Westside Investment Management, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$10,469,313
+2.7%
101,329
+5.5%
3.02%
+4.8%
Q2 2023$10,191,597
+2.0%
96,076
+1.5%
2.88%
-1.9%
Q1 2023$9,995,704
+2757.8%
94,701
+7.7%
2.94%
+240.9%
Q4 2022$349,771
-99.9%
87,956
+11.1%
0.86%
-10.9%
Q3 2022$404,278,000
+124.9%
79,178
+12.7%
0.97%
+137.3%
Q2 2022$179,789,000
-7.4%
70,234
+17.2%
0.41%
-4.5%
Q1 2022$194,126,000
+4.7%
59,931
+8.4%
0.43%
+0.7%
Q4 2021$185,395,000
+8.3%
55,291
+0.0%
0.42%
+7.1%
Q3 2021$171,159,000
-4.1%
55,272
+0.3%
0.40%
-4.6%
Q2 2021$178,471,000
+3.8%
55,110
+4.1%
0.41%
-8.8%
Q1 2021$171,983,000
+72.0%
52,950
+20.8%
0.45%
+65.7%
Q4 2020$100,000,000
+269.3%
43,840
+25.6%
0.27%
+2183.3%
Q3 2020$27,079,000
+4.5%
34,900
+19.6%
0.01%
-20.0%
Q2 2020$25,908,000
-81.1%
29,170
-10.8%
0.02%
-84.0%
Q1 2020$137,438,000
+197.9%
32,720
+16.3%
0.09%
-7.8%
Q2 2019$46,139,000
-97.7%
28,130
+7.3%
0.10%
-86.4%
Q4 2018$2,046,373,000
+30.6%
26,220
+46.2%
0.75%
+49.5%
Q3 2018$1,567,003,000
+24.2%
17,940
+18.1%
0.50%
+12.8%
Q2 2018$1,262,011,000
+7.3%
15,190
+4.1%
0.44%
-31.3%
Q1 2018$1,176,535,000
-3.7%
14,590
+4.1%
0.65%
-2.4%
Q4 2017$1,221,557,000
+13.2%
14,020
+6.5%
0.66%
+1.7%
Q3 2017$1,079,012,000
-2.1%
13,170
-6.7%
0.65%
-9.5%
Q2 2017$1,102,348,000
+8.6%
14,120
+7.6%
0.72%
+48.2%
Q1 2017$1,014,886,000
+42.7%
13,119
+39.9%
0.48%
+0.2%
Q4 2016$711,397,0009,3790.48%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
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