Ellis Investment Partners, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2022$95,000
+1.1%
1,001
+7.8%
0.03%
+4.0%
Q2 2022$94,000
-8.7%
929
+0.4%
0.02%
+4.2%
Q1 2022$103,000
-11.2%
925
-11.3%
0.02%
-11.1%
Q4 2021$116,000
+8.4%
1,043
+0.6%
0.03%0.0%
Q3 2021$107,000
-0.9%
1,037
+0.4%
0.03%
-3.6%
Q2 2021$108,000
+3.8%
1,033
+0.4%
0.03%
-3.4%
Q1 2021$104,000
+10.6%
1,029
+0.4%
0.03%0.0%
Q4 2020$94,000
+14.6%
1,025
+0.6%
0.03%0.0%
Q3 2020$82,000
+3.8%
1,019
+0.6%
0.03%
-3.3%
Q2 2020$79,000
+16.2%
1,013
+0.6%
0.03%
-6.2%
Q1 2020$68,000
-27.7%
1,007
+0.5%
0.03%
+3.2%
Q4 2019$94,000
-2.1%
1,002
-9.5%
0.03%
-11.4%
Q3 2019$96,0000.0%1,107
+0.5%
0.04%
-2.8%
Q2 2019$96,0001,1010.04%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
NameSharesValueWeighting ↓
UNITED SERVICES AUTOMOBILE ASSOCIATION 8,903,134$700,953,00014.78%
Arlington Partners LLC 284,696$22,428,00012.60%
Asset Allocation & Management Company, LLC 320,490$25,248,00012.30%
MARINO, STRAM & ASSOCIATES LLC 226,262$17,861,00010.63%
Benchmark Wealth Management, LLC 157,813$12,433,00010.60%
Sullivan, Bruyette, Speros & Blaney, LLC 2,136,959$168,350,00010.23%
Edge Capital Group, LLC 1,156,265$91,091,0009.53%
Measured Wealth Private Client Group, LLC 187,256$14,752,0008.61%
Berkeley Capital Partners, LLC 169,250$13,333,0008.21%
HCR Wealth Advisors 421,414$33,092,0007.76%
View complete list of VANGUARD WHITEHALL FDS shareholders