VANGUARD WHITEHALL FDS (VYM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
119
Reporting holders
$609.6M
Reported value
0.0%
Calls
0.0%
Puts
-1,954
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| INSPIRION WEALTH ADVISORS, LLC | $103.8M | 668,825 | 11.79% | 32q | +5.9%+$5.7M |
| Heartwood Wealth Advisors LLC | $43.1M | 277,424 | 3.40% | 28q | HELD |
| ACT WEALTH MANAGEMENT, LLC | $42.5M | 274,034 | 12.50% | 24q | +1.4%+$568.0K |
| Venture Visionary Partners LLC | $36.1M | 232,557 | 0.94% | 24q | +3.7%+$1.3M |
| Farther Finance Advisors, LLC | $34.3M | 220,932 | 0.24% | 16q | +28.7%+$7.6M |
| Apella Capital, LLC | $30.4M | 193,008 | 0.39% | 21q | -25.8%-$10.5M |
| Graves Light Lenhart Wealth, Inc. | $27.8M | 178,978 | 2.60% | 32q | -1.2%-$335.7K |
| Buska Wealth Management, LLC | $27.3M | 175,852 | 9.39% | 11q | +1.6%+$439.5K |
| Decker Wealth Management LLC | $23.4M | 150,801 | 4.75% | 4q | +1.0%+$240.1K |
| Capital Advisors Wealth Management, LLC | $16.1M | 103,664 | 1.81% | 23q | +3.1%+$488.7K |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $12.0M | 77,566 | 6.51% | 16q | -2.3%-$277.3K |
| Adirondack Capital Advisors, LLC | $11.6M | 74,944 | 6.01% | 4q | +4.8%+$530.3K |
| CoreCap Advisors, LLC | $11.3M | 72,726 | 0.32% | 9q | -1.4%-$165.6K |
| Montz Harcus Wealth Management LLC | $10.7M | 68,924 | 3.75% | 20q | +0.6%+$59.0K |
| Investors Research Corp | $10.3M | 66,088 | 1.80% | 30q | +3.5%+$343.1K |
| PARK NATIONAL CORP /OH/ | $9.0M | 57,745 | 0.24% | 16q | -10.0%-$994.4K |
| Apeiron RIA LLC | $8.4M | 54,347 | 1.92% | 20q | -7.5%-$683.5K |
| Kaizen Financial Strategies | $7.1M | 45,928 | 2.80% | 4q | +15.7%+$968.6K |
| Dickmeyer Boyce Financial Management, Inc. | $6.8M | 43,847 | 3.48% | 3q | +4.0%+$264.0K |
| LifeGoal Investments, LLC | $6.6M | 42,344 | 2.00% | new | NEW |
| Gallagher Capital Advisors, LLC | $6.3M | 40,358 | 3.36% | 8q | HELD |
| Rosenberg Matthew Hamilton | $6.0M | 38,920 | 1.08% | 27q | -1.3%-$77.1K |
| Trinity Financial Advisors LLC | $6.0M | 38,444 | 1.54% | 12q | -2.0%-$123.8K |
| SAPIENT CAPITAL LLC | $5.7M | 36,784 | 0.08% | 12q | -41.7%-$4.1M |
| McNaughton Wealth Management, LLC | $5.3M | 34,270 | 1.86% | 28q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $5.2M | 33,220 | 0.31% | 16q | HELD |
| Wedmont Private Capital | $5.0M | 31,861 | 0.12% | 20q | -1.3%-$64.6K |
| ROCKLAND TRUST CO | $5.0M | 32,000 | 0.19% | 32q | -1.5%-$76.0K |
| Friday Financial | $4.7M | 30,208 | 0.93% | 6q | +763.3%+$4.1M |
