Wealth Dimensions Group, Ltd. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,536 filers reported holding VANGUARD WHITEHALL FDS in Q2 2024. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.

Quarter-by-quarter ownership
Wealth Dimensions Group, Ltd. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$15,603,201
-0.3%
131,562
+1.7%
4.45%
-3.8%
Q1 2024$15,652,277
+8.8%
129,368
+0.4%
4.62%
+1.4%
Q4 2023$14,389,792
+34.5%
128,906
+24.5%
4.56%
+17.4%
Q3 2023$10,695,739
+5.0%
103,521
+7.8%
3.88%
+4.6%
Q2 2023$10,188,188
+12.7%
96,052
+12.1%
3.71%
+6.1%
Q1 2023$9,036,880
+4.9%
85,658
+7.6%
3.50%
-0.7%
Q4 2022$8,616,273
+23.2%
79,625
+8.0%
3.52%
+1.7%
Q3 2022$6,992,000
+10.9%
73,697
+18.9%
3.46%
+15.6%
Q2 2022$6,304,000
+234.8%
61,984
+269.5%
2.99%
+243.2%
Q1 2022$1,883,000
+2.1%
16,775
+1.9%
0.87%
-3.5%
Q4 2021$1,845,000
+8.4%
16,457
-0.1%
0.90%
-17.0%
Q3 2021$1,702,000
+9.5%
16,469
+11.0%
1.09%
+3.3%
Q2 2021$1,555,000
+3.8%
14,838
+0.1%
1.05%
-9.4%
Q1 2021$1,498,000
+8.9%
14,820
-1.5%
1.16%
-2.1%
Q4 2020$1,376,00015,0391.19%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Sullivan, Bruyette, Speros & Blaney, LLC 2,090,330$185,475,00011.07%
SEARCY FINANCIAL SERVICES INC /ADV 161,209$14,304,00010.60%
Edge Capital Group, LLC 1,025,699$91,010,0009.20%
MARINO, STRAM & ASSOCIATES LLC 143,044$12,692,0008.99%
Global Strategic Investment Solutions, LLC 252,511$22,405,0008.75%
Armor Investment Advisors, LLC 119,215$10,578,0008.66%
Measured Wealth Private Client Group, LLC 150,988$13,397,0008.66%
Berkeley Capital Partners, LLC 163,134$14,475,0007.64%
Opus Capital Group, LLC 269,917$23,950,0007.37%
UNITED SERVICES AUTOMOBILE ASSOCIATION 6,626,076$587,739,0007.37%
View complete list of VANGUARD WHITEHALL FDS shareholders