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 2,070 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $27.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
173,799
shares
|
$24.4 Million
7.03% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
173,004
shares
|
$24.3 Million
5.68% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
172,483
shares
|
$24.2 Million
0.18% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
169,103
shares
|
$23.7 Million
13.34% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
168,823
shares
|
$23.7 Million
5.1% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
168,058
shares
|
$23.6 Million
3.1% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
167,461
shares
|
$23.5 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
|
$23.4 Million
9.89% of portfolio
|
Q1 2023
Reduced 20.6%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
167,102
shares
|
$23.4 Million
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
166,780
shares
|
$23.4 Million
8.1% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
165,625
shares
|
$23.2 Million
0.4% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
163,754
shares
|
$23 Million
0.67% of portfolio
|
Q3 2022
Added 1.72%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
162,319
shares
|
$22.8 Million
2.8% of portfolio
|
Q2 2023
Added 1.23%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
162,038
shares
|
$22.7 Million
1.51% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
160,759
shares
|
$22.5 Million
1.48% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 28, 2025 Q3 2025 |
157,226
shares
|
$22.1 Million
13.36% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
156,773
shares
|
$22 Million
0.02% of portfolio
|
Q2 2025
Added 206180.27%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
155,224
shares
|
$21.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
154,315
shares
|
$21.6 Million
1.56% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
154,025
shares
|
$21.6 Million
3.47% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
151,667
shares
|
$21.3 Million
4.68% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
150,716
shares
|
$21.1 Million
0.06% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
150,486
shares
|
$21.1 Million
4.38% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
150,324
shares
|
$21.1 Million
4.75% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
149,558
shares
|
$21 Million
0.32% of portfolio
|
Q2 2025
Added 29.28%
|