HoyleCohen, LLC - VANGUARD WHITEHALL FDS ownership

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VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,433 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

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Quarter-by-quarter ownership
HoyleCohen, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$254,904
-4.4%
2,149
-2.5%
0.02%
-5.0%
Q1 2024$266,740
+12.8%
2,205
+4.1%
0.02%
+5.3%
Q4 2023$236,429
+3.7%
2,118
-4.0%
0.02%
-9.5%
Q3 2023$227,951
-23.6%
2,206
-21.6%
0.02%
-19.2%
Q2 2023$298,308
-1.6%
2,812
-2.2%
0.03%
-7.1%
Q1 2023$303,220
-3.7%
2,874
-1.2%
0.03%
-9.7%
Q4 2022$314,933
+31.8%
2,910
+15.6%
0.03%
+19.2%
Q3 2022$239,000
+5.3%
2,517
+12.9%
0.03%
+8.3%
Q2 2022$227,000
-9.2%
2,230
+0.1%
0.02%
+14.3%
Q1 2022$250,000
+0.8%
2,227
+0.6%
0.02%0.0%
Q4 2021$248,000
+8.8%
2,214
+0.1%
0.02%
-4.5%
Q3 2021$228,000
-1.3%
2,211
+0.1%
0.02%
+22.2%
Q2 2021$231,000
+3.6%
2,208
+0.1%
0.02%
-21.7%
Q1 2021$223,000
+10.4%
2,206
+0.1%
0.02%0.0%
Q4 2020$202,000–2,203–0.02%–
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Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Sullivan, Bruyette, Speros & Blaney, LLC 2,090,330$185,475,00011.07%
SEARCY FINANCIAL SERVICES INC /ADV 161,209$14,304,00010.60%
Edge Capital Group, LLC 1,025,699$91,010,0009.20%
MARINO, STRAM & ASSOCIATES LLC 143,044$12,692,0008.99%
Global Strategic Investment Solutions, LLC 252,511$22,405,0008.75%
Armor Investment Advisors, LLC 119,215$10,578,0008.66%
Measured Wealth Private Client Group, LLC 150,988$13,397,0008.66%
Berkeley Capital Partners, LLC 163,134$14,475,0007.64%
Opus Capital Group, LLC 269,917$23,950,0007.37%
UNITED SERVICES AUTOMOBILE ASSOCIATION 6,626,076$587,739,0007.37%
View complete list of VANGUARD WHITEHALL FDS shareholders