Vault-13

VANGUARD WHITEHALL FDS VWOB

EM MK GOV BD ETF · ETP · CUSIP 921946885

386 institutional holders -6 vs Q4 2024
59,661,13059.7m shares reported held*
$3.8bnreported value*
39 new 161 added 130 reduced 39 sold out net bought ≈ $96.3m (+1.6m 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 ($615.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $64.22. Options: 0 managers hold calls (— notional), 3 hold puts ($892.5k).

Trends to Q1 2025

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: 392Q1 25: 386386Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022242
Q4 2022288
Q1 2023305
Q2 2023301
Q3 2023310
Q4 2023339
Q1 2024335
Q2 2024348
Q3 2024364
Q4 2024392
Q1 2025386

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 23: 166 bought or addedQ2 23: 112 cut or sold outQ3 23: 153 bought or addedQ3 23: 127 cut or sold outQ3 23Q4 23: 165 bought or addedQ4 23: 151 cut or sold outQ1 24: 192 bought or addedQ1 24: 137 cut or sold outQ1 24Q2 24: 190 bought or addedQ2 24: 137 cut or sold outQ3 24: 198 bought or addedQ3 24: 144 cut or sold outQ3 24Q4 24: 210 bought or addedQ4 24: 148 cut or sold outQ1 25: 200 bought or addedQ1 25: 169 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023166112
Q3 2023153127
Q4 2023165151
Q1 2024192137
Q2 2024190137
Q3 2024198144
Q4 2024210148
Q1 2025200169

Calls vs puts

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

CallsPuts
$0$250k$500k$750k$1mQ2 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 —Q1 25 calls: $0Q1 25 puts: $892.5kQ1 25P/C —
Numbers
QuarterCallsPutsP/C
Q2 2024$169.9k$511.5k3.01
Q3 2024$0$737.0k—
Q4 2024$0$261.0k—
Q1 2025$0$892.5k—

Biggest buyers

ROYAL BANK OF CANADA Added +2,130,195+2.1m
JONES FINANCIAL COMPANIES LLLP Added +327,724+327.7k
POTOMAC FUND MANAGEMENT INC /ADV New +269,193+269.2k
JPMORGAN CHASE & CO Added +210,459+210.5k
Savant Capital, LLC Added +209,533+209.5k
UBS Group AG Added +198,644+198.6k
SUMITOMO LIFE INSURANCE CO Added +161,600+161.6k
ENVESTNET ASSET MANAGEMENT INC Added +141,046+141.0k
Bank Julius Baer & Co. Ltd, Zurich Added +107,762+107.8k
New York Life Investment Management LLC New +106,230+106.2k

Biggest sellers

USS Investment Management Ltd Reduced -410,000-410.0k
BANK OF AMERICA CORP /DE/ Reduced -362,311-362.3k
Versant Capital Management, Inc Reduced -324,544-324.5k
D. E. Shaw & Co., Inc. Reduced -316,900-316.9k
Pacific Life Fund Advisors LLC Sold out -276,315-276.3k
Corient Private Wealth LP Reduced -241,787-241.8k
Bank of New York Mellon Corp Reduced -230,918-230.9k
Betterment LLC Reduced -195,755-195.8k
Kestra Investment Management, LLC Reduced -108,026-108.0k
BlackRock, Inc. Reduced -106,857-106.9k

