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 |
|---|---|---|---|---|---|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
4,108
shares
|
$548,910
0.3% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
4,100
shares
|
$547,842
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
4,099
shares
|
$547,708
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
4,082
shares
|
$545,436
0.05% of portfolio
|
Q2 2024
Added 13.96%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,061
shares
|
$542,630
0.05% of portfolio
|
Q3 2024
Added 33.02%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
4,051
shares
|
$541,294
0.08% of portfolio
|
Q4 2022
Added 77.52%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
4,035
shares
|
$539,156
0.16% of portfolio
|
Q3 2023
Reduced 2.42%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
4,033
shares
|
$538,889
0.23% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
4,031
shares
|
$538,622
0.28% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
4,028
shares
|
$538,221
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
4,026
shares
|
$537,954
0.07% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
4,023
shares
|
$537,553
0.28% of portfolio
|
Q4 2023
Added 25.02%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
4,018
shares
|
$536,885
0.08% of portfolio
|
Q3 2024
Added 46.86%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
4,004
shares
|
$535,014
0.11% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
4,004
shares
|
$535,014
0.02% of portfolio
|
Q2 2023
Reduced 8.17%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,981
shares
|
$531,941
0.01% of portfolio
|
Q1 2024
Reduced 15.08%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
3,966
shares
|
$529,936
0.13% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
3,948
shares
|
$527,531
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
3,945
shares
|
$527,130
0.09% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
3,942
shares
|
$526,730
0.34% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
3,939
shares
|
$526,329
0.02% of portfolio
|
Q2 2024
Added 103.15%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,920
shares
|
$523,790
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,920
shares
|
$523,790
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
3,907
shares
|
$522,053
0.17% of portfolio
|
Q3 2024
Reduced 19.99%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
3,905
shares
|
$521,786
0.08% of portfolio
|
Q3 2024
Reduced 28.84%
|