Keystone Financial Group - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 823 filers reported holding VANGUARD WHITEHALL FDS in Q1 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.7%.

Quarter-by-quarter ownership
Keystone Financial Group ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,818,652
+1.6%
17,602
+4.3%
0.30%
+0.3%
Q2 2023$1,789,893
-7.9%
16,875
-6.0%
0.30%
-20.8%
Q4 2022$1,942,615
+11.8%
17,952
-1.9%
0.38%
+9.1%
Q3 2022$1,737,000
-5.9%
18,305
+0.9%
0.35%
-3.8%
Q2 2022$1,846,000
-7.0%
18,147
+2.6%
0.37%
+8.6%
Q1 2022$1,985,000
+10.6%
17,687
+10.5%
0.34%
+14.6%
Q4 2021$1,794,000
+19.4%
16,002
+10.1%
0.29%
+8.1%
Q3 2021$1,502,000
-6.9%
14,532
-5.7%
0.27%
-6.8%
Q2 2021$1,614,000
-4.8%
15,407
-8.1%
0.29%
-11.5%
Q1 2021$1,695,000
+10.8%
16,763
+0.3%
0.33%
+3.8%
Q4 2020$1,530,000
+10.2%
16,718
-2.6%
0.32%
-6.7%
Q3 2020$1,389,000
+5.5%
17,161
+2.8%
0.34%
-4.7%
Q2 2020$1,316,000
+10.9%
16,699
-0.5%
0.36%
-8.9%
Q1 2020$1,187,000
+98.5%
16,776
+162.8%
0.39%
+144.1%
Q4 2019$598,000
+16.6%
6,383
+10.4%
0.16%
+1.9%
Q3 2019$513,000
+12.7%
5,783
+11.1%
0.16%
+6.8%
Q2 2019$455,000
+35.8%
5,204
+33.0%
0.15%
+24.4%
Q1 2019$335,0003,9120.12%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2019
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