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 |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
139,832
shares
|
$17.8 Million
1.41% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
139,572
shares
|
$17.8 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Mittelman Wealth Management
Andover, MA |
Feb 18, 2025 Q4 2024 |
139,286
shares
|
$17.8 Million
16.53% of portfolio
|
Q4 2024
Reduced 38.73%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
138,253
shares
|
$17.6 Million
4.7% of portfolio
|
Q4 2023
Added 0.0%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
138,149
shares
|
$17.6 Million
3.71% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
135,926
shares
|
$17.3 Million
5.82% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
135,692
shares
|
$17.3 Million
8.54% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
135,490
shares
|
$17.3 Million
2.19% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Feb 13, 2025 Q4 2024 |
135,106
shares
|
$17.2 Million
6.68% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
134,359
shares
|
$17.1 Million
0.31% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
134,192
shares
|
$17.1 Million
4.13% of portfolio
|
Q4 2024
Added 22.82%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
134,149
shares
|
$17.1 Million
0.84% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
133,778
shares
|
$17.1 Million
0.48% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
133,137
shares
|
$17 Million
0.46% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
132,467
shares
|
$16.9 Million
4.2% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
131,157
shares
|
$16.7 Million
1.53% of portfolio
|
Q4 2024
Added 207.53%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
130,702
shares
|
$16.7 Million
4.73% of portfolio
|
Q2 2022
Added 4.89%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
130,429
shares
|
$16.6 Million
1.49% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
130,200
shares
|
$16.6 Million
0.8% of portfolio
|
Q4 2023
Reduced 16.54%
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
128,818
shares
|
$16.4 Million
2.11% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Feb 12, 2025 Q4 2024 |
126,917
shares
|
$16.2 Million
11.26% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
126,381
shares
|
$16.1 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
126,129
shares
|
$16.1 Million
1.2% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
126,090
shares
|
$16.1 Million
0.52% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
125,845
shares
|
$16.1 Million
1.19% of portfolio
|
Q4 2024
Reduced 3.6%
|