REDW Wealth 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
REDW Wealth LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$965,382
-2.6%
9,3440.0%0.30%
+0.3%
Q2 2023$991,077
+12.6%
9,344
+12.0%
0.30%
+6.1%
Q1 2023$879,934
-6.2%
8,341
-3.8%
0.28%
-13.6%
Q4 2022$937,748
+14.1%
8,6660.0%0.32%
+2.5%
Q3 2022$822,000
-6.7%
8,6660.0%0.32%
-2.2%
Q2 2022$881,000
-9.5%
8,6660.0%0.32%
+11.8%
Q1 2022$973,000
+0.1%
8,6660.0%0.29%
+2.5%
Q4 2021$972,000
+7.2%
8,666
-1.2%
0.28%
-2.1%
Q3 2021$907,000
-1.3%
8,7740.0%0.29%
-1.0%
Q2 2021$919,000
+1.9%
8,774
-1.7%
0.29%
-4.0%
Q1 2021$902,000
+266.7%
8,925
+232.3%
0.30%
+233.0%
Q4 2020$246,000
+8.4%
2,686
-4.2%
0.09%
-4.2%
Q3 2020$227,000
-12.4%
2,803
-14.7%
0.10%
-25.8%
Q2 2020$259,000
+12.6%
3,285
+0.9%
0.13%
-11.1%
Q1 2020$230,000
-23.3%
3,255
+1.6%
0.14%
-13.8%
Q4 2019$300,000
+3.4%
3,205
-2.0%
0.17%
-1.8%
Q3 2019$290,000
+1.4%
3,2700.0%0.17%
-0.6%
Q2 2019$286,000
+2.1%
3,2700.0%0.17%
-0.6%
Q1 2019$280,000
+9.8%
3,2700.0%0.17%
-1.7%
Q4 2018$255,000
-10.5%
3,2700.0%0.18%
-7.4%
Q3 2018$285,000
+1.8%
3,270
-3.1%
0.19%
-6.0%
Q2 2018$280,000
+0.7%
3,3750.0%0.20%
-2.9%
Q1 2018$278,000
-3.8%
3,3750.0%0.21%
-7.6%
Q4 2017$289,000
+5.5%
3,3750.0%0.22%
-1.3%
Q3 2017$274,000
-4.5%
3,375
-8.0%
0.23%
-19.2%
Q2 2017$287,000
-36.6%
3,670
-37.1%
0.28%
-39.0%
Q1 2017$453,000
+9.4%
5,832
+6.8%
0.46%
-1.5%
Q4 2016$414,0005,4620.47%
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