# VANGUARD WHITEHALL FDS (VYM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VYM/

- Reporting holders: 119
- Reported value: $609.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $103.8M | 668,825 | 11.8% | 32 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $43.1M | 277,424 | 3.4% | 28 |
| [ACT WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1814191-act-wealth-management-llc/) | $42.5M | 274,034 | 12.5% | 24 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $36.1M | 232,557 | 0.9% | 24 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $34.3M | 220,932 | 0.2% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $30.4M | 193,008 | 0.4% | 21 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $27.8M | 178,978 | 2.6% | 32 |
| [Buska Wealth Management, LLC](https://holderbook.com/funds/1910503-buska-wealth-management-llc/) | $27.3M | 175,852 | 9.4% | 11 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $23.4M | 150,801 | 4.7% | 4 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $16.1M | 103,664 | 1.8% | 23 |
| [PPS&V ASSET MANAGEMENT CONSULTANTS, INC.](https://holderbook.com/funds/1936380-pps-v-asset-management-consultants-inc/) | $12.0M | 77,566 | 6.5% | 16 |
| [Adirondack Capital Advisors, LLC](https://holderbook.com/funds/2107623-adirondack-capital-advisors-llc/) | $11.6M | 74,944 | 6.0% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $11.3M | 72,726 | 0.3% | 9 |
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $10.7M | 68,924 | 3.7% | 20 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $10.3M | 66,088 | 1.8% | 30 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $9.0M | 57,745 | 0.2% | 16 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $8.4M | 54,347 | 1.9% | 20 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $7.1M | 45,928 | 2.8% | 4 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $6.8M | 43,847 | 3.5% | 3 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $6.6M | 42,344 | 2.0% | 1 |
| [Gallagher Capital Advisors, LLC](https://holderbook.com/funds/2034519-gallagher-capital-advisors-llc/) | $6.3M | 40,358 | 3.4% | 8 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $6.0M | 38,920 | 1.1% | 27 |
| [Trinity Financial Advisors LLC](https://holderbook.com/funds/1809574-trinity-financial-advisors-llc/) | $6.0M | 38,444 | 1.5% | 12 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $5.7M | 36,784 | 0.1% | 12 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $5.3M | 34,270 | 1.9% | 28 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 119 | $609.6M |
| Q2 2026 | 2,073 | $30.3B |
| Q1 2026 | 2,013 | $27.9B |
| Q4 2025 | 2,009 | $25.4B |
| Q3 2025 | 1,842 | $24.9B |
| Q2 2025 | 1,811 | $22.5B |
| Q1 2025 | 1,808 | $21.9B |
| Q4 2024 | 1,809 | $23.1B |
| Q3 2024 | 1,662 | $22.6B |
| Q2 2024 | 1,596 | $20.8B |
| Q1 2024 | 1,611 | $23.0B |
| Q4 2023 | 1,574 | $20.5B |