FLAGSHIP HARBOR ADVISORS, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$7,538,223
-9.9%
72,960
-7.5%
0.63%
-9.3%
Q2 2023$8,370,851
+15.7%
78,918
+15.1%
0.69%
+1.5%
Q1 2023$7,232,935
+1.6%
68,559
+4.2%
0.68%
-6.7%
Q4 2022$7,118,942
+26.2%
65,788
+10.7%
0.73%
+11.6%
Q3 2022$5,641,000
-5.4%
59,454
+1.4%
0.65%
-2.4%
Q2 2022$5,964,000
-9.1%
58,642
+0.3%
0.67%
+6.0%
Q1 2022$6,560,000
+4.0%
58,444
+3.8%
0.63%
+5.9%
Q4 2021$6,309,000
+1.3%
56,278
-5.4%
0.60%
-10.8%
Q3 2021$6,231,0000.0%59,4710.0%0.67%
+0.1%
Q2 2021$6,231,000
+24.3%
59,471
+20.0%
0.67%
+17.4%
Q1 2021$5,012,000
+6.1%
49,579
-3.9%
0.57%
-2.9%
Q4 2020$4,723,000
-1.8%
51,608
-13.1%
0.59%
-9.7%
Q3 2020$4,808,000
-8.5%
59,410
-10.9%
0.65%
-15.8%
Q2 2020$5,254,000
+25.4%
66,702
+12.6%
0.77%
-8.0%
Q1 2020$4,191,000
+4.1%
59,235
+37.9%
0.84%
+18.9%
Q4 2019$4,026,000
+8.8%
42,960
+3.0%
0.70%
-2.8%
Q3 2019$3,701,000
+4.3%
41,715
+2.7%
0.72%
-1.6%
Q2 2019$3,550,000
+7.7%
40,630
+5.6%
0.74%
+8.9%
Q1 2019$3,295,000
+7.7%
38,473
-1.9%
0.68%
-8.9%
Q4 2018$3,059,000
-7.8%
39,228
+3.4%
0.74%
+20.8%
Q3 2018$3,319,000
+5.7%
37,942
+0.3%
0.62%
-2.1%
Q2 2018$3,140,000
+4.6%
37,813
+1.5%
0.63%
-29.6%
Q1 2018$3,001,000
-9.7%
37,253
-2.6%
0.89%
-6.6%
Q4 2017$3,324,000
+6.7%
38,261
+0.5%
0.96%
-5.5%
Q3 2017$3,115,000
+1.6%
38,056
-3.1%
1.01%
-5.1%
Q2 2017$3,067,000
+3.3%
39,262
+2.2%
1.06%
-6.2%
Q1 2017$2,970,000
+22.8%
38,411
+20.0%
1.14%
+8.8%
Q4 2016$2,418,00031,9991.04%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2020
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