IBEX WEALTH ADVISORS - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2022$2,305
-99.9%
21,303
+5.4%
0.52%
+4.4%
Q3 2022$1,918,000
-6.7%
20,212
-0.0%
0.50%
+5.5%
Q2 2022$2,056,000
-32.6%
20,218
-25.6%
0.47%
-19.0%
Q1 2022$3,049,000
-1.5%
27,165
-1.6%
0.58%
+6.6%
Q4 2021$3,096,000
+6.9%
27,618
-1.5%
0.55%
-1.8%
Q3 2021$2,897,000
+2.7%
28,033
+4.1%
0.56%
-1.1%
Q2 2021$2,821,000
+27.6%
26,930
+23.2%
0.56%
+3.5%
Q1 2021$2,210,000
+32.9%
21,866
+20.3%
0.54%
+25.6%
Q4 2020$1,663,000
-41.3%
18,174
-48.0%
0.43%
-47.2%
Q3 2020$2,831,000
+6.2%
34,978
+3.4%
0.82%
-4.0%
Q2 2020$2,665,000
+11.8%
33,830
+0.4%
0.86%
-7.8%
Q1 2020$2,384,000
-28.3%
33,708
-5.0%
0.93%
-8.9%
Q4 2019$3,325,000
+8.8%
35,483
+3.0%
1.02%
+0.5%
Q3 2019$3,055,000
+3.6%
34,433
+2.0%
1.01%
+19.3%
Q2 2019$2,948,000
+16.5%
33,743
+14.2%
0.85%
-4.2%
Q1 2019$2,530,000
+13.4%
29,541
+3.3%
0.89%
-13.0%
Q4 2018$2,231,000
+36.0%
28,605
+52.4%
1.02%
+73.6%
Q3 2018$1,641,000
+7.2%
18,764
-1.2%
0.59%
-4.2%
Q2 2018$1,531,0000.0%18,9920.0%0.61%
-1.3%
Q1 2018$1,531,000
+2.9%
18,992
+4.6%
0.62%
+12.7%
Q3 2017$1,488,000
+5.4%
18,159
+0.4%
0.55%
-0.9%
Q2 2017$1,412,000
+9.2%
18,091
+5.9%
0.56%
-10.2%
Q4 2016$1,293,000
-99.9%
17,085
+1.4%
0.62%
-7.1%
Q3 2016$1,216,000,00016,8550.67%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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