Wescott Financial Advisory Group, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wescott Financial Advisory Group, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$642,798
-7.1%
6,221
-4.6%
0.12%
-3.3%
Q2 2023$691,718
+15.6%
6,521
+15.0%
0.12%
-6.2%
Q1 2023$598,148
-5.7%
5,670
-3.3%
0.13%
-5.1%
Q4 2022$634,284
+18.3%
5,862
+3.7%
0.14%
-8.1%
Q3 2022$536,000
-6.6%
5,651
+0.2%
0.15%
-4.5%
Q2 2022$574,000
-25.2%
5,642
-17.4%
0.16%
-21.2%
Q1 2022$767,0006,8310.20%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 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