Wolff Financial Management LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wolff Financial Management LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$20,543
+5.1%
198,830
+7.3%
7.01%
+3.0%
Q1 2023$19,543
+3.3%
185,246
+5.9%
6.81%
-2.7%
Q4 2022$18,922
-99.9%
174,867
+16.1%
7.00%
+7.3%
Q3 2022$14,286,000
+0.3%
150,577
+7.5%
6.52%
+2.9%
Q2 2022$14,250,000
-7.9%
140,121
+1.6%
6.34%
+3.2%
Q1 2022$15,475,000
+1.7%
137,866
+1.5%
6.14%
+6.6%
Q4 2021$15,223,000
+17.7%
135,789
+6.1%
5.76%
-2.8%
Q1 2021$12,934,000
+446.4%
127,949
+394.8%
5.93%
+377.8%
Q4 2020$2,367,000
+9.6%
25,861
-3.1%
1.24%
-3.1%
Q3 2020$2,159,000
+2.4%
26,678
-0.3%
1.28%
-4.5%
Q2 2020$2,108,000
+24.1%
26,759
+11.5%
1.34%
+4.6%
Q1 2020$1,698,000
+38.5%
24,001
+83.4%
1.28%
+57.7%
Q4 2019$1,226,000
+16.4%
13,084
+10.2%
0.81%
+5.7%
Q3 2019$1,053,000
+2.6%
11,871
+1.1%
0.77%
-2.5%
Q2 2019$1,026,000
+12.1%
11,740
+10.0%
0.79%
+4.0%
Q1 2019$915,000
+10.0%
10,676
+0.1%
0.76%
-6.2%
Q4 2018$832,00010,6640.81%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 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