HARBOR INVESTMENT ADVISORY, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,769,045
-3.4%
17,122
-0.9%
0.23%
-9.0%
Q2 2023$1,831,829
+0.7%
17,270
+0.2%
0.26%
-6.2%
Q1 2023$1,818,820
-1.6%
17,240
+1.0%
0.27%
-5.9%
Q4 2022$1,847,469
+14.5%
17,073
+0.4%
0.29%
+8.6%
Q3 2022$1,614,000
+213.4%
17,008
+236.2%
0.27%
+220.5%
Q2 2022$515,000
-4.6%
5,059
+5.1%
0.08%
+15.3%
Q1 2022$540,000
+1.3%
4,815
+1.2%
0.07%
+7.5%
Q4 2021$533,000
+11.7%
4,758
+3.1%
0.07%
+3.1%
Q3 2021$477,000
+1.9%
4,613
+3.2%
0.06%
+3.2%
Q2 2021$468,000
+6.1%
4,468
+2.3%
0.06%
-4.5%
Q1 2021$441,000
+11.1%
4,366
+0.7%
0.07%
+3.1%
Q4 2020$397,000
+22.5%
4,334
+8.4%
0.06%
+3.2%
Q3 2020$324,000
+3.2%
3,999
+0.3%
0.06%
-7.5%
Q2 2020$314,000
+11.3%
3,9860.0%0.07%
-11.8%
Q1 2020$282,000
+944.4%
3,986
+1293.7%
0.08%
+1166.7%
Q4 2019$27,0002860.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 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