CGN Advisors LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.

Quarter-by-quarter ownership
CGN Advisors LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2023$1,147,065
-33.4%
10,276
-38.3%
0.16%
-31.5%
Q3 2023$1,722,100
-2.6%
16,668
-0.0%
0.23%
-8.7%
Q2 2023$1,768,718
-0.9%
16,675
-1.4%
0.25%
-9.6%
Q1 2023$1,784,098
-4.2%
16,911
-1.7%
0.28%
-14.3%
Q4 2022$1,862,538
+16.2%
17,212
+1.9%
0.33%
-18.4%
Q3 2022$1,603,000
-7.6%
16,891
-1.0%
0.40%
-17.8%
Q2 2022$1,735,000
-9.5%
17,057
-0.1%
0.49%
+2.3%
Q1 2022$1,917,000
+1.6%
17,079
+1.5%
0.48%
-2.6%
Q4 2021$1,886,000
+121.6%
16,822
+104.2%
0.49%
+76.6%
Q3 2021$851,000
+25.3%
8,236
+27.1%
0.28%
+29.9%
Q2 2021$679,000
-1.2%
6,479
-4.7%
0.21%
-13.4%
Q1 2021$687,000
+6.7%
6,800
-3.4%
0.25%
-4.3%
Q4 2020$644,0007,0420.26%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2021
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