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 |
---|---|---|---|---|---|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
165,571
shares
|
$22.3 Million
5.56% of portfolio
|
Q3 2024
Added 0.3%
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
164,647
shares
|
$22.2 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
163,754
shares
|
$22.1 Million
0.67% of portfolio
|
Q3 2022
Added 1.72%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
162,319
shares
|
$21.9 Million
2.8% of portfolio
|
Q2 2023
Added 1.23%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
160,925
shares
|
$21.7 Million
0.03% of portfolio
|
Q3 2024
Added 17.76%
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
160,744
shares
|
$21.7 Million
5.62% of portfolio
|
Q3 2024
Added 0.51%
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
160,622
shares
|
$21.6 Million
12.89% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
159,418
shares
|
$21.5 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
158,762
shares
|
$21.4 Million
0.0% of portfolio
|
Q3 2024
Added 16.64%
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
158,562
shares
|
$21.4 Million
2.08% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
157,928
shares
|
$21.3 Million
0.98% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
156,262
shares
|
$21.1 Million
8.25% of portfolio
|
Q3 2024
Added 0.41%
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
153,013
shares
|
$20.6 Million
2.75% of portfolio
|
Q3 2024
Added 1.47%
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
152,093
shares
|
$20.5 Million
6.9% of portfolio
|
Q3 2024
Added 10.31%
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
149,393
shares
|
$20.1 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
148,554
shares
|
$20 Million
0.7% of portfolio
|
Q3 2024
Added 0.5%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
148,450
shares
|
$20 Million
0.56% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
148,448
shares
|
$20 Million
2.74% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
145,415
shares
|
$19.6 Million
1.6% of portfolio
|
Q3 2024
New holding
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
144,073
shares
|
$19.4 Million
16.08% of portfolio
|
Q4 2023
New holding
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
143,539
shares
|
$19.3 Million
0.19% of portfolio
|
Q3 2024
Added 0.75%
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
143,256
shares
|
$19.3 Million
0.05% of portfolio
|
Q3 2024
Added 1.43%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
141,842
shares
|
$19.1 Million
1.36% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
139,937
shares
|
$18.9 Million
3.85% of portfolio
|
Q4 2022
Added 11.77%
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
139,714
shares
|
$18.8 Million
6.6% of portfolio
|
Q3 2024
Added 2.4%
|