Sowell Financial Services 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
Sowell Financial Services LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$5,324,000
+1.7%
51,528
+4.4%
0.33%
+14.4%
Q2 2023$5,236,000
+148904.0%
49,368
+48.2%
0.29%
+7.7%
Q1 2023$3,514
+9.4%
33,313
+12.2%
0.27%
+30.3%
Q4 2022$3,212
-99.9%
29,685
+31.0%
0.21%
-4.1%
Q3 2022$2,150,000
-30.1%
22,655
-29.0%
0.22%
-23.6%
Q2 2022$3,078,000
-20.0%
31,891
-29.6%
0.28%
-57.7%
Q1 2022$3,848,000
-12.9%
45,319
+15.0%
0.67%
+165.6%
Q4 2021$4,420,000
+4.2%
39,424
-3.9%
0.25%
-11.5%
Q3 2021$4,240,000
-28.5%
41,022
-27.5%
0.29%
-27.2%
Q2 2021$5,928,000
-1.0%
56,583
+1.0%
0.39%
+88.9%
Q1 2021$5,985,000
+67.3%
56,024
+43.3%
0.21%
+35.9%
Q4 2020$3,578,000
+299.8%
39,095
+253.4%
0.15%
+240.0%
Q3 2020$895,000
-6.7%
11,062
-9.1%
0.04%
-15.1%
Q2 2020$959,000
+18.2%
12,173
+6.2%
0.05%
-11.7%
Q1 2020$811,000
-35.1%
11,464
-14.0%
0.06%
-36.8%
Q4 2019$1,249,000
+12.1%
13,325
+6.1%
0.10%
+3.3%
Q3 2019$1,114,000
-16.6%
12,557
-19.4%
0.09%
-38.3%
Q1 2019$1,335,000
+10.9%
15,585
+0.9%
0.15%
-12.9%
Q4 2018$1,204,000
-48.0%
15,442
-41.9%
0.17%
-49.1%
Q3 2018$2,315,00026,5850.34%
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