VYM — Vanguard Whitehall Fds Institutional Holders · Q3 2026

Name: Who Owns VYM? 123 Institutions Hold $620M (Q3 2026)
Creator: ko.io

Who owns Vanguard Whitehall Fds (VYM)? 123 institutions reported holding $620.34M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Inspirion Wealth Advisors, LLC ($103.8M), Heartwood Wealth Advisors LLC ($43.1M), Act Wealth Management, LLC ($42.5M).

Rank	Institution	Value	Shares	Change
1	INSPIRION WEALTH ADVISORS, LLC	$103.8M	668,825	Added
2	Heartwood Wealth Advisors LLC	$43.1M	277,424	Trimmed
3	ACT WEALTH MANAGEMENT, LLC	$42.5M	274,034	Added
4	Venture Visionary Partners LLC	$36.1M	232,557	Added
5	Farther Finance Advisors, LLC	$34.3M	220,932	Added
6	Apella Capital, LLC	$30.4M	193,008	Trimmed
7	Graves Light Lenhart Wealth, Inc.	$27.8M	178,978	Trimmed
8	Buska Wealth Management, LLC	$27.3M	175,852	Added
9	Decker Wealth Management LLC	$23.4M	150,801	Added
10	Capital Advisors Wealth Management, LLC	$16.1M	103,664	Added
11	PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	$12.0M	77,566	Trimmed
12	Adirondack Capital Advisors, LLC	$11.6M	74,944	Added
13	CoreCap Advisors, LLC	$11.3M	72,726	Trimmed
14	Montz Harcus Wealth Management LLC	$10.7M	68,924	Added
15	Investors Research Corp	$10.3M	66,088	Added
16	PARK NATIONAL CORP /OH/	$9.0M	57,745	Trimmed
17	Apeiron RIA LLC	$8.4M	54,347	Trimmed
18	Kaizen Financial Strategies	$7.1M	45,928	Added
19	Dickmeyer Boyce Financial Management, Inc.	$6.8M	43,847	Added
20	LifeGoal Investments, LLC	$6.6M	42,344	New
21	Gallagher Capital Advisors, LLC	$6.3M	40,358	Trimmed
22	Rosenberg Matthew Hamilton	$6.0M	38,920	Trimmed
23	Trinity Financial Advisors LLC	$6.0M	38,444	Trimmed
24	SAPIENT CAPITAL LLC	$5.7M	36,784	Added
25	McNaughton Wealth Management, LLC	$5.3M	34,270	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30