Wealth Dimensions Group, Ltd. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Wealth Dimensions Group, Ltd. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
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 Q1 2021
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