WALLED LAKE PLANNING & 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
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$5,863,095
+0.9%
56,747
+3.5%
2.94%
+3.9%
Q2 2023$5,813,489
+3.0%
54,808
+2.4%
2.83%
-4.3%
Q1 2023$5,644,523
+23.9%
53,503
+27.0%
2.96%
-4.8%
Q4 2022$4,557,537
+12.0%
42,118
-1.8%
3.10%
+9.2%
Q3 2022$4,071,000
-5.6%
42,907
+1.2%
2.84%
-4.3%
Q2 2022$4,314,000
-51.3%
42,415
-46.2%
2.97%
-43.6%
Q1 2022$8,852,000
+26.3%
78,864
+26.1%
5.27%
+29.6%
Q4 2021$7,009,000
+7.6%
62,522
-0.8%
4.06%
+1.2%
Q3 2021$6,511,000
-14.6%
63,003
-13.4%
4.01%
-19.0%
Q2 2021$7,620,000
+5.6%
72,735
+1.8%
4.96%
-1.0%
Q1 2021$7,219,000
+11.6%
71,415
+1.0%
5.01%
+1.9%
Q4 2020$6,470,000
+16.2%
70,705
+2.8%
4.92%
+8.9%
Q3 2020$5,566,000
+6.7%
68,779
+3.9%
4.51%
+3.4%
Q2 2020$5,216,000
+7.4%
66,206
-3.5%
4.37%
-1.6%
Q1 2020$4,855,000
-24.0%
68,615
+0.7%
4.44%
-3.7%
Q4 2019$6,387,00068,1614.61%
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