Institute for Wealth Management, LLC. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$289,400
-31.6%
2,801
-29.8%
0.05%
-26.8%
Q2 2023$423,008
-0.3%
3,988
-0.9%
0.07%
-12.3%
Q1 2023$424,427
-2.5%
4,023
-0.0%
0.08%
-12.0%
Q4 2022$435,439
+14.9%
4,024
+0.7%
0.09%
+8.2%
Q3 2022$379,000
-6.0%
3,997
+0.9%
0.08%
+7.6%
Q2 2022$403,000
-7.4%
3,962
+2.2%
0.08%
+12.9%
Q1 2022$435,000
+12.1%
3,875
+11.9%
0.07%
+11.1%
Q4 2021$388,000
+8.1%
3,462
-0.4%
0.06%0.0%
Q3 2021$359,000
+14.7%
3,477
+16.2%
0.06%
+14.5%
Q2 2021$313,000
+12.6%
2,992
-15.2%
0.06%
-19.1%
Q2 2020$278,000
+6.1%
3,530
-4.6%
0.07%
-16.0%
Q1 2020$262,000
+31.0%
3,699
+73.2%
0.08%
+80.0%
Q4 2019$200,000
-54.2%
2,136
-58.2%
0.04%
-55.4%
Q4 2017$437,000
-54.1%
5,111
-56.6%
0.10%
-67.4%
Q3 2017$952,000
-2.7%
11,768
-6.2%
0.31%
+15.2%
Q2 2017$978,00012,5430.27%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2022
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