Who Owns VANGUARD WHITEHALL FDS (VYMI)? -- Institutional Holders (2026-03-31)
855 institutions reported holding $7.22B of VANGUARD WHITEHALL FDS (VYMI) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($606.5M), BANK OF AMERICA CORP /DE/ ($581.8M), UBS Group AG ($324.9M), Orgel Wealth Management, LLC ($288.8M), CAPTRUST FINANCIAL ADVISORS ($250.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $606.5M | 6.4M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $581.8M | 6.2M | Added |
| 3 | UBS Group AG | $324.9M | 3.4M | Added |
| 4 | Orgel Wealth Management, LLC | $288.8M | 3.1M | Added |
| 5 | CAPTRUST FINANCIAL ADVISORS | $250.3M | 2.7M | Added |
| 6 | LPL Financial LLC | $236.2M | 2.5M | Added |
| 7 | WELLS FARGO & COMPANY/MN | $223.2M | 2.4M | Added |
| 8 | AMERIPRISE FINANCIAL INC | $219.5M | 2.3M | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $216.3M | 2.3M | Added |
| 10 | JONES FINANCIAL COMPANIES LLLP | $200.6M | 2.2M | Added |
| 11 | JANE STREET GROUP, LLC | $175.6M | 1.9M | Added |
| 12 | Royal Bank of Canada | $173.4M | 1.8M | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $140.7M | 1.5M | Added |
| 14 | Confluence Wealth Services, Inc. | $127.9M | 1.4M | Added |
| 15 | Hamilton Wealth, LLC | $91.0M | 966,063 | Added |
| 16 | Mariner, LLC | $90.4M | 959,383 | Added |
| 17 | HighTower Advisors, LLC | $75.8M | 804,663 | Added |
| 18 | Creative Planning | $66.4M | 704,278 | Added |
| 19 | CWM, LLC | $63.4M | 673,221 | Added |
| 20 | Summit Financial Wealth Advisors, LLC | $60.1M | 637,700 | Added |
| 21 | Cetera Investment Advisers | $60.0M | 637,186 | Added |
| 22 | PNC Financial Services Group, Inc. | $56.3M | 596,921 | Added |
| 23 | Equitable Holdings, Inc. | $54.0M | 600,454 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $52.4M | 556,228 | Added |
| 25 | OSAIC HOLDINGS, INC. | $46.0M | 487,857 | Added |
Source: SEC Form 13F filings · as of 2026-03-31