Sigma Planning Corp - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$4,717,185
-19.0%
45,656
-16.9%
0.18%
-15.3%
Q2 2023$5,825,541
-17.2%
54,921
-17.6%
0.21%
-10.7%
Q1 2023$7,033,352
-7.3%
66,666
-4.9%
0.23%
-13.7%
Q4 2022$7,586,141
+4.4%
70,105
-8.4%
0.27%
-2.2%
Q3 2022$7,264,000
+2.6%
76,564
+9.9%
0.28%
+12.6%
Q2 2022$7,083,000
-6.4%
69,645
+3.3%
0.25%
+8.4%
Q1 2022$7,571,000
+27.3%
67,445
+27.1%
0.23%
+36.7%
Q4 2021$5,949,000
+12.1%
53,060
+3.3%
0.17%
+3.8%
Q3 2021$5,309,000
-5.0%
51,370
-3.7%
0.16%
-4.2%
Q2 2021$5,588,000
+4.5%
53,332
+0.9%
0.17%
-2.3%
Q1 2021$5,345,000
+7.3%
52,873
-2.8%
0.17%
+1.2%
Q4 2020$4,980,000
+14.3%
54,423
+1.1%
0.17%
-1.7%
Q3 2020$4,358,000
-5.8%
53,846
-8.3%
0.17%
-15.3%
Q2 2020$4,624,000
+26.3%
58,696
+13.4%
0.20%
-6.5%
Q1 2020$3,662,000
-21.3%
51,764
+4.3%
0.22%
+10.7%
Q4 2019$4,653,000
+9.5%
49,650
+3.7%
0.20%
-3.9%
Q3 2019$4,250,000
+1.8%
47,895
+0.2%
0.20%
-5.1%
Q2 2019$4,175,000
+3.9%
47,778
+1.9%
0.22%
-5.7%
Q1 2019$4,017,000
+23.4%
46,896
+12.4%
0.23%
-3.8%
Q4 2018$3,254,000
-4.2%
41,721
+6.9%
0.24%
+18.5%
Q3 2018$3,398,000
-6.7%
39,011
-11.0%
0.20%
-18.0%
Q2 2018$3,641,000
-5.3%
43,841
-5.9%
0.24%
-13.2%
Q1 2018$3,843,000
-6.1%
46,592
-2.5%
0.28%
-10.8%
Q4 2017$4,093,000
+12.1%
47,800
+6.1%
0.32%
+4.7%
Q3 2017$3,651,000
+3.8%
45,031
+0.0%
0.30%
-9.1%
Q2 2017$3,518,000
-2.0%
45,013
-2.6%
0.33%
-4.9%
Q1 2017$3,589,000
+2.0%
46,225
-0.4%
0.35%
-9.6%
Q4 2016$3,518,000
+4.5%
46,428
-0.5%
0.38%
-3.5%
Q3 2016$3,367,000
+1.5%
46,671
+0.5%
0.40%
-7.9%
Q2 2016$3,318,000
+5.7%
46,438
+2.1%
0.43%
+0.9%
Q1 2016$3,139,000
+10.2%
45,467
+6.5%
0.43%
+7.5%
Q4 2015$2,849,000
+29.9%
42,682
+21.9%
0.40%
+14.7%
Q3 2015$2,194,000
-31.2%
35,015
-26.1%
0.35%
-20.9%
Q2 2015$3,190,000
+3.2%
47,384
+4.7%
0.44%
+7.3%
Q1 2015$3,092,000
+15.0%
45,269
+15.7%
0.41%
+15.5%
Q4 2014$2,689,00039,1110.36%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2020
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