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 1,866 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 $25.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
79,289
shares
|
$10.5 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
78,982
shares
|
$10.5 Million
3.44% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
78,930
shares
|
$10.4 Million
6.75% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
78,876
shares
|
$10.4 Million
1.24% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
78,528
shares
|
$10.4 Million
5.72% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
77,885
shares
|
$10.3 Million
0.27% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
77,495
shares
|
$10.3 Million
2.03% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
77,107
shares
|
$10.2 Million
2.38% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
77,092
shares
|
$10.2 Million
1.2% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
76,204
shares
|
$10.1 Million
2.38% of portfolio
|
Q2 2022
Added 0.27%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
76,086
shares
|
$10.1 Million
0.17% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
75,867
shares
|
$10 Million
9.33% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
75,071
shares
|
$9.93 Million
1.63% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
74,403
shares
|
$9.85 Million
3.78% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
73,856
shares
|
$9.77 Million
6.15% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
73,708
shares
|
$9.75 Million
6.35% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
73,616
shares
|
$9.74 Million
2.28% of portfolio
|
Q4 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
73,449
shares
|
$9.72 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
72,880
shares
|
$9.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
72,689
shares
|
$9.62 Million
0.18% of portfolio
|
Q3 2024
Added 60.2%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
72,526
shares
|
$9.6 Million
0.26% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
72,195
shares
|
$9.55 Million
2.27% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
71,912
shares
|
$9.52 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
71,805
shares
|
$9.5 Million
0.15% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
71,306
shares
|
$9.44 Million
0.09% of portfolio
|
Q4 2024
Added 11.31%
|