HCR Wealth Advisors - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$45,138,532
-9.5%
436,863
-7.1%
9.90%
+7.1%
Q2 2023$49,875,408
+9.3%
470,212
+8.7%
9.24%
+2.3%
Q1 2023$45,629,828
-4.8%
432,510
-2.4%
9.03%
-10.2%
Q4 2022$47,945,579
+12.2%
443,079
-1.6%
10.06%
+10.8%
Q3 2022$42,743,000
-10.0%
450,495
-3.6%
9.08%
-4.8%
Q2 2022$47,503,000
-9.3%
467,091
+0.1%
9.54%
+11.4%
Q1 2022$52,357,000
-20.4%
466,437
-20.5%
8.56%
-16.0%
Q4 2021$65,761,000
+5.0%
586,574
-3.2%
10.19%
-2.4%
Q3 2021$62,600,000
-1.4%
605,705
-0.1%
10.45%
-5.3%
Q2 2021$63,514,000
+0.7%
606,227
-2.8%
11.03%
-11.6%
Q1 2021$63,066,000
+28.3%
623,855
+16.1%
12.47%
+21.2%
Q4 2020$49,156,000
+17.3%
537,165
+3.8%
10.29%
+7.4%
Q3 2020$41,898,000
+26.6%
517,499
+22.8%
9.58%
+23.4%
Q2 2020$33,092,000
+45.9%
421,414
+31.5%
7.76%
+19.7%
Q1 2020$22,679,000
-35.7%
320,549
-14.9%
6.49%
-24.2%
Q4 2019$35,295,000
+8.9%
376,646
+1.6%
8.56%
-7.1%
Q2 2019$32,401,000
+67.2%
370,805
+63.4%
9.21%
+65.5%
Q1 2019$19,373,000
-45.9%
226,892
-50.6%
5.57%
-51.9%
Q4 2018$35,824,000
+1.8%
459,338
+9.0%
11.57%
+0.3%
Q2 2018$35,175,000
-0.1%
421,563
-1.2%
11.54%
-5.5%
Q1 2018$35,203,000
-0.0%
426,755
+3.8%
12.21%
-0.8%
Q4 2017$35,215,000
+9.5%
411,245
+3.7%
12.30%
-9.1%
Q3 2017$32,153,000
+6.1%
396,608
+2.3%
13.53%
-9.5%
Q2 2017$30,295,000
+51.8%
387,607
+50.8%
14.96%
+46.3%
Q1 2017$19,958,000
+160.7%
257,026
+154.3%
10.22%
+152.7%
Q4 2016$7,657,000101,0604.04%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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