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 1,947 institutions that hold shares in the stock, with a total of 194 Million shares, which have been reported (via 13F filing form) to have a value of $26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
15,133,322
shares
|
$2.03 Billion
36.56% of portfolio
|
Q4 2023
Reduced 18.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
13,740,556
shares
|
$1.84 Billion
0.15% of portfolio
|
Q4 2024
Added 21.27%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,748,773
shares
|
$1.31 Billion
0.09% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
7,221,557
shares
|
$968 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
5,643,230
shares
|
$756 Million
0.3% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,457,629
shares
|
$732 Million
0.06% of portfolio
|
Q4 2024
Added 152.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,013,329
shares
|
$672 Million
0.15% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
4,854,657
shares
|
$651 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,025,812
shares
|
$540 Million
0.7% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
3,649,157
shares
|
$489 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,444,807
shares
|
$462 Million
0.12% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,205,672
shares
|
$430 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,019,082
shares
|
$405 Million
0.07% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
2,968,984
shares
|
$398 Million
6.36% of portfolio
|
Q4 2024
Added 29.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,405,850
shares
|
$323 Million
0.06% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,343,545
shares
|
$314 Million
0.44% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,274,060
shares
|
$305 Million
0.27% of portfolio
|
Q4 2024
Added 20.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,187,615
shares
|
$293 Million
0.69% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
2,035,787
shares
|
$273 Million
0.04% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,804,471
shares
|
$242 Million
0.64% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,630,781
shares
|
$219 Million
0.2% of portfolio
|
Q4 2024
Added 13.89%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,595,820
shares
|
$214 Million
10.73% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,546,608
shares
|
$207 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,502,345
shares
|
$201 Million
1.0% of portfolio
|
Q2 2023
Reduced 94.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
1,431,137
shares
|
$192 Million
0.82% of portfolio
|
Q4 2024
Reduced 2.26%
|