ACG Wealth - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.

Quarter-by-quarter ownership
ACG Wealth ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2022$3,338,000
-7.2%
35,179
-0.5%
0.76%
+4.0%
Q2 2022$3,596,000
-10.0%
35,359
-0.6%
0.73%
-2.7%
Q1 2022$3,994,000
-15.3%
35,583
-15.4%
0.75%
+12.5%
Q4 2021$4,715,000
+34.2%
42,057
+23.7%
0.67%
+45.0%
Q3 2021$3,514,000
-0.5%
34,003
+0.8%
0.46%
+3.1%
Q2 2021$3,533,000
-47.2%
33,725
-49.0%
0.45%
-49.5%
Q1 2021$6,685,000
+13.2%
66,126
+2.4%
0.89%
+8.7%
Q4 2020$5,908,000
+11.0%
64,560
-1.8%
0.82%
+1.7%
Q3 2020$5,321,000
+4.0%
65,751
+1.3%
0.80%
-3.8%
Q2 2020$5,115,000
+13.0%
64,931
+1.5%
0.83%
-1.1%
Q1 2020$4,527,000
-29.1%
63,986
-6.1%
0.84%
-11.3%
Q4 2019$6,383,000
-20.7%
68,117
-24.9%
0.95%
-20.0%
Q3 2019$8,047,000
-24.7%
90,689
-25.8%
1.19%
-17.2%
Q2 2019$10,684,000
+41.4%
122,272
+38.6%
1.43%
+41.6%
Q1 2019$7,556,000
+55.0%
88,209
+41.2%
1.01%
+35.6%
Q4 2018$4,874,000
+32.2%
62,490
+47.7%
0.75%
+53.1%
Q3 2018$3,686,000
+17.0%
42,323
+11.5%
0.49%
+2.1%
Q2 2018$3,151,000
+6.8%
37,942
+6.1%
0.48%
+6.9%
Q1 2018$2,949,000
-36.4%
35,750
-34.0%
0.45%
-34.8%
Q4 2017$4,636,000
+75.5%
54,140
+66.2%
0.69%
+48.8%
Q3 2017$2,642,000
+5.4%
32,583
+1.6%
0.46%
+11.9%
Q2 2017$2,506,000
+2.0%
32,070
+1.3%
0.41%
-8.4%
Q1 2017$2,457,000
+4.8%
31,648
+2.3%
0.45%
-9.3%
Q4 2016$2,344,000
-0.6%
30,938
-5.4%
0.50%
-1.2%
Q3 2016$2,359,000
+7.5%
32,706
+6.5%
0.50%
+2.7%
Q2 2016$2,195,000
+2.5%
30,718
-1.0%
0.49%
+1.2%
Q1 2016$2,142,000
+29.3%
31,019
+24.9%
0.48%
+30.5%
Q4 2015$1,657,000
+11.9%
24,827
+5.0%
0.37%
-7.0%
Q3 2015$1,481,000
-4.6%
23,640
+2.5%
0.40%
+2.3%
Q2 2015$1,552,000
+9.3%
23,060
+10.9%
0.39%
+3.7%
Q1 2015$1,420,00020,7930.38%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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