Cornerstone Advisory, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
Cornerstone Advisory, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$27,544,669
-2.1%
266,596
+0.5%
4.82%
-2.5%
Q2 2023$28,127,833
+2.0%
265,182
+1.4%
4.94%
-0.5%
Q1 2023$27,583,544
+1.2%
261,455
+3.8%
4.97%
-7.5%
Q4 2022$27,264,558
+19.2%
251,960
+4.5%
5.37%
+5.1%
Q3 2022$22,876,000
-4.0%
241,101
+2.9%
5.11%
-6.3%
Q2 2022$23,836,000
-27.3%
234,370
-19.8%
5.45%
+9.1%
Q1 2022$32,783,000
+5.1%
292,056
+5.0%
5.00%
+11.5%
Q4 2021$31,182,000
+9.5%
278,141
+1.0%
4.48%
-4.9%
Q3 2021$28,466,000
-0.4%
275,429
+1.0%
4.71%
-2.1%
Q2 2021$28,579,000
+14.3%
272,773
+10.3%
4.82%
+1.8%
Q1 2021$25,003,000
+17.5%
247,332
+6.4%
4.73%
+9.9%
Q4 2020$21,275,000
+13.6%
232,485
+0.5%
4.31%
-1.4%
Q3 2020$18,724,000
+1.4%
231,350
-1.3%
4.37%
-9.3%
Q2 2020$18,457,000
-1.9%
234,284
-11.9%
4.82%
-15.9%
Q1 2020$18,821,000
-17.3%
266,020
+9.5%
5.72%
+21.4%
Q4 2019$22,763,000
+8.0%
242,910
+2.3%
4.71%
+3.7%
Q3 2019$21,072,000
+17.9%
237,484
+16.1%
4.55%
+17.3%
Q2 2019$17,878,000
+2.0%
204,607
-0.0%
3.88%
+0.5%
Q1 2019$17,528,000
+10.7%
204,618
+0.8%
3.86%
-7.2%
Q4 2018$15,833,000
-4.8%
203,015
+6.4%
4.15%
-15.7%
Q3 2018$16,625,000
+1.3%
190,892
-3.4%
4.93%
-8.7%
Q2 2018$16,411,000
+1.1%
197,606
+0.5%
5.40%
-7.6%
Q1 2018$16,225,000
-4.4%
196,686
-0.7%
5.84%
+0.5%
Q4 2017$16,966,000
+5.6%
198,130
+0.0%
5.81%
+7.0%
Q3 2017$16,059,000
-2.2%
198,083
-5.7%
5.43%
-1.1%
Q2 2017$16,426,000
+13.8%
210,148
+13.0%
5.50%
-24.6%
Q1 2017$14,440,000
+1.6%
185,964
-0.8%
7.29%
-31.6%
Q4 2016$14,211,000
+8.3%
187,558
+3.1%
10.66%
-1.0%
Q3 2016$13,125,000
+0.3%
181,941
-0.6%
10.78%
-2.0%
Q2 2016$13,080,000
+2.0%
183,040
-1.5%
11.00%
+0.4%
Q1 2016$12,824,000
+4.7%
185,740
+1.2%
10.96%
+3.9%
Q4 2015$12,250,000183,52010.55%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 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