VANGUARD WHITEHALL FDS (VYM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,994
Reporting holders
$28.5B
Reported value
1.0%
Held as options
+53
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $2.0B | 12,643,649 | 0.13% | 31q | -0.9%-$18.1M |
| MORGAN STANLEY | $1.7B | 10,662,582 | 0.09% | 35q | +3.0%+$48.7M |
| RAYMOND JAMES FINANCIAL INC | $1.3B | 8,009,206 | 0.34% | 7q | +5.1%+$61.9M |
| LPL Financial LLC | $1.1B | 7,241,202 | 0.26% | 31q | +7.1%+$76.1M |
| WELLS FARGO & COMPANY/MN | $964.1M | 6,100,827 | 0.16% | 31q | -49.9%-$961.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $886.2M | 5,607,852 | 0.55% | 30q | +107.2%+$458.5M |
| JPMORGAN CHASE & CO | $875.7M | 5,526,857 | 0.05% | 31q | +1.3%+$11.5M |
| Creative Planning | $606.0M | 3,834,889 | 0.35% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $587.2M | 3,715,315 | 0.12% | 31q | -49.4%-$572.2M |
| UBS Group AG | $580.7M | 3,674,450 | 0.07% | 31q | -1.3%-$7.6M |
| ENVESTNET ASSET MANAGEMENT INC | $571.1M | 3,613,813 | 0.13% | 31q | +4.7%+$25.6M |
| JONES FINANCIAL COMPANIES LLLP | $527.8M | 3,335,671 | 0.21% | 31q | +11.7%+$55.4M |
| Cetera Investment Advisers | $446.1M | 2,823,051 | 0.41% | 31q | +4.6%+$19.5M |
| ROYAL BANK OF CANADA | $398.0M | 2,518,659 | 0.06% | 31q | +1.7%+$6.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $358.2M | 2,266,781 | 0.45% | 31q | -5.3%-$19.9M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $345.2M | 2,184,266 | 2.58% | 4q | -2.0%-$7.1M |
| GOLDMAN SACHS GROUP INC | $288.0M | 1,822,230 | 0.03% | 31q | -2.1%-$6.1M |
| Rakuten Investment Management, Inc. | $268.6M | 1,695,054 | 0.78% | 25q | -40.3%-$181.0M |
| OSAIC HOLDINGS, INC. | $256.7M | 1,623,862 | 0.30% | 26q | +17.3%+$37.8M |
| HighTower Advisors, LLC | $231.8M | 1,466,544 | 0.22% | 22q | +0.8%+$1.8M |
| Pathstone Holdings, LLC | $225.2M | 1,425,288 | 0.66% | 11q | +1.9%+$4.1M |
| SCS Capital Management LLC | $224.8M | 1,422,806 | 2.12% | 6q | -2.8%-$6.4M |
| Corient Private Wealth LP | $221.5M | 1,401,758 | 0.14% | 15q | +93.7%+$107.1M |
| STIFEL FINANCIAL CORP | $219.8M | 1,390,923 | 0.18% | 31q | +1.1%+$2.4M |
| Kestra Advisory Services, LLC | $195.4M | 1,236,739 | 0.63% | 24q | -1.9%-$3.8M |
| Howard Capital Management, LLC | $179.0M | 1,132,957 | 2.13% | 8q | HELD |
| Joel Isaacson & Co., LLC | $166.5M | 1,053,342 | 4.82% | 31q | +1.3%+$2.1M |
| Baird Financial Group, Inc. | $152.5M | 965,211 | 0.21% | 31q | +1.0%+$1.5M |
| CAPTRUST FINANCIAL ADVISORS | $150.3M | 951,013 | 0.23% | 31q | +11.0%+$14.9M |
| TRUIST FINANCIAL CORP | $148.9M | 942,212 | 0.18% | 31q | HELD |
| PNC Financial Services Group, Inc. | $145.0M | 917,460 | 0.07% | 31q | HELD |
| D.A. DAVIDSON & CO. | $137.2M | 868,322 | 0.76% | 31q | HELD |
| Arax Advisory Partners | $131.1M | 829,634 | 0.87% | 29q | +1128.0%+$120.4M |
| Wharton Business Group, LLC | $129.7M | 820,989 | 4.34% | 19q | -7.7%-$10.8M |
| Florida Trust Wealth Management Co | $126.3M | 798,906 | 3.14% | 11q | +1.2%+$1.5M |
| Cerity Partners LLC | $126.2M | 798,791 | 0.15% | 31q | +3.1%+$3.8M |
| JANE STREET GROUP, LLC | $125.7M | options only | 0.01% | 8q | OPTIONS |
| BANK OF MONTREAL /CAN/ | $118.6M | 750,642 | 0.04% | 31q | HELD |
| One Day In July LLC | $118.3M | 748,425 | 8.22% | 31q | +2.4%+$2.7M |
