YorkBridge Wealth Partners, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,451 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.

Quarter-by-quarter ownership
YorkBridge Wealth Partners, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2022$15,142,549
+27.5%
139,937
+11.8%
3.84%
+25.4%
Q3 2022$11,879,000
+1326.1%
125,196
+1429.0%
3.06%
+1305.0%
Q2 2022$833,000
+89.3%
8,188
+108.7%
0.22%
+124.7%
Q1 2022$440,000
-16.5%
3,924
-16.5%
0.10%
-17.8%
Q4 2021$527,000
+8.7%
4,699
+0.1%
0.12%
-3.3%
Q3 2021$485,000
-1.0%
4,692
+0.3%
0.12%
-4.7%
Q2 2021$490,000
-7.5%
4,680
-10.7%
0.13%
-18.5%
Q1 2021$530,000
-1.1%
5,239
-10.5%
0.16%
-12.3%
Q4 2020$536,000
+27.0%
5,852
+12.2%
0.18%
+1.1%
Q3 2020$422,000
+3.4%
5,217
+0.7%
0.18%
-5.3%
Q2 2020$408,000
+4.3%
5,179
-6.3%
0.19%
-22.1%
Q1 2020$391,000
-34.9%
5,527
-13.8%
0.24%
-12.7%
Q4 2019$601,000
+15.8%
6,410
+9.5%
0.28%
+5.4%
Q3 2019$519,000
+21.5%
5,852
+19.9%
0.26%
+37.4%
Q2 2019$427,000
+14.8%
4,881
+12.3%
0.19%
+10.5%
Q1 2019$372,000
+6.3%
4,347
-3.1%
0.17%
-7.0%
Q4 2018$350,000
+131.8%
4,486
+160.2%
0.18%
+168.1%
Q3 2018$151,000
+5.6%
1,7240.0%0.07%
+9.5%
Q2 2018$143,000
-0.7%
1,7240.0%0.06%
-4.5%
Q1 2018$144,0000.0%1,7240.0%0.07%
-5.7%
Q4 2017$144,000
+2.9%
1,7240.0%0.07%
-4.1%
Q3 2017$140,000
+57.3%
1,724
+52.0%
0.07%
+55.3%
Q2 2017$89,000
+1.1%
1,1340.0%0.05%
+2.2%
Q1 2017$88,000
-29.0%
1,134
-31.6%
0.05%
-37.0%
Q4 2016$124,0001,6590.07%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2022
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