Capital Directions Investment Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2022$10,000
+400.0%
101
+381.0%
0.00%
+200.0%
Q3 2021$2,000
-80.0%
21
-78.6%
0.00%
-66.7%
Q2 2021$10,000
+233.3%
98
+263.0%
0.00%
+200.0%
Q4 2019$3,000
+50.0%
270.0%0.00%0.0%
Q3 2019$2,000
-84.6%
27
-82.2%
0.00%
-75.0%
Q1 2019$13,000
+225.0%
152
+192.3%
0.00%
+100.0%
Q2 2018$4,000
-85.7%
52
-84.8%
0.00%
-77.8%
Q1 2018$28,000
-3.4%
3430.0%0.01%0.0%
Q4 2017$29,000
+52.6%
343
+48.5%
0.01%
+50.0%
Q3 2017$19,000
+5.6%
231
+0.4%
0.01%0.0%
Q2 2017$18,0002300.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
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