Kowal Investment Group, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
Kowal Investment Group, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q1 2023$405,148
-20.3%
3,840
-18.3%
0.12%
-24.3%
Q4 2022$508,404
+4.8%
4,698
-8.1%
0.15%
-7.3%
Q3 2022$485,000
+85.8%
5,112
+98.9%
0.16%
+92.9%
Q2 2022$261,000
-7.1%
2,570
+2.7%
0.08%
-1.2%
Q1 2022$281,000
+14.2%
2,503
+14.0%
0.09%
+17.8%
Q4 2021$246,000
+18.8%
2,195
+9.8%
0.07%
+12.3%
Q3 2021$207,000
-15.5%
2,000
-14.6%
0.06%
-26.1%
Q2 2021$245,000
-0.8%
2,341
-10.1%
0.09%
-23.5%
Q4 2020$247,0002,6040.12%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2023
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