Williams Jones Wealth Management, LLC. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$6,978,366
-5.4%
67,541
-2.9%
0.11%
-2.7%
Q2 2023$7,375,913
-0.4%
69,538
-1.0%
0.11%
-5.2%
Q1 2023$7,407,876
-2.7%
70,217
-0.2%
0.12%
-8.7%
Q4 2022$7,609,731
+12.4%
70,324
-1.4%
0.13%
+7.6%
Q3 2022$6,768,000
-7.8%
71,328
-1.1%
0.12%
-0.8%
Q2 2022$7,337,000
-9.4%
72,143
+0.0%
0.12%
+5.3%
Q1 2022$8,098,000
-0.8%
72,139
-1.0%
0.11%
+10.8%
Q4 2021$8,166,000
+6.1%
72,839
-2.2%
0.10%
-5.6%
Q3 2021$7,700,000
+0.5%
74,501
+1.9%
0.11%
+0.9%
Q2 2021$7,658,000
+3.0%
73,092
-0.6%
0.11%
-7.8%
Q1 2021$7,436,000
+11.4%
73,554
+0.8%
0.12%
+6.4%
Q4 2020$6,676,000
+17.3%
72,951
+3.7%
0.11%
+3.8%
Q3 2020$5,692,000
+0.7%
70,335
-2.0%
0.10%
-9.5%
Q2 2020$5,654,000
+6.9%
71,775
-3.9%
0.12%
-15.9%
Q1 2020$5,287,000
-13.9%
74,726
+14.0%
0.14%
+17.9%
Q4 2019$6,140,000
+1.9%
65,522
-3.5%
0.12%
-5.6%
Q3 2019$6,027,00067,9300.12%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
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