Milestone Advisory Partners - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 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
Milestone Advisory Partners ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$3,184,632
+33.8%
30,823
+37.4%
2.65%
+23.0%
Q2 2023$2,379,787
+32.2%
22,436
+31.5%
2.15%
+29.7%
Q1 2023$1,800,358
+4.9%
17,065
+7.5%
1.66%
+30.0%
Q4 2022$1,717,076
+14.4%
15,868
+0.3%
1.28%
+13.5%
Q3 2022$1,501,000
+54.3%
15,823
+67.1%
1.13%
+42.9%
Q2 2022$973,000
-7.2%
9,472
+1.5%
0.79%
+39.5%
Q1 2022$1,048,000
+62.2%
9,336
+61.9%
0.56%
+73.3%
Q4 2021$646,000
+78.5%
5,766
+64.7%
0.33%
+53.1%
Q3 2021$362,000
-1.4%
3,5000.0%0.21%
+10.4%
Q2 2021$367,000
+3.7%
3,5000.0%0.19%
+2.1%
Q1 2021$354,000
+10.6%
3,5000.0%0.19%
+3.8%
Q4 2020$320,000
+7.7%
3,500
-4.7%
0.18%
-1.6%
Q3 2020$297,000
+2.8%
3,6710.0%0.18%
+8.8%
Q2 2020$289,000
+11.2%
3,6710.0%0.17%
-5.6%
Q1 2020$260,000
-81.1%
3,671
-75.0%
0.18%
-75.1%
Q4 2019$1,374,000
+34.3%
14,657
+27.1%
0.72%
+25.3%
Q3 2019$1,023,000
+172.1%
11,533
+168.1%
0.58%
+151.5%
Q2 2019$376,000
+2.2%
4,3010.0%0.23%
-3.4%
Q1 2019$368,0004,3010.24%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2022
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