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 1,957 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 $24.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
167,461
shares
|
$21.4 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
|
$21.3 Million
9.89% of portfolio
|
Q1 2023
Reduced 20.6%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
164,357
shares
|
$21 Million
5.39% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
163,754
shares
|
$20.9 Million
0.67% of portfolio
|
Q3 2022
Added 1.72%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
162,931
shares
|
$20.8 Million
0.69% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
162,319
shares
|
$20.7 Million
2.8% of portfolio
|
Q2 2023
Added 1.23%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Feb 14, 2025 Q4 2024 |
162,237
shares
|
$20.7 Million
12.77% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
161,290
shares
|
$20.6 Million
1.51% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
158,585
shares
|
$20.2 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
158,149
shares
|
$20.2 Million
5.42% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
156,442
shares
|
$20 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
154,503
shares
|
$19.7 Million
6.76% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
152,439
shares
|
$19.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
151,198
shares
|
$19.3 Million
3.06% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
148,512
shares
|
$18.9 Million
2.01% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
147,533
shares
|
$18.8 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
147,389
shares
|
$18.8 Million
2.86% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
147,155
shares
|
$18.8 Million
0.06% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Ariston Services Group
San Diego, CA |
Feb 06, 2025 Q4 2024 |
147,017
shares
|
$18.8 Million
16.25% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
146,812
shares
|
$18.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
145,258
shares
|
$18.5 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
143,208
shares
|
$18.3 Million
1.58% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
141,860
shares
|
$18.1 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
140,216
shares
|
$17.9 Million
4.39% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
139,937
shares
|
$17.8 Million
3.85% of portfolio
|
Q4 2022
Added 11.77%
|