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 2,013 institutions that hold shares in the stock, with a total of 189 Million shares, which have been reported (via 13F filing form) to have a value of $25.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
105,456
shares
|
$14.2 Million
10.56% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
104,521
shares
|
$14.1 Million
0.21% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
104,405
shares
|
$14.1 Million
7.52% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
102,990
shares
|
$13.9 Million
6.35% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
102,630
shares
|
$13.8 Million
0.86% of portfolio
|
Q1 2025
Added 100.98%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
101,595
shares
|
$13.7 Million
4.71% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
100,068
shares
|
$13.5 Million
0.02% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
99,860
shares
|
$13.5 Million
0.66% of portfolio
|
Q1 2025
Reduced 25.56%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
99,830
shares
|
$13.5 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
97,971
shares
|
$13.2 Million
0.85% of portfolio
|
Q3 2023
Added 1.13%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
97,684
shares
|
$13.2 Million
7.49% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
97,571
shares
|
$13.2 Million
2.34% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
97,412
shares
|
$13.1 Million
0.42% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
97,192
shares
|
$13.1 Million
3.0% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
97,189
shares
|
$13.1 Million
2.37% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
96,708
shares
|
$13 Million
0.05% of portfolio
|
Q1 2025
Reduced 36.56%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
94,985
shares
|
$12.8 Million
3.53% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
94,832
shares
|
$12.8 Million
7.11% of portfolio
|
Q1 2025
Added 33.6%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
93,896
shares
|
$12.7 Million
1.01% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
93,844
shares
|
$12.7 Million
5.94% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
93,760
shares
|
$12.6 Million
2.92% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
93,644
shares
|
$12.6 Million
0.51% of portfolio
|
Q1 2025
Reduced 14.1%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
92,399
shares
|
$12.5 Million
1.37% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
91,340
shares
|
$12.3 Million
1.38% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
91,162
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.56%
|