Van Hulzen Asset 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
Van Hulzen Asset Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$506
-2.7%
4,893
-0.2%
0.04%
-11.4%
Q2 2023$520
-7.8%
4,904
-8.3%
0.04%
-17.0%
Q1 2023$564
-10.5%
5,348
-8.1%
0.05%
-27.4%
Q4 2022$630
-99.9%
5,819
-0.2%
0.07%
+7.4%
Q3 2022$553,000
-6.9%
5,829
-0.2%
0.07%
-4.2%
Q2 2022$594,000
+7.4%
5,841
+18.6%
0.07%
+20.3%
Q1 2022$553,000
+2.6%
4,926
+2.5%
0.06%0.0%
Q4 2021$539,000
-4.6%
4,804
-12.1%
0.06%
-29.8%
Q3 2021$565,000
-1.2%
5,4640.0%0.08%
-2.3%
Q2 2021$572,000
+9.6%
5,464
+5.8%
0.09%
+3.6%
Q1 2021$522,000
+22.5%
5,164
+11.0%
0.08%
+27.7%
Q4 2020$426,000
+11.5%
4,653
-1.3%
0.06%
+12.1%
Q3 2020$382,000
+7.9%
4,714
+5.0%
0.06%
+9.4%
Q2 2020$354,000
+13.1%
4,489
+1.3%
0.05%
-20.9%
Q1 2020$313,000
-26.4%
4,431
-2.2%
0.07%
-18.3%
Q4 2019$425,000
+6.8%
4,531
+0.9%
0.08%
-2.4%
Q3 2019$398,000
+1.5%
4,4900.0%0.08%
-2.3%
Q2 2019$392,000
+1.8%
4,4900.0%0.09%
-17.3%
Q1 2019$385,000
+10.0%
4,4900.0%0.10%
+3.0%
Q4 2018$350,000
-29.4%
4,490
-21.1%
0.10%
-23.5%
Q3 2018$496,000
-1.2%
5,690
-5.9%
0.13%
-11.4%
Q2 2018$502,000
-8.4%
6,045
-9.0%
0.15%
-11.3%
Q1 2018$548,000
-6.6%
6,645
-3.1%
0.17%
-6.1%
Q4 2017$587,000
+5.8%
6,855
+0.1%
0.18%
-4.3%
Q3 2017$555,0006,8500.19%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
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