Kingsview Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,316 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$5,227,082
+63.4%
44,073
+66.7%
0.12%
+53.8%
Q1 2024$3,199,466
+77.3%
26,444
+63.6%
0.08%
+48.1%
Q4 2023$1,804,519
-13.7%
16,165
-20.1%
0.05%
-28.0%
Q3 2023$2,090,180
+25.6%
20,230
+29.0%
0.08%
+15.4%
Q2 2023$1,663,681
+16.0%
15,685
+15.4%
0.06%
+8.3%
Q1 2023$1,434,393
-8.3%
13,596
-5.9%
0.06%
-11.8%
Q4 2022$1,564,157
+73.6%
14,455
+52.2%
0.07%
+58.1%
Q3 2022$901,000
-5.0%
9,499
+1.9%
0.04%
-4.4%
Q2 2022$948,000
+1.7%
9,318
+12.2%
0.04%
+9.8%
Q1 2022$932,588
+1.9%
8,308
+1.8%
0.04%
+7.9%
Q4 2021$915,000
+17.8%
8,165
+8.6%
0.04%
+2.7%
Q3 2021$777,000
+24.7%
7,521
+27.2%
0.04%
+19.4%
Q2 2021$623,000
+8.0%
5,913
+4.2%
0.03%
-6.1%
Q1 2021$577,000
+10.1%
5,675
-0.9%
0.03%
-13.2%
Q4 2020$524,000
+12.9%
5,724
-0.2%
0.04%
-9.5%
Q3 2020$464,000
+3.8%
5,734
+1.0%
0.04%
-6.7%
Q2 2020$447,000
+0.7%
5,675
-9.5%
0.04%
-25.0%
Q1 2020$444,000
-26.5%
6,271
-2.7%
0.06%
-21.1%
Q4 2019$604,000
+9.0%
6,447
+3.3%
0.08%
-12.6%
Q3 2019$554,000
-0.5%
6,241
-2.0%
0.09%
-6.5%
Q2 2019$557,000
-26.4%
6,370
-27.9%
0.09%
-19.1%
Q1 2019$757,000
+31.9%
8,836
+20.0%
0.12%
-8.0%
Q4 2018$574,000
-11.7%
7,363
-1.4%
0.12%
-5.3%
Q3 2018$650,000
+7.6%
7,467
+2.7%
0.13%
-8.3%
Q2 2018$604,000
-12.0%
7,269
-12.6%
0.14%
-15.8%
Q1 2018$686,000
-2.1%
8,317
+1.6%
0.17%
-31.6%
Q4 2017$701,000
+6.9%
8,186
+1.1%
0.25%
-13.5%
Q3 2017$656,000
+28.9%
8,094
+24.3%
0.29%
+10.3%
Q2 2017$509,000
-0.8%
6,514
-1.4%
0.26%
-13.8%
Q1 2017$513,0006,6050.30%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Sullivan, Bruyette, Speros & Blaney, LLC 2,090,330$185,475,00011.07%
SEARCY FINANCIAL SERVICES INC /ADV 161,209$14,304,00010.60%
Edge Capital Group, LLC 1,025,699$91,010,0009.20%
MARINO, STRAM & ASSOCIATES LLC 143,044$12,692,0008.99%
Global Strategic Investment Solutions, LLC 252,511$22,405,0008.75%
Armor Investment Advisors, LLC 119,215$10,578,0008.66%
Measured Wealth Private Client Group, LLC 150,988$13,397,0008.66%
Berkeley Capital Partners, LLC 163,134$14,475,0007.64%
Opus Capital Group, LLC 269,917$23,950,0007.37%
UNITED SERVICES AUTOMOBILE ASSOCIATION 6,626,076$587,739,0007.37%
View complete list of VANGUARD WHITEHALL FDS shareholders