White Lighthouse Investment Management Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.

Quarter-by-quarter ownership
White Lighthouse Investment Management Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$38,537,546
-1.4%
372,992
+1.3%
9.36%
+0.3%
Q2 2023$39,066,375
+9.0%
368,307
+8.4%
9.33%
+3.3%
Q1 2023$35,850,906
+1.7%
339,819
+4.4%
9.03%
-5.7%
Q4 2022$35,234,850
+10.9%
325,615
-2.8%
9.57%
+3.5%
Q3 2022$31,778,000
-3.5%
334,932
+3.5%
9.25%
-1.7%
Q2 2022$32,917,000
-9.5%
323,671
-0.1%
9.42%
+1.8%
Q1 2022$36,379,000
-0.5%
324,093
-0.6%
9.25%
+1.6%
Q4 2021$36,553,000
+11.7%
326,050
+3.0%
9.11%
+3.7%
Q3 2021$32,720,000
+1.7%
316,590
+3.1%
8.78%
-0.4%
Q2 2021$32,173,000
+7.8%
307,086
+4.1%
8.82%
-3.4%
Q1 2021$29,833,000
+18.6%
295,113
+7.4%
9.13%
+13.8%
Q4 2020$25,147,000
+16.7%
274,796
+3.2%
8.02%
+7.5%
Q3 2020$21,553,000
+22.4%
266,318
+19.2%
7.46%
+15.4%
Q2 2020$17,605,000
+20.8%
223,472
+8.5%
6.46%
+6.0%
Q1 2020$14,574,000
-20.2%
205,993
+5.7%
6.10%
-9.0%
Q4 2019$18,270,000
+16.7%
194,966
+10.5%
6.70%
+6.4%
Q3 2019$15,653,000
+4.3%
176,409
+2.8%
6.30%
+0.6%
Q2 2019$15,001,000
+16.3%
171,676
+14.1%
6.26%
+5.8%
Q1 2019$12,893,000
+10.5%
150,509
+0.6%
5.92%
-7.6%
Q4 2018$11,667,000
-1.3%
149,600
+10.3%
6.41%
+6.3%
Q3 2018$11,817,000
+13.5%
135,682
+8.2%
6.03%
+5.4%
Q2 2018$10,414,000
+44.1%
125,397
+43.2%
5.72%
+38.0%
Q1 2018$7,226,000
+8.2%
87,597
+12.3%
4.14%
+8.0%
Q4 2017$6,680,00078,0083.84%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2018
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