| Trust Co | $4.1M | 26,247 | 0.35% | 30q | -14.2%-$675.4K |
| Sunburst Financial Group, LLC | $3.9M | 25,161 | 0.62% | 28q | -1.2%-$46.6K |
| DAVIDSON TRUST CO | $3.6M | 23,133 | 1.42% | 28q | HELD |
| Bangor Savings Bank | $3.6M | 23,103 | 0.27% | 18q | +8.3%+$274.1K |
| Hickory Point Bank & Trust | $3.5M | 22,311 | 2.08% | 8q | +3.6%+$119.8K |
| Montecito Bank & Trust | $3.2M | 20,808 | 0.49% | 31q | HELD |
| New Covenant Trust Company, N.A. | $3.0M | 19,544 | 2.10% | 11q | HELD |
| M.E. ALLISON & CO., INC. | $3.0M | 19,387 | 1.69% | 8q | +1.0%+$30.0K |
| Avidian Wealth Enterprises, LLC | $2.8M | 18,227 | 0.08% | 24q | +4.5%+$121.8K |
| COLLECTIVE FAMILY OFFICE LLC | $2.7M | 17,323 | 0.56% | 24q | +2.9%+$76.8K |
| Weaver Consulting Group | $2.5M | 15,994 | 0.48% | 31q | HELD |
| Financial Enhancement Group LLC | $2.4M | 15,104 | 0.27% | 7q | -0.9%-$21.3K |
| Gerald Baker Financial Group LLC | $2.3M | 14,903 | 0.65% | 3q | +5.3%+$117.2K |
| BRIGHTON SECURITIES CORP. | $2.3M | 14,832 | 0.96% | 8q | +0.7%+$16.9K |
| Cambridge Financial Group, LLC | $1.7M | 10,841 | 0.54% | 12q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $1.5M | 9,955 | 0.47% | 12q | -4.4%-$70.9K |
| Koenig Investment Advisory, LLC | $1.5M | 9,666 | 1.10% | 4q | +162.2%+$927.9K |
| Valeo Financial Advisors, LLC | $1.4M | 9,020 | 0.03% | 32q | +1.9%+$25.5K |
| Stonebridge Financial Group, LLC | $1.3M | 8,521 | 0.10% | 8q | -1.4%-$18.6K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $1.3M | 8,496 | 0.85% | 8q | +3.1%+$39.4K |
| Wisconsin Wealth Advisors, LLC | $1.3M | 8,133 | 1.06% | 7q | -1.3%-$17.1K |
| TITLEIST ASSET MANAGEMENT, LLC | $1.2M | 7,876 | 0.08% | 15q | -1.5%-$19.1K |
| American National Bank of Texas | $1.2M | 7,579 | 1.07% | 5q | +15.3%+$155.7K |
| SigFig Wealth Management, LLC | $1.1M | 7,112 | 0.03% | 15q | +5.5%+$57.3K |
| Taylor & Morgan Wealth Management, LLC | $1.1M | 6,972 | 0.52% | 20q | HELD |
| Exchange Bank | $1.0M | 6,673 | 0.64% | 12q | +34.3%+$264.8K |
| TOMPKINS FINANCIAL CORP | $990.8K | 6,384 | 0.07% | 12q | HELD |
| Mallini Complete Financial Planning LLC | $984.0K | 6,340 | 0.69% | 8q | +99.5%+$490.8K |
| Asempa Wealth Advisors | $956.5K | 6,157 | 0.73% | 4q | HELD |
| Factor Wealth Management LTD | $935.5K | 6,028 | 0.14% | 8q | -4.8%-$46.9K |
| EASTERN BANK | $893.0K | 5,754 | 0.01% | 9q | -9.8%-$97.3K |
| McAlister, Sweet & Associates, Inc. | $807.5K | 5,203 | 0.51% | 7q | HELD |
| Arbor Wealth Advisors LLC | $761.9K | 4,909 | 0.47% | 12q | HELD |
