Vault-13

VANGUARD WHITEHALL FDS VWOB

EM MK GOV BD ETF · ETP · CUSIP 921946885

392 institutional holders +28 vs Q3 2024
58,127,05658.1m shares reported held*
$3.7bnreported value*
40 new 170 added 112 reduced 36 sold out net sold ≈ $1.1bn (-17.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $63.26. Options: 0 managers hold calls (— notional), 2 hold puts ($261.0k).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 242Q4 22: 288Q1 23: 305Q2 23: 301Q3 23: 310Q4 23: 339Q1 24: 335Q2 24: 348Q3 24: 364Q4 24: 392392Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022242
Q4 2022288
Q1 2023305
Q2 2023301
Q3 2023310
Q4 2023339
Q1 2024335
Q2 2024348
Q3 2024364
Q4 2024392

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q1 23: 174 bought or addedQ1 23: 123 cut or sold outQ2 23: 166 bought or addedQ2 23: 112 cut or sold outQ2 23Q3 23: 153 bought or addedQ3 23: 127 cut or sold outQ4 23: 165 bought or addedQ4 23: 151 cut or sold outQ4 23Q1 24: 192 bought or addedQ1 24: 137 cut or sold outQ2 24: 190 bought or addedQ2 24: 137 cut or sold outQ2 24Q3 24: 198 bought or addedQ3 24: 144 cut or sold outQ4 24: 210 bought or addedQ4 24: 148 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023174123
Q2 2023166112
Q3 2023153127
Q4 2023165151
Q1 2024192137
Q2 2024190137
Q3 2024198144
Q4 2024210148

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ1 24 calls: $0Q1 24 puts: $340.0kQ1 24P/C —Q2 24 calls: $169.9kQ2 24 puts: $511.5kQ2 24P/C 3.01Q3 24 calls: $0Q3 24 puts: $737.0kQ3 24P/C —Q4 24 calls: $0Q4 24 puts: $261.0kQ4 24P/C —
Numbers
QuarterCallsPutsP/C
Q1 2024$0$340.0k—
Q2 2024$169.9k$511.5k3.01
Q3 2024$0$737.0k—
Q4 2024$0$261.0k—

Biggest buyers

JONES FINANCIAL COMPANIES LLLP Added +537,412+537.4k
D. E. Shaw & Co., Inc. Added +491,900+491.9k
BANK OF AMERICA CORP /DE/ Added +409,476+409.5k
WELLS FARGO & COMPANY/MN Added +240,347+240.3k
Savant Capital, LLC Added +225,750+225.8k
SUMITOMO LIFE INSURANCE CO Added +200,800+200.8k
AMERIPRISE FINANCIAL INC Added +183,645+183.6k
SEI INVESTMENTS CO Added +181,241+181.2k
EP Wealth Advisors, LLC Added +152,356+152.4k
Columbus Macro, LLC Added +142,217+142.2k

Biggest sellers

JPMORGAN CHASE & CO Reduced -19,517,219-19.5m
Morningstar Investment Services LLC Reduced -661,056-661.1k
USS Investment Management Ltd Reduced -311,775-311.8k
Pacific Life Fund Advisors LLC Reduced -148,202-148.2k
Strategic Financial Services, Inc. Reduced -147,104-147.1k
Pictet North America Advisors SA Reduced -80,273-80.3k
Global Endowment Management, LP Sold out -63,350-63.4k
Royal Fund Management, LLC Reduced -59,482-59.5k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Sold out -55,021-55.0k
Busey Bank Sold out -50,594-50.6k

