VYMI · Insider trading · 13F holders · Congress trades
Vanguard Whitehall Fds (VYMI)
Who is buying and selling VYMI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 214
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
VYMI at a glance
- No open-market insider purchases or sales of VYMI were filed in the last 90 days.
- 214 13F filers hold VYMI among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are Main Line Retirement Advisors, LLC (11.4%), SWAN Capital LLC (9.5%) and AAF Wealth Management, LLC (9.1%). In their latest 13Fs, 4 managers opened a new position and 44 added to one.
- No member of Congress has disclosed a trade in VYMI.
VYMI insider trading
No open-market insider purchases or sales of VYMI were filed in the last 90 days.
Who owns VYMI? Hedge funds and superinvestors
214 13F filers hold VYMI among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are Main Line Retirement Advisors, LLC (11.4%), SWAN Capital LLC (9.5%) and AAF Wealth Management, LLC (9.1%). In their latest 13Fs, 4 managers opened a new position and 44 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Orgel Wealth Management, LLCWealth manager | 5.9% | $312.9M | 3,093,903 | +0.3% shares | Q3 2026 |
| Confluence Wealth Services, Inc.Wealth manager | 4.3% | $150.3M | 1,530,507 | +12.8% shares | Q2 2026 |
| Summit Financial Wealth Advisors, LLCWealth manager | 8.7% | $69.9M | 690,818 | +3.1% shares | Q3 2026 |
| Foster & Motley IncWealth manager | 2.8% | $60.3M | 613,923 | — | Q2 2026 |
| Hilton Capital Management, LLCAsset manager | 3.1% | $45.9M | 467,617 | — | Q2 2026 |
| Barry Investment Advisors, LLCWealth manager | 8.8% | $45.9M | 453,804 | +6.6% shares | Q3 2026 |
| Capital Advantage, Inc.Wealth manager | 5.0% | $41.8M | 413,464 | -0.5% shares | Q3 2026 |
| LS Investment Advisors, LLCWealth manager | 5.2% | $38.7M | 382,683 | +3.4% shares | Q3 2026 |
| Burns J W & Co Inc/nyInvestment manager | 3.4% | $34.3M | 339,183 | +1.4% shares | Q3 2026 |
| Hamilton Wealth, LLCWealth manager | 5.7% | $31.0M | 315,871 | -1.9% shares | Q2 2026 |
| First Hawaiian BankBank & trust | 3.7% | $30.6M | 302,373 | -0.7% shares | Q3 2026 |
| NorthRock Partners, LLCWealth manager | 0.4% | $29.4M | 299,797 | -7.3% shares | Q2 2026 |
| Bank of HawaiiMutual fund manager | 1.4% | $28.0M | 284,828 | +2.5% shares | Q2 2026 |
| SWAN Capital LLCWealth manager | 9.5% | $27.8M | 283,514 | +0.3% shares | Q2 2026 |
| New England Private Wealth Advisors LLCWealth manager | 2.5% | $26.0M | 256,911 | +6.5% shares | Q3 2026 |
| Main Line Retirement Advisors, LLCWealth manager | 11.4% | $26.0M | 256,704 | +3.9% shares | Q3 2026 |
| Strategic Point Investment Advisors, LLCWealth manager | 3.3% | $25.7M | 254,304 | +0.3% shares | Q3 2026 |
| AAF Wealth Management, LLCWealth manager | 9.1% | $25.1M | 247,833 | +2.7% shares | Q3 2026 |
| Kwmg, LLCWealth manager | 1.7% | $23.3M | 230,372 | +4.0% shares | Q3 2026 |
| Joel Isaacson & Co., LLCWealth manager | 0.7% | $22.9M | 233,051 | +23.2% shares | Q2 2026 |
| Signature Estate & Investment Advisors LLCWealth manager | 0.4% | $21.1M | 209,017 | +10.4% shares | Q3 2026 |
| Ackerman Capital Advisors, LLCWealth manager | 4.2% | $20.6M | 209,764 | -15.7% shares | Q2 2026 |
| American Investment Services, Inc.Wealth manager | 4.3% | $20.3M | 206,897 | -4.8% shares | Q2 2026 |
| Moran Wealth Management, LLCWealth manager | 0.5% | $19.0M | 187,399 | — | Q3 2026 |
| Clarity Wealth Advisors, LLCWealth manager | 3.3% | $18.8M | 186,166 | +4.4% shares | Q3 2026 |
| Vanguard National Trust CoBank & trust | 1.0% | $18.5M | 188,025 | +41.8% shares | Q2 2026 |
| Buska Wealth Management, LLCWealth manager | 6.3% | $18.4M | 182,114 | +27.8% shares | Q3 2026 |
| Tull Financial Group, Inc.Wealth manager | 7.1% | $18.2M | 185,302 | +3.5% shares | Q2 2026 |
| Capital Advisors Wealth Management, LLCWealth manager | 2.0% | $17.5M | 173,101 | +3.0% shares | Q3 2026 |
| Arkos Global AdvisorsWealth manager | 2.0% | $17.2M | 175,499 | +2.0% shares | Q2 2026 |
The 30 largest of 214 positions, by value. Each manager counts with its latest 13F (Q3 2026: 117, Q2 2026: 94, Q1 2026: 3). Screen VYMI in the grand portfolio →
VYMI stock trades by members of Congress
No member of Congress has disclosed a trade in VYMI.
VYMI questions and answers
Are insiders buying VYMI stock?
No open-market insider purchases or sales of VYMI were filed in the last 90 days.
Which hedge funds own VYMI?
214 13F filers hold VYMI among their 50 largest positions, worth $2.2B combined. The biggest bets by portfolio weight are Main Line Retirement Advisors, LLC (11.4%), SWAN Capital LLC (9.5%) and AAF Wealth Management, LLC (9.1%). In their latest 13Fs, 4 managers opened a new position and 44 added to one.
Has Congress traded VYMI?
No member of Congress has disclosed a trade in VYMI.
Who is the largest holder of VYMI?
Among 13F filers, Orgel Wealth Management, LLC reports the largest VYMI position, $312.9M (3,093,903 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Main Line Retirement Advisors, LLC's: 11.4% of its portfolio.
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