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 1,842 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
319,979
shares
|
$42.4 Million
0.77% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
318,101
shares
|
$42.1 Million
12.59% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
315,758
shares
|
$41.8 Million
0.44% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
306,653
shares
|
$40.6 Million
5.46% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
292,873
shares
|
$38.8 Million
3.55% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
292,300
shares
|
$38.7 Million
7.08% of portfolio
|
Q1 2024
Added 199.4%
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
288,232
shares
|
$38.2 Million
7.79% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
280,521
shares
|
$37.1 Million
1.97% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
279,520
shares
|
$37 Million
2.07% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
278,940
shares
|
$36.9 Million
0.05% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
275,754
shares
|
$36.5 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
273,235
shares
|
$36.2 Million
0.23% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
265,737
shares
|
$35.2 Million
3.86% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
265,405
shares
|
$35.1 Million
7.01% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
262,108
shares
|
$34.7 Million
3.24% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
256,897
shares
|
$34 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
254,011
shares
|
$33.6 Million
11.76% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Cvs Health Corp
Woonsocket, RI |
Nov 08, 2024 Q3 2024 |
252,032
shares
|
$33.4 Million
14.03% of portfolio
|
Q2 2023
Added 18.42%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
251,622
shares
|
$33.3 Million
10.95% of portfolio
|
Q1 2024
Reduced 18.43%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
249,220
shares
|
$33 Million
3.59% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
242,505
shares
|
$32.1 Million
5.51% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
242,074
shares
|
$32 Million
0.04% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
240,686
shares
|
$31.9 Million
3.9% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
238,579
shares
|
$31.6 Million
14.23% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
231,878
shares
|
$30.7 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.95%
|