Biggest calls

None

Biggest puts

SIMPLEX TRADING, LLC Added $867.0k6.9k shares
Quaker Wealth Management, LLC First filing $25.5k398 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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JONES FINANCIAL COMPANIES LLLP 0.82% of their portfolio DES PERES, MO 14,355,89014.4m $919.6m $919.6m 0.82% Added +327.7k +327,724
2 SEI INVESTMENTS CO 0.29% of their portfolio OAKS, PA 3,504,2183.5m $225.0m $225.0m 0.29% Added +36.1k +36,110
3 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 3,407,3943.4m $218.8m $218.8m 0.02% Added +210.5k +210,459
4 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 2,551,6392.6m $163.8m $163.8m 0.04% Added +2.1m +2,130,195
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,546,5832.5m $163.5m $163.5m 0.01% Reduced -362.3k -362,311
6 Varma Mutual Pension Insurance Co 1.13% of their portfolio Varma, H9 2,050,0002.0m $131.6m $131.6m 1.13% Unchanged
7 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,824,1151.8m $117.1m $117.1m 0.03% Reduced -73.1k -73,084
8 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 1,720,7691.7m $110.5m $110.5m 0.04% Added +141.0k +141,046
9 Betterment LLC 0.25% of their portfolio NEW YORK, NY 1,656,4011.7m $106.3m $106.3m 0.25% Reduced -195.8k -195,755
10 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,376,7781.4m $88.4m $88.4m 0.02% Reduced -230.9k -230,918
11 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,236,6681.2m $79.4m $79.4m 0.02% Reduced -76.5k -76,481
12 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,117,3061.1m $71.7m $71.7m 0.01% Reduced -21.8k -21,788
13 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 1,055,9931.1m $67.8m $67.8m 0.04% Added +29.2k +29,225
14 Savant Capital, LLC 0.54% of their portfolio ROCKFORD, IL 985,937985.9k $63.3m $63.3m 0.54% Added +209.5k +209,533
15 Sumitomo Mitsui DS Asset Management Company, Ltd 0.64% of their portfolio TOKYO, M0 975,443975.4k $62.6m $62.6m 0.64% Reduced -12.0k -12,048
16 Bank Julius Baer & Co. Ltd, Zurich 0.19% of their portfolio ZURICH, V8 894,765894.8k $57.4m $57.4m 0.19% Added +107.8k +107,762
17 EP Wealth Advisors, LLC 0.44% of their portfolio TORRANCE, CA 857,792857.8k $55.1m $55.1m 0.44% Added +84.9k +84,908
18 MATHER GROUP, LLC. 0.64% of their portfolio CHICAGO, IL 857,083857.1k $55.0m $55.0m 0.64% Added +44.0k +43,979
19 UBS Group AG 0.01% of their portfolio ZURICH, V8 715,305715.3k $45.9m $45.9m 0.01% Added +198.6k +198,644
20 D. E. Shaw & Co., Inc. 0.04% of their portfolio New York, NY 469,461469.5k $30.1m $30.1m 0.04% Reduced -316.9k -316,900
21 Corient Private Wealth LP 0.05% of their portfolio MIAMI, FL 445,999446.0k $28.6m $28.6m 0.05% Reduced -241.8k -241,787
22 SUMITOMO LIFE INSURANCE CO 1.01% of their portfolio TOKYO, M0 440,700440.7k $28.3m $28.3m 1.01% Added +161.6k +161,600
23 USS Investment Management Ltd 0.20% of their portfolio London, X0 420,000420.0k $27.0m $27.0m 0.20% Reduced -410.0k -410,000
24 Advisory Alpha, LLC 0.83% of their portfolio HOLLAND, MI 381,842381.8k $24.5m $24.5m 0.83% Reduced -884 -884
