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 |
|---|---|---|---|---|---|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
167,476
shares
|
$22.6 Million
6.25% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
167,461
shares
|
$22.6 Million
1.33% of portfolio
|
Q3 2022
Added 8.22%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
167,160
shares
|
$22.5 Million
9.89% of portfolio
|
Q1 2023
Reduced 20.6%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
165,732
shares
|
$22.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
164,433
shares
|
$22.2 Million
5.38% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
163,754
shares
|
$22.1 Million
0.67% of portfolio
|
Q3 2022
Added 1.72%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
162,319
shares
|
$21.9 Million
2.8% of portfolio
|
Q2 2023
Added 1.23%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
162,038
shares
|
$21.8 Million
1.51% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
161,475
shares
|
$21.8 Million
7.1% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
158,811
shares
|
$21.4 Million
0.22% of portfolio
|
Q1 2025
Added 71.63%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
157,149
shares
|
$21.2 Million
2.87% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
156,954
shares
|
$21.2 Million
0.13% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
156,082
shares
|
$21 Million
0.83% of portfolio
|
Q1 2025
Reduced 15.91%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
155,286
shares
|
$20.9 Million
4.82% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
153,273
shares
|
$20.7 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
152,779
shares
|
$20.6 Million
4.2% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
151,537
shares
|
$20.4 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
151,475
shares
|
$20.4 Million
1.23% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
150,468
shares
|
$20.3 Million
0.06% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
149,403
shares
|
$20.1 Million
0.57% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
149,397
shares
|
$20.1 Million
0.78% of portfolio
|
Q1 2025
Added 822.6%
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
148,671
shares
|
$20 Million
16.02% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
147,302
shares
|
$19.9 Million
0.03% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Mittelman Wealth Management
Andover, MA |
May 15, 2025 Q1 2025 |
147,052
shares
|
$19.8 Million
17.11% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
146,459
shares
|
$19.7 Million
1.42% of portfolio
|
Q2 2025
Added 4.15%
|