DUNCKER STREETT & CO INC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
DUNCKER STREETT & CO INC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,618,355
-3.7%
15,664
-1.2%
0.38%
+0.3%
Q2 2023$1,681,127
-1.7%
15,849
-2.2%
0.38%
-7.6%
Q1 2023$1,710,203
-5.0%
16,210
-2.6%
0.41%
-6.4%
Q4 2022$1,800,818
+14.2%
16,642
+0.1%
0.44%
+6.4%
Q3 2022$1,577,000
-9.7%
16,625
-3.1%
0.41%
-2.2%
Q2 2022$1,746,000
-10.6%
17,165
-1.3%
0.42%
+7.7%
Q1 2022$1,952,000
-24.6%
17,385
-24.7%
0.39%
-13.0%
Q4 2021$2,588,000
+8.9%
23,081
+0.4%
0.45%
-0.9%
Q3 2021$2,377,000
-2.9%
23,000
-1.6%
0.45%
-0.4%
Q2 2021$2,449,000
+4.0%
23,373
+0.4%
0.45%
+0.7%
Q1 2021$2,354,000
+15.0%
23,284
+4.1%
0.45%
+13.4%
Q4 2020$2,047,000
+16.0%
22,365
+2.6%
0.40%
+2.9%
Q3 2020$1,765,000
+13.3%
21,808
+10.3%
0.38%
+3.8%
Q2 2020$1,558,000
+10.7%
19,772
-0.6%
0.37%
-1.3%
Q1 2020$1,408,000
-25.0%
19,899
-0.7%
0.38%
-4.6%
Q4 2019$1,878,000
+11.3%
20,037
+5.4%
0.39%
+0.5%
Q3 2019$1,687,000
+24.0%
19,012
+22.1%
0.39%
+28.5%
Q2 2019$1,360,000
+0.7%
15,566
-1.3%
0.30%
-1.9%
Q1 2019$1,351,000
+11.9%
15,771
+1.9%
0.31%
-3.7%
Q4 2018$1,207,000
-9.1%
15,472
+1.5%
0.32%
+7.0%
Q3 2018$1,328,000
+12.2%
15,247
+7.0%
0.30%
+2.7%
Q2 2018$1,184,000
+6.2%
14,255
+5.4%
0.29%
+4.3%
Q1 2018$1,115,000
-9.0%
13,519
-5.5%
0.28%
-10.5%
Q4 2017$1,225,000
+14.0%
14,304
+7.9%
0.32%
-3.1%
Q3 2017$1,075,000
+11.2%
13,258
+7.2%
0.32%
+7.6%
Q2 2017$967,000
+5.8%
12,373
+5.2%
0.30%
+5.2%
Q1 2017$914,000
+13.5%
11,766
+10.7%
0.29%
+7.1%
Q4 2016$805,000
+32.6%
10,631
+26.2%
0.27%
+27.6%
Q3 2016$607,000
+3.8%
8,421
+2.8%
0.21%
+1.0%
Q2 2016$585,000
+19.1%
8,192
+15.2%
0.21%
+14.3%
Q1 2016$491,000
+3.8%
7,113
+0.3%
0.18%
+2.8%
Q4 2015$473,000
+17.4%
7,089
+10.3%
0.18%
+12.7%
Q3 2015$403,000
-6.1%
6,425
+0.8%
0.16%
+4.7%
Q2 2015$429,000
-1.4%
6,3740.0%0.15%
+5.6%
Q1 2015$435,000
-0.5%
6,374
+0.3%
0.14%
-0.7%
Q4 2014$437,000
+9.2%
6,354
+5.4%
0.14%
+5.1%
Q3 2014$400,000
+13.3%
6,030
+13.2%
0.14%
+19.3%
Q2 2014$353,000
+5.4%
5,327
+0.3%
0.11%
-4.2%
Q1 2014$335,000
+1.5%
5,311
+0.3%
0.12%0.0%
Q4 2013$330,000
+8.9%
5,296
+0.4%
0.12%
-3.3%
Q3 2013$303,000
+2.4%
5,277
+0.6%
0.12%
+8.8%
Q2 2013$296,0005,2450.11%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 214,605$21,694,00016.09%
UNITED SERVICES AUTOMOBILE ASSOCIATION 8,478,748$856,453,00015.60%
ACT WEALTH MANAGEMENT, LLC 230,803$23,332,00015.06%
Ally Financial Inc. 1,550,000$156,688,00014.94%
Round Rock Advisors, LLC 176,516$17,844,00014.18%
Arlington Partners LLC 362,244$36,619,00013.40%
HCR Wealth Advisors 623,855$63,066,00012.47%
MARINO, STRAM & ASSOCIATES LLC 302,531$30,583,00011.95%
Coco Enterprises, LLC 120,050$12,177,00011.39%
Iron Horse Wealth Management, LLC 143,212$14,477,00010.84%
View complete list of VANGUARD WHITEHALL FDS shareholders