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 1,697 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Life Insurance CO
|
Apr 26, 2024 Q1 2024 |
15,133,322
shares
|
$1.82 Billion
44.05% of portfolio
|
Q4 2023
Reduced 18.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
10,962,793
shares
|
$1.32 Billion
0.13% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
9,544,714
shares
|
$1.15 Billion
0.09% of portfolio
|
Q1 2024
Added 4.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
4,995,098
shares
|
$599 Million
0.33% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
4,940,816
shares
|
$593 Million
0.23% of portfolio
|
Q1 2024
Added 1.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
4,602,082
shares
|
$552 Million
0.14% of portfolio
|
Q1 2024
Added 4.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
4,047,824
shares
|
$486 Million
0.74% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
3,753,685
shares
|
$450 Million
0.5% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
3,383,010
shares
|
$406 Million
0.28% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
3,246,447
shares
|
$390 Million
0.01% of portfolio
|
Q1 2024
Added 0.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
3,226,953
shares
|
$387 Million
0.11% of portfolio
|
Q1 2024
Reduced 5.97%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
3,106,871
shares
|
$373 Million
0.09% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,508,540
shares
|
$301 Million
0.07% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
2,213,011
shares
|
$266 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
2,108,303
shares
|
$253 Million
0.05% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 01, 2024 Q1 2024 |
2,102,116
shares
|
$252 Million
6.47% of portfolio
|
Q1 2024
Added 13.41%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
2,073,672
shares
|
$249 Million
0.71% of portfolio
|
Q1 2024
Added 11.81%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,998,021
shares
|
$240 Million
0.4% of portfolio
|
Q1 2024
Reduced 4.97%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
1,838,177
shares
|
$221 Million
0.66% of portfolio
|
Q1 2024
Added 0.59%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 14, 2024 Q1 2024 |
1,737,272
shares
|
$208 Million
0.2% of portfolio
|
Q1 2024
Added 4.44%
|
|
|
Edge Capital Group, LLC
|
May 14, 2024 Q1 2024 |
1,606,707
shares
|
$193 Million
9.78% of portfolio
|
Q1 2024
Added 3.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
1,588,902
shares
|
$191 Million
0.47% of portfolio
|
Q1 2024
Added 788.84%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,502,345
shares
|
$180 Million
1.0% of portfolio
|
Q2 2023
Reduced 94.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
1,496,775
shares
|
$180 Million
0.86% of portfolio
|
Q1 2024
Added 1.33%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2024 Q1 2024 |
1,370,767
shares
|
$164 Million
3.52% of portfolio
|
Q1 2024
Reduced 38.97%
|
|