Who Owns VANGUARD WHITEHALL FDS (VYMI)? -- Institutional Holders (2026-06-30)
917 institutions reported holding $7.76B of VANGUARD WHITEHALL FDS (VYMI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($654.1M), BANK OF AMERICA CORP /DE/ ($623.7M), UBS Group AG ($419.3M), Orgel Wealth Management, LLC ($302.9M), LPL Financial LLC ($283.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $654.1M | 6.7M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $623.7M | 6.4M | Added |
| 3 | UBS Group AG | $419.3M | 4.3M | Added |
| 4 | Orgel Wealth Management, LLC | $302.9M | 3.1M | Added |
| 5 | LPL Financial LLC | $283.6M | 2.9M | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $275.1M | 2.8M | Added |
| 7 | JONES FINANCIAL COMPANIES LLLP | $273.6M | 2.8M | Added |
| 8 | WELLS FARGO & COMPANY/MN | $244.7M | 2.5M | Added |
| 9 | AMERIPRISE FINANCIAL INC | $229.3M | 2.3M | Added |
| 10 | Royal Bank of Canada | $194.8M | 2.0M | Added |
| 11 | CAPTRUST FINANCIAL ADVISORS | $178.1M | 1.8M | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $167.8M | 1.7M | Added |
| 13 | Confluence Wealth Services, Inc. | $150.3M | 1.5M | Added |
| 14 | Mariner, LLC | $94.5M | 962,375 | Added |
| 15 | HighTower Advisors, LLC | $83.9M | 854,674 | Added |
| 16 | Creative Planning | $70.8M | 721,215 | Added |
| 17 | Cetera Investment Advisers | $66.4M | 675,900 | Added |
| 18 | Summit Financial Wealth Advisors, LLC | $65.8M | 670,311 | Added |
| 19 | PNC Financial Services Group, Inc. | $64.2M | 653,380 | Added |
| 20 | Equitable Holdings, Inc. | $61.1M | 622,475 | Added |
| 21 | FOSTER & MOTLEY INC | $60.3M | 613,923 | New |
| 22 | OSAIC HOLDINGS, INC. | $55.9M | 568,850 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $47.0M | 478,114 | Trimmed |
| 24 | JPMORGAN CHASE & CO | $46.9M | 477,136 | Added |
| 25 | Hilton Capital Management, LLC | $45.9M | 467,617 | New |
Source: SEC Form 13F filings · as of 2026-06-30