Waldron Private Wealth LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$41,850
-6.8%
405,058
-4.3%
2.17%
-3.0%
Q2 2023$44,883
-9.3%
423,152
-9.8%
2.24%
-7.1%
Q1 2023$49,511
+2.0%
469,304
-8.3%
2.41%
-20.1%
Q4 2022$48,533
-99.9%
511,5290.0%3.02%
+0.0%
Q3 2022$48,533,000
-10.4%
511,529
-3.9%
3.02%
-0.7%
Q2 2022$54,147,000
-11.0%
532,426
-1.8%
3.04%
-2.7%
Q1 2022$60,861,000
-0.8%
542,197
-0.9%
3.12%
+3.1%
Q4 2021$61,348,000
+8.2%
547,219
-0.3%
3.03%
-8.3%
Q3 2021$56,712,000
-6.5%
548,741
-5.2%
3.30%
-14.9%
Q2 2021$60,676,000
+1.0%
579,139
-2.5%
3.88%
-7.1%
Q1 2021$60,070,000
+9.9%
594,227
-0.5%
4.17%
+2.7%
Q4 2020$54,668,000
+15.2%
597,405
+1.8%
4.07%
+0.2%
Q3 2020$47,470,000
+3.5%
586,557
+0.7%
4.06%
+0.1%
Q2 2020$45,868,000
+16.5%
582,235
+4.7%
4.05%
-3.4%
Q1 2020$39,361,000
+1977.1%
556,341
+2650.9%
4.19%
+2381.7%
Q4 2019$1,895,000
+10.9%
20,224
+5.0%
0.17%
-2.9%
Q3 2019$1,709,000
+1.5%
19,2650.0%0.17%
-2.8%
Q2 2019$1,683,000
+2.0%
19,2650.0%0.18%
-3.8%
Q1 2019$1,650,000
+25.1%
19,265
+13.9%
0.19%
-2.1%
Q4 2018$1,319,000
+190.5%
16,920
+224.1%
0.19%
+115.9%
Q3 2018$454,000
+2.0%
5,220
-2.8%
0.09%
-8.3%
Q2 2018$445,000
+0.7%
5,3680.0%0.10%
-4.0%
Q1 2018$442,000
-3.7%
5,3680.0%0.10%
-7.4%
Q4 2017$459,000
+5.5%
5,3680.0%0.11%
-11.5%
Q3 2017$435,000
+107.1%
5,368
+99.0%
0.12%
+82.1%
Q2 2017$210,000
-24.5%
2,698
-24.8%
0.07%
-4.3%
Q1 2017$278,000
+2.6%
3,5880.0%0.07%
-24.7%
Q4 2016$271,000
+5.0%
3,5880.0%0.09%0.0%
Q3 2016$258,000
+0.8%
3,5880.0%0.09%
-1.1%
Q2 2016$256,000
-8.2%
3,588
-11.4%
0.09%
-10.5%
Q1 2016$279,0004,0490.10%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
NameSharesValueWeighting ↓
UNITED SERVICES AUTOMOBILE ASSOCIATION 8,903,134$700,953,00014.78%
Arlington Partners LLC 284,696$22,428,00012.60%
Asset Allocation & Management Company, LLC 320,490$25,248,00012.30%
MARINO, STRAM & ASSOCIATES LLC 226,262$17,861,00010.63%
Benchmark Wealth Management, LLC 157,813$12,433,00010.60%
Sullivan, Bruyette, Speros & Blaney, LLC 2,136,959$168,350,00010.23%
Edge Capital Group, LLC 1,156,265$91,091,0009.53%
Measured Wealth Private Client Group, LLC 187,256$14,752,0008.61%
Berkeley Capital Partners, LLC 169,250$13,333,0008.21%
HCR Wealth Advisors 421,414$33,092,0007.76%
View complete list of VANGUARD WHITEHALL FDS shareholders