CORDA Investment Management, LLC. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.

Quarter-by-quarter ownership
CORDA Investment Management, LLC. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$3,421,719
-6.2%
33,118
-3.7%
0.31%
+8.4%
Q2 2023$3,648,244
-0.0%
34,395
-0.6%
0.29%
-2.1%
Q1 2023$3,649,634
-2.2%
34,594
+0.3%
0.29%
-3.9%
Q4 2022$3,733,570
+11.8%
34,503
-2.0%
0.30%
+1.7%
Q3 2022$3,339,000
-7.4%
35,200
-0.7%
0.30%
-2.3%
Q2 2022$3,606,000
-16.4%
35,465
-7.7%
0.31%
-8.4%
Q1 2022$4,312,000
-2.6%
38,420
-2.7%
0.33%
-4.0%
Q4 2021$4,428,000
+7.8%
39,493
-0.6%
0.35%
-2.5%
Q3 2021$4,107,000
-1.7%
39,743
-0.4%
0.36%
-0.6%
Q2 2021$4,180,000
+4.5%
39,900
+0.8%
0.36%
-1.1%
Q1 2021$4,000,000
+17.4%
39,574
+6.3%
0.36%
+6.1%
Q4 2020$3,406,000
+13.1%
37,219
-0.0%
0.34%
+4.3%
Q3 2020$3,012,000
-2.5%
37,220
-5.1%
0.33%
-7.9%
Q2 2020$3,090,000
+7.4%
39,229
-3.6%
0.36%
-1.1%
Q1 2020$2,878,000
-26.8%
40,679
-3.0%
0.36%
-14.7%
Q4 2019$3,931,000
+7.6%
41,954
+1.9%
0.42%
+5.5%
Q3 2019$3,654,000
+3.2%
41,186
+1.6%
0.40%
+4.2%
Q2 2019$3,541,000
-4.1%
40,530
-5.9%
0.38%
-10.1%
Q1 2019$3,691,000
+13.2%
43,093
+3.1%
0.43%
+6.5%
Q4 2018$3,261,000
-14.0%
41,815
-4.0%
0.40%
-10.9%
Q3 2018$3,794,000
+0.9%
43,571
-3.8%
0.45%
-3.4%
Q2 2018$3,761,000
-8.1%
45,289
-8.8%
0.47%
-9.0%
Q1 2018$4,094,000
-14.1%
49,637
-10.8%
0.51%
-10.3%
Q4 2017$4,766,000
+3.7%
55,663
-1.9%
0.57%
-4.0%
Q3 2017$4,597,000
+65.5%
56,714
+59.6%
0.60%
+50.6%
Q2 2017$2,777,000
+10.2%
35,534
+9.5%
0.40%
+4.8%
Q1 2017$2,520,000
+44.9%
32,459
+41.4%
0.38%
+40.1%
Q4 2016$1,739,000
+20.7%
22,951
+14.1%
0.27%
+14.5%
Q3 2016$1,441,00020,1100.24%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2020
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