Fortress Wealth Group, 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
Fortress Wealth Group, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,177,315
-14.9%
11,627
-8.0%
0.78%
-10.2%
Q2 2023$1,382,787
+3.7%
12,635
+0.0%
0.87%
-9.2%
Q1 2023$1,332,940
-31.7%
12,634
-30.0%
0.96%
-29.4%
Q4 2022$1,952,013
-17.3%
18,039
-27.5%
1.36%
-22.9%
Q3 2022$2,360,000
-71.2%
24,871
-69.2%
1.77%
-75.0%
Q2 2022$8,199,000
+3316.2%
80,624
+3674.5%
7.07%
+3698.9%
Q1 2022$240,000
-1.2%
2,136
+0.1%
0.19%
+2.8%
Q4 2021$243,000
+2.5%
2,134
-6.8%
0.18%
-11.7%
Q3 2021$237,000
-1.2%
2,289
-0.1%
0.20%
-4.2%
Q2 2021$240,0002,2910.21%
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