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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,502,345
shares
|
$203 Million
1.0% of portfolio
|
Q2 2023
Reduced 94.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
1,414,963
shares
|
$191 Million
0.8% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,293,248
shares
|
$174 Million
0.23% of portfolio
|
Q1 2025
Added 26.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,287,041
shares
|
$174 Million
0.18% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
1,258,454
shares
|
$170 Million
0.74% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,047,105
shares
|
$141 Million
0.32% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
1,044,234
shares
|
$141 Million
2.69% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
968,903
shares
|
$131 Million
0.64% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
947,143
shares
|
$128 Million
5.62% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
930,504
shares
|
$125 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
891,727
shares
|
$120 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
890,518
shares
|
$120 Million
5.19% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
875,530
shares
|
$118 Million
0.38% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
817,056
shares
|
$110 Million
3.42% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
780,612
shares
|
$105 Million
0.26% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
765,107
shares
|
$103 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
742,436
shares
|
$100 Million
0.22% of portfolio
|
Q3 2023
Reduced 5.59%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
711,664
shares
|
$95.9 Million
4.44% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
695,462
shares
|
$93.8 Million
0.52% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
692,364
shares
|
$93.3 Million
17.11% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
656,794
shares
|
$88.5 Million
0.7% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
647,281
shares
|
$87.3 Million
8.36% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
639,948
shares
|
$86.3 Million
0.04% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
626,777
shares
|
$84.5 Million
1.28% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
625,930
shares
|
$84.4 Million
9.99% of portfolio
|
Q2 2025
Added 3.56%
|