Sovereign Financial Group, Inc. - 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
Sovereign Financial Group, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$3,565,759
-14.1%
34,512
-11.8%
1.27%
-6.1%
Q2 2023$4,148,707
+6.9%
39,113
+6.3%
1.35%
-6.2%
Q1 2023$3,882,566
-0.1%
36,802
+2.4%
1.44%
-5.9%
Q4 2022$3,887,623
+23.6%
35,927
+8.4%
1.53%
+20.1%
Q3 2022$3,145,000
+6.1%
33,145
+13.7%
1.28%
+9.2%
Q2 2022$2,965,000
-3.0%
29,152
+7.1%
1.17%
+3.2%
Q1 2022$3,056,000
+46.6%
27,222
+46.4%
1.13%
+35.2%
Q4 2021$2,084,000
+113.5%
18,588
+96.9%
0.84%
+49.2%
Q3 2021$976,000
+9.3%
9,442
+6.9%
0.56%
+3.7%
Q2 2021$893,0000.0%8,8310.0%0.54%
-3.0%
Q1 2021$893,000
+28.9%
8,831
+16.6%
0.56%
+11.8%
Q4 2020$693,0007,5710.50%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
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