Waterfront Wealth Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
Waterfront Wealth Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$237,694
-8.3%
2,367
+0.5%
0.08%
+1.3%
Q2 2023$259,238
-8.4%
2,355
-12.2%
0.08%
-16.3%
Q1 2023$283,057
-3.1%
2,683
+1.3%
0.09%
-8.0%
Q4 2022$292,079
+1.8%
2,649
-2.5%
0.10%
-8.3%
Q3 2022$287,000
-14.6%
2,716
-17.8%
0.11%
-19.9%
Q2 2022$336,000
-6.9%
3,306
+3.7%
0.14%
+6.2%
Q1 2022$361,000
+2.8%
3,189
+1.9%
0.13%
-7.9%
Q4 2021$351,000
+10.0%
3,129
+1.3%
0.14%
-9.7%
Q3 2021$319,000
+7.4%
3,089
+8.9%
0.15%
+10.0%
Q2 2021$297,000
+4.9%
2,837
+1.9%
0.14%
-1.4%
Q1 2021$283,000
+8.0%
2,783
-2.6%
0.14%
-23.7%
Q4 2020$262,0002,8580.19%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2021
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