ENVESTNET ASSET 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
ENVESTNET ASSET MANAGEMENT INC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$485,394,383
-5.4%
4,697,971
-2.9%
0.22%
-2.2%
Q2 2023$512,964,063
+13.7%
4,836,090
+13.1%
0.23%
+4.6%
Q1 2023$451,177,302
+2.0%
4,276,562
+4.6%
0.22%
-5.2%
Q4 2022$442,359,471
+19.6%
4,087,972
+4.8%
0.23%
+8.5%
Q3 2022$369,985,000
+1.0%
3,899,501
+8.2%
0.21%
+2.9%
Q2 2022$366,441,000
-5.1%
3,603,158
+4.7%
0.20%
+5.7%
Q1 2022$386,307,000
+7.3%
3,441,490
+7.1%
0.19%
+9.0%
Q4 2021$360,132,000
+11.7%
3,212,313
+3.0%
0.18%
+0.6%
Q3 2021$322,368,000
-4.6%
3,119,187
-3.3%
0.18%
-7.8%
Q2 2021$337,782,000
+5.3%
3,224,048
+1.6%
0.19%
-7.7%
Q1 2021$320,671,000
+20.5%
3,172,131
+9.1%
0.21%
+3.5%
Q4 2020$266,112,000
+21.4%
2,908,008
+7.3%
0.20%
+3.6%
Q3 2020$219,237,000
+6.2%
2,708,976
+3.4%
0.19%
-4.0%
Q2 2020$206,418,000
+33.6%
2,620,227
+20.0%
0.20%
+10.4%
Q1 2020$154,520,000
-12.4%
2,184,024
+16.0%
0.18%
-1.6%
Q4 2019$176,408,000
+20.3%
1,882,487
+13.9%
0.19%
+16.2%
Q3 2019$146,600,000
+9.9%
1,652,204
+8.2%
0.16%
-4.8%
Q2 2019$133,393,000
+14.7%
1,526,580
+12.4%
0.17%
+5.0%
Q1 2019$116,296,000
+21.8%
1,357,643
+10.9%
0.16%
+8.1%
Q4 2018$95,505,000
+154.6%
1,224,581
+184.3%
0.15%
+127.7%
Q3 2018$37,519,000
+101.3%
430,806
+91.9%
0.06%
+51.2%
Q2 2018$18,641,000
+4.8%
224,465
+3.4%
0.04%
-14.0%
Q1 2018$17,787,000
-3.8%
217,063
+0.5%
0.05%
+22.0%
Q4 2017$18,495,000
+10.1%
215,981
+4.3%
0.04%
+2.5%
Q3 2017$16,792,000
+15.0%
207,124
+10.9%
0.04%0.0%
Q2 2017$14,601,000
-4.2%
186,813
-4.8%
0.04%
-18.4%
Q1 2017$15,235,000
-17.5%
196,201
-19.5%
0.05%
-26.9%
Q4 2016$18,477,000
+40.2%
243,863
+33.5%
0.07%
+31.4%
Q3 2016$13,179,000
-1.4%
182,681
-2.4%
0.05%
-3.8%
Q2 2016$13,372,000
+140.8%
187,122
+132.6%
0.05%
+120.8%
Q1 2016$5,554,000
+24.1%
80,453
+20.0%
0.02%
+20.0%
Q4 2015$4,476,000
+12.3%
67,050
+5.4%
0.02%0.0%
Q3 2015$3,985,000
-6.5%
63,606
+0.5%
0.02%0.0%
Q2 2015$4,260,000
+20.6%
63,287
+22.4%
0.02%
+11.1%
Q1 2015$3,532,000
+241.3%
51,706
+243.6%
0.02%
+63.6%
Q4 2014$1,035,000
+3.6%
15,049
+0.0%
0.01%
+10.0%
Q3 2014$999,000
+16.4%
15,044
+16.3%
0.01%
+11.1%
Q2 2014$858,000
-32.9%
12,939
-36.1%
0.01%
-35.7%
Q1 2014$1,278,000
+23.5%
20,252
+21.9%
0.01%
+16.7%
Q4 2013$1,035,000
+38.9%
16,610
+28.2%
0.01%
+33.3%
Q3 2013$745,000
-94.2%
12,958
-94.4%
0.01%
-94.6%
Q2 2013$12,947,000229,6860.17%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 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