Sound View Wealth Advisors Group, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$4,249,078
+4.1%
41,125
+6.9%
0.53%
-1.3%
Q2 2023$4,080,166
-6.5%
38,467
-7.0%
0.54%
-10.7%
Q1 2023$4,362,987
+44.5%
41,355
+48.2%
0.60%
-6.3%
Q4 2022$3,020,162
+41.7%
27,910
+24.3%
0.64%
+33.7%
Q3 2022$2,131,000
-6.4%
22,460
+0.4%
0.48%
+0.4%
Q2 2022$2,276,000
+4.5%
22,379
+15.3%
0.48%
+15.0%
Q1 2022$2,178,000
+27.1%
19,401
+27.0%
0.41%
+27.8%
Q4 2021$1,713,000
+48.3%
15,276
+36.6%
0.32%
+34.4%
Q3 2021$1,155,000
+13.1%
11,180
+14.7%
0.24%
+12.1%
Q2 2021$1,021,000
+38.5%
9,749
+33.8%
0.22%
+25.0%
Q1 2021$737,000
-4.5%
7,288
-13.7%
0.17%
-9.0%
Q4 2020$772,000
+45.7%
8,442
+28.9%
0.19%
+35.0%
Q3 2020$530,000
+6.6%
6,548
+3.7%
0.14%0.0%
Q2 2020$497,000
-5.2%
6,312
-14.8%
0.14%
-22.7%
Q1 2020$524,000
-26.7%
7,408
-2.9%
0.18%
-10.4%
Q4 2019$715,000
+29.8%
7,632
+22.8%
0.20%
+23.2%
Q3 2019$551,000
+12.0%
6,214
+10.3%
0.16%
+13.1%
Q2 2019$492,0005,6320.14%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2021
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