| Martel Wealth Advisors LLC | $118.1M | 747,548 | 18.58% | 32q | +1.7%+$1.9M |
| Auto-Owners Insurance Co | $114.4M | 724,200 | 2.58% | 15q | -30.1%-$49.2M |
| Allworth Financial LP | $113.1M | 715,436 | 0.48% | 31q | -4.6%-$5.4M |
| Equitable Holdings, Inc. | $108.4M | 686,126 | 0.65% | 27q | -0.9%-$963.5K |
| HCR Wealth Advisors | $103.7M | 656,338 | 9.28% | 27q | +1.6%+$1.6M |
| INSPIRION WEALTH ADVISORS, LLC | $100.0M | 631,801 | 11.45% | 31q | +7.7%+$7.1M |
| Stratos Wealth Partners, LTD. | $99.8M | 631,378 | 1.00% | 31q | +0.6%+$553.1K |
| MML INVESTORS SERVICES, LLC | $99.1M | 627,405 | 0.20% | 31q | +20.1%+$16.6M |
| Merit Financial Group, LLC | $93.2M | 589,936 | 0.28% | 17q | +102.8%+$47.3M |
| ASSETMARK, INC | $91.9M | 581,756 | 0.16% | 31q | -12.1%-$12.7M |
| SBI Securities Co., Ltd. | $91.6M | 579,951 | 2.08% | 7q | -1.1%-$1.0M |
| Mariner, LLC | $89.7M | 567,887 | 0.09% | 31q | -2.6%-$2.4M |
| MARINO, STRAM & ASSOCIATES LLC | $89.7M | 567,525 | 14.29% | 31q | +1.4%+$1.2M |
| Focus Partners Wealth | $89.7M | 567,493 | 0.09% | 11q | +7.6%+$6.4M |
| PINNACLE ASSOCIATES LTD | $87.9M | 556,485 | 0.96% | 31q | +1.0%+$902.5K |
| Mesirow Financial Investment Management, Inc. | $87.6M | 554,044 | 1.38% | 11q | HELD |
| Waverly Advisors, LLC | $86.1M | 544,941 | 0.50% | 15q | +24.7%+$17.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $86.0M | options only | 0.01% | 31q | OPTIONS |
| Steward Partners Investment Advisory, LLC | $81.7M | 517,115 | 0.42% | 31q | HELD |
| Human Investing LLC | $75.8M | 495,198 | 5.20% | 25q | +99.7%+$37.8M |
| AQR CAPITAL MANAGEMENT LLC | $75.4M | 476,821 | 0.03% | 11q | +8.4%+$5.8M |
| Arlington Trust Co LLC | $72.6M | 459,352 | 6.13% | 12q | HELD |
| Wellspring Financial Advisors, LLC | $71.5M | 2,958,647 | 4.71% | 26q | +1.7%+$1.2M |
| Baltimore-Washington Financial Advisors, Inc. | $67.2M | 425,390 | 2.51% | 31q | +1.0%+$663.3K |
| Wealthcare Advisory Partners LLC | $63.5M | 401,762 | 1.20% | 31q | +1.2%+$761.2K |
| Integrated Wealth Concepts LLC | $60.6M | 383,216 | 0.30% | 31q | +65.0%+$23.9M |
| Cornerstone Advisory, LLC | $60.3M | 381,419 | 5.00% | 31q | +7.8%+$4.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $60.2M | 381,117 | 0.03% | 31q | +10.3%+$5.6M |
| Waldron Private Wealth LLC | $59.3M | 375,558 | 2.05% | 31q | HELD |
| FMR LLC | $58.3M | 368,755 | 0.00% | 31q | +6.8%+$3.7M |
| COMMERCE BANK | $57.9M | 366,684 | 0.25% | 31q | -0.6%-$359.5K |
| HANCOCK WHITNEY CORP | $57.1M | 361,160 | 0.95% | 31q | -3.3%-$1.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $56.9M | 353,157 | 0.10% | 16q | +2.2%+$1.2M |
| DAVENPORT & Co LLC | $55.7M | 352,667 | 0.27% | 23q | +5.2%+$2.7M |
| KEYBANK NATIONAL ASSOCIATION/OH | $54.3M | 343,741 | 0.18% | 31q | +4.0%+$2.1M |
| Zhang Financial LLC | $54.3M | 343,695 | 1.59% | 18q | +4.3%+$2.2M |
| NewEdge Advisors, LLC | $54.1M | 342,284 | 0.16% | new | NEW |
| White Lighthouse Investment Management Inc. | $54.0M | 341,684 | 6.73% | 31q | -10.8%-$6.5M |
| Private Advisor Group, LLC | $53.5M | 338,797 | 0.25% | 31q | -11.5%-$6.9M |
| Beacon Pointe Advisors, LLC | $53.2M | 336,885 | 0.25% | 31q | +26.1%+$11.0M |
| MBM WEALTH CONSULTANTS, LLC | $52.0M | 329,351 | 10.04% | 31q | -0.6%-$320.0K |
