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 1,894 institutions that hold shares in the stock, with a total of 190 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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
94,327
shares
|
$12.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
94,168
shares
|
$12.5 Million
2.97% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
93,793
shares
|
$12.5 Million
3.47% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
93,282
shares
|
$12.4 Million
0.65% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
91,679
shares
|
$12.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 97.19%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
91,449
shares
|
$12.2 Million
0.59% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
91,224
shares
|
$12.1 Million
2.95% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
90,693
shares
|
$12.1 Million
3.31% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
89,594
shares
|
$11.9 Million
1.75% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
89,234
shares
|
$11.9 Million
2.07% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Ironwood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
88,739
shares
|
$11.8 Million
5.55% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
88,632
shares
|
$11.8 Million
0.39% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
88,365
shares
|
$11.8 Million
0.13% of portfolio
|
Q3 2024
Added 94.37%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
88,247
shares
|
$11.8 Million
3.33% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
87,746
shares
|
$11.7 Million
6.04% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
87,143
shares
|
$11.6 Million
2.31% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
86,905
shares
|
$11.6 Million
0.11% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
85,650
shares
|
$11.4 Million
5.48% of portfolio
|
Q1 2024
Reduced 2.28%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
85,133
shares
|
$11.3 Million
3.11% of portfolio
|
Q4 2024
Reduced 16.31%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
84,923
shares
|
$11.3 Million
1.19% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
84,403
shares
|
$11.2 Million
0.91% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
83,514
shares
|
$11.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
83,423
shares
|
$11.1 Million
3.91% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
82,948
shares
|
$11 Million
0.15% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
81,294
shares
|
$10.8 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.13%
|