SlateStone Wealth, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.

Quarter-by-quarter ownership
SlateStone Wealth, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$12,696
-2.2%
122,885
+0.4%
1.85%
-24.1%
Q2 2023$12,978
-9.3%
122,353
-9.8%
2.43%
-17.9%
Q1 2023$14,310
-99.9%
135,643
-0.9%
2.96%
-17.0%
Q4 2022$14,804,975
+7.7%
136,817
-5.5%
3.57%
-2.3%
Q3 2022$13,741,000
-8.4%
144,825
-1.8%
3.66%
-4.6%
Q2 2022$14,998,000
-7.0%
147,470
+2.6%
3.83%
+6.5%
Q1 2022$16,133,000
+10.9%
143,727
+10.7%
3.60%
+15.7%
Q4 2021$14,553,000
+8.6%
129,812
+0.1%
3.11%
+1.3%
Q3 2021$13,398,000
+3.4%
129,633
+4.8%
3.07%
+3.6%
Q2 2021$12,956,000
+5.6%
123,662
+1.8%
2.96%
-2.3%
Q1 2021$12,274,000
+15.4%
121,419
+4.4%
3.03%
+14.3%
Q4 2020$10,639,000
-32.0%
116,264
-39.9%
2.65%
-21.5%
Q3 2020$15,656,000
-1.5%
193,450
-4.2%
3.38%
-4.9%
Q2 2020$15,901,000
+78.2%
201,842
+60.1%
3.55%
+40.0%
Q1 2020$8,922,000
-23.9%
126,103
+0.8%
2.54%
-5.3%
Q4 2019$11,726,000
+5.1%
125,128
-0.5%
2.68%
-17.7%
Q3 2019$11,158,000
+3.0%
125,750
+1.4%
3.26%
+6.8%
Q2 2019$10,832,000
+7.7%
123,964
+5.6%
3.05%
-1.3%
Q1 2019$10,060,000
+8.1%
117,440
-1.6%
3.09%
-27.8%
Q4 2018$9,304,000119,3034.28%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2020
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