How many shares of VYMI does CAPTRUST FINANCIAL ADVISORS own?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS holds 1.8M shares of VYMI (VANGUARD WHITEHALL FDS).

What is CAPTRUST FINANCIAL ADVISORS's VYMI position worth?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS's VYMI position is worth $178.1M.

Is CAPTRUST FINANCIAL ADVISORS buying or selling VYMI?

In 2026-Q2, CAPTRUST FINANCIAL ADVISORS decreased their VYMI position (-31.7% change in shares).

When did CAPTRUST FINANCIAL ADVISORS first buy VYMI?

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in VYMI in 2019-Q1. They have held the position across 29 quarters.

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CAPTRUST FINANCIAL ADVISORS

VYMI
29 quarters

Position history for CAPTRUST FINANCIAL ADVISORS's holdings in VANGUARD WHITEHALL FDS

Current Value

$178.1M

Current Shares

1.8M

Total Value Change

+$178M

Total Shares Change

+1.8M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.8M	-31.7%	$178.1M	0.3%	$98.20	0
2026-Q1	Increased	2.7M	+3.6%	$250.3M	0.4%	$93.06	38
2025-Q4	Increased	2.6M	+4.9%	$230.7M	0.4%	$88.20	39
2025-Q3	Increased	2.4M	+7.3%	$207M	0.4%	$82.12	39
2025-Q2	Increased	2.3M	+22.6%	$182.5M	0.4%	$77.05	44
2025-Q1	Increased	1.9M	+3.1%	$136.9M	0.3%	$69.92	37
2024-Q4	Increased	1.8M	+3.3%	$122.3M	0.3%	$63.89	37
2024-Q3	Increased	1.7M	+340x	$128.1M	0.4%	$68.13	58
2024-Q2	Increased	5,115	+30.3%	$350,550	0.0%	$64.27	30
2024-Q1	Decreased	3,927	-11.0%	$270,208	0.0%	$63.58	0
2023-Q4	Decreased	4,413	-5.3%	$293,417	0.0%	$60.89	0
2023-Q3	Decreased	4,661	-22.9%	$288,464	0.0%	$55.93	0
2023-Q2	Increased	6,043	+28.9%	$381,892	0.0%	$55.38	30
2023-Q1	Decreased	4,690	-7.1%	$290,532	0.0%	$53.30	0
2022-Q4	New	5,050	-	$300,845	0.0%	$52.02	32
2022-Q3	Exited	0	-100.0%	$0	0.0%	$44.03	0
2022-Q2	Increased	2,104	+2.4%	$124,000	0.0%	$49.15	23
2022-Q1	Unchanged	2,054	0.0%	$139,000	0.0%	$55.45	0
2021-Q4	Decreased	2,054	-17.8%	$138,000	0.0%	$54.83	0
2021-Q3	Increased	2,499	+41.7%	$165,000	0.0%	$53.13	30
2021-Q2	Increased	1,764	+203.6%	$120,000	0.0%	$54.09	36
2021-Q1	Decreased	581	-17.4%	$38,000	0.0%	$51.44	0
2020-Q4	Unchanged	703	0.0%	$43,000	0.0%	$47.51	0
2020-Q3	Decreased	703	-9.4%	$37,000	0.0%	$40.31	0
2020-Q2	New	776	-	$40,000	0.0%	$39.21	28
2019-Q4	Exited	0	-100.0%	$0	0.0%	$48.89	0
2019-Q3	Increased	987	+0.2%	$59,000	0.0%	$45.16	21
2019-Q2	Decreased	985	-10.9%	$60,000	0.0%	$46.25	0
2019-Q1	New	1,106	-	$67,000	0.0%	$45.09	29

Other major holders of VYMI: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

VYMI29 quarters

VYMI
29 quarters