Biggest calls

None

Biggest puts

SIMPLEX TRADING, LLC Reduced $261.0k2.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JONES FINANCIAL COMPANIES LLLP 0.84% of their portfolio DES PERES, MO 14,028,16614.0m $885.9m $885.9m 0.84% Added +537.4k +537,412
2 SEI INVESTMENTS CO 0.28% of their portfolio OAKS, PA 3,468,1083.5m $219.0m $219.0m 0.28% Added +181.2k +181,241
3 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 3,196,9353.2m $201.9m $201.9m 0.02% Reduced -19.5m -19,517,219
4 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 2,908,8942.9m $183.7m $183.7m 0.02% Added +409.5k +409,476
5 Varma Mutual Pension Insurance Co 0.98% of their portfolio Varma, H9 2,050,0002.0m $129.5m $129.5m 0.98% Unchanged
6 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,897,1991.9m $119.8m $119.8m 0.03% Added +183.6k +183,645
7 Betterment LLC 0.28% of their portfolio NEW YORK, NY 1,852,1561.9m $117.0m $117.0m 0.28% Reduced -42.7k -42,703
8 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,607,6961.6m $101.5m $101.5m 0.02% Reduced -28.3k -28,265
9 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,579,7231.6m $99.8m $99.8m 0.03% Added +47.2k +47,159
10 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,313,1491.3m $82.9m $82.9m 0.02% Added +240.3k +240,347
11 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,139,0941.1m $71.9m $71.9m 0.01% Added +40.2k +40,154
12 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 1,026,7681.0m $64.8m $64.8m 0.04% Added +29.5k +29,530
13 Sumitomo Mitsui DS Asset Management Company, Ltd 0.64% of their portfolio TOKYO, M0 987,491987.5k $62.4m $62.4m 0.64% Added +58.6k +58,584
14 USS Investment Management Ltd 0.38% of their portfolio London, X0 830,000830.0k $52.4m $52.4m 0.38% Reduced -311.8k -311,775
15 MATHER GROUP, LLC. 0.67% of their portfolio CHICAGO, IL 813,104813.1k $51.3m $51.3m 0.67% Added +27.1k +27,077
16 Bank Julius Baer & Co. Ltd, Zurich 0.17% of their portfolio ZURICH, V8 787,003787.0k $54.8m $54.8m 0.17% Added +54.4k +54,376
17 D. E. Shaw & Co., Inc. 0.05% of their portfolio New York, NY 786,361786.4k $49.7m $49.7m 0.05% Added +491.9k +491,900
18 Savant Capital, LLC 0.39% of their portfolio ROCKFORD, IL 776,404776.4k $49.0m $49.0m 0.39% Added +225.8k +225,750
19 EP Wealth Advisors, LLC 0.40% of their portfolio TORRANCE, CA 772,884772.9k $48.8m $48.8m 0.40% Added +152.4k +152,356
20 Corient Private Wealth LP 0.07% of their portfolio MIAMI, FL 687,786687.8k $43.4m $43.4m 0.07% Reduced -42.5k -42,535
21 UBS Group AG 0.01% of their portfolio ZURICH, V8 516,661516.7k $32.6m $32.6m 0.01% Added +43.6k +43,578
22 Versant Capital Management, Inc 6.16% of their portfolio PHOENIX, AZ 452,596452.6k $28.6m $28.6m 6.16% Added +16.4k +16,403
23 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 421,444421.4k $26.6m $26.6m 0.01% Added +13.4k +13,434
24 Advisory Alpha, LLC 0.86% of their portfolio HOLLAND, MI 382,726382.7k $24.2m $24.2m 0.86% Reduced -3.1k -3,057
