tru Independence 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
tru Independence LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$3,530,246
+16.8%
34,168
+19.9%
1.22%
+22.6%
Q2 2023$3,022,223
+12.2%
28,493
+11.6%
1.00%
+14.7%
Q1 2023$2,693,415
+8.8%
25,530
+11.6%
0.87%
+8.1%
Q4 2022$2,475,304
+24.6%
22,875
+9.2%
0.80%
+14.4%
Q3 2022$1,987,000
+31.7%
20,940
+41.1%
0.70%
+44.7%
Q2 2022$1,509,000
+23.5%
14,840
+36.3%
0.48%
+46.5%
Q1 2022$1,222,000
+29.2%
10,890
+29.0%
0.33%
+28.3%
Q4 2021$946,000
+8.5%
8,4400.0%0.26%
+5.7%
Q3 2021$872,000
+10.8%
8,440
+8.3%
0.24%
+63.8%
Q1 2021$787,000
-15.6%
7,790
-25.3%
0.15%
+7350.0%
Q4 2020$932,000
+21.8%
10,422
+10.3%
0.00%
-99.1%
Q3 2020$765,000
+20.5%
9,450
+17.0%
0.22%
+135.9%
Q2 2020$635,000
+4.1%
8,075
-6.3%
0.09%
-7.1%
Q1 2020$610,000
+3488.2%
8,615
+3489.6%
0.10%
+4850.0%
Q4 2019$17,0002400.00%
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