WealthPLAN Partners, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$222,138
+14.6%
2,150
+17.6%
0.03%
-3.7%
Q2 2023$193,905
-15.5%
1,828
-16.0%
0.03%
+3.8%
Q1 2023$229,463
-16.1%
2,175
-12.1%
0.03%
+36.8%
Q4 2022$273,390
-15.6%
2,473
-17.8%
0.02%
-13.6%
Q1 2022$324,000
+22.7%
3,007
+27.0%
0.02%
+29.4%
Q4 2021$264,000
+2.7%
2,368
+1.3%
0.02%0.0%
Q3 2021$257,0000.0%2,338
-1.7%
0.02%
-5.6%
Q2 2021$257,000
+2.8%
2,3790.0%0.02%
-5.3%
Q1 2021$250,000
+6.8%
2,379
-4.4%
0.02%
-5.0%
Q4 2020$234,000
+8.8%
2,488
+0.0%
0.02%
-4.8%
Q3 2020$215,000
-20.4%
2,487
-22.8%
0.02%
-25.0%
Q2 2020$270,000
+11.1%
3,222
-0.7%
0.03%
-12.5%
Q1 2020$243,000
-25.0%
3,245
-5.3%
0.03%
-15.8%
Q4 2019$324,000
+8.7%
3,428
+4.8%
0.04%
-7.3%
Q3 2019$298,000
+5.7%
3,270
+0.0%
0.04%
-2.4%
Q2 2019$282,000
-17.3%
3,269
-18.1%
0.04%
-20.8%
Q1 2019$341,000
+0.3%
3,990
-0.1%
0.05%
-3.6%
Q4 2018$340,000
+2.1%
3,9950.0%0.06%
-9.8%
Q3 2018$333,000
+19.4%
3,995
+18.9%
0.06%
+7.0%
Q2 2018$279,000
-7.0%
3,359
-7.7%
0.06%
-13.6%
Q1 2018$300,000
-34.5%
3,640
-31.9%
0.07%
-46.3%
Q4 2017$458,000
-72.9%
5,347
-74.3%
0.12%
-74.0%
Q3 2017$1,687,000
+6.1%
20,815
+2.3%
0.47%
+3.5%
Q2 2017$1,590,000
-99.5%
20,342
+30.4%
0.46%
+701.8%
Q4 2015$347,794,00015,6000.06%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2021
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