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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
16,206
shares
|
$2.17 Million
0.02% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
16,201
shares
|
$2.16 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
16,201
shares
|
$2.16 Million
0.36% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,195
shares
|
$2.16 Million
1.77% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
16,140
shares
|
$2.16 Million
0.72% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
16,007
shares
|
$2.14 Million
1.64% of portfolio
|
Q4 2023
Reduced 34.02%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
15,973
shares
|
$2.13 Million
0.05% of portfolio
|
Q1 2024
Added 1.52%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
15,960
shares
|
$2.13 Million
1.0% of portfolio
|
Q3 2024
Reduced 17.74%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
15,922
shares
|
$2.13 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
15,890
shares
|
$2.12 Million
0.51% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
15,875
shares
|
$2.12 Million
0.13% of portfolio
|
Q2 2023
Added 23.3%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
15,834
shares
|
$2.12 Million
0.2% of portfolio
|
Q3 2024
Added 691.7%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
15,810
shares
|
$2.11 Million
0.59% of portfolio
|
Q3 2024
Reduced 30.04%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
15,789
shares
|
$2.11 Million
1.18% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
15,775
shares
|
$2.11 Million
0.51% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
15,761
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2024
Added 34.33%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
15,750
shares
|
$2.1 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
15,687
shares
|
$2.1 Million
0.78% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
15,651
shares
|
$2.09 Million
0.06% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
15,607
shares
|
$2.09 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
15,425
shares
|
$2.06 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
15,407
shares
|
$2.06 Million
0.39% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
15,367
shares
|
$2.05 Million
0.05% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
15,303
shares
|
$2.04 Million
0.71% of portfolio
|
Q3 2024
Reduced 20.33%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
15,090
shares
|
$2.02 Million
0.68% of portfolio
|
Q1 2024
Added 1.3%
|