HighMark Wealth Management LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,538 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is 0.26 and the average weighting 0.9%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2023$4,902
+9.1%
44
+2.3%
0.00%0.0%
Q3 2023$4,493
-1.9%
430.0%0.00%
+33.3%
Q2 2023$4,579
-73.8%
43
-74.1%
0.00%
-78.6%
Q1 2023$17,502
+10.2%
166
+12.9%
0.01%
+16.7%
Q4 2022$15,880
+22.2%
147
+9.7%
0.01%
+9.1%
Q3 2022$13,000
+8.3%
134
+17.5%
0.01%
+10.0%
Q2 2022$12,0000.0%114
+5.6%
0.01%
+25.0%
Q1 2022$12,0000.0%108
+0.9%
0.01%0.0%
Q4 2021$12,000
+20.0%
107
+15.1%
0.01%
+14.3%
Q3 2021$10,000
+42.9%
93
+36.8%
0.01%
+40.0%
Q2 2021$7,000680.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2023
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