Form 13-F position report

VANGUARD WHITEHALL FDS (VANGUA

Reported by Turning Point Benefit Group Inc

ETF profile Manager portfolio Source filing
VYM CUSIP 921946406 Manager CIK 0002008513
Latest reported change

First reported at 9,446 shares this quarter.

New
% of reported 13F value 0.95% This manager · Q2 2025
Shares 9,446 Quarter-end amount reported
Reported value $1,259,247 Fair value at quarter end
Consecutive quarters held 1 Through Q2 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

6 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 7,544 -491 (-6.1%) 0.48% $1,171,961 2026-10-28
Q2 2026 Added 8,035 +2,683 (50.1%) 0.55% $1,270,171 2026-07-23
Q1 2026 Reduced 5,352 -460 (-7.9%) 0.51% $795,789 2026-05-12
Q4 2025 Added 5,812 +254 (4.6%) 0.44% $834,138 2026-01-30
Q3 2025 Reduced 5,558 -3,888 (-41.2%) 0.47% $784,122 2025-11-17
Q2 2025 New 9,446 +9,446 (0.0%) 0.95% $1,259,247 2025-07-31
Institutional context

Who else reported the position

1894 managers reported VANGUARD WHITEHALL FDS (VANGUA for Q2 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Reduced 12,077,373 -64,979 0.12% $1,610,034,594 49 qtrs
MORGAN STANLEY Added 9,974,059 +74,311 0.09% $1,329,642,050 49 qtrs
RAYMOND JAMES FINANCIAL INC Added 7,491,066 +178,904 0.34% $998,633,995 3 qtrs
LPL Financial LLC Added 6,165,984 +405,680 0.27% $821,987,263 49 qtrs
JPMorgan Chase & Co Reduced 5,239,062 -230,424 0.05% $698,419,417 49 qtrs
WELLS FARGO & COMPANY MN Reduced 5,082,019 -46,781 0.14% $677,484,050 49 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 4,673,036 +149,645 0.18% $622,954,867 49 qtrs
AMERIPRISE FINANCIAL INC Added 3,955,135 +138,262 0.13% $527,658,576 49 qtrs
Creative Planning Reduced 3,603,154 -16,695 0.41% $480,336,475 49 qtrs
UBS Group AG Added 3,204,174 +120,448 0.07% $427,148,436 43 qtrs
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Filing details and methodology As reported
Report period
June 30, 2025
Filed
July 31, 2025
Filing type
13F-HR
Position type
HIGH DIV YLD

Voting authority reported

Sole
0
Shared
0
None
9,446

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.