Steward Partners Investment Advisory, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$37,354,065
-2.3%
361,538
+0.3%
0.57%
+0.2%
Q2 2023$38,235,026
-8.7%
360,470
-9.2%
0.57%
-14.5%
Q1 2023$41,885,575
+1.4%
397,020
+4.0%
0.67%
-4.7%
Q4 2022$41,303,437
+19.4%
381,697
+4.7%
0.70%
+8.8%
Q3 2022$34,583,000
+0.8%
364,497
+8.0%
0.65%
+2.7%
Q2 2022$34,322,000
-11.7%
337,485
-2.5%
0.63%
+4.5%
Q1 2022$38,873,000
+1.9%
346,306
+1.7%
0.60%
+3.8%
Q4 2021$38,159,000
+10.0%
340,371
+1.4%
0.58%
-2.7%
Q3 2021$34,695,000
-2.8%
335,707
-1.5%
0.60%
-1.3%
Q2 2021$35,709,000
-100.0%
340,834
-57.5%
0.60%
-15.2%
Q1 2021$81,079,562,000
+269017.0%
802,054
+143.6%
0.71%
+9.0%
Q4 2020$30,128,000
+28.5%
329,236
+13.6%
0.65%
+10.5%
Q3 2020$23,452,000
+39.3%
289,776
+35.6%
0.59%
+23.1%
Q2 2020$16,839,000
+71.6%
213,748
+54.1%
0.48%
+33.7%
Q1 2020$9,815,000
-24.8%
138,739
-0.4%
0.36%
-7.0%
Q4 2019$13,048,000
+159.8%
139,245
+146.0%
0.39%
+128.4%
Q3 2019$5,022,000
+12.4%
56,604
+10.7%
0.17%
+3.0%
Q2 2019$4,466,000
+134.3%
51,113
+129.6%
0.16%
+102.5%
Q1 2019$1,906,000
+226.4%
22,259
+197.2%
0.08%
+189.3%
Q4 2018$584,000
+3.0%
7,490
+15.1%
0.03%
+3.7%
Q3 2018$567,000
+1.4%
6,507
-3.3%
0.03%
-18.2%
Q2 2018$559,000
+67.4%
6,732
+66.1%
0.03%
+43.5%
Q1 2018$334,000
+292.9%
4,054
+305.0%
0.02%
+283.3%
Q4 2017$85,000
-3.4%
1,001
-8.7%
0.01%
-33.3%
Q3 2017$88,000
+3.5%
1,096
+0.1%
0.01%
-10.0%
Q2 2017$85,000
+1.2%
1,095
+0.2%
0.01%
-23.1%
Q1 2017$84,0001,0930.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
NameSharesValueWeighting ↓
UNITED SERVICES AUTOMOBILE ASSOCIATION 8,903,134$700,953,00014.78%
Arlington Partners LLC 284,696$22,428,00012.60%
Asset Allocation & Management Company, LLC 320,490$25,248,00012.30%
MARINO, STRAM & ASSOCIATES LLC 226,262$17,861,00010.63%
Benchmark Wealth Management, LLC 157,813$12,433,00010.60%
Sullivan, Bruyette, Speros & Blaney, LLC 2,136,959$168,350,00010.23%
Edge Capital Group, LLC 1,156,265$91,091,0009.53%
Measured Wealth Private Client Group, LLC 187,256$14,752,0008.61%
Berkeley Capital Partners, LLC 169,250$13,333,0008.21%
HCR Wealth Advisors 421,414$33,092,0007.76%
View complete list of VANGUARD WHITEHALL FDS shareholders