Opus Capital Group, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
Opus Capital Group, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$31,217
-2.8%
302,138
-0.2%
5.54%
-0.4%
Q2 2023$32,113
+0.6%
302,758
+0.1%
5.56%
-4.9%
Q1 2023$31,914
-1.2%
302,503
+1.3%
5.85%
-6.6%
Q4 2022$32,313
-99.9%
298,610
+2.4%
6.26%
+4.5%
Q3 2022$27,665,000
-3.9%
291,575
+3.0%
5.99%
+2.6%
Q2 2022$28,785,000
+8.2%
283,039
+19.4%
5.84%
+12.5%
Q1 2022$26,604,000
+31.1%
237,005
+30.9%
5.19%
+23.7%
Q4 2021$20,293,000
+10.5%
181,013
+1.9%
4.20%
+0.9%
Q3 2021$18,359,000
-3.0%
177,635
-1.7%
4.16%
-3.2%
Q2 2021$18,931,000
+4.2%
180,691
+0.5%
4.30%
-1.5%
Q1 2021$18,168,000
+15.0%
179,721
+4.1%
4.36%
+8.6%
Q4 2020$15,800,000
+4.3%
172,657
-7.8%
4.02%
-9.3%
Q3 2020$15,152,000
-23.0%
187,220
-25.0%
4.43%
-26.5%
Q2 2020$19,671,000
+7.6%
249,690
-3.4%
6.02%
-6.9%
Q1 2020$18,283,000
-27.9%
258,418
-4.5%
6.47%
-13.3%
Q4 2019$25,348,000
+5.8%
270,489
+0.2%
7.46%
+1.1%
Q3 2019$23,950,000
-19.1%
269,917
-20.3%
7.37%
-16.9%
Q2 2019$29,594,000
+0.5%
338,682
-1.5%
8.87%
+12.9%
Q1 2019$29,440,000
-48.3%
343,683
-53.0%
7.86%
-33.8%
Q4 2018$56,990,000
+79.2%
730,740
+100.1%
11.87%
+66.2%
Q3 2018$31,799,000
-23.5%
365,122
-27.0%
7.14%
-29.7%
Q2 2018$41,551,000
-0.0%
500,315
-0.7%
10.16%
-2.7%
Q1 2018$41,565,000
-3.7%
503,885
+0.0%
10.44%
+10.1%
Q4 2017$43,140,000
+4.7%
503,800
-0.8%
9.48%
+1.2%
Q3 2017$41,187,000
-49.4%
508,043
-51.2%
9.37%
-41.3%
Q2 2017$81,378,000
-1.2%
1,041,160
-1.8%
15.95%
+45.5%
Q1 2017$82,362,000
+103.1%
1,060,684
+98.2%
10.96%
+82.8%
Q4 2016$40,554,000
+5.8%
535,225
+0.7%
6.00%
-24.3%
Q3 2016$38,335,000
+5.6%
531,395
+4.6%
7.92%
-1.9%
Q2 2016$36,316,000
+7.1%
508,203
+3.5%
8.07%
+7.9%
Q1 2016$33,909,000
+6.5%
491,148
+3.0%
7.48%
+39.2%
Q4 2015$31,827,000
+13.8%
476,802
+6.8%
5.38%
+13.8%
Q3 2015$27,959,000
-6.7%
446,270
+0.3%
4.72%
+0.7%
Q2 2015$29,964,000
+86.5%
445,099
+89.2%
4.69%
+84.3%
Q1 2015$16,066,000
+22.5%
235,230
+23.3%
2.54%
+33.7%
Q4 2014$13,111,000
+15.7%
190,708
+11.8%
1.90%
+22.1%
Q3 2014$11,331,000
+3.4%
170,624
+3.2%
1.56%
+104.7%
Q2 2014$10,959,000
+11.4%
165,256
+6.0%
0.76%
+8.7%
Q1 2014$9,839,000
+12.7%
155,871
+11.3%
0.70%
+45.2%
Q4 2013$8,727,000
+18.3%
140,041
+9.1%
0.48%
+15.3%
Q3 2013$7,377,000
+11.6%
128,311
+9.4%
0.42%
+3.2%
Q2 2013$6,611,000117,2860.40%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
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