INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,121 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
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$22,559,078
-4.2%
190,211
-2.3%
3.45%
-8.2%
Q1 2024$23,553,361
+6.8%
194,672
-1.5%
3.76%
+3.5%
Q4 2023$22,055,935
+6.4%
197,581
-1.5%
3.63%
+7.0%
Q3 2023$20,726,029
-2.7%
200,600
-0.1%
3.39%
-2.1%
Q2 2023$21,300,490
+0.3%
200,815
-0.2%
3.46%
-1.0%
Q1 2023$21,236,019
-11.7%
201,289
-9.5%
3.50%
-12.4%
Q4 2022$24,057,960
+12.8%
222,327
-1.1%
3.99%
+5.6%
Q3 2022$21,323,000
-8.5%
224,740
-1.9%
3.78%
-5.9%
Q2 2022$23,310,000
+1.6%
229,201
+12.1%
4.02%
+11.8%
Q1 2022$22,945,000
-5.2%
204,409
-5.3%
3.59%
-4.7%
Q4 2021$24,203,000
+5.1%
215,885
-3.1%
3.77%
+2.3%
Q3 2021$23,029,000
-4.0%
222,825
-2.7%
3.68%
-6.8%
Q2 2021$23,982,000
-0.6%
228,903
-4.1%
3.95%
-15.3%
Q1 2021$24,124,000
+1.6%
238,636
-8.0%
4.67%
-6.3%
Q4 2020$23,742,000
+8.9%
259,450
-3.7%
4.98%
-1.8%
Q3 2020$21,808,000
+1.4%
269,470
-1.3%
5.08%
+13.9%
Q2 2020$21,505,000
+11.6%
272,973
+0.3%
4.45%
+0.4%
Q1 2020$19,263,000
+112.0%
272,265
+180.8%
4.44%
+131.3%
Q4 2019$9,087,000
+1.3%
96,969
-4.1%
1.92%
-2.5%
Q3 2019$8,970,000
+1.2%
101,089
-0.4%
1.97%
+2.7%
Q2 2019$8,868,000
-0.3%
101,490
-2.3%
1.92%
+2.4%
Q1 2019$8,895,000
+5.2%
103,836
-4.2%
1.87%
-1.2%
Q4 2018$8,452,000
-11.1%
108,378
-0.7%
1.90%
+0.9%
Q3 2018$9,506,000
-0.8%
109,147
-5.4%
1.88%
-5.8%
Q2 2018$9,582,000
+16.1%
115,381
+15.3%
2.00%
+14.3%
Q1 2018$8,255,000100,0741.75%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2021
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