Perfromance Wealth Partners, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.

Quarter-by-quarter ownership
Perfromance Wealth Partners, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$57,282,742
-1.0%
554,421
+1.7%
2.78%
+4.7%
Q2 2023$57,841,746
+0.3%
544,957
-0.3%
2.66%
-10.1%
Q1 2023$57,666,944
+3.8%
546,606
+6.5%
2.96%
-11.5%
Q4 2022$55,546,763
+19.6%
513,324
+4.9%
3.34%
+24.2%
Q3 2022$46,449,000
+35.3%
489,560
+45.1%
2.69%
+39.5%
Q2 2022$34,324,000
+35.3%
337,498
+49.3%
1.93%
+74.4%
Q1 2022$25,377,000
+16.3%
226,079
+16.1%
1.11%
+25.5%
Q4 2021$21,825,000194,6780.88%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2022
NameSharesValueWeighting ↓
UNITED SERVICES AUTOMOBILE ASSOCIATION 8,903,134$700,953,00014.78%
Arlington Partners LLC 284,696$22,428,00012.60%
Asset Allocation & Management Company, LLC 320,490$25,248,00012.30%
MARINO, STRAM & ASSOCIATES LLC 226,262$17,861,00010.63%
Benchmark Wealth Management, LLC 157,813$12,433,00010.60%
Sullivan, Bruyette, Speros & Blaney, LLC 2,136,959$168,350,00010.23%
Edge Capital Group, LLC 1,156,265$91,091,0009.53%
Measured Wealth Private Client Group, LLC 187,256$14,752,0008.61%
Berkeley Capital Partners, LLC 169,250$13,333,0008.21%
HCR Wealth Advisors 421,414$33,092,0007.76%
View complete list of VANGUARD WHITEHALL FDS shareholders