25 Allianz Investment Management U.S. LLC 1.68% of their portfolio Minneapolis, MN 377,100377.1k $23.8m $23.8m 1.68% Unchanged
26 BlueSky Wealth Advisors, LLC 3.61% of their portfolio New Bern, NC 365,576365.6k $23.1m $23.1m 3.61% Added +104 +104
27 Kestra Investment Management, LLC 0.89% of their portfolio AUSTIN, TX 359,180359.2k $22.7m $22.7m 0.89% Added +36.5k +36,470
28 ASSETMARK, INC 0.06% of their portfolio CONCORD, CA 352,884352.9k $22.3m $22.3m 0.06% Added +45.3k +45,258
29 Full Sail Capital, LLC 1.24% of their portfolio OKLAHOMA CITY, OK 309,274309.3k $19.5m $19.5m 1.24% Added +20.5k +20,461
30 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 284,050284.1k $17.9m $17.9m 0.01% Added +15.2k +15,203
31 CAPE COD FIVE CENTS SAVINGS BANK 1.65% of their portfolio HYANNIS, MA 279,578279.6k $18.6m $18.6m 1.65% Unchanged
32 SUMITOMO LIFE INSURANCE CO 0.33% of their portfolio TOKYO, M0 279,100279.1k $17.6m $17.6m 0.33% Added +200.8k +200,800
33 Pacific Life Fund Advisors LLC 1.81% of their portfolio NEWPORT BEACH, CA 276,315276.3k $17.4m $17.4m 1.81% Reduced -148.2k -148,202
34 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 262,741262.7k $16.6m $16.6m 0.01% First filing
35 McIlrath & Eck, LLC 2.04% of their portfolio ARLINGTON, WA 253,993254.0k $16.0m $16.0m 2.04% Added +43.5k +43,520
36 Marotta Asset Management 3.26% of their portfolio CHARLOTTESVILLE, VA 246,131246.1k $15.6m $15.6m 3.26% Reduced -4.2k -4,197
37 W.G. Shaheen & Associates DBA Whitney & Co 1.59% of their portfolio ROCHESTER, NY 239,495239.5k $15.1m $15.1m 1.59% Added +8.7k +8,723
38 BlackRock, Inc. 0.00% of their portfolio New York, NY 227,560227.6k $14.4m $14.4m 0.00% Reduced -7.7k -7,664
39 Thrivent Financial for Lutherans 0.03% of their portfolio Minneapolis, MN 220,221220.2k $14.3m $14.3m 0.03% Added +68.0k +68,004
40 Strategic Financial Services, Inc. 0.79% of their portfolio UTICA, NY 208,449208.4k $13.2m $13.2m 0.79% Reduced -147.1k -147,104
41 BENJAMIN EDWARDS INC 0.18% of their portfolio Clayton, MO 201,527201.5k $12.7m $12.7m 0.18% Added +10.5k +10,535
42 Keudell/Morrison Wealth Management 3.26% of their portfolio Salem, OR 198,361198.4k $12.5m $12.5m 3.26% Added +7.3k +7,256
43 Checchi Capital Advisers, LLC 0.91% of their portfolio BEVERLY HILLS, CA 193,713193.7k $12.2m $12.2m 0.91% Added +14.5k +14,540
44 Financial Alternatives, Inc 8.10% of their portfolio LA JOLLA, CA 181,952182.0k $11.5m $11.5m 8.10% Added +16.4k +16,400
45 Marion Wealth Management 2.97% of their portfolio MONROEVILLE, PA 177,547177.5k $11.2m $11.2m 2.97% Added +5.9k +5,944
46 Columbus Macro, LLC 1.55% of their portfolio NEW CASTLE, PA 177,066177.1k $11.2m $11.2m 1.55% Added +142.2k +142,217
47 Financial Gravity Companies, Inc. 2.48% of their portfolio Lakeway, TX 171,693171.7k $10.8m $10.8m 2.48% Added +4.6k +4,631
48 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 0.56% of their portfolio Greenbrae, CA 170,980171.0k $10.8m $10.8m 0.56% Reduced -6.6k -6,620
49 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 167,228167.2k $10.6m $10.6m 0.02% Added +34.1k +34,082
