VANGUARD WHITEHALL FDS (VYMI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
855
Reporting holders
$7.7B
Reported value
0.0%
Held as options
+54
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $654.1M | 6,660,700 | 0.03% | 35q | +3.5%+$22.1M |
| BANK OF AMERICA CORP /DE/ | $623.7M | 6,351,629 | 0.04% | 31q | +2.9%+$17.5M |
| UBS Group AG | $419.3M | 4,269,527 | 0.05% | 31q | +23.9%+$80.7M |
| Orgel Wealth Management, LLC | $302.9M | 3,084,964 | 5.75% | 22q | +0.7%+$2.0M |
| LPL Financial LLC | $283.6M | 2,888,314 | 0.06% | 31q | +15.2%+$37.5M |
| ENVESTNET ASSET MANAGEMENT INC | $275.1M | 2,800,924 | 0.06% | 31q | +22.0%+$49.7M |
| JONES FINANCIAL COMPANIES LLLP | $273.6M | 2,797,471 | 0.11% | 23q | +27.6%+$59.1M |
| WELLS FARGO & COMPANY/MN | $244.7M | 2,491,771 | 0.04% | 31q | -47.4%-$220.5M |
| AMERIPRISE FINANCIAL INC | $229.3M | 2,335,889 | 0.05% | 31q | -49.8%-$227.6M |
| ROYAL BANK OF CANADA | $194.8M | 1,983,451 | 0.03% | 31q | +7.8%+$14.1M |
| CAPTRUST FINANCIAL ADVISORS | $178.1M | 1,813,467 | 0.27% | 15q | -31.7%-$82.7M |
| RAYMOND JAMES FINANCIAL INC | $167.8M | 1,709,221 | 0.05% | 7q | +14.4%+$21.2M |
| Confluence Wealth Services, Inc. | $150.3M | 1,530,507 | 4.30% | 17q | +12.8%+$17.0M |
| Mariner, LLC | $94.5M | 962,375 | 0.10% | 19q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $89.8M | 914,637 | 0.06% | 22q | +153.2%+$54.3M |
| HighTower Advisors, LLC | $83.9M | 854,674 | 0.08% | 21q | +6.2%+$4.9M |
| Creative Planning | $70.8M | 721,215 | 0.04% | 31q | +2.4%+$1.7M |
| Cetera Investment Advisers | $66.4M | 675,900 | 0.06% | 22q | +6.1%+$3.8M |
| Summit Financial Wealth Advisors, LLC | $65.8M | 670,311 | 8.42% | 16q | +5.1%+$3.2M |
| PNC Financial Services Group, Inc. | $64.2M | 653,380 | 0.03% | 31q | +9.5%+$5.5M |
| Equitable Holdings, Inc. | $61.1M | 622,475 | 0.36% | 17q | +3.7%+$2.2M |
| OSAIC HOLDINGS, INC. | $55.9M | 568,850 | 0.07% | 26q | +16.6%+$8.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $47.0M | 478,114 | 0.06% | 31q | -14.0%-$7.7M |
| JPMORGAN CHASE & CO | $46.9M | 477,136 | 0.00% | 31q | +2.4%+$1.1M |
| Hilton Capital Management, LLC | $45.9M | 467,617 | 3.13% | new | NEW |
| Corient Private Wealth LP | $44.6M | 454,279 | 0.03% | 9q | +577.2%+$38.0M |
| TRUIST FINANCIAL CORP | $42.1M | 428,595 | 0.05% | 27q | +67.7%+$17.0M |
| Barry Investment Advisors, LLC | $41.8M | 425,601 | 8.74% | 23q | +3.2%+$1.3M |
| Capital Advantage, Inc. | $40.8M | 415,485 | 4.98% | 19q | HELD |
| Focus Partners Wealth | $37.1M | 377,479 | 0.04% | 9q | -0.8%-$312.4K |
| LS Investment Advisors, LLC | $36.4M | 370,210 | 4.93% | 18q | -12.1%-$5.0M |
| SEI INVESTMENTS CO | $34.6M | 352,577 | 0.03% | 24q | +3.3%+$1.1M |
| MML INVESTORS SERVICES, LLC | $33.9M | 345,385 | 0.07% | 26q | +46.9%+$10.8M |
| BURNS J W & CO INC/NY | $32.9M | 334,655 | 3.43% | 12q | HELD |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $32.3M | 328,775 | 0.02% | 7q | +29.2%+$7.3M |
| Hamilton Wealth, LLC | $31.0M | 315,871 | 5.68% | 5q | -67.3%-$63.8M |
| ASSETMARK, INC | $30.7M | 312,298 | 0.05% | 9q | -21.5%-$8.4M |
| Human Investing LLC | $30.4M | 316,079 | 2.09% | 25q | +99.3%+$15.2M |
