VALLEY NATIONAL ADVISERS INC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 823 filers reported holding VANGUARD WHITEHALL FDS in Q1 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.7%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,193
-9.8%
11,547
-7.4%
0.21%
-6.3%
Q2 2023$1,323
-0.5%
12,469
+0.7%
0.22%
-5.1%
Q1 2023$1,329
-3.4%
12,382
-0.2%
0.23%
-5.3%
Q4 2022$1,376
-99.9%
12,409
+0.2%
0.25%
-4.6%
Q3 2022$1,244,000
-4.5%
12,387
-2.3%
0.26%
-5.8%
Q2 2022$1,302,000
-8.4%
12,679
+0.1%
0.28%
+1.1%
Q1 2022$1,422,000
-1.5%
12,671
-1.7%
0.27%
+2.3%
Q4 2021$1,444,000
+10.1%
12,884
+1.5%
0.27%
+12.2%
Q3 2021$1,312,000
-1.6%
12,693
-0.2%
0.24%
-2.5%
Q2 2021$1,333,000
+3.3%
12,721
-0.3%
0.24%
-3.6%
Q1 2021$1,290,000
+10.2%
12,764
-0.2%
0.25%
+2.4%
Q4 2020$1,171,000
+14.5%
12,793
+1.2%
0.25%
+5.1%
Q3 2020$1,023,000
+2.8%
12,638
+0.1%
0.23%
+2.2%
Q2 2020$995,000
+8.6%
12,631
-2.4%
0.23%
-9.5%
Q1 2020$916,000
-23.4%
12,944
+1.4%
0.25%
-15.4%
Q4 2019$1,196,000
+15.3%
12,768
+9.3%
0.30%
+5.3%
Q3 2019$1,037,000
+7.9%
11,686
+6.2%
0.28%
+7.6%
Q2 2019$961,000
+2.0%
11,0020.0%0.26%
-2.2%
Q1 2019$942,000
+12.5%
11,002
+2.5%
0.27%
-0.7%
Q4 2018$837,000
-23.8%
10,731
-14.9%
0.27%
-28.6%
Q3 2018$1,098,000
+4.9%
12,6100.0%0.38%
-4.8%
Q2 2018$1,047,000
+22.0%
12,610
+21.3%
0.40%
+25.4%
Q1 2018$858,000
-5.2%
10,396
-1.6%
0.32%
+1.3%
Q4 2017$905,000
+5.7%
10,5640.0%0.32%
+7.9%
Q3 2017$856,000
+3.6%
10,5640.0%0.29%
-1.7%
Q2 2017$826,000
+0.2%
10,564
-0.5%
0.30%
-5.4%
Q1 2017$824,000
-0.4%
10,614
-2.7%
0.31%
-17.4%
Q4 2016$827,000
+5.1%
10,9140.0%0.38%
-6.6%
Q3 2016$787,000
+8.3%
10,914
+7.3%
0.41%
+7.7%
Q2 2016$727,000
+3.6%
10,1690.0%0.38%
+0.5%
Q1 2016$702,000
+5.1%
10,169
+1.7%
0.38%
-4.6%
Q4 2015$668,000
+6.5%
10,0010.0%0.39%
+3.7%
Q3 2015$627,000
-6.8%
10,0010.0%0.38%0.0%
Q2 2015$673,000
+6.2%
10,001
-1.6%
0.38%
-20.5%
Q4 2014$634,00010,1660.48%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2019
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