Mason Investment Advisory Services, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,316 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.

Quarter-by-quarter ownership
Mason Investment Advisory Services, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$595,576
-4.8%
5,022
-2.8%
0.04%
-14.0%
Q1 2024$625,397
+8.4%
5,1690.0%0.04%
+2.4%
Q4 2023$577,015
+17.9%
5,169
+9.1%
0.04%
-6.7%
Q3 2023$489,324
-2.6%
4,7360.0%0.04%
+4.7%
Q2 2023$502,348
+0.5%
4,7360.0%0.04%
-6.5%
Q1 2023$499,648
-2.8%
4,736
-0.3%
0.05%
-11.5%
Q4 2022$514,045
+13.7%
4,750
-0.3%
0.05%0.0%
Q3 2022$452,198
-9.0%
4,766
-2.5%
0.05%
+2.0%
Q2 2022$496,906
-18.8%
4,886
-10.4%
0.05%
-3.8%
Q1 2022$612,212
+13.3%
5,454
+13.2%
0.05%
+17.8%
Q4 2021$540,370
+14.6%
4,820
+5.6%
0.04%
-8.2%
Q3 2021$471,586
+86.9%
4,563
+89.5%
0.05%
+88.5%
Q2 2021$252,2862,4080.03%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Sullivan, Bruyette, Speros & Blaney, LLC 2,090,330$185,475,00011.07%
SEARCY FINANCIAL SERVICES INC /ADV 161,209$14,304,00010.60%
Edge Capital Group, LLC 1,025,699$91,010,0009.20%
MARINO, STRAM & ASSOCIATES LLC 143,044$12,692,0008.99%
Global Strategic Investment Solutions, LLC 252,511$22,405,0008.75%
Armor Investment Advisors, LLC 119,215$10,578,0008.66%
Measured Wealth Private Client Group, LLC 150,988$13,397,0008.66%
Berkeley Capital Partners, LLC 163,134$14,475,0007.64%
Opus Capital Group, LLC 269,917$23,950,0007.37%
UNITED SERVICES AUTOMOBILE ASSOCIATION 6,626,076$587,739,0007.37%
View complete list of VANGUARD WHITEHALL FDS shareholders