Geneos Wealth Management Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$3,444,587
-1.7%
33,339
+0.9%
0.18%
-3.8%
Q2 2023$3,505,576
-3.0%
33,050
-3.5%
0.18%
-16.0%
Q1 2023$3,613,005
+7.7%
34,246
+10.4%
0.22%
+7.9%
Q4 2022$3,355,232
+19.3%
31,007
+4.6%
0.20%
+4.6%
Q3 2022$2,812,000
-22.3%
29,647
-15.9%
0.19%
+8.4%
Q2 2022$3,620,000
-5.8%
35,244
+2.9%
0.18%
+8.5%
Q1 2022$3,844,000
+0.4%
34,246
+0.3%
0.16%
+13.0%
Q4 2021$3,827,000
+30.1%
34,140
+21.4%
0.15%
+29.2%
Q3 2021$2,942,000
+3.2%
28,123
+4.1%
0.11%
+1.8%
Q2 2021$2,852,000
-36.9%
27,012
-38.0%
0.11%
-11.9%
Q1 2021$4,520,000
+87.4%
43,600
+0.7%
0.13%
+29.9%
Q4 2020$2,412,000
+57.4%
43,308
+125.3%
0.10%
+22.8%
Q3 2020$1,532,000
+2.4%
19,222
-1.6%
0.08%
-4.8%
Q2 2020$1,496,000
+2.7%
19,530
-6.6%
0.08%
-15.3%
Q1 2020$1,457,000
-23.0%
20,901
+3.7%
0.10%
-3.0%
Q4 2019$1,892,000
+6.1%
20,161
-0.0%
0.10%
-5.6%
Q3 2019$1,784,000
+5.9%
20,169
+4.6%
0.11%
+2.9%
Q2 2019$1,684,000
+1.2%
19,275
-0.8%
0.10%
-5.5%
Q1 2019$1,664,000
+7.4%
19,431
-3.0%
0.11%
-4.3%
Q4 2018$1,549,000
-9.5%
20,040
+2.0%
0.12%
+0.9%
Q3 2018$1,711,000
+9.3%
19,650
+4.2%
0.11%
-6.6%
Q2 2018$1,566,000
-4.1%
18,857
-4.7%
0.12%
-14.7%
Q1 2018$1,633,000
-1.3%
19,796
+2.4%
0.14%
-3.4%
Q4 2017$1,655,000
+2.5%
19,328
-3.0%
0.15%
-7.5%
Q3 2017$1,615,000
+9.3%
19,931
+5.4%
0.16%
+5.3%
Q2 2017$1,478,000
+35.7%
18,917
+34.9%
0.15%
+34.5%
Q1 2017$1,089,000
+13.2%
14,025
+10.5%
0.11%
-11.0%
Q4 2016$962,000
+25.4%
12,698
+19.3%
0.13%
+23.3%
Q3 2016$767,000
+17.3%
10,640
+16.2%
0.10%
+8.4%
Q2 2016$654,000
-15.0%
9,156
-17.5%
0.10%
-19.5%
Q1 2016$769,00011,1010.12%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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