Royal Fund Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
Royal Fund Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$7,363,294
-2.3%
71,267
+0.3%
1.00%
+6.4%
Q2 2023$7,533,627
+1.9%
71,025
+1.4%
0.94%
-11.4%
Q1 2023$7,389,878
-8.0%
70,046
-5.7%
1.06%
-17.3%
Q4 2022$8,034,662
+16.9%
74,251
+2.5%
1.28%
+2.3%
Q3 2022$6,871,000
-20.9%
72,426
-15.2%
1.25%
-13.4%
Q2 2022$8,683,000
-12.5%
85,378
-3.4%
1.44%
+0.4%
Q1 2022$9,918,000
+11.3%
88,362
+11.2%
1.44%
+12.5%
Q4 2021$8,910,000
+9.6%
79,482
+1.0%
1.28%
+7.9%
Q3 2021$8,130,000
-3.4%
78,669
-2.0%
1.18%
-15.0%
Q2 2021$8,412,000
+6.7%
80,291
+3.0%
1.39%
-3.4%
Q1 2021$7,881,000
+15.1%
77,967
+4.2%
1.44%
-0.6%
Q4 2020$6,846,000
-19.8%
74,820
-29.1%
1.45%
-33.6%
Q3 2020$8,535,000
+78.7%
105,463
+73.9%
2.18%
+29.6%
Q2 2020$4,776,000
-48.2%
60,635
-53.4%
1.68%
-55.2%
Q1 2020$9,215,000
-21.0%
130,250
+4.7%
3.76%
+26.5%
Q4 2019$11,662,000
+11.3%
124,455
+5.4%
2.97%
+1.6%
Q3 2019$10,477,000
+11.1%
118,085
+9.4%
2.92%
+4.5%
Q2 2019$9,429,000
+21.1%
107,911
+18.7%
2.80%
+12.6%
Q1 2019$7,786,000
+33.2%
90,901
+21.3%
2.48%
+4.8%
Q4 2018$5,844,000
+2.3%
74,945
+14.3%
2.37%
+33.2%
Q3 2018$5,712,000
+8.1%
65,591
+3.0%
1.78%
+1.9%
Q2 2018$5,286,000
+29.1%
63,654
+28.3%
1.74%
+16.7%
Q1 2018$4,093,000
-5.6%
49,623
-2.0%
1.50%
-3.9%
Q4 2017$4,336,000
+4.4%
50,638
-1.2%
1.56%
-6.0%
Q3 2017$4,154,000
+44.2%
51,251
+39.0%
1.66%
+35.4%
Q2 2017$2,881,000
+32.3%
36,864
+31.4%
1.22%
+16.3%
Q1 2017$2,177,000
+172.1%
28,047
+165.5%
1.05%
+136.7%
Q4 2016$800,00010,5630.44%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 214,605$21,694,00016.09%
UNITED SERVICES AUTOMOBILE ASSOCIATION 8,478,748$856,453,00015.60%
ACT WEALTH MANAGEMENT, LLC 230,803$23,332,00015.06%
Ally Financial Inc. 1,550,000$156,688,00014.94%
Round Rock Advisors, LLC 176,516$17,844,00014.18%
Arlington Partners LLC 362,244$36,619,00013.40%
HCR Wealth Advisors 623,855$63,066,00012.47%
MARINO, STRAM & ASSOCIATES LLC 302,531$30,583,00011.95%
Coco Enterprises, LLC 120,050$12,177,00011.39%
Iron Horse Wealth Management, LLC 143,212$14,477,00010.84%
View complete list of VANGUARD WHITEHALL FDS shareholders