DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WHITEHALL FDS (VYMI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
895
Reporting holders
$7.8B
Reported value
0.0%
Calls
0.0%
Puts
+54
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 |
|---|---|---|---|---|---|
| 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 | +5.2%+$12.1M |
| AMERIPRISE FINANCIAL INC | $229.3M | 2,335,889 | 0.05% | 31q | HELD |
| 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 |
| 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 |
| FOSTER & MOTLEY INC | $60.3M | 613,923 | 2.77% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $58.3M | 593,632 | 0.07% | 31q | +110.4%+$30.6M |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $45.1M | 458,817 | 0.06% | 22q | +27.0%+$9.6M |
| 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 |
| Janney Montgomery Scott LLC | $36.2M | 368,566 | 0.07% | 7q | +23.1%+$6.8M |
| 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 | -1.9%-$603.9K |
| ASSETMARK, INC | $30.7M | 312,298 | 0.05% | 9q | -21.5%-$8.4M |
| 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 |
| Corient Private Wealth LP | $22.3M | 227,366 | 0.03% | 9q | +238.9%+$15.7M |
| 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 |
| NATIXIS ADVISORS, LLC | $17.7M | 180,311 | 0.02% | 16q | +37.1%+$4.8M |
| 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 |
| Arkos Global Advisors | $17.2M | 175,499 | 2.04% | 19q | +2.0%+$338.4K |
| 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 |
| Human Investing LLC | $15.5M | 157,495 | 2.01% | 25q | -0.7%-$106.9K |
| 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% | 22q | +4.5%+$583.7K |
| 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 |
Showing the largest 100 of 895 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 | 390 | $1.7B | 16,818,502 | 32 | 177 | 72 | 0.0% |
| Q2 2026 | 895 | $7.8B | 79,528,935 | 99 | 399 | 194 | 0.0% |
| Q1 2026 | 841 | $7.2B | 76,346,964 | 98 | 396 | 170 | 0.0% |
| Q4 2025 | 782 | $6.1B | 67,093,300 | 89 | 353 | 141 | 0.0% |
| Q3 2025 | 687 | $5.3B | 62,463,471 | 74 | 308 | 135 | 0.0% |
| Q2 2025 | 644 | $4.8B | 59,319,073 | 82 | 277 | 142 | 0.0% |
| Q1 2025 | 594 | $4.0B | 53,884,953 | 58 | 240 | 164 | 0.4% |
| Q4 2024 | 587 | $3.5B | 52,004,097 | 36 | 223 | 131 | 0.0% |
| Q3 2024 | 537 | $3.6B | 48,794,294 | 42 | 190 | 154 | 0.2% |
| Q2 2024 | 517 | $3.4B | 49,189,639 | 39 | 219 | 135 | 0.0% |
| Q1 2024 | 519 | $3.8B | 55,636,093 | 46 | 192 | 157 | 0.2% |
| Q4 2023 | 510 | $3.6B | 54,012,496 | 48 | 169 | 155 | 0.1% |
| Q3 2023 | 462 | $2.9B | 47,380,461 | 43 | 197 | 108 | 0.0% |
| Q2 2023 | 451 | $2.8B | 44,023,177 | 47 | 204 | 102 | 0.1% |
| Q1 2023 | 422 | $2.5B | 40,600,928 | 57 | 168 | 101 | 0.1% |
| Q4 2022 | 386 | $2.4B | 40,356,882 | 59 | 145 | 109 | 0.2% |
| Q3 2022 | 325 | $23.6B | 454,080,128 | 41 | 140 | 91 | 0.0% |
| Q2 2022 | 336 | $24.8B | 421,422,042 | 50 | 145 | 68 | 0.0% |
| Q1 2022 | 310 | $29.0B | 428,928,060 | 53 | 136 | 48 | 0.0% |
| Q4 2021 | 277 | $21.0B | 313,068,537 | 31 | 100 | 52 | 0.0% |
| Q3 2021 | 235 | $13.5B | 204,539,225 | 29 | 107 | 41 | 0.0% |
| Q2 2021 | 218 | $13.2B | 194,157,758 | 45 | 90 | 33 | 0.0% |
| Q1 2021 | 194 | $9.9B | 153,383,129 | 48 | 67 | 40 | 0.0% |
| Q4 2020 | 162 | $10.9B | 178,812,994 | 27 | 48 | 46 | 0.0% |
| Q3 2020 | 140 | $9.2B | 176,303,420 | 19 | 54 | 33 | 0.0% |
| Q2 2020 | 126 | $8.1B | 158,180,019 | 24 | 36 | 47 | 0.0% |
| Q1 2020 | 127 | $7.4B | 164,053,313 | 24 | 55 | 36 | 0.0% |
| Q4 2019 | 139 | $5.5B | 86,756,033 | 26 | 45 | 33 | 0.0% |
| Q3 2019 | 111 | $4.0B | 67,701,780 | 15 | 46 | 24 | 0.0% |
| Q2 2019 | 105 | $3.5B | 57,746,505 | 13 | 45 | 27 | 0.0% |
| Q1 2019 | 101 | $3.2B | 52,427,793 | 23 | 49 | 18 | 0.0% |
| Q4 2018 | 90 | $2.8B | 49,253,774 | 1 | 2 | 4 | 0.0% |