Haverford Trust Co - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
Haverford Trust Co ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$4,755,086
-2.9%
46,023
-0.3%
0.06%
+5.5%
Q2 2023$4,896,964
-0.4%
46,167
-1.0%
0.06%
-6.8%
Q1 2023$4,918,262
-3.8%
46,619
-1.3%
0.06%
-6.3%
Q4 2022$5,110,111
+20.2%
47,224
+5.4%
0.06%
+8.6%
Q3 2022$4,250,000
-5.6%
44,789
+1.1%
0.06%
-1.7%
Q2 2022$4,504,000
+3.4%
44,284
+14.2%
0.06%
+18.0%
Q1 2022$4,354,000
+4.5%
38,787
+4.4%
0.05%
+11.1%
Q4 2021$4,165,000
+15.0%
37,155
+6.0%
0.04%
+4.7%
Q3 2021$3,623,000
-51.2%
35,053
-10.5%
0.04%
-2.3%
Q2 2021$7,426,000
+97.1%
39,151
+5.0%
0.04%
-8.3%
Q1 2021$3,768,000
+224.3%
37,278
+193.6%
0.05%
+200.0%
Q4 2020$1,162,000
+5.9%
12,695
-6.3%
0.02%
-5.9%
Q3 2020$1,097,000
-12.3%
13,555
-14.7%
0.02%
-19.0%
Q2 2020$1,251,000
+8.6%
15,883
-2.5%
0.02%
-8.7%
Q1 2020$1,152,000
-26.4%
16,283
-2.5%
0.02%
-8.0%
Q4 2019$1,565,000
+44.2%
16,700
+36.6%
0.02%
+31.6%
Q3 2019$1,085,000
+1.5%
12,2290.0%0.02%0.0%
Q2 2019$1,069,000
+5.5%
12,229
+3.4%
0.02%0.0%
Q1 2019$1,013,000
+10.3%
11,829
+0.5%
0.02%
-5.0%
Q4 2018$918,000
-10.4%
11,7670.0%0.02%
+5.3%
Q3 2018$1,025,000
+1.0%
11,767
-3.7%
0.02%
-5.0%
Q2 2018$1,015,000
-2.1%
12,217
-2.9%
0.02%
-4.8%
Q1 2018$1,037,000
-10.0%
12,577
-6.5%
0.02%
-8.7%
Q4 2017$1,152,000
+5.6%
13,4520.0%0.02%0.0%
Q3 2017$1,091,000
+1.9%
13,452
-1.8%
0.02%0.0%
Q2 2017$1,071,000
+0.7%
13,7000.0%0.02%
-4.2%
Q1 2017$1,064,000
-45.3%
13,700
-46.6%
0.02%
-48.9%
Q4 2016$1,944,000
+129.0%
25,657
+118.0%
0.05%
+123.8%
Q3 2016$849,000
+1.0%
11,7670.0%0.02%0.0%
Q2 2016$841,000
+3.6%
11,7670.0%0.02%0.0%
Q1 2016$812,000
+3.4%
11,7670.0%0.02%0.0%
Q4 2015$785,000
+5.8%
11,767
-0.7%
0.02%
-4.5%
Q3 2015$742,000
-7.0%
11,8510.0%0.02%0.0%
Q2 2015$798,000
-1.4%
11,8510.0%0.02%0.0%
Q1 2015$809,000
-0.7%
11,8510.0%0.02%
-4.3%
Q4 2014$815,000
+4.4%
11,851
+0.7%
0.02%0.0%
Q3 2014$781,000
+0.1%
11,7670.0%0.02%0.0%
Q2 2014$780,000
+5.0%
11,7670.0%0.02%0.0%
Q1 2014$743,000
+1.4%
11,7670.0%0.02%
+9.5%
Q4 2013$733,00011,7670.02%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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