Curated Wealth Partners LLC - 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
Curated Wealth Partners LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$7,397,029
-29.1%
71,593
-27.2%
1.35%
-33.4%
Q2 2023$10,431,792
-2.6%
98,348
-3.1%
2.02%
-15.9%
Q1 2023$10,707,924
+13.5%
101,497
+16.4%
2.41%
+5.2%
Q4 2022$9,436,563
+57.9%
87,206
+38.5%
2.29%
+30.4%
Q3 2022$5,975,000
+124.6%
62,970
+140.8%
1.76%
+124.7%
Q2 2022$2,660,00026,1450.78%
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