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 2,041 institutions that hold shares in the stock, with a total of 192 Million shares, which have been reported (via 13F filing form) to have a value of $27.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
147,566
shares
|
$20.9 Million
1.25% of portfolio
|
Q3 2025
Added 17.95%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
146,688
shares
|
$20.8 Million
4.32% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
144,055
shares
|
$20.4 Million
1.4% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
143,776
shares
|
$20.3 Million
4.01% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
143,525
shares
|
$20.3 Million
5.61% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
143,208
shares
|
$20.3 Million
1.58% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
139,937
shares
|
$19.8 Million
3.85% of portfolio
|
Q4 2022
Added 11.77%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
138,702
shares
|
$19.6 Million
2.51% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
138,316
shares
|
$19.6 Million
0.6% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Northside Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
138,090
shares
|
$19.5 Million
1.85% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
137,092
shares
|
$19.4 Million
1.76% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
136,777
shares
|
$19.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Mittelman Wealth Management
Andover, MA |
Aug 08, 2025 Q2 2025 |
136,560
shares
|
$19.3 Million
15.37% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Aug 13, 2025 Q2 2025 |
135,731
shares
|
$19.2 Million
6.2% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
135,490
shares
|
$19.2 Million
2.19% of portfolio
|
Q2 2023
Added 0.01%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
135,211
shares
|
$19.1 Million
0.51% of portfolio
|
Q2 2025
Added 264.6%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
130,702
shares
|
$18.5 Million
4.73% of portfolio
|
Q2 2022
Added 4.89%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
128,606
shares
|
$18.2 Million
1.41% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
128,380
shares
|
$18.2 Million
7.65% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
128,098
shares
|
$18.1 Million
0.25% of portfolio
|
Q2 2025
Added 22.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
127,847
shares
|
$18.1 Million
0.41% of portfolio
|
Q2 2025
Reduced 63.46%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
125,845
shares
|
$17.8 Million
1.16% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Jul 15, 2025 Q2 2025 |
125,823
shares
|
$17.8 Million
21.65% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
124,826
shares
|
$17.7 Million
1.29% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
124,090
shares
|
$17.6 Million
2.3% of portfolio
|
Q2 2025
Reduced 38.4%
|