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 1,797 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $23.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
23,638
shares
|
$3.16 Million
1.39% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
23,589
shares
|
$3.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
23,577
shares
|
$3.15 Million
0.14% of portfolio
|
Q3 2024
Added 13.1%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,511
shares
|
$3.14 Million
0.09% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
23,238
shares
|
$3.11 Million
0.44% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
23,212
shares
|
$3.1 Million
1.0% of portfolio
|
Q3 2024
Added 32.59%
|
|
|
Keystone Financial Planning, Inc.
|
Oct 28, 2024 Q3 2024 |
23,133
shares
|
$3.09 Million
0.9% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
22,939
shares
|
$3.07 Million
0.1% of portfolio
|
Q3 2024
Reduced 85.22%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
22,914
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
Added 100.51%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
22,789
shares
|
$3.05 Million
0.19% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
22,638
shares
|
$3.02 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
22,632
shares
|
$3.02 Million
1.29% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
22,506
shares
|
$3.01 Million
0.14% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
22,443
shares
|
$3 Million
1.25% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
22,311
shares
|
$2.98 Million
1.27% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
22,101
shares
|
$2.95 Million
1.33% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
22,053
shares
|
$2.95 Million
1.95% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
22,047
shares
|
$2.95 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
22,028
shares
|
$2.94 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
21,996
shares
|
$2.94 Million
0.91% of portfolio
|
Q3 2023
Added 6.03%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
21,611
shares
|
$2.89 Million
1.62% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
21,596
shares
|
$2.89 Million
0.33% of portfolio
|
Q1 2024
Added 0.68%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
21,350
shares
|
$2.85 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
21,342
shares
|
$2.85 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
21,341
shares
|
$2.85 Million
0.67% of portfolio
|
Q3 2024
Added 10.34%
|