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 1,798 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 $24.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
17,468
shares
|
$2.35 Million
17.82% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
17,384
shares
|
$2.33 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
17,290
shares
|
$2.32 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
17,181
shares
|
$2.31 Million
0.16% of portfolio
|
Q3 2024
Added 0.15%
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
17,165
shares
|
$2.3 Million
1.28% of portfolio
|
Q2 2023
Added 30.38%
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
17,122
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2024
Added 7.05%
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
17,076
shares
|
$2.29 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
17,033
shares
|
$2.29 Million
0.21% of portfolio
|
Q3 2024
Added 0.47%
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
17,018
shares
|
$2.29 Million
0.36% of portfolio
|
Q3 2024
Reduced 21.08%
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
16,944
shares
|
$2.28 Million
0.42% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
16,922
shares
|
$2.27 Million
0.44% of portfolio
|
Q3 2024
Added 2.62%
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,908
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2024
Added 188.14%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
16,892
shares
|
$2.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
16,806
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 45.47%
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
16,739
shares
|
$2.25 Million
0.06% of portfolio
|
Q3 2024
Reduced 90.18%
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
16,733
shares
|
$2.25 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
16,637
shares
|
$2.23 Million
0.06% of portfolio
|
Q3 2024
Added 13.08%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
16,554
shares
|
$2.22 Million
0.15% of portfolio
|
Q3 2024
Added 80.52%
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
16,447
shares
|
$2.21 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
16,340
shares
|
$2.19 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
Lake Hills Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
16,296
shares
|
$2.19 Million
1.4% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
16,258
shares
|
$2.18 Million
0.76% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
16,255
shares
|
$2.18 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
16,231
shares
|
$2.18 Million
0.22% of portfolio
|
Q3 2024
Added 3.51%
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
16,219
shares
|
$2.18 Million
0.05% of portfolio
|
Q3 2024
Reduced 32.59%
|