RIDGECREST WEALTH PARTNERS, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
RIDGECREST WEALTH PARTNERS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$761,468
-2.6%
7,3700.0%0.53%
+3.3%
Q2 2023$781,736
+0.5%
7,3700.0%0.52%
-6.7%
Q1 2023$777,535
+4.0%
7,370
+6.7%
0.55%
-2.5%
Q4 2022$747,731
+8.5%
6,910
-4.8%
0.57%
+1.1%
Q3 2022$689,000
-6.6%
7,2600.0%0.56%
+4.7%
Q2 2022$738,000
-9.4%
7,2600.0%0.54%
+3.9%
Q1 2022$815,000
-4.2%
7,260
-4.3%
0.52%
+24.9%
Q4 2021$851,000
+86.2%
7,590
+71.7%
0.41%
+66.3%
Q3 2021$457,000
+21.9%
4,420
+23.4%
0.25%
+6.4%
Q2 2021$375,000
+54.3%
3,583
+49.3%
0.23%
+0.9%
Q1 2021$243,0002,4000.23%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
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