First National Bank of Mount Dora, Trust Investment Services - VANGUARD WHITEHALL FDS ownership

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VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.

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Quarter-by-quarter ownership
First National Bank of Mount Dora, Trust Investment Services ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2023$681,724
+8.0%
6,1070.0%0.18%
-2.7%
Q3 2023$630,975
-2.6%
6,1070.0%0.19%
+1.6%
Q2 2023$647,769
+0.5%
6,1070.0%0.18%
-5.6%
Q1 2023$644,288
+97371.7%
6,1070.0%0.20%
-10.6%
Q4 2022$661
-99.9%
6,1070.0%0.22%
+6.3%
Q3 2022$579,000
-10.0%
6,107
-3.5%
0.20%
-7.2%
Q2 2022$643,000
+3.7%
6,326
+14.6%
0.22%
+18.2%
Q1 2022$620,000
-1.3%
5,519
-1.4%
0.19%
+1.1%
Q4 2021$628,000
+10.2%
5,599
+1.4%
0.18%
-1.1%
Q3 2021$570,000
-1.6%
5,5190.0%0.19%
-1.6%
Q2 2021$579,000
+3.8%
5,5190.0%0.19%
-2.1%
Q1 2021$558,000
+84.2%
5,519
+66.3%
0.19%
+76.4%
Q4 2020$303,000
+6.3%
3,319
-5.7%
0.11%
-6.8%
Q3 2020$285,000
+9.6%
3,519
+6.6%
0.12%0.0%
Q2 2020$260,000
+11.6%
3,3000.0%0.12%
-4.1%
Q1 2020$233,000–3,300–0.12%–
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Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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