| Hardin Capital Partners, LLC | $746.0K | 4,807 | 0.36% | 3q | +243.6%+$528.9K |
| PRIVATE CLIENT SERVICES, LLC | $739.0K | 4,762 | 0.20% | 12q | +12.8%+$83.8K |
| KFA Private Wealth Group, LLC | $731.3K | 4,711 | 0.17% | 12q | -1.9%-$14.0K |
| Sound Income Strategies, LLC | $705.2K | 4,456 | 0.03% | 32q | -14.0%-$115.1K |
| Green Ridge Wealth Planning LLC | $703.8K | 4,535 | 0.28% | 4q | HELD |
| TrueWealth Advisors, LLC | $684.7K | 4,412 | 0.15% | 23q | HELD |
| Emergent Wealth Advisors, LLC | $617.0K | 3,976 | 0.32% | 12q | HELD |
| First Heartland Consultants, Inc. | $595.8K | 3,839 | 0.04% | 32q | +4.7%+$27.0K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $538.4K | 3,469 | 0.01% | 23q | -15.5%-$99.0K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $505.5K | 3,257 | 0.04% | 9q | HELD |
| RTD Financial Advisors, Inc. | $489.3K | 3,153 | 0.05% | new | NEW |
| Shulman DeMeo Asset Management LLC | $459.8K | 2,928 | 0.09% | 21q | HELD |
| Gradient Investments LLC | $455.8K | 2,937 | 0.01% | 5q | +81.1%+$204.1K |
| Breakwater Capital Group | $447.3K | 2,882 | 0.05% | 7q | HELD |
| MassMutual Private Wealth & Trust, FSB | $434.7K | 2,801 | 0.01% | 28q | +42.4%+$129.4K |
| Castleview Partners, LLC | $431.9K | 2,782 | 0.19% | 3q | -50.4%-$439.5K |
| Acropolis Investment Management, LLC | $415.7K | 2,679 | 0.02% | 18q | -49.9%-$413.4K |
| Bath Savings Trust Co | $411.3K | 2,650 | 0.04% | 3q | +18.8%+$65.0K |
| Marquette Asset Management, LLC | $396.6K | 2,555 | 0.05% | 9q | HELD |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $389.9K | 2,512 | 0.03% | 2q | +59.8%+$145.9K |
| Olistico Wealth, LLC | $382.3K | 2,463 | 0.16% | 10q | -99.3%-$56.4M |
| Insight Wealth Strategies, LLC | $380.2K | 2,450 | 0.04% | 9q | -5.8%-$23.4K |
| Cooper Financial Group | $362.1K | 2,333 | 0.03% | 12q | +2.8%+$9.9K |
| ATWOOD & PALMER INC | $361.6K | 2,330 | 0.02% | 6q | HELD |
| Legacy Private Trust Co. | $349.2K | 2,250 | 0.02% | 32q | -7.9%-$29.8K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $341.9K | 2,203 | 0.05% | 18q | HELD |
| Galvin, Gaustad & Stein, LLC | $336.0K | 2,164 | 0.03% | 12q | HELD |
| Planning Strategies Inc. | $327.9K | 2,113 | 0.19% | 2q | HELD |
| MRA Advisory Group | $271.3K | 1,748 | 0.10% | 24q | HELD |
| ZynergyRetirementPlanningLLC | $261.5K | 1,685 | 0.14% | 10q | HELD |
| Everhart Financial Group, Inc. | $259.3K | 1,670 | 0.02% | 9q | HELD |
| CHAPIN DAVIS, INC. | $241.3K | 1,555 | 0.05% | 16q | HELD |
| Atlas Brown,Inc. | $230.5K | 1,485 | 0.06% | 4q | +2.1%+$4.7K |
