Global Retirement Partners, 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
Global Retirement Partners, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$6,904,776
-12.9%
68,243
-8.7%
0.35%
-10.1%
Q2 2023$7,926,707
-2.8%
74,731
-4.8%
0.39%
-10.6%
Q1 2023$8,158,732
-6.7%
78,517
-2.8%
0.43%
-28.0%
Q4 2022$8,742,333
-14.9%
80,790
-16.2%
0.60%
-22.7%
Q3 2022$10,268,000
-6.0%
96,428
-10.2%
0.78%
-11.4%
Q2 2022$10,918,000
-13.0%
107,359
-7.4%
0.88%
-11.1%
Q1 2022$12,548,000
+81.8%
115,892
+73.5%
0.99%
+44.4%
Q3 2021$6,902,000
+12.9%
66,786
+14.4%
0.68%
+9.1%
Q2 2021$6,115,000
+8.9%
58,364
+5.1%
0.63%
-4.7%
Q1 2021$5,615,000
+13.0%
55,548
+2.3%
0.66%
+5.5%
Q4 2020$4,971,000
+13.3%
54,322
+0.2%
0.62%
-3.0%
Q3 2020$4,389,000
+8.9%
54,232
+6.0%
0.64%
-0.2%
Q2 2020$4,031,000
+69.2%
51,165
+52.0%
0.64%
+42.6%
Q1 2020$2,382,000
-39.2%
33,662
-19.4%
0.45%
-24.8%
Q4 2019$3,915,000
-15.1%
41,776
-19.7%
0.60%
-20.8%
Q3 2019$4,614,000
+6.7%
52,000
+5.0%
0.76%
-8.5%
Q2 2019$4,326,000
+3.9%
49,502
+1.9%
0.83%
-17.8%
Q1 2019$4,162,000
+7.0%
48,588
-2.6%
1.01%
+1.3%
Q4 2018$3,889,000
+3.5%
49,863
+15.5%
0.99%
+16.9%
Q3 2018$3,759,000
+14.5%
43,166
+9.2%
0.85%
+2.4%
Q2 2018$3,284,000
+125.2%
39,542
+123.8%
0.83%
+106.5%
Q1 2018$1,458,000
+16.0%
17,672
+20.4%
0.40%
+16.5%
Q4 2017$1,257,000
+2.2%
14,680
-3.2%
0.34%
-32.2%
Q3 2017$1,230,000
+22.8%
15,166
+18.3%
0.51%
+8.1%
Q2 2017$1,002,000
+62.4%
12,818
+61.4%
0.47%
+36.5%
Q1 2017$617,000
-9.8%
7,942
-12.0%
0.34%
-25.0%
Q4 2016$684,0009,0250.46%
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