NORTH STAR ASSET MANAGEMENT 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
NORTH STAR ASSET MANAGEMENT INC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,067,330
-12.7%
20,009
-10.4%
0.12%
-9.2%
Q2 2023$2,367,695
+50.5%
22,322
+49.7%
0.13%
+40.9%
Q1 2023$1,573,427
+3.7%
14,914
+6.4%
0.09%
-1.1%
Q4 2022$1,516,563
+12.8%
14,015
-1.2%
0.09%
+2.2%
Q3 2022$1,345,000
-9.8%
14,180
-3.3%
0.09%
-6.1%
Q2 2022$1,491,000
-17.7%
14,660
-9.2%
0.10%
-2.0%
Q1 2022$1,812,000
-7.7%
16,140
-7.9%
0.10%
+1.0%
Q4 2021$1,964,000
+8.9%
17,515
+0.4%
0.10%0.0%
Q3 2021$1,803,000
+0.6%
17,440
+2.0%
0.10%0.0%
Q2 2021$1,792,000
+17.4%
17,100
+13.2%
0.10%
+8.8%
Q1 2021$1,526,000
+49.0%
15,100
+34.9%
0.09%
+40.0%
Q4 2020$1,024,000
+89.3%
11,190
+93.8%
0.06%
+66.7%
Q4 2019$541,000
+6.5%
5,775
+0.9%
0.04%
-2.5%
Q3 2019$508,000
+49.0%
5,725
+46.8%
0.04%
+48.1%
Q2 2019$341,000
-23.4%
3,900
-25.0%
0.03%
-25.0%
Q1 2019$445,000
+9.6%
5,2000.0%0.04%
-5.3%
Q4 2018$406,000
-10.4%
5,2000.0%0.04%
+5.6%
Q3 2018$453,000
+3.0%
5,200
-1.9%
0.04%
-5.3%
Q2 2018$440,000
+0.7%
5,3000.0%0.04%
-2.6%
Q1 2018$437,000
-3.7%
5,3000.0%0.04%
-4.9%
Q4 2017$454,0005,3000.04%
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