Rockbridge Investment Management, LCC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2021$923,000
+84.6%
8,235
+70.3%
0.14%
+63.9%
Q3 2021$500,000
-1.4%
4,8360.0%0.08%
-3.5%
Q2 2021$507,000
+2.8%
4,836
-0.9%
0.09%
-7.5%
Q1 2021$493,000
+11.3%
4,881
+0.9%
0.09%
+2.2%
Q4 2020$443,000
+20.7%
4,836
+6.6%
0.09%
+4.6%
Q3 2020$367,000
+2.8%
4,5350.0%0.09%
-6.5%
Q2 2020$357,0004,5350.09%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
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