VANGUARD WHITEHALL FDS (VYMI)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
49
Reporting holders
$167.1M
Reported value
0.0%
Calls
0.0%
Puts
-840
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 |
|---|---|---|---|---|---|
| KWMG, LLC | $23.3M | 230,372 | 1.68% | 19q | +4.0%+$891.6K |
| Buska Wealth Management, LLC | $18.4M | 182,114 | 6.34% | 7q | +27.8%+$4.0M |
| Capital Advisors Wealth Management, LLC | $17.5M | 173,101 | 1.97% | 19q | +3.0%+$508.8K |
| Wedmont Private Capital | $13.6M | 136,388 | 0.33% | 18q | -1.7%-$239.9K |
| RTD Financial Advisors, Inc. | $12.8M | 126,968 | 1.40% | 20q | -2.3%-$299.9K |
| Farther Finance Advisors, LLC | $11.6M | 114,989 | 0.08% | 15q | +8.4%+$898.6K |
| Heartwood Wealth Advisors LLC | $7.2M | 71,324 | 0.57% | 15q | HELD |
| Venture Visionary Partners LLC | $6.8M | 67,077 | 0.18% | 14q | HELD |
| Apeiron RIA LLC | $6.0M | 60,125 | 1.36% | 20q | -14.0%-$978.2K |
| Investors Research Corp | $5.5M | 54,164 | 0.96% | 13q | +8.5%+$428.1K |
| Gradient Investments LLC | $5.4M | 53,636 | 0.08% | 2q | +2.9%+$152.9K |
| Montecito Bank & Trust | $4.0M | 39,556 | 0.61% | 17q | +0.8%+$30.3K |
| Dickmeyer Boyce Financial Management, Inc. | $4.0M | 39,368 | 2.04% | 3q | +18.5%+$622.0K |
| SAPIENT CAPITAL LLC | $3.7M | 36,894 | 0.05% | 12q | -44.7%-$3.0M |
| Cambridge Financial Group, LLC | $2.9M | 29,688 | 0.92% | 12q | HELD |
| Apella Capital, LLC | $2.9M | 28,867 | 0.04% | 11q | +98.5%+$1.4M |
| Rosenberg Matthew Hamilton | $2.2M | 21,656 | 0.39% | 26q | -2.5%-$56.6K |
| BRIGHTON SECURITIES CORP. | $1.6M | 15,933 | 0.67% | 8q | +0.7%+$10.5K |
| Bath Savings Trust Co | $1.6M | 15,412 | 0.16% | 3q | +12.3%+$171.2K |
| CoreCap Advisors, LLC | $1.5M | 14,482 | 0.04% | 9q | +6.1%+$84.1K |
| American National Bank of Texas | $1.4M | 13,466 | 1.24% | 5q | +12.5%+$150.8K |
| SigFig Wealth Management, LLC | $1.3M | 13,141 | 0.03% | 11q | +3.3%+$42.2K |
| COLLECTIVE FAMILY OFFICE LLC | $1.3M | 12,388 | 0.26% | 24q | +1.2%+$15.2K |
| Avidian Wealth Enterprises, LLC | $1.1M | 11,201 | 0.03% | 3q | -2.6%-$30.2K |
| Harpswell Capital Advisors, LLC | $1.1M | 11,000 | 0.73% | 5q | HELD |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $920.7K | 9,104 | 0.59% | 4q | -5.3%-$51.8K |
| HF Advisory Group, LLC | $838.2K | 8,289 | 0.25% | 6q | -15.0%-$147.8K |
| Legacy Private Trust Co. | $741.3K | 7,330 | 0.04% | 7q | HELD |
| Factor Wealth Management LTD | $683.5K | 6,759 | 0.10% | 8q | +1.0%+$6.5K |
| Friday Financial | $618.1K | 6,192 | 0.12% | 8q | +0.6%+$3.6K |
| BURKETT FINANCIAL SERVICES, LLC | $555.3K | 5,491 | 0.17% | 3q | +3488.9%+$539.9K |
| TILIA FIDUCIARY PARTNERS, INC. | $555.0K | 5,488 | 0.13% | new | NEW |
| Nautilus Advisors LLC | $436.6K | 4,317 | 0.26% | 2q | +35.8%+$115.1K |
| Hardin Capital Partners, LLC | $388.7K | 3,843 | 0.19% | 2q | +69.9%+$159.9K |
| TITLEIST ASSET MANAGEMENT, LLC | $304.5K | 3,011 | 0.02% | 3q | +19.8%+$50.4K |
| GK Wealth Management LLC | $299.1K | 2,958 | 0.17% | 2q | HELD |
