SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$4,706
-2.2%
45,549
+0.4%
0.16%
-0.6%
Q2 2023$4,812
+2.5%
45,375
+2.0%
0.16%
-3.0%
Q1 2023$4,694
-3.6%
44,493
-1.2%
0.16%
-5.7%
Q4 2022$4,871
-99.9%
45,016
+2.7%
0.18%
-10.3%
Q3 2022$4,158,000
-7.8%
43,821
-1.1%
0.20%
-14.5%
Q2 2022$4,508,000
-16.7%
44,322
-8.1%
0.23%
-8.1%
Q1 2022$5,412,000
+0.9%
48,213
+0.8%
0.25%
+2.9%
Q4 2021$5,364,000
+8.3%
47,842
-0.2%
0.24%
-0.8%
Q3 2021$4,955,000
-1.5%
47,945
-0.2%
0.24%
+7.5%
Q2 2021$5,033,000
-6.8%
48,033
-10.1%
0.23%
-14.1%
Q1 2021$5,402,000
+31.3%
53,432
+18.9%
0.26%
+18.5%
Q4 2020$4,113,000
+18.7%
44,943
+5.0%
0.22%
+3.3%
Q3 2020$3,464,000
+2.5%
42,808
-0.2%
0.22%
-10.0%
Q2 2020$3,378,000
+8.2%
42,881
-2.8%
0.24%
-4.0%
Q1 2020$3,121,000
-26.0%
44,106
-2.0%
0.25%
-3.5%
Q4 2019$4,219,000
-22.5%
45,021
-26.6%
0.26%
-28.5%
Q3 2019$5,443,000
+41.2%
61,349
+39.1%
0.36%
+41.6%
Q2 2019$3,855,000
+2.4%
44,118
+0.4%
0.26%
-10.2%
Q1 2019$3,765,000
+8.5%
43,954
-1.2%
0.28%
-7.5%
Q4 2018$3,469,000
-14.0%
44,482
-4.0%
0.31%
-15.4%
Q3 2018$4,035,000
-0.5%
46,334
-5.1%
0.36%
-5.2%
Q2 2018$4,057,000
-4.3%
48,848
-4.9%
0.38%
-10.7%
Q1 2018$4,238,000
-3.4%
51,377
+0.3%
0.43%
-4.2%
Q4 2017$4,385,000
+5.4%
51,204
-0.3%
0.45%
-3.4%
Q3 2017$4,162,000
+6.3%
51,337
+2.5%
0.46%0.0%
Q2 2017$3,914,000
-1.8%
50,071
-2.5%
0.46%
-6.8%
Q1 2017$3,986,000
+4.3%
51,334
+1.8%
0.50%
-6.0%
Q4 2016$3,823,000
+13.0%
50,450
+7.6%
0.53%
+7.1%
Q3 2016$3,382,000
+49.4%
46,887
+48.0%
0.50%
+36.7%
Q2 2016$2,264,000
+43.7%
31,682
+38.8%
0.36%
+40.3%
Q1 2016$1,576,000
+15.6%
22,830
+11.8%
0.26%
+9.8%
Q4 2015$1,363,000
+9.0%
20,423
+2.3%
0.24%
-10.0%
Q3 2015$1,251,00019,9730.26%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2021
NameSharesValueWeighting ↓
UNITED SERVICES AUTOMOBILE ASSOCIATION 8,903,134$700,953,00014.78%
Arlington Partners LLC 284,696$22,428,00012.60%
Asset Allocation & Management Company, LLC 320,490$25,248,00012.30%
MARINO, STRAM & ASSOCIATES LLC 226,262$17,861,00010.63%
Benchmark Wealth Management, LLC 157,813$12,433,00010.60%
Sullivan, Bruyette, Speros & Blaney, LLC 2,136,959$168,350,00010.23%
Edge Capital Group, LLC 1,156,265$91,091,0009.53%
Measured Wealth Private Client Group, LLC 187,256$14,752,0008.61%
Berkeley Capital Partners, LLC 169,250$13,333,0008.21%
HCR Wealth Advisors 421,414$33,092,0007.76%
View complete list of VANGUARD WHITEHALL FDS shareholders