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 |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
149,558
shares
|
$21 Million
0.32% of portfolio
|
Q2 2025
Added 29.28%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
148,414
shares
|
$20.8 Million
0.6% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
147,566
shares
|
$20.7 Million
1.25% of portfolio
|
Q3 2025
Added 17.95%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
145,940
shares
|
$20.5 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
143,525
shares
|
$20.1 Million
5.61% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
143,208
shares
|
$20.1 Million
1.58% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
142,373
shares
|
$20 Million
1.34% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
142,348
shares
|
$20 Million
3.76% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
139,937
shares
|
$19.6 Million
3.85% of portfolio
|
Q4 2022
Added 11.77%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
138,702
shares
|
$19.5 Million
2.51% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
138,316
shares
|
$19.4 Million
0.6% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Northside Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
138,090
shares
|
$19.4 Million
1.85% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
137,092
shares
|
$19.2 Million
1.76% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
136,777
shares
|
$19.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Mittelman Wealth Management
Andover, MA |
Aug 08, 2025 Q2 2025 |
136,560
shares
|
$19.2 Million
15.37% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
136,217
shares
|
$19.1 Million
5.91% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
135,490
shares
|
$19 Million
2.19% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
135,211
shares
|
$19 Million
0.51% of portfolio
|
Q2 2025
Added 264.6%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
131,725
shares
|
$18.5 Million
0.82% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
130,702
shares
|
$18.3 Million
4.73% of portfolio
|
Q2 2022
Added 4.89%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
128,606
shares
|
$18 Million
1.41% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
128,380
shares
|
$18 Million
7.65% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
128,098
shares
|
$18 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
|
$17.9 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
|
$17.7 Million
1.16% of portfolio
|
Q4 2024
Reduced 3.6%
|