| TOMPKINS FINANCIAL CORP | $298.6K | 2,953 | 0.02% | 3q | HELD |
| GAMMA Investing LLC | $287.7K | 2,845 | 0.01% | 9q | HELD |
| Breakwater Capital Group | $277.5K | 2,744 | 0.03% | 6q | HELD |
| Eastover Investment Advisors LLC | $232.3K | 2,297 | 0.09% | 3q | +7.1%+$15.5K |
| Bill Few Associates, Inc. | $230.8K | 2,282 | 0.05% | 4q | HELD |
| Galvin, Gaustad & Stein, LLC | $212.4K | 2,100 | 0.02% | new | NEW |
| EASTERN BANK | $168.4K | 1,665 | 0.00% | 9q | +321.5%+$128.4K |
| Acropolis Investment Management, LLC | $115.6K | 1,143 | 0.00% | 2q | HELD |
| Wealth Enhancement Trust Services, Inc. | $78.0K | 771 | 0.01% | 2q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $65.2K | 645 | 0.02% | 8q | HELD |
| Versant Capital Management, Inc | $36.9K | 365 | 0.00% | 2q | HELD |
| Miller Global Investments, LLC | $20.2K | 200 | 0.02% | new | NEW |
| Retirement Wealth Solutions LLC | $88 | 1 | 0.00% | 8q | HELD |
| CX Institutional | $51 | 506 | 0.00% | 5q | -3.4% |
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 | 49 | $167.1M | 1,656,103 | 3 | 23 | 8 | 0.0% |
| Q2 2026 | 889 | $8.2B | 83,582,531 | 99 | 403 | 190 | 0.1% |
| Q1 2026 | 833 | $7.7B | 81,413,480 | 98 | 393 | 168 | 0.0% |
| Q4 2025 | 776 | $6.0B | 66,993,941 | 89 | 351 | 140 | 0.0% |
| Q3 2025 | 684 | $5.3B | 62,421,386 | 74 | 307 | 134 | 0.0% |
| Q2 2025 | 642 | $4.7B | 59,278,301 | 82 | 276 | 141 | 0.0% |
| Q1 2025 | 592 | $4.0B | 53,842,914 | 58 | 240 | 162 | 0.4% |
| Q4 2024 | 584 | $3.5B | 51,860,331 | 36 | 222 | 131 | 0.0% |
| Q3 2024 | 536 | $3.6B | 48,707,719 | 42 | 189 | 154 | 0.2% |
| Q2 2024 | 517 | $3.4B | 49,110,457 | 40 | 218 | 135 | 0.0% |
| Q1 2024 | 516 | $3.8B | 55,429,975 | 46 | 189 | 157 | 0.2% |
| Q4 2023 | 508 | $3.6B | 53,820,755 | 48 | 168 | 155 | 0.1% |
| Q3 2023 | 461 | $2.9B | 47,321,322 | 43 | 196 | 108 | 0.0% |
| Q2 2023 | 450 | $2.8B | 43,973,498 | 47 | 203 | 102 | 0.1% |
| Q1 2023 | 421 | $2.5B | 40,574,926 | 57 | 168 | 100 | 0.1% |
| Q4 2022 | 385 | $2.4B | 40,328,185 | 59 | 149 | 98 | 0.2% |
| Q3 2022 | 330 | $1.7B | 31,932,301 | 42 | 143 | 91 | 0.2% |
| Q2 2022 | 338 | $1.7B | 28,903,195 | 52 | 146 | 67 | 0.2% |
| Q1 2022 | 310 | $1.7B | 24,420,894 | 52 | 136 | 50 | 0.2% |
| Q4 2021 | 278 | $1.5B | 21,935,410 | 31 | 100 | 53 | 0.0% |
| Q3 2021 | 235 | $1.1B | 16,964,987 | 29 | 107 | 41 | 0.1% |
| Q2 2021 | 218 | $1.0B | 14,906,189 | 45 | 90 | 33 | 0.0% |
| Q1 2021 | 196 | $926.3M | 15,644,573 | 49 | 69 | 39 | 0.0% |
| Q4 2020 | 162 | $687.5M | 11,277,697 | 27 | 49 | 45 | 0.0% |
| Q3 2020 | 140 | $567.0M | 10,786,103 | 19 | 54 | 33 | 0.0% |
| Q2 2020 | 127 | $506.6M | 9,782,307 | 25 | 36 | 47 | 0.0% |
| Q1 2020 | 127 | $465.0M | 10,609,910 | 24 | 55 | 36 | 0.0% |
| Q4 2019 | 139 | $620.6M | 9,704,162 | 26 | 45 | 33 | 0.0% |
| Q3 2019 | 111 | $515.1M | 8,621,919 | 15 | 46 | 24 | 0.0% |
| Q2 2019 | 105 | $476.3M | 7,724,577 | 13 | 45 | 27 | 0.0% |
| Q1 2019 | 101 | $456.7M | 7,459,806 | 23 | 49 | 18 | 0.0% |
| Q4 2018 | 90 | $376.0M | 6,681,389 | 1 | 2 | 4 | 0.0% |