50 REGIMEN WEALTH, LLC 3.13% of their portfolio ATLANTA, GA 152,008152.0k $9.6m $9.6m 3.13% Added +6.9k +6,901
51 TD PRIVATE CLIENT WEALTH LLC 0.26% of their portfolio NEW YORK, NY 144,648144.6k $9.1m $9.1m 0.26% Reduced -28.0k -28,033
52 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 142,921142.9k $9.0m $9.0m 0.02% Reduced -1.1k -1,107
53 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 132,701132.7k $8.4m $8.4m 0.01% Added +52.9k +52,939
54 OneDigital Investment Advisors LLC 0.10% of their portfolio OVERLAND PARK, KS 130,885130.9k $8.3m $8.3m 0.10% Reduced -9.7k -9,735
55 Avior Wealth Management, LLC 0.30% of their portfolio OMAHA, NE 129,917129.9k $8.2m $8.2m 0.30% Added +5.5k +5,512
56 Hurlow Wealth Management Group, Inc. 2.55% of their portfolio BLOOMINGTON, IN 129,283129.3k $8.2m $8.2m 2.55% Added +2.7k +2,676
57 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 125,897125.9k $8.0m $8.0m 0.01% Added +106 +106
58 Archvest Wealth Advisors, Inc. 5.72% of their portfolio CONCORD, CA 124,961125.0k $7.9m $7.9m 5.72% Added +48.9k +48,862
59 Mariner, LLC 0.01% of their portfolio Overland Park, KS 124,582124.6k $7.9m $7.9m 0.01% Added +88 +88
60 Onyx Bridge Wealth Group LLC 1.09% of their portfolio TARRYTOWN, NY 119,610119.6k $7.6m $7.6m 1.09% Added +28.3k +28,316
61 Hilltop Partners LLC 2.57% of their portfolio MISHAWAKA, IN 119,529119.5k $7.5m $7.5m 2.57% Added +5.9k +5,853
62 North Ridge Wealth Advisors, Inc. 5.05% of their portfolio BEAVERTON, OR 115,616115.6k $7.3m $7.3m 5.05% Added +3.7k +3,731
63 Morningstar Investment Services LLC 0.61% of their portfolio CHICAGO, IL 105,788105.8k $6.7m $6.7m 0.61% Reduced -661.1k -661,056
64 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 104,763104.8k $6.6m $6.6m 0.01% Added +4.5k +4,534
65 SWAN Capital LLC 3.18% of their portfolio PENSACOLA, FL 103,297103.3k $6.5m $6.5m 3.18% Added +18.4k +18,355
66 City State Bank 2.26% of their portfolio NORWALK, IA 101,634101.6k $6.4m $6.4m 2.26% Added +3.3k +3,259
67 Robinswood Financial LLC 2.30% of their portfolio KIRKLAND, WA 96,33196.3k $6.1m $6.1m 2.30% Added +2.7k +2,707
68 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 90,50090.5k $5.7m $5.7m 0.01% Added +30.5k +30,500
69 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 89,16089.2k $5.6m $5.6m 0.02% Added +10.6k +10,555
70 Destiny Wealth Partners, LLC 0.92% of their portfolio TAVARES, FL 88,73488.7k $5.6m $5.6m 0.92% Added +5.5k +5,531
71 GP Brinson Investments LLC 2.25% of their portfolio Chicago, IL 86,48086.5k $5.5m $5.5m 2.25% Unchanged
72 Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio SEOUL, M5 85,00085.0k $5.4m $5.4m 0.02% Reduced -7.0k -7,000
73 TOWNSQUARE CAPITAL LLC 0.06% of their portfolio Lehi, UT 82,28382.3k $5.2m $5.2m 0.06% Added +2.5k +2,526
74 CENTRAL BANK & TRUST CO 0.78% of their portfolio LEXINGTON, KY 81,68581.7k $5.2m $5.2m 0.78% Reduced -906 -906
