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 2,014 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
146,822
shares
|
$19.9 Million
4.57% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
146,688
shares
|
$19.9 Million
4.32% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
146,459
shares
|
$19.8 Million
1.42% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
144,055
shares
|
$19.5 Million
1.4% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
143,776
shares
|
$19.5 Million
4.01% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
143,208
shares
|
$19.4 Million
1.58% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
142,410
shares
|
$19.3 Million
2.7% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
140,372
shares
|
$19 Million
7.25% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
140,178
shares
|
$19 Million
5.65% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
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%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
138,867
shares
|
$18.8 Million
1.85% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
138,316
shares
|
$18.7 Million
0.6% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
138,090
shares
|
$18.7 Million
1.45% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
136,777
shares
|
$18.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Mittelman Wealth Management
Andover, MA |
Aug 08, 2025 Q2 2025 |
136,560
shares
|
$18.5 Million
15.37% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
135,490
shares
|
$18.3 Million
2.19% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
130,702
shares
|
$17.7 Million
4.73% of portfolio
|
Q2 2022
Added 4.89%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
128,606
shares
|
$17.4 Million
1.41% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
128,380
shares
|
$17.4 Million
7.65% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
128,337
shares
|
$17.4 Million
1.88% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
128,098
shares
|
$17.3 Million
0.25% of portfolio
|
Q2 2025
Added 22.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
127,847
shares
|
$17.3 Million
0.41% of portfolio
|
Q2 2025
Reduced 63.46%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
125,845
shares
|
$17 Million
1.16% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Jul 15, 2025 Q2 2025 |
125,823
shares
|
$17 Million
21.65% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
125,114
shares
|
$16.9 Million
1.14% of portfolio
|
Q2 2025
Added 200.47%
|