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 1,906 institutions that hold shares in the stock, with a total of 191 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 |
|---|---|---|---|---|---|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
23,566
shares
|
$3.16 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
23,529
shares
|
$3.15 Million
3.02% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,511
shares
|
$3.15 Million
0.09% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
23,212
shares
|
$3.11 Million
1.0% of portfolio
|
Q3 2024
Added 32.59%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
23,169
shares
|
$3.1 Million
0.07% of portfolio
|
Q4 2024
Added 13.52%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
22,999
shares
|
$3.08 Million
0.21% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
22,804
shares
|
$3.05 Million
0.38% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
22,796
shares
|
$3.05 Million
1.25% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
22,410
shares
|
$3 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
22,362
shares
|
$3 Million
0.71% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
22,221
shares
|
$2.98 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
22,086
shares
|
$2.96 Million
1.84% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
21,996
shares
|
$2.95 Million
0.9% of portfolio
|
Q3 2023
Added 6.03%
|
|
|
Keystone Financial Planning, Inc.
|
Jan 13, 2025 Q4 2024 |
21,889
shares
|
$2.93 Million
0.89% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
21,765
shares
|
$2.92 Million
0.06% of portfolio
|
Q4 2024
Added 12.81%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
21,732
shares
|
$2.91 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
21,702
shares
|
$2.91 Million
0.27% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
21,618
shares
|
$2.9 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
21,596
shares
|
$2.89 Million
0.33% of portfolio
|
Q1 2024
Added 0.68%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
21,484
shares
|
$2.88 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
21,350
shares
|
$2.86 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
21,342
shares
|
$2.86 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
21,274
shares
|
$2.85 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
21,212
shares
|
$2.84 Million
0.42% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
21,151
shares
|
$2.83 Million
0.16% of portfolio
|
Q2 2022
Added 10.79%
|