| GAMMA Investing LLC | $220.1K | 1,418 | 0.01% | 12q | HELD |
| Grove Bank & Trust | $211.7K | 1,364 | 0.02% | 16q | HELD |
| Prosperity Planning, Inc. | $204.5K | 1,318 | 0.05% | 13q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $203.0K | 1,308 | 0.01% | 13q | -15.4%-$36.9K |
| Successful Portfolios LLC | $201.8K | 1,285 | 0.09% | new | NEW |
Showing the largest 100 of 122 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 119 | $609.6M | 3,923,739 | 5 | 36 | 33 | 0.0% |
| Q2 2026 | 2,073 | $30.3B | 192,764,302 | 126 | 707 | 609 | 1.0% |
| Q1 2026 | 2,013 | $27.9B | 189,083,149 | 113 | 705 | 597 | 1.1% |
| Q4 2025 | 2,009 | $25.4B | 177,404,549 | 100 | 686 | 506 | 1.0% |
| Q3 2025 | 1,842 | $24.9B | 177,260,820 | 103 | 634 | 549 | 1.2% |
| Q2 2025 | 1,811 | $22.5B | 168,868,491 | 87 | 644 | 526 | 1.4% |
| Q1 2025 | 1,808 | $21.9B | 170,299,745 | 98 | 620 | 593 | 1.4% |
| Q4 2024 | 1,809 | $23.1B | 182,095,437 | 79 | 603 | 507 | 0.6% |
| Q3 2024 | 1,662 | $22.6B | 176,300,058 | 109 | 562 | 493 | 1.4% |
| Q2 2024 | 1,596 | $20.8B | 174,396,154 | 76 | 520 | 531 | 1.0% |
| Q1 2024 | 1,611 | $23.0B | 191,662,739 | 105 | 470 | 594 | 1.2% |
| Q4 2023 | 1,574 | $20.5B | 181,998,053 | 97 | 472 | 564 | 0.8% |
| Q3 2023 | 1,448 | $18.1B | 173,805,112 | 66 | 447 | 525 | 0.6% |
| Q2 2023 | 1,459 | $17.6B | 164,407,830 | 76 | 490 | 523 | 0.9% |
| Q1 2023 | 1,440 | $17.1B | 162,242,141 | 75 | 513 | 440 | 0.5% |
| Q4 2022 | 1,471 | $27.2B | 250,961,461 | 129 | 572 | 359 | 0.4% |
| Q3 2022 | 1,325 | $15.4B | 161,222,481 | 70 | 566 | 332 | 0.8% |
| Q2 2022 | 1,331 | $15.9B | 155,192,926 | 78 | 583 | 328 | 0.7% |
| Q1 2022 | 1,343 | $15.2B | 133,468,943 | 100 | 557 | 347 | 1.2% |
| Q4 2021 | 1,292 | $14.5B | 126,658,613 | 73 | 487 | 293 | 2.0% |
| Q3 2021 | 1,130 | $11.8B | 113,415,575 | 59 | 441 | 295 | 1.3% |
| Q2 2021 | 1,132 | $12.0B | 112,924,025 | 73 | 457 | 314 | 1.1% |
| Q1 2021 | 1,104 | $11.9B | 116,391,077 | 89 | 428 | 331 | 0.8% |
| Q4 2020 | 1,070 | $11.1B | 120,358,396 | 99 | 335 | 320 | 1.0% |
| Q3 2020 | 927 | $9.1B | 110,748,488 | 67 | 312 | 335 | 0.7% |
| Q2 2020 | 914 | $8.6B | 107,999,378 | 80 | 296 | 365 | 0.7% |
| Q1 2020 | 924 | $8.1B | 114,634,339 | 63 | 367 | 333 | 0.5% |
| Q4 2019 | 1,010 | $10.7B | 125,100,383 | 76 | 363 | 212 | 0.2% |
| Q3 2019 | 863 | $8.0B | 89,584,566 | 53 | 352 | 217 | 0.3% |
| Q2 2019 | 848 | $7.3B | 83,004,214 | 64 | 335 | 213 | 0.6% |
| Q1 2019 | 829 | $6.6B | 77,416,372 | 69 | 297 | 244 | 0.2% |
| Q4 2018 | 788 | $7.3B | 93,659,191 | 5 | 14 | 14 | 0.2% |