Kestra Advisory Services, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$97,199,530
+5.3%
940,762
+8.1%
0.96%
+3.5%
Q2 2023$92,307,418
-1.9%
870,250
-2.4%
0.92%
-9.4%
Q1 2023$94,106,944
-2.1%
892,009
+0.5%
1.02%
+19.4%
Q4 2022$96,083,987
-99.9%
887,940
-54.1%
0.85%
-13.0%
Q3 2022$91,835,744,000
+77367.1%
1,933,896
+65.9%
0.98%
-19.4%
Q2 2022$118,548,000
+7.5%
1,165,661
+18.7%
1.22%
+6.1%
Q1 2022$110,263,000
+4.4%
982,295
+4.3%
1.15%
+7.4%
Q4 2021$105,624,000
+8.6%
942,149
+0.1%
1.07%
+9.9%
Q3 2021$97,284,000
+3.5%
941,311
+5.0%
0.97%
-8.7%
Q2 2021$93,955,000
+9.7%
896,776
+5.8%
1.07%
-2.0%
Q1 2021$85,667,000
+23.2%
847,431
+10.6%
1.09%
+35.0%
Q4 2020$69,528,000
-99.9%
766,230
+6.8%
0.81%
-25.4%
Q3 2020$57,908,000,000717,4511.08%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
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