BerganKDV Wealth Management, 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
BerganKDV Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2023$117,844
-28.5%
1,111
-28.9%
0.01%
-29.4%
Q1 2023$164,897
-17.1%
1,563
-15.0%
0.02%
-22.7%
Q4 2022$198,998
+7.0%
1,839
-6.2%
0.02%0.0%
Q3 2022$186,000
+64.6%
1,960
+76.4%
0.02%
+69.2%
Q2 2022$113,000
-10.3%
1,111
-1.2%
0.01%0.0%
Q1 2022$126,000
-47.7%
1,125
-47.8%
0.01%
-48.0%
Q4 2021$241,000
+68.5%
2,154
+56.1%
0.02%
+56.2%
Q3 2021$143,000
-12.3%
1,380
-11.2%
0.02%
-15.8%
Q2 2021$163,000
+3.8%
1,5540.0%0.02%
-5.0%
Q1 2021$157,000
+10.6%
1,5540.0%0.02%0.0%
Q4 2020$142,000
+54.3%
1,554
+37.4%
0.02%
+33.3%
Q3 2020$92,000
+9100.0%
1,131
+16057.1%
0.02%
Q2 2020$1,0007
+133.3%
0.00%
Q1 2020$0
-100.0%
3
-99.8%
0.00%
-100.0%
Q2 2018$108,0001,3000.02%
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