Keystone Financial Planning, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 602 filers reported holding VANGUARD WHITEHALL FDS in Q3 2017. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.

Quarter-by-quarter ownership
Keystone Financial Planning, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,599,287
-3.2%
25,158
-0.7%
0.91%
+1.0%
Q2 2023$2,686,078
+1.5%
25,324
+0.9%
0.90%
-0.2%
Q1 2023$2,647,485
-4.3%
25,095
-1.9%
0.90%
-3.4%
Q4 2022$2,767,280
+13.5%
25,573
-0.5%
0.93%
-0.4%
Q3 2022$2,438,000
-5.7%
25,698
+1.1%
0.94%
+3.1%
Q2 2022$2,586,000
-11.2%
25,426
-2.0%
0.91%
-6.8%
Q1 2022$2,913,000
-2.4%
25,947
-2.6%
0.98%
-4.1%
Q4 2021$2,986,000
+6.9%
26,635
-1.4%
1.02%
+0.2%
Q3 2021$2,792,000
-7.7%
27,014
-6.5%
1.02%
-7.4%
Q2 2021$3,026,000
-0.7%
28,879
-4.2%
1.10%
-3.5%
Q1 2021$3,047,000
-61.8%
30,140
-65.4%
1.14%
-65.7%
Q4 2020$7,978,000
+8.3%
87,181
-4.2%
3.31%
-7.0%
Q3 2020$7,364,000
-7.6%
90,990
-10.1%
3.56%
-9.5%
Q2 2020$7,974,000
+9.2%
101,216
-1.9%
3.93%
-5.9%
Q1 2020$7,299,000
-25.5%
103,171
-1.3%
4.18%
-4.5%
Q4 2019$9,800,000
+7.1%
104,573
+1.4%
4.37%
+0.1%
Q3 2019$9,153,000
+1.4%
103,151
-0.1%
4.37%
-1.0%
Q2 2019$9,024,000
+2.5%
103,277
+0.5%
4.42%
+1.7%
Q1 2019$8,801,000
+13.9%
102,740
+3.7%
4.34%
+0.6%
Q4 2018$7,727,000
-9.1%
99,076
+1.5%
4.32%
-0.6%
Q3 2018$8,500,000
+5.8%
97,597
+0.8%
4.34%
-1.9%
Q2 2018$8,037,000
-0.9%
96,776
-1.6%
4.43%
-2.1%
Q1 2018$8,114,000
-4.2%
98,367
-0.6%
4.52%
+0.0%
Q4 2017$8,473,000
+0.8%
98,944
-4.6%
4.52%
-5.2%
Q3 2017$8,406,000
+13.8%
103,692
+9.7%
4.77%
+6.5%
Q2 2017$7,387,000
-1.3%
94,509
-2.0%
4.47%
-3.8%
Q1 2017$7,486,000
-0.1%
96,404
-2.5%
4.65%
-5.0%
Q4 2016$7,492,000
+2.3%
98,873
-2.6%
4.90%
+1.7%
Q3 2016$7,324,000
+3.0%
101,525
+2.0%
4.81%
-0.1%
Q2 2016$7,113,000
+7.1%
99,536
+3.5%
4.82%
+1.4%
Q1 2016$6,639,000
+17.9%
96,161
+14.0%
4.75%
+11.5%
Q4 2015$5,629,000
+23.5%
84,326
+15.9%
4.26%
+15.7%
Q3 2015$4,558,000
+11.8%
72,749
+20.1%
3.68%
+18.1%
Q2 2015$4,076,000
-0.4%
60,554
+1.0%
3.12%
+0.2%
Q1 2015$4,094,000
+9.9%
59,945
+10.6%
3.11%
+13.3%
Q4 2014$3,725,000
+15.3%
54,184
+11.4%
2.75%
+12.7%
Q3 2014$3,231,000
+3.1%
48,658
+3.0%
2.44%
+3.3%
Q2 2014$3,134,000
-5.2%
47,255
-9.7%
2.36%
-7.8%
Q1 2014$3,305,000
+28.5%
52,354
+26.9%
2.56%
+24.5%
Q4 2013$2,571,00041,2492.06%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2017
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