BUCKINGHAM STRATEGIC WEALTH, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$3,319,773
-17.6%
32,131
-15.4%
0.05%
-17.5%
Q2 2023$4,030,512
+9.8%
37,999
+12.1%
0.06%
-14.9%
Q1 2023$3,669,5310.0%33,9110.0%0.07%0.0%
Q4 2022$3,669,531
+12.7%
33,911
-1.2%
0.07%
+1.5%
Q3 2022$3,255,000
-6.7%
34,306
+0.1%
0.07%
-4.3%
Q2 2022$3,487,000
-14.4%
34,283
-5.5%
0.07%
-13.8%
Q1 2022$4,074,000
+5.8%
36,292
+5.7%
0.08%
+8.1%
Q4 2021$3,849,000
+8.2%
34,336
-0.2%
0.07%
+1.4%
Q3 2021$3,556,000
-1.6%
34,405
-0.2%
0.07%
-16.1%
Q2 2021$3,612,000
+9.8%
34,476
+5.9%
0.09%
-46.3%
Q1 2021$3,290,000
+6.2%
32,545
-3.8%
0.16%
-0.6%
Q4 2020$3,097,000
-24.3%
33,848
-33.1%
0.16%
-47.9%
Q3 2020$4,092,000
-55.5%
50,560
-56.7%
0.31%
-64.2%
Q2 2020$9,203,000
+1133.6%
116,819
+1007.3%
0.88%
+1115.3%
Q1 2020$746,000
-7.2%
10,550
+23.0%
0.07%
-6.5%
Q4 2019$804,000
+18.8%
8,579
+12.4%
0.08%
+5.5%
Q3 2019$677,000
+5.6%
7,635
+4.1%
0.07%
+4.3%
Q2 2019$641,000
-33.9%
7,333
-35.2%
0.07%
-42.6%
Q1 2019$970,000
-17.1%
11,321
-24.5%
0.12%
-31.8%
Q4 2018$1,170,000
-21.7%
14,999
-12.6%
0.18%
-21.8%
Q3 2018$1,495,000
-24.5%
17,161
-28.0%
0.23%
-28.4%
Q2 2018$1,979,000
+28.9%
23,828
+28.1%
0.32%
+7.0%
Q1 2018$1,535,000
+339.8%
18,608
+357.1%
0.30%
+309.6%
Q4 2017$349,000
+5.8%
4,071
+0.1%
0.07%
-6.4%
Q3 2017$330,000
+1.2%
4,066
-2.5%
0.08%
+1.3%
Q2 2017$326,000
+8.3%
4,169
+7.4%
0.08%
-12.5%
Q1 2017$301,000
+3.1%
3,883
+0.7%
0.09%
-6.4%
Q4 2016$292,0003,8550.09%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 177,605$16,643,00014.36%
360 Financial, Inc. 182,506$17,156,00012.65%
Sullivan, Bruyette, Speros & Blaney, LLC 2,112,838$197,994,00011.02%
SEARCY FINANCIAL SERVICES INC /ADV 156,876$14,701,00010.55%
Asset Allocation & Management Company, LLC 286,908$26,886,00010.05%
Measured Wealth Private Client Group, LLC 158,117$14,817,0009.88%
Sunburst Financial Group, LLC 115,643$10,837,0009.46%
MARINO, STRAM & ASSOCIATES LLC 150,319$14,086,0009.22%
Global Strategic Investment Solutions, LLC 265,603$24,890,0008.96%
Edge Capital Group, LLC 979,436$91,783,0008.93%
View complete list of VANGUARD WHITEHALL FDS shareholders