shares
|
$22.5 Million
9.89% of portfolio
|
Q1 2023
Reduced 20.6%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
166,941
shares
|
$22.5 Million
0.08% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
166,031
shares
|
$22.4 Million
7.18% of portfolio
|
Q3 2024
Added 27.03%
|