Roundview Capital LLC - 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
Roundview Capital LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,076,333
-4.7%
20,096
-2.1%
0.21%
-1.9%
Q2 2023$2,178,060
+2.2%
20,534
+1.7%
0.21%
-4.5%
Q1 2023$2,130,664
-4.2%
20,196
-1.7%
0.22%
-12.2%
Q4 2022$2,223,006
+9.7%
20,543
-3.8%
0.25%
-0.8%
Q3 2022$2,026,000
-6.5%
21,356
+0.3%
0.26%
-1.2%
Q2 2022$2,166,000
-6.3%
21,294
+3.4%
0.26%
+9.3%
Q1 2022$2,311,000
+1.0%
20,591
+0.9%
0.24%
+3.9%
Q4 2021$2,288,000
+9.5%
20,407
+0.9%
0.23%
-0.9%
Q3 2021$2,090,000
-4.6%
20,225
-3.3%
0.23%
-5.7%
Q2 2021$2,190,000
+3.8%
20,905
+0.2%
0.24%
-7.9%
Q1 2021$2,109,000
+15.0%
20,864
+4.1%
0.26%
+5.6%
Q4 2020$1,834,000
+9.2%
20,037
-3.4%
0.25%
-4.6%
Q3 2020$1,679,000
+14.7%
20,741
+11.6%
0.26%
+5.6%
Q2 2020$1,464,000
-30.8%
18,585
-37.9%
0.25%
-44.3%
Q1 2020$2,116,000
-22.1%
29,911
+3.1%
0.45%
-13.5%
Q4 2019$2,718,000
+5.7%
29,009
+0.1%
0.52%
-6.8%
Q3 2019$2,571,000
+3.3%
28,978
+1.7%
0.56%
-1.1%
Q2 2019$2,490,000
+7.6%
28,500
+5.5%
0.56%
+2.0%
Q1 2019$2,314,000
+6.2%
27,010
-3.3%
0.55%
-10.0%
Q4 2018$2,179,000
-11.7%
27,935
-1.5%
0.61%
+0.3%
Q3 2018$2,469,000
+2.8%
28,355
-2.0%
0.61%
-3.3%
Q2 2018$2,402,000
+1.5%
28,922
+0.8%
0.63%
-5.4%
Q1 2018$2,367,000
+4.4%
28,695
+8.4%
0.67%
+13.7%
Q4 2017$2,267,000
-40.7%
26,476
-44.8%
0.59%
+6.2%
Q3 2017$3,820,000
+102.4%
47,988
+98.8%
0.55%
+0.4%
Q2 2017$1,887,000
+0.6%
24,1440.0%0.55%
-5.5%
Q1 2017$1,875,000
+3.8%
24,144
+1.2%
0.58%
+0.3%
Q4 2016$1,807,000
+24.1%
23,849
+18.2%
0.58%
+12.6%
Q3 2016$1,456,000
+17.0%
20,182
+15.9%
0.52%
+12.4%
Q2 2016$1,244,000
+18.6%
17,408
+14.6%
0.46%
+17.1%
Q1 2016$1,049,000
+9.8%
15,195
+6.2%
0.39%
+3.4%
Q4 2015$955,000
+16.0%
14,305
+8.9%
0.38%
+7.1%
Q3 2015$823,000
-6.1%
13,140
+1.0%
0.35%
+7.0%
Q2 2015$876,0000.0%13,007
+1.4%
0.33%
-4.9%
Q1 2015$876,000
+23.0%
12,822
+23.8%
0.35%
+18.8%
Q4 2014$712,000
+27.6%
10,360
+23.3%
0.29%
+16.3%
Q3 2014$558,000
+7.7%
8,405
+7.5%
0.25%
+20.1%
Q2 2014$518,000
+28.5%
7,815
+22.5%
0.21%
+6.6%
Q1 2014$403,000
+18.9%
6,380
+17.3%
0.20%
+26.5%
Q4 2013$339,000
+17.7%
5,440
+8.5%
0.16%
+3.3%
Q3 2013$288,000
+40.5%
5,015
+37.8%
0.15%
+16.3%
Q2 2013$205,0003,6390.13%
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