75 BROWN WEALTH MANAGEMENT, LLC 1.82% of their portfolio NAPERVILLE, IL 81,28881.3k $5.1m $5.1m 1.82% Added +3.6k +3,599
76 GenTrust, LLC 0.22% of their portfolio MIAMI, FL 79,10179.1k $5.0m $5.0m 0.22% Added +7.7k +7,695
77 Custos Family Office, LLC 1.75% of their portfolio AUSTIN, TX 78,99579.0k $5.0m $5.0m 1.75% Added +1.7k +1,735
78 L2 Asset Management, LLC 1.00% of their portfolio Wayland, MA 72,35072.3k $4.6m $4.6m 1.00% New
79 FLC Capital Advisors 1.04% of their portfolio PALM DESERT, CA 71,81371.8k $4.5m $4.5m 1.04% Added +3.7k +3,668
80 AMERICAN FINANCIAL & TAX STRATEGIES INC 2.34% of their portfolio NEW YORK, NY 71,41971.4k $4.5m $4.5m 2.34% Added +681 +681
81 LFA - Lugano Financial Advisors SA 2.84% of their portfolio LUGANO, V8 68,67068.7k $4.3m $4.3m 2.84% Added +1.1k +1,098
82 Ameraudi Asset Management, Inc. 2.39% of their portfolio New York, NY 68,46468.5k $4.3m $4.3m 2.39% Added +8.7k +8,738
83 Modera Wealth Management, LLC 0.05% of their portfolio WESTWOOD, NJ 67,83367.8k $4.3m $4.3m 0.05% Added +2.2k +2,196
84 Balanced Rock Investment Advisors LLC 3.36% of their portfolio ROSLINDALE, MA 67,32367.3k $4.3m $4.3m 3.36% Added +3.4k +3,365
85 FLOW TRADERS U.S. LLC 0.17% of their portfolio NEW YORK, NY 66,98867.0k $4.2m $4.2m 0.17% Added +50.5k +50,520
86 David Kennon Inc 1.67% of their portfolio SARASOTA, FL 66,89566.9k $4.2m $4.2m 1.67% Added +1.0k +1,022
87 KITCHING PARTNERS, LLC 5.37% of their portfolio CONSHOHOCKEN, PA 66,46866.5k $4.2m $4.2m 5.37% Added +1.2k +1,238
88 Royal Fund Management, LLC 0.45% of their portfolio Lady Lake, FL 66,03066.0k $4.2m $4.2m 0.45% Reduced -59.5k -59,482
89 HART & PATTERSON FINANCIAL GROUP LLC 1.99% of their portfolio AMHERST, MA 64,74664.7k $4.1m $4.1m 1.99% Added +1.4k +1,386
90 Transamerica Financial Advisors, LLC 0.40% of their portfolio CEDAR RAPIDS, IA 63,95364.0k $4.0m $4.0m 0.40% Added +9.5k +9,501
91 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 61,28361.3k $3.9m $3.9m 0.00% Reduced -6.3k -6,347
92 Nilsine Partners, LLC 0.41% of their portfolio GREENWOOD VILLAGE, CO 60,54960.5k $3.8m $3.8m 0.41% Added +6.7k +6,678
93 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 56,90056.9k $3.6m $3.6m 0.01% Reduced -2.0k -2,032
94 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 56,86956.9k $3.7m $3.7m 0.02% Added +7.3k +7,297
95 AllGen Financial Advisors, Inc. 1.19% of their portfolio ORLANDO, FL 56,07956.1k $3.5m $3.5m 1.19% Reduced -749 -749
96 SAGE RHINO CAPITAL LLC 0.76% of their portfolio MENLO PARK, CA 55,38355.4k $3.5m $3.5m 0.76% Added +1.1k +1,084
97 Regal Investment Advisors LLC 0.26% of their portfolio KENTWOOD, MI 53,81353.8k $3.4m $3.4m 0.26% Added +3.8k +3,789
98 DIVERSIFY WEALTH MANAGEMENT, LLC 0.25% of their portfolio SANDY, UT 51,90151.9k $3.3m $3.3m 0.25% Added +7.0k +7,032
99 Pictet North America Advisors SA 0.31% of their portfolio GENEVA 73, V8 51,56051.6k $3.3m $3.3m 0.31% Reduced -80.3k -80,273
100 Perigon Wealth Management, LLC 0.08% of their portfolio SAN FRANCISCO, CA 51,51851.5k $3.3m $3.3m 0.08% Added +454 +454