Measured Wealth Private Client Group, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
Measured Wealth Private Client Group, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$14,047,737
-4.5%
135,963
-2.0%
5.65%
+1.1%
Q2 2023$14,711,910
-10.1%
138,700
-10.6%
5.59%
-11.3%
Q1 2023$16,366,727
-1.8%
155,135
+0.8%
6.30%
-8.1%
Q4 2022$16,660,064
+31.0%
153,960
+14.9%
6.86%
+22.1%
Q3 2022$12,714,000
-11.4%
134,003
-5.0%
5.62%
-11.3%
Q2 2022$14,342,000
-35.4%
141,025
-28.7%
6.33%
-22.4%
Q1 2022$22,187,000
+0.1%
197,660
-0.0%
8.16%
+4.1%
Q4 2021$22,160,000
+11.7%
197,662
+3.0%
7.83%
+2.6%
Q3 2021$19,831,000
-6.4%
191,883
-5.1%
7.64%
+13.2%
Q2 2021$21,191,000
+6.1%
202,262
+2.4%
6.74%
-4.8%
Q1 2021$19,972,000
+10.7%
197,571
+0.2%
7.08%
-5.7%
Q4 2020$18,044,000
+13.8%
197,180
+0.6%
7.52%
-2.0%
Q3 2020$15,855,000
+7.5%
195,912
+4.6%
7.67%
-10.9%
Q2 2020$14,752,000
+27.8%
187,256
+14.7%
8.61%
-4.3%
Q1 2020$11,546,000
-22.1%
163,201
+3.2%
8.99%
-9.0%
Q4 2019$14,817,000
+10.6%
158,117
+4.7%
9.88%
+14.1%
Q3 2019$13,397,000
-2.9%
150,988
-4.4%
8.66%
+8.7%
Q2 2019$13,804,000
+3.6%
157,980
+1.6%
7.97%
-2.9%
Q1 2019$13,322,000
+15.4%
155,525
+5.1%
8.21%
-21.6%
Q4 2018$11,544,000
-7.0%
148,018
+3.8%
10.47%
+40.5%
Q3 2018$12,416,000
+9.4%
142,583
+4.3%
7.45%
-19.4%
Q2 2018$11,353,000
+19.5%
136,703
+16.7%
9.24%
-28.8%
Q3 2017$9,500,000117,18012.99%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
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