25 Allianz Investment Management U.S. LLC 1.31% of their portfolio Minneapolis, MN 377,100377.1k $23.8m $23.8m 1.31% Unchanged
26 BlueSky Wealth Advisors, LLC 3.70% of their portfolio New Bern, NC 372,346372.3k $23.9m $23.9m 3.70% Added +6.8k +6,770
27 ASSETMARK, INC 0.06% of their portfolio CONCORD, CA 328,883328.9k $21.1m $21.1m 0.06% Reduced -24.0k -24,001
28 Full Sail Capital, LLC 1.33% of their portfolio OKLAHOMA CITY, OK 321,069321.1k $20.6m $20.6m 1.33% Added +11.8k +11,795
29 McIlrath & Eck, LLC 2.33% of their portfolio ARLINGTON, WA 295,327295.3k $19.0m $19.0m 2.33% Added +41.3k +41,334
30 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 288,283288.3k $18.5m $18.5m 0.01% Added +4.2k +4,233
31 CAPE COD FIVE CENTS SAVINGS BANK 1.70% of their portfolio HYANNIS, MA 279,578279.6k $18.6m $18.6m 1.70% Unchanged
32 POTOMAC FUND MANAGEMENT INC /ADV 7.60% of their portfolio BETHESDA, MD 269,193269.2k $17.3m $17.3m 7.60% New
33 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 254,952255.0k $16.4m $16.4m 0.01% Reduced -7.8k -7,789
34 Checchi Capital Advisers, LLC 1.16% of their portfolio BEVERLY HILLS, CA 254,909254.9k $16.4m $16.4m 1.16% Added +61.2k +61,196
35 Kestra Investment Management, LLC 0.27% of their portfolio AUSTIN, TX 251,154251.2k $15.9m $15.9m 0.27% Reduced -108.0k -108,026
36 Marotta Asset Management 3.26% of their portfolio CHARLOTTESVILLE, VA 250,328250.3k $16.6m $16.6m 3.26% Added +4.2k +4,197
37 Thrivent Financial for Lutherans 0.03% of their portfolio Minneapolis, MN 220,221220.2k $14.3m $14.3m 0.03% Unchanged
38 W.G. Shaheen & Associates DBA Whitney & Co 1.49% of their portfolio ROCHESTER, NY 217,782217.8k $14.0m $14.0m 1.49% Reduced -21.7k -21,713
39 Strategic Financial Services, Inc. 0.78% of their portfolio UTICA, NY 206,172206.2k $13.2m $13.2m 0.78% Reduced -2.3k -2,277
40 Keudell/Morrison Wealth Management 2.99% of their portfolio Salem, OR 197,792197.8k $12.7m $12.7m 2.99% Reduced -569 -569
41 BENJAMIN EDWARDS INC 0.18% of their portfolio Clayton, MO 197,371197.4k $12.7m $12.7m 0.18% Reduced -4.2k -4,156
42 Financial Alternatives, Inc 8.87% of their portfolio LA JOLLA, CA 193,751193.8k $12.4m $12.4m 8.87% Added +11.8k +11,799
43 Columbus Macro, LLC 1.61% of their portfolio NEW CASTLE, PA 190,372190.4k $12.2m $12.2m 1.61% Added +13.3k +13,306
44 Marion Wealth Management 3.20% of their portfolio MONROEVILLE, PA 186,740186.7k $12.0m $12.0m 3.20% Added +9.2k +9,193
45 Financial Gravity Asset Management, Inc. 2.55% of their portfolio Lakeway, TX 182,319182.3k $11.7m $11.7m 2.55% First filing
46 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 178,106178.1k $11.4m $11.4m 0.02% Added +10.9k +10,878
47 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 0.58% of their portfolio Greenbrae, CA 169,282169.3k $10.9m $10.9m 0.58% Reduced -1.7k -1,698
48 Onyx Bridge Wealth Group LLC 1.43% of their portfolio TARRYTOWN, NY 155,554155.6k $10.0m $10.0m 1.43% Added +35.9k +35,944
