Strategic Family Wealth Counselors, L.L.C. - 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
Strategic Family Wealth Counselors, L.L.C. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$7,084,477
-1.6%
68,568
+1.0%
3.40%
+2.9%
Q2 2023$7,200,477
+2.6%
67,884
+2.1%
3.31%
-0.4%
Q1 2023$7,017,631
+7.7%
66,518
+10.4%
3.32%
+2.9%
Q4 2022$6,518,208
+14.4%
60,237
+0.3%
3.23%
+15.5%
Q3 2022$5,700,000
-2.9%
60,079
+4.1%
2.80%
-0.7%
Q2 2022$5,868,000
-6.9%
57,699
+2.7%
2.82%
+10.8%
Q1 2022$6,303,000
+9.7%
56,155
+9.5%
2.54%
+37.9%
Q4 2021$5,747,000
+12.0%
51,262
+3.2%
1.84%
+5.0%
Q3 2021$5,132,000
+6.0%
49,653
+7.5%
1.76%
+10.9%
Q2 2021$4,840,000
+7.6%
46,193
+3.8%
1.58%
-6.6%
Q1 2021$4,497,000
+13.9%
44,487
+3.1%
1.70%
-16.8%
Q4 2020$3,949,000
+14.7%
43,157
+1.5%
2.04%
+5.5%
Q3 2020$3,442,000
+1.2%
42,526
-1.5%
1.93%
-9.8%
Q2 2020$3,400,000
+14.8%
43,164
+3.1%
2.14%
-3.3%
Q1 2020$2,962,000
-29.4%
41,871
-6.5%
2.21%
-34.7%
Q4 2019$4,195,000
+3.4%
44,770
-2.1%
3.39%
+10.5%
Q3 2019$4,056,000
+5.1%
45,716
+3.5%
3.07%
+2.6%
Q2 2019$3,861,000
+3.5%
44,186
+1.5%
2.99%
-0.9%
Q1 2019$3,730,000
+29.2%
43,541
+17.6%
3.02%
-7.7%
Q4 2018$2,887,00037,0163.27%
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