| Round Rock Advisors LLC | $51.3M | 324,884 | 6.61% | 23q | +3.8%+$1.9M |
| Operose Advisors LLC | $51.1M | 323,133 | 9.87% | 19q | -1.3%-$696.7K |
| Alliance Wealth Advisors, LLC /UT | $51.0M | 322,587 | 9.61% | 4q | +29.6%+$11.7M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $49.7M | 314,360 | 0.37% | 27q | -5.6%-$2.9M |
| Pinnacle Wealth Management Advisory Group, LLC | $49.3M | 312,243 | 2.94% | 31q | +1.7%+$843.6K |
| Twele Capital Management, Inc. | $46.3M | 293,079 | 7.56% | 31q | -1.7%-$813.2K |
| SEI INVESTMENTS CO | $46.3M | 292,707 | 0.04% | 31q | +0.9%+$407.6K |
| Heartwood Wealth Advisors LLC | $43.9M | 277,781 | 3.41% | 27q | +3.3%+$1.4M |
| Valmark Advisers, Inc. | $43.0M | 272,000 | 0.46% | 31q | +3.4%+$1.4M |
| Clearstead Advisors, LLC | $42.9M | 271,152 | 0.40% | 26q | +38.5%+$11.9M |
| Lido Advisors, LLC | $42.7M | 270,440 | 0.12% | 31q | +4.6%+$1.9M |
| ACT WEALTH MANAGEMENT, LLC | $42.7M | 270,374 | 12.56% | 23q | +0.6%+$253.2K |
| Allen Investment Management, LLC | $42.4M | 268,026 | 0.50% | 5q | +63.2%+$16.4M |
| M&T Bank Corp | $41.9M | 265,343 | 0.12% | 31q | -5.9%-$2.6M |
| Apella Capital, LLC | $41.8M | 259,947 | 0.59% | 20q | -5.6%-$2.5M |
| NEW ENGLAND ASSET MANAGEMENT INC | $41.0M | 259,525 | 4.75% | 26q | +0.7%+$300.3K |
| Crews Bank & Trust | $39.4M | 249,044 | 5.14% | 7q | +1.1%+$428.1K |
| Arkadios Wealth Advisors | $38.6M | 244,299 | 0.58% | 27q | +2.2%+$839.6K |
| Beacon Bank & Trust | $38.1M | 240,848 | 3.65% | 2q | +211.6%+$25.8M |
| FIFTH THIRD BANCORP | $37.5M | 237,153 | 0.06% | 31q | HELD |
Showing the largest 100 of 2,062 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,994 | $28.5B | 181,419,441 | 120 | 680 | 589 | 1.0% |
| Q1 2026 | 1,941 | $27.0B | 182,849,351 | 110 | 675 | 575 | 1.2% |
| Q4 2025 | 1,929 | $24.4B | 171,084,483 | 96 | 660 | 494 | 1.0% |
| Q3 2025 | 1,764 | $23.7B | 169,076,341 | 96 | 608 | 524 | 1.3% |
| Q2 2025 | 1,720 | $21.1B | 158,483,945 | 85 | 611 | 500 | 1.4% |
| Q1 2025 | 1,708 | $20.6B | 159,699,410 | 91 | 585 | 564 | 1.5% |
| Q4 2024 | 1,707 | $21.5B | 170,124,803 | 69 | 579 | 476 | 0.6% |
| Q3 2024 | 1,559 | $21.3B | 166,344,615 | 104 | 527 | 466 | 1.4% |
| Q2 2024 | 1,485 | $18.9B | 161,337,135 | 62 | 481 | 503 | 1.1% |
| Q1 2024 | 1,498 | $21.5B | 179,373,416 | 94 | 440 | 555 | 1.2% |
| Q4 2023 | 1,457 | $19.1B | 169,466,199 | 94 | 426 | 523 | 0.8% |
| Q3 2023 | 1,320 | $16.6B | 159,376,043 | 51 | 416 | 487 | 0.7% |
| Q2 2023 | 1,321 | $16.0B | 149,619,108 | 69 | 444 | 470 | 1.0% |
| Q1 2023 | 1,283 | $15.3B | 144,778,890 | 68 | 452 | 397 | 0.5% |
| Q4 2022 | 1,230 | $15.4B | 141,802,918 | 119 | 470 | 307 | 0.6% |
| Q3 2022 | 1,324 | $15.4B | 161,215,700 | 70 | 566 | 331 | 0.8% |
| Q2 2022 | 1,330 | $15.9B | 155,185,990 | 78 | 582 | 328 | 0.7% |
| Q1 2022 | 1,342 | $15.2B | 133,462,641 | 100 | 557 | 346 | 1.2% |
| Q4 2021 | 1,291 | $14.5B | 126,652,256 | 73 | 486 | 293 | 2.0% |
| Q3 2021 | 1,129 | $11.8B | 113,410,302 | 59 | 441 | 295 | 1.3% |
| Q2 2021 | 1,131 | $12.0B | 112,918,741 | 73 | 456 | 314 | 1.1% |
| Q1 2021 | 1,103 | $11.9B | 116,387,195 | 89 | 427 | 331 | 0.8% |
| Q4 2020 | 1,069 | $11.1B | 120,355,491 | 98 | 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% |