IFP Advisors, Inc - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$9,881,694
-44.9%
95,642
-49.2%
0.44%
+12.7%
Q2 2023$17,942,228
+110.7%
188,162
+87.0%
0.39%
+6.2%
Q1 2023$8,514,655
+52878.2%
100,611
-47.0%
0.37%
-13.5%
Q4 2022$16,072
-99.9%
189,663
+3.9%
0.43%
+6.5%
Q3 2022$15,477,000
+7.1%
182,593
+7.2%
0.40%
-11.4%
Q2 2022$14,453,000
-32.9%
170,263
-32.8%
0.46%
+69.8%
Q1 2022$21,524,000
+142.1%
253,417
+220.1%
0.27%
+54.0%
Q4 2021$8,891,000
+11.1%
79,177
+2.5%
0.17%
+8.8%
Q3 2021$8,000,000
+0.7%
77,220
+1.7%
0.16%
-3.0%
Q2 2021$7,948,000
+7.8%
75,909
+4.1%
0.16%
+14.6%
Q1 2021$7,375,000
+3.7%
72,923
-6.2%
0.14%
-50.0%
Q4 2020$7,114,000
+16.7%
77,711
+3.2%
0.29%
-20.9%
Q3 2020$6,094,000
+7.2%
75,281
+3.1%
0.36%
-19.3%
Q2 2020$5,686,000
-5.0%
73,035
-12.4%
0.45%
-25.3%
Q1 2020$5,984,000
-29.3%
83,364
-7.6%
0.60%
-5.2%
Q4 2019$8,468,000
-4.0%
90,174
-9.8%
0.64%
+7.8%
Q3 2019$8,825,000
+179.3%
99,917
+171.0%
0.59%
+37.1%
Q1 2019$3,160,000
-56.0%
36,866
-60.3%
0.43%
-1.6%
Q4 2018$7,183,000
-15.1%
92,899
-4.4%
0.44%
+27.0%
Q3 2018$8,461,000
-15.9%
97,151
-19.8%
0.34%
-18.4%
Q2 2018$10,056,000
-4.4%
121,084
-1.4%
0.42%
-11.3%
Q1 2018$10,519,0000.0%122,8480.0%0.48%0.0%
Q4 2017$10,519,000
+13.2%
122,848
+7.2%
0.48%
+29.3%
Q3 2017$9,290,000
+12.4%
114,598
+8.3%
0.37%
+5.4%
Q2 2017$8,267,000
-20.7%
105,771
-21.2%
0.35%
-22.9%
Q1 2017$10,425,000
+17.1%
134,261
+14.3%
0.45%
+5.6%
Q4 2016$8,903,000
+44.9%
117,504
+37.9%
0.43%
+34.4%
Q3 2016$6,145,000
+12.5%
85,188
+11.4%
0.32%
+4.9%
Q2 2016$5,464,000
+72.9%
76,457
+107.4%
0.30%
-29.2%
Q1 2016$3,160,000
-21.7%
36,866
-39.0%
0.43%
+59.0%
Q4 2015$4,036,00060,4590.27%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2023
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