Dougherty Wealth Advisers LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
Dougherty Wealth Advisers LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,506,440
-2.6%
24,2590.0%2.90%
-17.8%
Q2 2023$2,573,152
+0.5%
24,2590.0%3.53%
-8.7%
Q1 2023$2,559,325
-2.5%
24,2590.0%3.87%
-10.3%
Q4 2022$2,625,066
+262406.6%
24,259
+220436.4%
4.31%
+215500.0%
Q1 2021$1,000
-80.0%
11
-80.4%
0.00%
-85.7%
Q2 2019$5,0000.0%560.0%0.01%
-17.6%
Q1 2019$5,0000.0%560.0%0.02%
+6.2%
Q4 2018$5,000560.02%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2023
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