TWIN FOCUS CAPITAL PARTNERS, 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
TWIN FOCUS CAPITAL PARTNERS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$291,362
-57.6%
2,820
-56.5%
0.06%
-53.2%
Q2 2023$687,758
+0.5%
6,4840.0%0.14%
+2.2%
Q1 2023$684,062
-48.5%
6,484
-47.2%
0.14%
-51.1%
Q4 2022$1,329,360
+123.0%
12,285
+95.5%
0.28%
+94.4%
Q3 2022$596,000
-21.3%
6,285
-15.6%
0.14%
-15.9%
Q2 2022$757,000
-9.3%
7,447
+0.1%
0.17%
+4.9%
Q1 2022$835,000
+0.2%
7,438
+0.1%
0.16%
-3.0%
Q4 2021$833,000
+43.6%
7,431
+32.4%
0.17%
+23.7%
Q3 2021$580,000
-4.6%
5,612
-3.3%
0.14%
-4.3%
Q2 2021$608,000
+3.8%
5,804
+0.1%
0.14%
-16.1%
Q1 2021$586,000
+6.4%
5,796
-3.7%
0.17%
-0.6%
Q4 2020$551,000
+125.8%
6,020
+99.3%
0.17%
+89.9%
Q3 2020$244,000
-3.9%
3,020
-6.2%
0.09%
-12.7%
Q2 2020$254,000
+11.4%
3,2200.0%0.10%
-2.9%
Q1 2020$228,000
-24.5%
3,2200.0%0.10%
+8.2%
Q4 2019$302,000
+5.6%
3,2200.0%0.10%
-14.2%
Q3 2019$286,000
+0.7%
3,220
-0.8%
0.11%
-5.0%
Q2 2019$284,000
+2.2%
3,245
+0.0%
0.12%
-8.5%
Q1 2019$278,000
+9.9%
3,2440.0%0.13%
+15.0%
Q4 2018$253,000
-10.3%
3,2440.0%0.11%
-22.1%
Q3 2018$282,000
+4.4%
3,244
-0.4%
0.14%
+5.1%
Q2 2018$270,000
+0.4%
3,257
+0.0%
0.14%
+3.0%
Q1 2018$269,000
-3.6%
3,2560.0%0.13%
-5.0%
Q4 2017$279,000
+5.7%
3,2560.0%0.14%
+2.9%
Q3 2017$264,000
-2.9%
3,256
-6.3%
0.14%
-8.1%
Q2 2017$272,000
-2.2%
3,476
-2.8%
0.15%
-10.8%
Q1 2017$278,000
-2.8%
3,575
-5.3%
0.17%
-10.2%
Q4 2016$286,000
+5.1%
3,775
+0.0%
0.19%
-1.1%
Q3 2016$272,000
-4.2%
3,774
-4.9%
0.19%
-16.1%
Q2 2016$284,000
+3.6%
3,9700.0%0.22%
-13.5%
Q1 2016$274,000
+3.4%
3,9700.0%0.26%
-3.0%
Q4 2015$265,000
-2.9%
3,970
-9.0%
0.27%
-23.3%
Q3 2015$273,000
-27.6%
4,361
-22.1%
0.35%
-17.9%
Q2 2015$377,000
-1.3%
5,5980.0%0.42%
+41.3%
Q1 2015$382,000
-11.4%
5,598
-10.8%
0.30%
-40.2%
Q4 2014$431,000
-18.4%
6,275
-21.0%
0.50%
-3.1%
Q3 2014$528,000
-5.5%
7,945
-5.8%
0.52%
-17.5%
Q2 2014$559,000
+0.2%
8,430
-4.6%
0.63%
-5.3%
Q1 2014$558,000
+1.3%
8,8380.0%0.66%
+22.1%
Q4 2013$551,000
-1.1%
8,838
-8.7%
0.54%
+2.5%
Q3 2013$557,000
+23.2%
9,680
+20.8%
0.53%
+14.2%
Q2 2013$452,0008,0100.46%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
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