Smith Salley Wealth Management - 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
Smith Salley Wealth Management ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,077,390
-8.3%
10,428
-5.9%
0.08%
-8.0%
Q2 2023$1,175,266
-7.6%
11,080
-8.1%
0.09%
-13.9%
Q1 2023$1,271,920
-76.0%
12,056
-75.4%
0.10%
-77.8%
Q4 2022$5,305,175
+274.9%
49,027
+228.8%
0.45%
+243.9%
Q3 2022$1,415,000
-25.6%
14,910
-20.3%
0.13%
-20.0%
Q2 2022$1,902,000
+36.6%
18,698
+50.7%
0.16%
+57.1%
Q1 2022$1,392,000
-54.2%
12,405
-54.2%
0.10%
-51.2%
Q4 2021$3,038,000
+144.0%
27,098
+125.0%
0.22%
+119.4%
Q3 2021$1,245,000
+9.0%
12,044
+10.5%
0.10%
+6.5%
Q2 2021$1,142,000
-1.6%
10,899
-5.1%
0.09%
-11.5%
Q1 2021$1,161,000
+17.6%
11,484
+6.5%
0.10%
+4.0%
Q4 2020$987,000
+211.4%
10,784
+175.4%
0.10%
+163.2%
Q3 2020$317,000
-11.0%
3,916
-13.3%
0.04%
-20.8%
Q2 2020$356,000
+11.2%
4,5160.0%0.05%
-9.4%
Q1 2020$320,000
-24.3%
4,5160.0%0.05%
-5.4%
Q4 2019$423,000
+5.5%
4,5160.0%0.06%
-1.8%
Q3 2019$401,000
+1.5%
4,5160.0%0.06%
-5.0%
Q2 2019$395,0004,5160.06%
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