JONES FINANCIAL COMPANIES LLLP - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
JONES FINANCIAL COMPANIES LLLP ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$113,045,268
-4.3%
1,094,128
-1.8%
0.19%
-1.1%
Q2 2023$118,181,193
-0.2%
1,114,181
-0.8%
0.19%
-3.6%
Q1 2023$118,472,281
-4.7%
1,122,960
-2.2%
0.20%
-9.7%
Q4 2022$124,297,603
+14.7%
1,148,665
+0.6%
0.22%
+8.5%
Q3 2022$108,371,000
-10.1%
1,142,190
-2.2%
0.20%
-2.9%
Q2 2022$120,503,000
-9.7%
1,167,904
-0.6%
0.20%
+3.0%
Q1 2022$133,429,000
-0.5%
1,175,287
-1.8%
0.20%
+5.3%
Q4 2021$134,148,000
+3.6%
1,196,572
-3.2%
0.19%
-1.6%
Q3 2021$129,483,000
-2.3%
1,236,272
-2.1%
0.19%
-5.9%
Q2 2021$132,550,000
-4.8%
1,263,007
-7.7%
0.20%
-11.3%
Q1 2021$139,305,000
+8.1%
1,368,577
-2.8%
0.23%
-2.5%
Q4 2020$128,844,000
+14.0%
1,407,980
-0.6%
0.24%
+0.4%
Q3 2020$113,000,000
+2.1%
1,416,459
-1.8%
0.24%
-2.9%
Q2 2020$110,654,000
+123.1%
1,442,088
+102.9%
0.24%
+101.7%
Q1 2020$49,602,000
-19.3%
710,873
+8.4%
0.12%
-2.4%
Q4 2019$61,456,000
+6.6%
655,818
+0.6%
0.12%
-3.1%
Q3 2019$57,652,000
+0.1%
651,678
-1.2%
0.13%
-1.6%
Q2 2019$57,608,000
-0.3%
659,287
-2.3%
0.13%
-2.3%
Q1 2019$57,785,000
+7.7%
674,577
-2.7%
0.13%
-0.8%
Q4 2018$53,636,000
-11.4%
693,564
-0.2%
0.13%
-1.5%
Q3 2018$60,540,000
+1.0%
695,139
-3.7%
0.14%
-3.6%
Q2 2018$59,918,000
+0.1%
722,150
-0.5%
0.14%
-3.4%
Q1 2018$59,877,000
-6.5%
725,876
-2.9%
0.14%
-9.4%
Q4 2017$64,016,000
+3.9%
747,583
-1.7%
0.16%
-4.8%
Q3 2017$61,633,000
+3.1%
760,255
-0.6%
0.17%
-5.1%
Q2 2017$59,802,000
-1.5%
765,118
-2.2%
0.18%
-9.7%
Q1 2017$60,728,000
-78.6%
782,066
-79.1%
0.20%
-81.2%
Q4 2016$283,663,000
+9.3%
3,743,739
+4.0%
1.04%
+0.5%
Q3 2016$259,627,000
+3.8%
3,598,933
+2.8%
1.04%
-3.4%
Q2 2016$250,186,000
-33.7%
3,501,058
-35.9%
1.07%
-52.0%
Q1 2016$377,236,000
+5.7%
5,464,027
+2.2%
2.24%
+0.8%
Q4 2015$357,026,000
+8.1%
5,348,712
+1.5%
2.22%
+4.3%
Q3 2015$330,136,000
-3.9%
5,269,527
+3.2%
2.13%
-2.9%
Q2 2015$343,683,000
+2.4%
5,105,228
+3.9%
2.19%0.0%
Q1 2015$335,510,000
+5.8%
4,912,319
+6.5%
2.19%
+0.3%
Q4 2014$317,076,000
+7.1%
4,612,012
+3.5%
2.18%
+2.0%
Q3 2014$296,020,000
+4.5%
4,457,468
+4.4%
2.14%
-0.2%
Q2 2014$283,267,000
+8.3%
4,271,532
+3.1%
2.15%
-0.1%
Q1 2014$261,512,000
+6.0%
4,143,106
+4.7%
2.15%
-1.2%
Q4 2013$246,615,000
+11.0%
3,957,237
+2.4%
2.18%
+1.3%
Q3 2013$222,185,000
+6.1%
3,864,741
+4.1%
2.15%
-4.1%
Q2 2013$209,357,0003,713,9662.24%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2021
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