COLDSTREAM CAPITAL MANAGEMENT INC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
COLDSTREAM CAPITAL MANAGEMENT INC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$929,571
+11.6%
8,997
+14.6%
0.03%
+15.4%
Q2 2023$832,650
-16.1%
7,850
-16.5%
0.03%
-21.2%
Q1 2023$992,122
-17.7%
9,404
-15.6%
0.03%
-25.0%
Q4 2022$1,205,135
-47.6%
11,137
-50.8%
0.04%
-6.4%
Q2 2022$2,300,000
+84.0%
22,620
+103.1%
0.05%
+9.3%
Q1 2022$1,250,000
-67.6%
11,137
-67.6%
0.04%
-64.5%
Q4 2021$3,857,000
+30.1%
34,400
-6.1%
0.12%
-16.0%
Q3 2021$2,965,000
-18.8%
36,643
+5.1%
0.14%
-2.0%
Q2 2021$3,653,000
+1.2%
34,865
-2.3%
0.15%
-30.3%
Q1 2021$3,609,000
+8.2%
35,700
-2.1%
0.21%
+5.0%
Q4 2020$3,337,000
+1396.4%
36,465
+1055.8%
0.20%
+737.5%
Q1 2020$223,000
-15.5%
3,155
+11.8%
0.02%
+9.1%
Q4 2019$264,000
-2.2%
2,822
-7.1%
0.02%
-4.3%
Q3 2019$270,000
+1.9%
3,0380.0%0.02%
+4.5%
Q2 2019$265,000
-1.9%
3,038
-3.6%
0.02%
-8.3%
Q1 2019$270,000
+9.8%
3,1500.0%0.02%0.0%
Q4 2018$246,000
-10.2%
3,1500.0%0.02%
-4.0%
Q3 2018$274,000
+4.6%
3,1500.0%0.02%
-3.8%
Q2 2018$262,000
+62.7%
3,150
+67.6%
0.03%
+52.9%
Q4 2017$161,000
-4.2%
1,879
-9.6%
0.02%
-15.0%
Q3 2017$168,000
-23.6%
2,078
-36.5%
0.02%
-65.5%
Q2 2015$220,000
-19.4%
3,271
-18.2%
0.06%
-22.7%
Q1 2015$273,000
-0.7%
4,0000.0%0.08%
-2.6%
Q4 2014$275,0004,0000.08%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 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