Position history for Steward Partners Investment Advisory, LLC's holdings in VANGUARD WHITEHALL FDS
Steward Partners Investment Advisory, LLC holds 516,733 shares of VYM (VANGUARD WHITEHALL FDS), worth $76.5M as of 2026-Q1. The position was increased (+7.6% shares). VYM represents 0.4% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$76.5M
Current Shares
516,733
Total Value Change
+$31.7M
Total Shares Change
+138,972
Other major holders of VYM: Kestra Advisory Services, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 516,733 |
+7.6% |
| $76.5M |
| 0.4% |
| $153.28 |
38 |
| 2025-Q4 | Increased | 480,281 | +1.1% | $68.9M | 0.4% | $144.55 | 36 |
| 2025-Q3 | Increased | 475,125 | +0.4% | $67M | 0.4% | $139.58 | 35 |
| 2025-Q2 | Decreased | 473,178 | -17.4% | $63.1M | 0.5% | $130.86 | 0 |
| 2025-Q1 | Increased | 572,875 | +5.5% | $73.9M | 0.7% | $125.12 | 44 |
| 2024-Q4 | Decreased | 542,997 | -3.8% | $69.3M | 0.6% | $124.08 | 0 |
| 2024-Q3 | Increased | 564,547 | +49.5% | $72.4M | 0.7% | $123.56 | 58 |
| 2024-Q2 | Decreased | 377,761 | -2.1% | $44.8M | 0.5% | $113.94 | 0 |