49 REGIMEN WEALTH, LLC 3.21% of their portfolio ATLANTA, GA 155,321155.3k $10.0m $10.0m 3.21% Added +3.3k +3,313
50 Hilltop Partners LLC 3.28% of their portfolio MISHAWAKA, IN 151,389151.4k $9.7m $9.7m 3.28% Added +31.9k +31,860
51 TD PRIVATE CLIENT WEALTH LLC 0.26% of their portfolio NEW YORK, NY 146,882146.9k $9.4m $9.4m 0.26% Added +2.2k +2,234
52 Hurlow Wealth Management Group, Inc. 2.67% of their portfolio BLOOMINGTON, IN 133,308133.3k $8.6m $8.6m 2.67% Added +4.0k +4,025
53 Avior Wealth Management, LLC 0.32% of their portfolio OMAHA, NE 133,164133.2k $8.5m $8.5m 0.32% Added +3.2k +3,247
54 Versant Capital Management, Inc 1.38% of their portfolio PHOENIX, AZ 128,052128.1k $8.2m $8.2m 1.38% Reduced -324.5k -324,544
55 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 123,725123.7k $7.9m $7.9m 0.01% Reduced -9.0k -8,976
56 Mariner, LLC 0.01% of their portfolio Overland Park, KS 123,458123.5k $7.9m $7.9m 0.01% Reduced -1.1k -1,124
57 OneDigital Investment Advisors LLC 0.09% of their portfolio OVERLAND PARK, KS 123,350123.3k $7.9m $7.9m 0.09% Reduced -7.5k -7,535
58 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 121,648121.6k $7.8m $7.8m 0.01% Reduced -4.2k -4,249
59 BlackRock, Inc. 0.00% of their portfolio New York, NY 120,703120.7k $7.7m $7.7m 0.00% Reduced -106.9k -106,857
60 North Ridge Wealth Advisors, Inc. 5.16% of their portfolio BEAVERTON, OR 120,357120.4k $7.7m $7.7m 5.16% Added +4.7k +4,741
61 Archvest Wealth Advisors, Inc. 6.23% of their portfolio CONCORD, CA 117,217117.2k $7.5m $7.5m 6.23% Reduced -7.7k -7,744
62 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 110,300110.3k $7.1m $7.1m 0.01% Added +19.8k +19,800
63 City State Bank 2.28% of their portfolio NORWALK, IA 107,939107.9k $6.9m $6.9m 2.28% Added +6.3k +6,305
64 New York Life Investment Management LLC 0.07% of their portfolio New York, NY 106,230106.2k $6.8m $6.8m 0.07% New
65 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 104,606104.6k $6.7m $6.7m 0.01% Reduced -157 -157
66 SWAN Capital LLC 3.07% of their portfolio PENSACOLA, FL 103,421103.4k $6.6m $6.6m 3.07% Added +124 +124
67 Robinswood Financial LLC 2.41% of their portfolio KIRKLAND, WA 101,358101.4k $6.5m $6.5m 2.41% Added +5.0k +5,027
68 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 100,772100.8k $6.5m $6.5m 0.01% Reduced -42.1k -42,149
69 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 96,80796.8k $6.2m $6.2m 0.02% Added +7.6k +7,647
70 Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio SEOUL, M5 89,00089.0k $5.7m $5.7m 0.02% Added +4.0k +4,000
71 GP Brinson Investments LLC 2.43% of their portfolio Chicago, IL 86,48086.5k $5.6m $5.6m 2.43% Unchanged
72 TOWNSQUARE CAPITAL LLC 0.06% of their portfolio Lehi, UT 85,43985.4k $5.5m $5.5m 0.06% Added +3.2k +3,156
73 BROWN WEALTH MANAGEMENT, LLC 1.87% of their portfolio NAPERVILLE, IL 84,75284.8k $5.4m $5.4m 1.87% Added +3.5k +3,464
74 Sanctuary Advisors, LLC 0.04% of their portfolio INDIANAPOLIS, IN 82,79182.8k $5.3m $5.3m 0.04% Added +25.9k +25,922
