CALTON & ASSOCIATES, INC. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q1 2020$299,000
-18.8%
4,229
+7.7%
0.07%0.0%
Q4 2019$368,000
-24.6%
3,927
-28.6%
0.07%
-31.5%
Q3 2019$488,000
+3.0%
5,503
+1.5%
0.11%
-19.4%
Q2 2019$474,000
-5.6%
5,423
-7.4%
0.13%
-12.4%
Q1 2019$502,000
-5.8%
5,859
-14.2%
0.15%
-21.9%
Q4 2018$533,000
-10.0%
6,831
+0.5%
0.20%
+12.6%
Q3 2018$592,000
-4.5%
6,800
-4.9%
0.17%
-3.3%
Q2 2018$620,000
+34.5%
7,150
+28.0%
0.18%
+35.3%
Q1 2018$461,000
-5.3%
5,586
+2.6%
0.13%
+8.1%
Q4 2017$487,0005,4450.12%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 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