Wealthcare Advisory Partners LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$12,749,282
+0.3%
123,396
+2.9%
0.59%
+3.0%
Q2 2023$12,713,821
-3.9%
119,863
-4.4%
0.57%0.0%
Q1 2023$13,233,749
+5.2%
125,438
+7.9%
0.57%
-5.3%
Q4 2022$12,579,126
+28.3%
116,247
+12.5%
0.60%
+7.5%
Q3 2022$9,806,000
-16.3%
103,351
-10.3%
0.56%
-21.2%
Q2 2022$11,712,000
+15.4%
115,163
+27.4%
0.71%
+15.1%
Q1 2022$10,150,000
+41.1%
90,420
+40.9%
0.62%
+43.3%
Q4 2021$7,193,000
+11.5%
64,156
+2.8%
0.43%
+1.9%
Q3 2021$6,451,000
-3.4%
62,421
-2.0%
0.42%
-5.6%
Q2 2021$6,675,000
+19.6%
63,714
+15.4%
0.45%
+10.6%
Q1 2021$5,579,000
+20.6%
55,188
+9.2%
0.40%
-1.7%
Q4 2020$4,626,000
+5.6%
50,557
-6.6%
0.41%
-14.4%
Q3 2020$4,381,000
-6.3%
54,132
-8.8%
0.48%
-17.7%
Q2 2020$4,678,000
+28.7%
59,377
+15.5%
0.58%
+9.4%
Q1 2020$3,636,000
-5.6%
51,391
+25.1%
0.53%
+9.0%
Q4 2019$3,850,000
+23.3%
41,086
+16.8%
0.49%
+7.9%
Q3 2019$3,122,000
+34.2%
35,190
+32.2%
0.45%
+22.8%
Q2 2019$2,327,000
+9.8%
26,627
+7.7%
0.37%
+2.2%
Q1 2019$2,119,000
-5.1%
24,732
-13.6%
0.36%
-16.8%
Q4 2018$2,234,000
-2.7%
28,638
+8.6%
0.43%
+2.8%
Q3 2018$2,297,000
+13.9%
26,373
+8.6%
0.42%
+6.8%
Q2 2018$2,017,000
+120.9%
24,290
+119.6%
0.40%
+91.7%
Q1 2018$913,000
+356.5%
11,063
+373.8%
0.21%
+303.9%
Q4 2017$200,000
+170.3%
2,335
+156.9%
0.05%
+131.8%
Q3 2017$74,000
-74.5%
909
-77.6%
0.02%
-89.2%
Q2 2016$290,0004,0540.20%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2020
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