| FIRST HAWAIIAN BANK | $29.9M | 304,625 | 3.79% | 31q | -2.4%-$734.9K |
| NorthRock Partners, LLC | $29.4M | 299,797 | 0.43% | 4q | -7.3%-$2.3M |
| STIFEL FINANCIAL CORP | $28.5M | 290,148 | 0.02% | 31q | +12.4%+$3.1M |
| Baird Financial Group, Inc. | $28.4M | 288,795 | 0.04% | 23q | +1.8%+$503.8K |
| Beacon Pointe Advisors, LLC | $28.2M | 286,697 | 0.13% | 18q | +16.4%+$4.0M |
| BANK OF HAWAII | $28.0M | 284,828 | 1.38% | 28q | +2.5%+$690.9K |
| SWAN Capital LLC | $27.8M | 283,514 | 9.53% | 13q | HELD |
| Strategic Point Investment Advisors, LLC | $24.9M | 253,656 | 3.25% | 18q | +1.2%+$295.1K |
| New England Private Wealth Advisors LLC | $24.5M | 241,179 | 2.37% | 18q | +10.5%+$2.3M |
| Main Line Retirement Advisors, LLC | $24.3M | 247,065 | 11.12% | 12q | -1.8%-$444.0K |
| AAF Wealth Management, LLC | $23.7M | 241,414 | 8.74% | 18q | HELD |
| Joel Isaacson & Co., LLC | $22.9M | 233,051 | 0.66% | 17q | +23.2%+$4.3M |
| CITIGROUP INC | $21.9M | 222,710 | 0.01% | 31q | +10.5%+$2.1M |
| KWMG, LLC | $21.8M | 221,556 | 1.57% | 18q | +3.2%+$676.0K |
| Pathstone Holdings, LLC | $21.1M | 214,812 | 0.06% | 11q | +3.4%+$697.2K |
| Rockefeller Capital Management L.P. | $21.0M | 213,770 | 0.03% | 26q | +16.6%+$3.0M |
| Ackerman Capital Advisors, LLC | $20.6M | 209,764 | 4.15% | 25q | -15.7%-$3.8M |
| American Investment Services, Inc. | $20.3M | 206,897 | 4.29% | 23q | -4.8%-$1.0M |
| Waverly Advisors, LLC | $19.6M | 200,019 | 0.11% | 10q | +9.0%+$1.6M |
| Capital Investment Advisors, LLC | $18.9M | 192,187 | 0.25% | 31q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $18.6M | 189,310 | 0.33% | 18q | -22.5%-$5.4M |
| Vanguard National Trust Co | $18.5M | 188,025 | 1.01% | 2q | +41.8%+$5.4M |
| Tull Financial Group, Inc. | $18.2M | 185,302 | 7.12% | 8q | +3.5%+$617.3K |
| Clarity Wealth Advisors, LLC | $17.5M | 178,258 | 3.09% | 15q | +10.0%+$1.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.4M | 177,024 | 0.01% | 21q | +9.5%+$1.5M |
| Merit Financial Group, LLC | $17.1M | 174,080 | 0.05% | 10q | +86.6%+$7.9M |
| Kingsview Wealth Management, LLC | $16.9M | 172,421 | 0.21% | 15q | +126.5%+$9.5M |
| Capital Advisors Wealth Management, LLC | $16.5M | 168,070 | 1.94% | 18q | +2.3%+$377.3K |
| Meeder Advisory Services, Inc. | $16.5M | 167,842 | 0.60% | 15q | -6.5%-$1.1M |
| Pinnacle Financial Group, LLC / IL | $16.2M | 165,256 | 3.96% | 19q | +3.6%+$558.5K |
| Gotham Asset Management, LLC | $16.0M | 163,055 | 0.04% | 14q | +1.0%+$153.1K |
| Cerity Partners LLC | $15.9M | 161,663 | 0.02% | 11q | +5.7%+$857.4K |
| SEGALL BRYANT & HAMILL, LLC | $15.8M | 160,656 | 0.19% | 3q | -6.9%-$1.2M |
| Envestnet Portfolio Solutions, Inc. | $15.8M | 160,564 | 0.08% | 12q | +21.0%+$2.7M |
| Kestra Advisory Services, LLC | $15.7M | 160,130 | 0.05% | 24q | +48.5%+$5.1M |
| Moran Wealth Management, LLC | $15.6M | 158,397 | 0.42% | 14q | +19.2%+$2.5M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $15.0M | 153,037 | 0.20% | 18q | +1.5%+$224.2K |
| COURIER CAPITAL LLC | $14.9M | 152,168 | 0.75% | 17q | +15.9%+$2.0M |
| WEST BANCORPORATION INC | $14.5M | 147,657 | 6.20% | 5q | +10.8%+$1.4M |
| Regal Investment Advisors LLC | $14.4M | 146,556 | 0.75% | 16q | -3.5%-$521.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $14.3M | 145,328 | 0.00% | 3q | -1.8%-$256.4K |
