Atria Investments, Inc - 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
Atria Investments, Inc ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$7,948,067
-3.6%
76,926
-1.1%
0.14%
-4.7%
Q2 2023$8,248,952
-33.0%
77,769
-33.4%
0.15%
-36.1%
Q1 2023$12,319,134
+218.0%
116,769
+226.2%
0.23%
+194.9%
Q4 2022$3,873,372
+30.5%
35,794
+14.4%
0.08%
+19.7%
Q3 2022$2,968,000
-8.7%
31,277
-2.2%
0.07%
-2.9%
Q2 2022$3,252,000
-88.8%
31,972
-87.6%
0.07%
-86.6%
Q1 2022$28,915,000
-25.3%
257,597
-25.4%
0.51%
-26.6%
Q4 2021$38,692,000
+108.4%
345,123
+92.1%
0.69%
+105.7%
Q3 2021$18,569,000
+4.4%
179,675
+5.8%
0.34%
-2.3%
Q2 2021$17,789,000
+22.2%
169,786
+17.9%
0.34%
+6.5%
Q1 2021$14,556,000
+26.3%
143,986
+14.3%
0.32%
+15.8%
Q4 2020$11,523,000
+17.1%
125,920
+3.5%
0.28%
-7.0%
Q3 2020$9,843,000
+27.9%
121,623
+24.5%
0.30%
+13.3%
Q2 2020$7,696,000
-59.5%
97,694
-51.9%
0.26%
-48.7%
Q4 2019$19,025,000
+1.0%
203,022
-4.4%
0.52%
-23.2%
Q3 2019$18,839,000
+1.9%
212,323
-2.3%
0.67%
-2.6%
Q2 2019$18,486,000
+17.9%
217,306
+18.8%
0.69%
+3.9%
Q1 2019$15,675,000
+9.2%
182,990
-0.5%
0.66%
+4.2%
Q4 2018$14,348,000
-16.2%
183,974
-6.4%
0.64%
-6.1%
Q3 2018$17,117,000
+6.6%
196,548
+1.6%
0.68%
-4.1%
Q2 2018$16,063,000
+6.3%
193,409
+5.6%
0.71%
-3.2%
Q1 2018$15,105,000
+6.6%
183,116
+10.6%
0.73%
+3.6%
Q4 2017$14,173,000
+10.2%
165,513
+4.4%
0.70%
+0.6%
Q3 2017$12,858,000
+14.2%
158,600
+10.1%
0.70%
+1.7%
Q2 2017$11,255,000
-20.1%
144,005
-20.7%
0.69%
-25.1%
Q1 2017$14,094,000
+13.7%
181,506
+10.9%
0.92%
-3.0%
Q4 2016$12,399,000
+25.3%
163,646
+19.3%
0.95%
+4.0%
Q3 2016$9,899,000
+3.9%
137,223
+3.3%
0.91%
-11.4%
Q2 2016$9,532,000
-6.4%
132,862
-9.9%
1.03%
-11.2%
Q1 2016$10,180,000
+11.0%
147,453
+1.7%
1.16%
+14.8%
Q4 2015$9,174,000
-0.1%
144,982
-1.1%
1.01%
-20.6%
Q3 2015$9,180,000
-59.7%
146,534
-56.7%
1.27%
-52.5%
Q2 2015$22,767,000
-3.6%
338,192
-2.2%
2.67%
-0.0%
Q1 2015$23,623,000
-14.1%
345,864
-13.6%
2.67%
-8.5%
Q4 2014$27,512,000
-3.3%
400,171
-6.6%
2.92%
+0.4%
Q3 2014$28,456,000
+1.3%
428,489
+1.1%
2.91%
+3.8%
Q2 2014$28,095,000
+6.4%
423,653
+1.3%
2.80%
+4.1%
Q1 2014$26,411,000
+7.4%
418,417
+6.1%
2.69%
+10.0%
Q4 2013$24,585,000
+16.0%
394,498
+7.0%
2.45%
+11.0%
Q3 2013$21,199,000
+12.6%
368,744
+10.4%
2.20%
-3.8%
Q2 2013$18,830,000334,0352.29%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2021
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