Fernwood Investment Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
Fernwood Investment Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$211,510
-3.4%
2,047
-0.8%
0.08%
-2.6%
Q2 2023$218,949
-11.7%
2,064
-12.2%
0.08%
-17.9%
Q1 2023$248,050
-10.1%
2,351
-7.7%
0.10%
-16.7%
Q4 2022$275,771
+16.9%
2,548
+2.5%
0.11%
+14.0%
Q3 2022$236,000
-4.8%
2,487
+2.1%
0.10%
-6.5%
Q2 2022$248,000
-4.2%
2,436
+5.5%
0.11%
+17.6%
Q1 2022$259,000
+0.4%
2,309
+0.2%
0.09%
+8.3%
Q4 2021$258,000
+8.4%
2,304
+0.0%
0.08%
+2.4%
Q3 2021$238,000
+0.4%
2,303
+1.8%
0.08%
+5.1%
Q2 2021$237,000
+2.6%
2,262
-0.8%
0.08%
-8.2%
Q1 2021$231,0002,2810.08%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
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