CIBC Private Wealth Group, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.

Quarter-by-quarter ownership
CIBC Private Wealth Group, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$8,843,442
-52.1%
85,593
-50.8%
0.02%
+5.0%
Q2 2023$18,463,146
-4.7%
174,066
+11.1%
0.02%
-4.8%
Q1 2023$19,379,386
+405.2%
156,674
+100.5%
0.02%
+61.5%
Q4 2022$3,836,234
-47.2%
78,154
+2.1%
0.01%
-35.0%
Q3 2022$7,261,000
-4.6%
76,529
+2.2%
0.02%0.0%
Q2 2022$7,615,000
-9.3%
74,878
+0.1%
0.02%
+11.1%
Q1 2022$8,394,000
+10.8%
74,794
+10.6%
0.02%
+12.5%
Q4 2021$7,578,000
+41.2%
67,598
+30.2%
0.02%
+33.3%
Q3 2021$5,366,000
-24.9%
51,913
-23.9%
0.01%
-25.0%
Q2 2021$7,143,000
+28.2%
68,173
+23.7%
0.02%
+14.3%
Q1 2021$5,571,000
+29.7%
55,099
+17.4%
0.01%
+27.3%
Q4 2020$4,296,000
+13.5%
46,946
-0.4%
0.01%
-8.3%
Q3 2020$3,784,000
+166.5%
47,152
+161.6%
0.01%
+71.4%
Q2 2020$1,420,000
-58.0%
18,025
-62.3%
0.01%
-53.3%
Q1 2020$3,384,000
-3.1%
47,810
+28.3%
0.02%
+36.4%
Q4 2019$3,493,000
+22.5%
37,278
+16.0%
0.01%
+10.0%
Q3 2019$2,852,000
+15.0%
32,141
+13.2%
0.01%
+11.1%
Q2 2019$2,480,000
+5.2%
28,391
+3.2%
0.01%0.0%
Q1 2019$2,357,000
+34.5%
27,517
+22.5%
0.01%
+12.5%
Q4 2018$1,752,000
-25.4%
22,465
-16.7%
0.01%
-11.1%
Q3 2018$2,350,000
-3.4%
26,984
-7.9%
0.01%
-10.0%
Q2 2018$2,432,000
+2.4%
29,297
+1.8%
0.01%0.0%
Q1 2018$2,375,000
+43.4%
28,791
+49.0%
0.01%
+42.9%
Q4 2017$1,656,000
+16.0%
19,329
+9.8%
0.01%0.0%
Q3 2017$1,427,000
+3.8%
17,602
+0.1%
0.01%
-22.2%
Q2 2017$1,375,000
-17.5%
17,586
-18.1%
0.01%
-10.0%
Q1 2017$1,667,000
-11.5%
21,479
-13.6%
0.01%
-16.7%
Q4 2016$1,883,000
+16.6%
24,858
+11.0%
0.01%
+9.1%
Q3 2016$1,615,000
+3.5%
22,391
+2.5%
0.01%0.0%
Q2 2016$1,561,000
+29.1%
21,853
+24.8%
0.01%
+22.2%
Q1 2016$1,209,000
-0.2%
17,512
-3.5%
0.01%0.0%
Q4 2015$1,211,000
+50.1%
18,143
+40.8%
0.01%
+28.6%
Q3 2015$807,000
-34.1%
12,884
-29.2%
0.01%
-22.2%
Q2 2015$1,224,000
+27.2%
18,186
+29.2%
0.01%
+28.6%
Q1 2015$962,000
+3.3%
14,071
+3.9%
0.01%0.0%
Q4 2014$931,000
+20.6%
13,537
+16.5%
0.01%
+16.7%
Q3 2014$772,00011,6170.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 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