Concord Wealth Partners - 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
Concord Wealth Partners ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$110,299
-1.9%
1,068
+0.8%
0.02%
-4.2%
Q2 2023$112,413
+1.4%
1,060
+0.9%
0.02%
-22.6%
Q1 2023$110,878
+3.1%
1,051
+5.7%
0.03%
-3.1%
Q4 2022$107,530
+51.5%
994
+43.0%
0.03%
+68.4%
Q2 2022$71,000
-7.8%
695
+0.9%
0.02%
-5.0%
Q1 2022$77,000
-3.8%
689
-3.6%
0.02%0.0%
Q4 2021$80,0007150.02%
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