DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WHITEHALL FDS (VYM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
2,090
Reporting holders
$29.0B
Reported value
0.9%
Calls
0.1%
Puts
+57
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 |
|---|---|---|---|---|---|
| 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 | HELD |
| 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 | +1.3%+$7.5M |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $455.7M | 2,883,738 | 0.56% | 30q | +6.5%+$28.0M |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $351.5M | 2,223,998 | 0.40% | 31q | +104.0%+$179.2M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $345.2M | 2,184,266 | 2.58% | 4q | -2.0%-$7.1M |
| Janney Montgomery Scott LLC | $309.5M | 1,958,777 | 0.60% | 31q | HELD |
| 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 |
| 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 CALL+PUT | 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 |
| Corient Private Wealth LP | $110.8M | 701,058 | 0.15% | 15q | -3.1%-$3.6M |
| 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 |
| 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 CALL+PUT | options only | 0.01% | 31q | OPTIONS |
| Steward Partners Investment Advisory, LLC | $81.7M | 517,115 | 0.42% | 31q | HELD |
| 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 |
| Smithfield Trust Co | $61.7M | 390,879 | 2.47% | 31q | -1.3%-$841.5K |
| 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% | 31q | +1.4%+$760.6K |
| 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 |
| Merit Financial Group, LLC | $46.6M | 294,968 | 0.28% | 17q | +1.4%+$642.1K |
| 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 | -7.5%-$3.4M |
| 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 |
| Human Investing LLC | $39.1M | 247,277 | 5.07% | 25q | HELD |
| Arkadios Wealth Advisors | $38.6M | 244,299 | 0.58% | 27q | +2.2%+$839.6K |
Showing the largest 100 of 2,092 reported holders. The count of 2,090 above leaves out 2 positions whose reported value failed our price check; they are listed here as filed.
Q2 2026 in brief
In Q2 2026, 2,090 managers that file Form 13F reported holding Vanguard Whitehall Fds (VYM), $29.0B in all. 163 managers opened a position and 106 sold out completely, against 2,033 holders the quarter before. Largest holders: Bank Of America Corp /De/, Morgan Stanley and Raymond James Financial Inc. Largest new positions: Sig Brokerage, Lp ($23.6M), Angeles Investment Advisors, Llc ($19.7M) and Northwest & Ethical Investments L.P. ($12.4M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
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 | 973 | $5.3B | 34,338,515 | 40 | 308 | 272 | 0.0% |
| Q2 2026 | 2,090 | $29.0B | 184,454,327 | 127 | 696 | 621 | 1.0% |
| Q1 2026 | 2,033 | $26.6B | 179,854,922 | 113 | 707 | 606 | 1.2% |
| Q4 2025 | 2,017 | $25.4B | 177,487,253 | 100 | 687 | 510 | 1.0% |
| Q3 2025 | 1,847 | $24.9B | 177,342,884 | 103 | 637 | 550 | 1.2% |
| Q2 2025 | 1,814 | $22.5B | 168,892,561 | 87 | 645 | 527 | 1.4% |
| Q1 2025 | 1,811 | $21.9B | 170,324,786 | 98 | 621 | 594 | 1.4% |
| Q4 2024 | 1,812 | $23.1B | 182,183,750 | 79 | 603 | 507 | 0.6% |
| Q3 2024 | 1,663 | $22.6B | 176,344,238 | 109 | 562 | 494 | 1.4% |
| Q2 2024 | 1,597 | $20.8B | 174,443,544 | 76 | 521 | 531 | 1.0% |
| Q1 2024 | 1,615 | $23.2B | 193,144,681 | 105 | 473 | 594 | 1.2% |
| Q4 2023 | 1,577 | $20.5B | 182,070,709 | 97 | 472 | 566 | 0.8% |
| Q3 2023 | 1,451 | $18.1B | 173,875,066 | 66 | 449 | 525 | 0.6% |
| Q2 2023 | 1,462 | $17.6B | 164,476,535 | 76 | 492 | 524 | 0.9% |
| Q1 2023 | 1,443 | $17.2B | 162,310,855 | 75 | 515 | 440 | 0.5% |
| Q4 2022 | 1,474 | $27.2B | 251,019,775 | 129 | 545 | 407 | 0.4% |
| Q3 2022 | 1,317 | $304.2B | 3,194,244,191 | 70 | 558 | 336 | 0.0% |
| Q2 2022 | 1,326 | $317.4B | 3,117,229,316 | 78 | 581 | 332 | 0.0% |
| Q1 2022 | 1,338 | $311.5B | 2,765,477,588 | 98 | 554 | 349 | 0.1% |
| Q4 2021 | 1,291 | $289.4B | 2,578,364,221 | 73 | 488 | 296 | 0.1% |
| Q3 2021 | 1,129 | $227.3B | 2,190,809,884 | 59 | 443 | 295 | 0.1% |
| Q2 2021 | 1,132 | $222.9B | 2,128,524,934 | 73 | 458 | 313 | 0.1% |
| Q1 2021 | 1,100 | $196.4B | 1,940,161,109 | 88 | 428 | 330 | 0.0% |
| Q4 2020 | 1,070 | $168.7B | 1,846,463,677 | 99 | 332 | 323 | 0.1% |
| Q3 2020 | 927 | $129.3B | 1,599,679,121 | 66 | 313 | 335 | 0.1% |
| Q2 2020 | 912 | $120.8B | 1,536,977,610 | 79 | 295 | 367 | 0.0% |
| Q1 2020 | 922 | $107.3B | 1,511,783,095 | 63 | 367 | 330 | 0.0% |
| Q4 2019 | 1,009 | $138.9B | 1,492,724,614 | 74 | 364 | 212 | 0.0% |
| Q3 2019 | 862 | $85.2B | 960,747,848 | 53 | 351 | 218 | 0.0% |
| Q2 2019 | 846 | $105.0B | 1,201,040,770 | 64 | 335 | 211 | 0.0% |
| Q1 2019 | 828 | $107.4B | 1,253,479,591 | 69 | 296 | 244 | 0.0% |
| Q4 2018 | 787 | $71.2B | 913,437,558 | 5 | 14 | 14 | 0.0% |