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 |
|---|---|---|---|---|---|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
70,996
shares
|
$9.39 Million
1.27% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
70,290
shares
|
$9.3 Million
3.71% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
70,286
shares
|
$9.3 Million
2.57% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
70,077
shares
|
$9.27 Million
0.61% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
70,033
shares
|
$9.27 Million
0.6% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
69,969
shares
|
$9.26 Million
0.33% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
69,863
shares
|
$9.24 Million
3.38% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
69,693
shares
|
$9.22 Million
3.91% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
69,204
shares
|
$9.16 Million
0.98% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
68,946
shares
|
$9.12 Million
0.73% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
68,945
shares
|
$9.12 Million
1.36% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
68,901
shares
|
$9.12 Million
0.48% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
67,394
shares
|
$8.92 Million
5.08% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
67,246
shares
|
$8.9 Million
1.43% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
66,684
shares
|
$8.82 Million
3.81% of portfolio
|
Q2 2023
Added 0.2%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
66,446
shares
|
$8.79 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
66,326
shares
|
$8.78 Million
0.31% of portfolio
|
Q3 2024
Reduced 35.76%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
66,019
shares
|
$8.74 Million
0.08% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
65,793
shares
|
$8.71 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
65,557
shares
|
$8.67 Million
0.07% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
65,517
shares
|
$8.67 Million
0.33% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
65,492
shares
|
$8.67 Million
0.68% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
65,382
shares
|
$8.65 Million
0.72% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
65,092
shares
|
$8.61 Million
0.57% of portfolio
|
Q3 2024
Added 11.5%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
65,054
shares
|
$8.61 Million
0.34% of portfolio
|
Q3 2024
Added 1.12%
|