Opes Wealth Management 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
Opes Wealth Management LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,448,443
-2.9%
14,019
-0.4%
0.40%
-5.2%
Q2 2023$1,492,299
+3.9%
14,069
+3.4%
0.42%
-8.6%
Q1 2023$1,435,750
+0.8%
13,609
+3.4%
0.46%
-10.6%
Q4 2022$1,424,693
+9.0%
13,166
-4.4%
0.52%
-1.0%
Q3 2022$1,307,000
-6.3%
13,776
+0.4%
0.52%
-6.3%
Q2 2022$1,395,000
-39.4%
13,721
-33.1%
0.56%
-25.5%
Q1 2022$2,301,000
+13.6%
20,499
+13.5%
0.75%
+19.1%
Q4 2021$2,025,000
+17.7%
18,059
+8.5%
0.63%
+3.3%
Q3 2021$1,721,000
-6.0%
16,648
-4.7%
0.61%
-10.2%
Q2 2021$1,831,000
-2.8%
17,475
-6.2%
0.68%
-7.8%
Q1 2021$1,884,000
+8.1%
18,637
-2.1%
0.74%
-12.5%
Q4 2020$1,743,000
+3.4%
19,045
-8.5%
0.84%
+4.3%
Q3 2020$1,685,000
-3.4%
20,824
-6.0%
0.80%
-9.4%
Q2 2020$1,744,000
+50.2%
22,142
+34.9%
0.89%
+1.7%
Q1 2020$1,161,000
-28.6%
16,416
-5.4%
0.87%
-12.2%
Q4 2019$1,625,000
+2.8%
17,345
-2.6%
1.00%
-4.5%
Q3 2019$1,581,000
+8.1%
17,814
+6.4%
1.04%
+4.3%
Q2 2019$1,463,000
-5.4%
16,739
-7.3%
1.00%
-11.6%
Q1 2019$1,547,00018,0611.13%
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