| Prentice Wealth Management LLC | $14.2M | 144,123 | 2.92% | 15q | +3.3%+$452.8K |
| REGIMEN WEALTH, LLC | $14.1M | 143,731 | 3.80% | 15q | +2.6%+$357.3K |
| Financial Perspectives, Inc | $14.1M | 143,597 | 3.43% | 27q | +4.3%+$579.3K |
| Buska Wealth Management, LLC | $14.0M | 142,542 | 5.05% | 6q | +25.4%+$2.8M |
| Wedmont Private Capital | $14.0M | 138,786 | 0.38% | 17q | +0.5%+$75.4K |
| Procyon Advisors, LLC | $13.9M | 141,832 | 0.60% | 15q | -4.3%-$631.4K |
| Sanctuary Advisors, LLC | $13.9M | 141,191 | 0.06% | 9q | +2.3%+$306.6K |
| Cedar Mountain Advisors, LLC | $13.8M | 140,798 | 2.38% | 18q | +1.6%+$211.7K |
| Family Investment Center, Inc. | $13.7M | 139,946 | 2.28% | 15q | -1.3%-$176.0K |
| Kraft, Davis & Associates, LLC | $13.7M | 137,555 | 2.85% | 14q | +0.8%+$105.7K |
| Orion Porfolio Solutions, LLC | $13.6M | 138,316 | 0.10% | 14q | +82.6%+$6.1M |
| NewEdge Advisors, LLC | $13.5M | 137,666 | 0.04% | new | NEW |
| Unison Advisors LLC | $13.4M | 136,603 | 0.94% | 25q | HELD |
| Markowski Investments | $13.4M | 136,539 | 2.95% | new | FIRST |
| STEPHENS INC /AR/ | $12.9M | 131,662 | 0.14% | 31q | +2.8%+$349.6K |
| EQUITABLE TRUST CO | $12.9M | 131,252 | 0.54% | 16q | -1.1%-$137.9K |
| SWEENEY & MICHEL, LLC | $12.8M | 122,274 | 3.37% | 12q | +16.7%+$1.8M |
| RTD Financial Advisors, Inc. | $12.8M | 129,933 | 1.39% | 19q | -4.9%-$653.0K |
| MGO ONE SEVEN LLC | $12.4M | 125,854 | 0.20% | 9q | +9.7%+$1.1M |
| PRINCIPAL SECURITIES, INC. | $12.3M | 125,110 | 0.15% | 11q | +3.9%+$460.6K |
| Strategic Wealth Investment Group, LLC | $12.1M | 123,648 | 1.47% | 10q | -4.1%-$521.6K |
Showing the largest 100 of 882 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 | 855 | $7.7B | 78,036,100 | 96 | 384 | 180 | 0.0% |
| Q1 2026 | 801 | $7.5B | 79,953,868 | 93 | 377 | 162 | 0.0% |
| Q4 2025 | 746 | $5.9B | 65,255,024 | 86 | 338 | 136 | 0.0% |
| Q3 2025 | 658 | $5.1B | 60,325,137 | 70 | 298 | 126 | 0.0% |
| Q2 2025 | 613 | $4.6B | 56,846,474 | 79 | 266 | 131 | 0.0% |
| Q1 2025 | 563 | $3.8B | 51,343,585 | 57 | 222 | 159 | 0.4% |
| Q4 2024 | 552 | $3.4B | 49,407,488 | 29 | 210 | 125 | 0.0% |
| Q3 2024 | 508 | $3.4B | 46,147,729 | 41 | 175 | 150 | 0.2% |
| Q2 2024 | 486 | $3.2B | 46,628,832 | 36 | 207 | 125 | 0.0% |
| Q1 2024 | 476 | $3.6B | 52,601,408 | 41 | 177 | 145 | 0.2% |
| Q4 2023 | 466 | $3.4B | 50,628,484 | 46 | 153 | 139 | 0.1% |
| Q3 2023 | 420 | $2.7B | 44,039,609 | 39 | 177 | 99 | 0.1% |
| Q2 2023 | 406 | $2.6B | 40,762,600 | 39 | 187 | 92 | 0.1% |
| Q1 2023 | 377 | $2.3B | 37,219,212 | 51 | 147 | 91 | 0.1% |
| Q4 2022 | 318 | $1.9B | 31,190,257 | 48 | 119 | 85 | 0.2% |
| Q3 2022 | 329 | $1.7B | 31,923,791 | 42 | 142 | 91 | 0.2% |
| Q2 2022 | 337 | $1.7B | 28,895,398 | 52 | 145 | 67 | 0.2% |
| Q1 2022 | 308 | $1.6B | 24,287,100 | 52 | 134 | 50 | 0.2% |
| Q4 2021 | 277 | $1.5B | 21,930,812 | 31 | 100 | 52 | 0.0% |
| Q3 2021 | 233 | $1.1B | 16,835,403 | 29 | 105 | 41 | 0.1% |
| Q2 2021 | 216 | $1.0B | 14,782,645 | 45 | 88 | 33 | 0.0% |
| Q1 2021 | 195 | $926.0M | 15,641,176 | 48 | 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% |