75 Custos Family Office, LLC 1.79% of their portfolio AUSTIN, TX 78,79178.8k $5.1m $5.1m 1.79% Reduced -204 -204
76 FLC Capital Advisors 1.10% of their portfolio PALM DESERT, CA 76,27676.3k $4.9m $4.9m 1.10% Added +4.5k +4,463
77 L2 Asset Management, LLC 0.97% of their portfolio Wayland, MA 73,28073.3k $4.7m $4.7m 0.97% Added +930 +930
78 Ameraudi Asset Management, Inc. 2.65% of their portfolio New York, NY 72,15572.2k $4.6m $4.6m 2.65% Added +3.7k +3,691
79 CWM, LLC 0.02% of their portfolio OMAHA, NE 71,97672.0k $4.6m $4.6m 0.02% Added +41.9k +41,870
80 AMERICAN FINANCIAL & TAX STRATEGIES INC 2.45% of their portfolio NEW YORK, NY 71,00971.0k $4.6m $4.6m 2.45% Reduced -410 -410
81 LFA - Lugano Financial Advisors SA 3.10% of their portfolio LUGANO, V8 70,95571.0k $4.6m $4.6m 3.10% Added +2.3k +2,285
82 Royal Fund Management, LLC 0.53% of their portfolio Lady Lake, FL 68,68668.7k $4.4m $4.4m 0.53% Added +2.7k +2,656
83 Transamerica Financial Advisors, LLC 0.45% of their portfolio CEDAR RAPIDS, IA 67,99968.0k $4.4m $4.4m 0.45% Added +4.0k +4,046
84 KITCHING PARTNERS, LLC 4.95% of their portfolio CONSHOHOCKEN, PA 67,06567.1k $4.3m $4.3m 4.95% Added +597 +597
85 David Kennon Inc 1.71% of their portfolio SARASOTA, FL 66,75566.8k $4.3m $4.3m 1.71% Reduced -140 -140
86 Balanced Rock Investment Advisors LLC 3.41% of their portfolio ROSLINDALE, MA 66,61366.6k $4.3m $4.3m 3.41% Reduced -710 -710
87 Nilsine Partners, LLC 0.47% of their portfolio GREENWOOD VILLAGE, CO 66,49366.5k $4.3m $4.3m 0.47% Added +5.9k +5,944
88 Atria Investments, Inc 0.05% of their portfolio Charlotte, NC 66,39966.4k $4.3m $4.3m 0.05% Added +26.0k +25,980
89 Modera Wealth Management, LLC 0.06% of their portfolio WESTWOOD, NJ 66,38566.4k $4.3m $4.3m 0.06% Reduced -1.4k -1,448
90 GenTrust, LLC 0.20% of their portfolio MIAMI, FL 65,79965.8k $4.2m $4.2m 0.20% Reduced -13.3k -13,302
91 CENTRAL BANK & TRUST CO 0.68% of their portfolio LEXINGTON, KY 63,07863.1k $4.0m $4.0m 0.68% Reduced -18.6k -18,607
92 GRIES FINANCIAL LLC 0.71% of their portfolio Cleveland, OH 57,41457.4k $3.7m $3.7m 0.71% Added +16.4k +16,400
93 AllGen Financial Advisors, Inc. 1.09% of their portfolio ORLANDO, FL 57,41257.4k $3.7m $3.7m 1.09% Added +1.3k +1,333
94 DIVERSIFY WEALTH MANAGEMENT, LLC 0.27% of their portfolio SANDY, UT 57,36757.4k $3.7m $3.7m 0.27% Added +5.5k +5,466
95 Regal Investment Advisors LLC 0.30% of their portfolio KENTWOOD, MI 57,30257.3k $3.7m $3.7m 0.30% Added +3.5k +3,489
96 COMERICA BANK 0.02% of their portfolio DALLAS, TX 56,78056.8k $3.6m $3.6m 0.02% Added +10.9k +10,855
97 Perigon Wealth Management, LLC 0.09% of their portfolio SAN FRANCISCO, CA 56,73156.7k $3.6m $3.6m 0.09% Added +5.2k +5,213
98 Revisor Wealth Management LLC 1.59% of their portfolio AKRON, OH 55,85155.9k $3.6m $3.6m 1.59% Added +22.7k +22,692
99 Scissortail Wealth Management, LLC 0.90% of their portfolio TULSA, OK 54,82454.8k $3.5m $3.5m 0.90% Added +3.5k +3,547
100 SAGE RHINO CAPITAL LLC 0.81% of their portfolio MENLO PARK, CA 54,26354.3k $3.5m $3.5m 0.81% Reduced -1.1k -1,120